Ian Mark

Carrie Strongheart is a financial advisor at BFC PLANNING, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Institutional Securities Corp and operates Strongheart Financial, a budgeting and retirement needs analysis service. She also has involvement in publishing through Taylor & Francis Group, LLC. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 advisors. The firm offers financial planning, portfolio management, and access to various investment platforms and sub-advisory programs.

Jon Lebaron is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Harbour Investments, Inc. since 2011 and also operates Lebaron Financial Group, which has been active since 2002. Outside of his advisory work, he serves as a director for the Osceola Indian Club, Inc., a property management organization in Michigan. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Preston Baker is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LeBaron Financial Group, as well as roles in local government and education. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Rockford, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Fifth Third Securities since 2012 and has worked with Fifth Third Bank since 2011. Outside of his advisory role, he owns and manages an internet marketing business focused on residential rental properties. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinct municipal-advisor registration.

Sophia Schumacher is a financial advisor at Edward Jones in Big Rapids, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at Bandit Industries, Trelan Manufacturing, Northwestern Mutual, and McLaren Central Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Daniel Holtrop is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 35 years. Outside of his advisory role, he serves as a planning commissioner for the City of Kentwood, where he participates in city master planning and zoning decisions. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a comprehensive investment process utilizing risk tolerance assessments, asset allocation software, and portfolio optimization, offering access to various investment products and advisory programs.