Jeffrey Kazmierski

Don Slabaugh is the sole advisor at Don A. Slabaugh, LLC, an independent firm based in Boyne City, MI. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Slabaugh has led his firm since 2003. Don A. Slabaugh, LLC provides discretionary portfolio management services primarily to individual investors with accounts including IRAs, trusts, and taxable accounts. The firm manages approximately $30 million across about 30 client relationships, focusing on concentrated equity portfolios of mid- to large-cap stocks with dividend prospects, supplemented by fixed income and cash instruments. The investment approach combines fundamental and technical analysis, with discretionary trading authority and a longer-term horizon.

Howard Ryan is the sole advisor at The Ryan Group Portfolio Design LLC, holding a Series 65 designation with 11 years of industry experience. He has worked at The Ryan Group Portfolio Design since 2013 and previously at the Michigan Department of Treasury from 2011 to 2018. Outside of advisory services, he operates a tax preparation business as a sole proprietor. The Ryan Group Portfolio Design LLC provides investment management and consultation services to individuals, families, trusts, estates, and business entities. The firm focuses on individualized portfolio construction based on fundamental analysis and offers tax-planning consultations and annual 1040 preparation when requested.

Richard Price is a financial advisor with Meridian Asset Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Meridian in 2020, he worked at Michigan Securities, Inc. and Michigan Advisors, Inc. for 15 years. In addition to his advisory role, he is an independent insurance agent specializing in health and life insurance sales. Meridian Asset Management is a single-advisor registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management and financial planning, employing a strategic asset allocation approach based on Modern Portfolio Theory with a focus on income-producing large-cap dividend growers and diversified holdings across fixed income, small-cap, and international equities.

Michelle Shawn is a financial advisor with Retirement & Investment Planning, Inc. in Petoskey, MI, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has worked at Retirement & Investment Planning, Inc. since 2009 and was previously with Gradient Advisors, LLC. In addition to her advisory role, she is an agent at Senior Benefits Network, where she works with Medicare, life, and annuities. Retirement & Investment Planning, Inc. provides asset management, retirement-plan advisory, and financial planning services primarily to individual, non–high-net-worth clients. The firm operates mainly on a non-discretionary basis, uses a variety of analytical methods, and manages approximately $3.6 million in client assets across about 24 relationships.

Michael Holifield is a Series 65-licensed advisor with West Arbor Solutions, LLC in Petoskey, MI, and has three years of industry experience. His prior work includes roles at Shindigz and Levitate, where he serves as COO and VP of Business Development for a strategic communications agency. In addition to his advisory role, he provides business consulting services. West Arbor Solutions offers discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs fundamental analysis to tailor portfolios based on client goals and risk tolerance, and it integrates insurance sales and business consulting as part of its service model.

Kyle Arnold is a financial advisor at West Arbor Solutions, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Horter Investment Management and Sinclair Broadcast Group. Outside of his advisory role, Arnold owns and operates Kyle Arnold Investments, where he provides life insurance and annuity sales and service. West Arbor Solutions offers discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes portfolio construction based on client goals, time horizon, and risk tolerance, using fundamental analysis and a mix of investment strategies under discretionary authority.