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.

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.

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.

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.

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.

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.

Tara Stensrud is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She also serves as a principal at Yeo & Yeo, P.C., a full-service CPA firm where she leads a team providing tax and accounting services across various industries. Outside of financial advising, she is involved as a shareholder in several affiliated businesses providing wealth management, medical billing, consulting, and real estate services. Avantax Planning Partners offers investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborations with CPA firms and registered representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by a centralized investment advisory committee and tax-intelligent overlays.

Andrew Boerma is a CFP® with one year of experience currently serving as a financial advisor at The Huntington Investment Company. He previously worked at SYM Financial Advisors, Benjamin F. Edwards, and Isabella Community Credit Union. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform with discretionary authority to implement and rebalance investments, and it is affiliated with a regional bank holding company and Private Bank offering trust services and proprietary portfolio models.

Steven Ringgold is a CFP® professional with 17 years of experience in the financial services industry. He currently serves as an advisor at The Huntington Investment Company and has previously worked at TCF National Bank, Cetera Investment Advisors LLC, Cetera Investment Services LLC, and Hantz Financial Services. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm operates an open-architecture, model-driven platform that integrates third-party sub-managers and proprietary models, offering specialized services such as tax management and impact/ESG overlays.

Jeremy Shafer is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked for Huntington Private Bank for ten years. Outside of advisory work, he manages the finances of a rental property. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and specialized consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Garrett Malmo is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining AE Wealth Management, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Malmo serves as a League Director for Michigan Youth Basketball, overseeing youth basketball games and acting as a point of contact for coaches. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Hailey Pullano is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Bank, NA, and Superior National Bank. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform with discretionary authority to manage investments and offers specialized program options including tax management and impact/ESG overlays.

Jacob Tragis is a financial advisor at Hantz Financial Services, Inc. in Midland, MI, with seven years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2018. Prior to his current role, he worked in various positions including at Mountain Town Brewery, Central Michigan, Olive Garden, Bob Evans, and Delta College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, retirement-plan advisory, and fiduciary services.

Brett Gehringer is a financial advisor at Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with Hantz Financial Services since 2006. Outside of his advisory role, he is the owner of Fivesixteen Properties, LLC, a commercial property management business. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm uses model-driven ETF strategies alongside separately managed and unified managed accounts, and offers expanded implementation capabilities through affiliated entities such as a trust company, tax consulting, and insurance and mortgage origination services.

Jason Crockett is a financial advisor with Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Hantz Financial since 2003. Outside of his advisory role, Jason has worked as a snowboard and ski instructor since 2004. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax consulting, and insurance businesses.