Nicholle Zoltaszek

Shanyn Stewart is a financial advisor with Advanced Financial Management, Inc. in Lambertville, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to her current role since 2020, she spent nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of advisory work, she is an ordained minister who speaks on biblical topics and is involved in several business ventures, including accounting and tax services, an apparel company, and retail operations. Advanced Financial Management, Inc. serves individual and high-net-worth clients as well as small businesses, offering financial planning, consulting, and portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios managed through third-party sub-advisers, with frequent monitoring and rebalancing.

Adam Mclaughlin is a financial advisor at River Raisin Investment Partners, Inc. with 19 years of industry experience. He previously worked at LPL Financial for 10 years before joining his current firm in 2019. Outside of his advisory role, he serves as an alternate on the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and technical analysis, employing a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Anthony Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. with eight years of industry experience. He has been with Harwood Investment Strategies since 2017 and holds a Series 65 designation. Prior to his advisory role, he worked at HCR-ManorCare from 2008 to 2017. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, offering discretionary and non-discretionary management as well as support for employer-sponsored retirement plans, with an investment approach that combines fundamental analysis and quantitative measures along a generally long-term, value-oriented bias.

Scott Burns is a financial advisor at River Raisin Investment Partners, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Outside of his advisory role, Burns is an owner of PIN SEEKERS, LLC, a non-investment related business. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a range of investment strategies using ETFs, mutual funds, equities, fixed income, and other securities, with accounts reviewed regularly to align with clients’ objectives and risk tolerance.

Edwin Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. in Monroe, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Harwood Investment Strategies since 2008. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, employing a long-term, value-oriented investment approach that includes the use of derivatives and discretionary management for pooled vehicles such as employer-sponsored pension plans.

Christopher Wilson is a financial advisor at Structured Wealth Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bollin Wealth Management LLC since 2019. Outside of finance, he owns a part-time mattress retail business in Fremont, Ohio. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households with account minimums around $250,000. The firm also offers tax preparation and representation through an affiliated in-house tax practice, focusing on tailored strategies, managed model portfolios, and retirement distribution planning.