Mark Reitz is a CFP®-certified financial advisor with 15 years of industry experience. He founded and has managed Reitz Capital Advisors LLC since 2013. Outside of his advisory role, he is involved in health insurance through a partial ownership in Mayan Group Benefits and operates an insurance agency, Mayan Agency. Reitz Capital Advisors provides investment management, financial planning, and consultation services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term investment approach based on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis.

Corey Ferris is a financial advisor with Ferris Financial Services, L.L.C. in Midland, MI, holding CFA® and ChFC® designations and bringing 19 years of industry experience. Prior to founding his current firm, he worked at Hantz Financial Services, Inc. for 18 years. He also operates as an insurance agent and tax advisor through a sole proprietorship. Ferris Financial Services provides discretionary asset management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, employing fundamental analysis and a range of strategies, including option writing, with ongoing portfolio reviews and implementation support.

Tyler Lyman is a financial advisor at Lyman Financial with a Series 65 designation and two years of industry experience. Prior to founding Lyman Financial, he worked at Laser Insurance & Elite Financial Group and currently holds a position at The Dow Chemical Company. He has also been involved in education roles at Michigan State University, Dow High School, and Jefferson Middle School. Lyman Financial provides ongoing financial planning services to individual clients without managing client assets. The firm emphasizes a diversified buy-and-hold investment approach using exchange-traded funds and offers comprehensive planning in cash flow, debt, insurance, estate, tax, and investment areas, operating with fixed planning fees and no account minimums.

Paul Witt is the sole advisor at WittFit Financial LLC in Midland, MI, holding a Series 65 designation with three years of industry experience. He has worked at Dow Chemical since 2001, where he serves as a technical leader focused on chemical reactors, optimization, and process modeling. WittFit Financial provides financial planning and investment advisory services primarily to individuals, including young professionals, families in transition, and ALICE households. The firm employs a coach–athlete client relationship model and emphasizes diversified, low-cost mutual funds and ETFs, offering tailored recommendations based on risk tolerance, tax considerations, and personal goals.

David Becker is a ChFC® with 37 years of industry experience, currently serving at Great Lakes Retirement Solutions, Inc. since 2025. He previously worked at Securities Equity Group for 15 years and has operated Premier Financial Group since 1999. Becker is president of Mid Michigan Teen Challenge, a Christian rehabilitation organization. Great Lakes Retirement Solutions serves individual and corporate clients with portfolio management, financial planning, and third-party adviser placement. The firm uses Modern Portfolio Theory for asset allocation and offers both discretionary and non-discretionary management, often engaging in co-adviser arrangements to support client oversight.

Mark Fetterolf is a financial advisor at My Financial Coach, LLC in Midland, MI, with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Outside of advising, he is a licensed insurance agent. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory, offering continuous portfolio management and standalone planning with a focus on documented client risk tolerances and time horizons.

Bruce Beckett is a Series 65-licensed financial advisor with My Financial Coach, LLC in Midland, MI, where he has worked since 2017. He has eight years of industry experience and also co-owns Kamal'i, LLC, a childcare preschool and daycare center. Additionally, he holds ownership stakes in Parkcrest Development, LLC, and Jon Squires Enterprises, LLC, both involved in commercial property rental. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm advises on a limited range of investments and combines fundamental and technical analysis with modern portfolio theory to deliver both ongoing account management and one-time financial plans.

Matthew Starke is a financial advisor with Great Lakes Retirement Solutions, Inc. in Saginaw, MI, holding a Series 66 designation and 15 years of industry experience. He has been with Great Lakes Retirement Solutions LLC since 2013. Outside of advising, he serves as treasurer for Jolt Credit Union. Great Lakes Retirement Solutions serves individual and institutional clients, offering portfolio management, financial planning, and third-party adviser placement. The firm employs individualized asset allocation based on Modern Portfolio Theory and supports client relationships through ongoing monitoring and periodic reviews.

Sara Brubaker is a ChFC® at RFM Financial Solutions, LLC with eight years at the firm and a total of two years in the financial services industry. Prior to her advisory role, she worked for 14 years in wholesale mattress sales and briefly in homemaking. RFM Financial Solutions serves individual investors, pension and retirement plan sponsors, corporations, and charitable organizations by providing portfolio management, pension consulting, and financial planning. The firm focuses on client-specific investment policies implemented primarily through no-load mutual funds and ETFs, with regular account reviews and client-directed investment restrictions.

Jason Cryderman is a Series 65-credentialed advisor with Great Lakes Investment Advisors Inc. in Midland, MI, bringing 15 years of industry experience. He has been involved in multiple related businesses, including Great Lakes Financial Freedom Group, where he serves as vice president and is active in insurance product sales, and Great Lakes Tax Advisors, which provides tax planning referrals. Great Lakes Investment Advisors offers investment consulting primarily to individual and retirement plan clients, facilitating referrals to third-party money managers rather than managing assets directly. The firm provides periodic advice on self-managed portfolios and operates with a fee-sharing model distinct from traditional AUM-based advisory practices.

Paul Card is a Series 65-licensed financial advisor with Great Lakes Retirement Solutions, Inc. in Midland, MI, where he has worked since 2018. He also has over 20 years of experience with Smith & Co, CPA's, PLC, an accounting firm where he provides certified public accountant services. Great Lakes Retirement Solutions serves individual clients, including high-net-worth individuals, as well as corporations and business entities, offering portfolio management and financial planning. The firm employs individualized asset allocation based on Modern Portfolio Theory and often uses co-adviser arrangements to support client relationships.

Zachery Smith is a financial advisor at Great Lakes Retirement Solutions, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Richmark Private Wealth Management. In addition to his advisory role, he is a licensed life insurance agent operating under Premier Financial Group, where he assists clients with insurance coverage decisions. Great Lakes Retirement Solutions, Inc. serves individual clients, including high-net-worth individuals, as well as corporations and business entities, providing portfolio management, financial planning, and third-party adviser placement. The firm employs Modern Portfolio Theory in constructing and monitoring portfolios and offers both discretionary and non-discretionary management, often utilizing co-adviser arrangements to support client relationships.

Richard Arbury is a Series 65-licensed financial advisor with My Financial Coach, LLC in Midland, Michigan, where he has worked since 2021. He has five years of industry experience. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities, advising on a limited range of investment types. The firm combines fundamental and technical analysis with modern portfolio theory and offers both ongoing account management and one-time financial plans.

Jeffrey Brink is a financial advisor at DBS Investment Advisers, LLC with 10 years of industry experience. He holds a Series 65 credential and maintains an active career as a practicing dentist, seeing patients four days per week. Brink has been affiliated with DBS Investment Advisers since 2020 and has additional business interests in dental-related ventures. DBS Investment Advisers serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management and financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing mutual funds and ETFs, with portfolios monitored and rebalanced regularly.

Regan Duperon is a financial advisor with DBS Investment Advisers, LLC, holding a Series 65 designation and having 10 years of industry experience. Prior to joining DBS Investment Advisers, Duperon worked at Gavin & Associate for three years. DBS Investment Advisers provides investment advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm manages approximately $244.5 million in discretionary assets and employs diversified allocations using mutual funds and ETFs, guided by Modern Portfolio Theory principles.

Donna Bowen is an Investment Advisor Representative at Fairway Investment Group, LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has a background spanning nearly three decades in education with Bullock Creek Schools. Bowen is also active as an insurance representative through MEA Financial Services. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association, providing fee-based portfolio management and advisory services. The firm utilizes a range of LPL Financial-sponsored programs and employs fundamental, technical, and cyclical analysis to tailor investment recommendations based on client objectives.

Eric Sowatsky is an investment advisor representative with Avantax Planning Partners, Inc. He holds the PFS™ designation and has two years of industry experience. Prior to joining Avantax in 2023, he worked at Yeo & Yeo Wealth Management LLC and has been involved with several affiliated entities including a CPA firm where he serves as principal and head of the Saginaw tax department. He is also a member of the Michigan Agribusiness Association Grain Committee. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays, operating within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

Steven Benzing is a financial advisor with John Hancock Personal Financial Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at John Hancock Distributors, LLC, John Hancock, and CUNA Mutual Group. Outside of his advisory work, he serves as a part-time football coach for Meridian Public Schools. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model that delivers written, generally framed financial plans, with implementation decisions left to clients.

Douglas Cellini is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for six years and held roles at Horace Mann Investors, Inc. and Coldwell Banker Professionals. Outside of advisory work, he owns and manages Cellini Properties LLC, a rental property business. Kingsview Wealth Management is an SEC-registered firm managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment options including ETFs sponsored by its internal asset-management group.

Andrew Matuzak is a financial advisor with Avantax Planning Partners, Inc. He holds the PFS™ designation and Series 63 license, and has five years of industry experience. Prior to his current role, he worked with Cetera Wealth Services, LLC and Avantax Investment Services Inc. Matuzak serves as treasurer for both the Rotary International Club of Saginaw Valley and the Thomas Township Business Association, participating actively in community organizations. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary portfolio management.