Doug McKay is an Independent Fiduciary Investment Advisor and a Managing Partner of First Fiduciary Advisors. He is also the Founder of "This Week On Wall Street" Radio Show and Blog. He has been educating and assisting clients since 1995. As an Independent Fiduciary Investment Advisor, Doug works for his clients and not a bank or broker.

Brian Teets has always been passionate about helping others. In every business or social undertaking, he considers helping others to be his primary profession and responsibility. For over 25 years – whether in a management position, instructing students in personal finance and accounting, or as a financial advisor – he has helped people of all ages and backgrounds better themselves through his training and mentoring. As a financial advisor, Brian is dedicated to educating his clients by offering them the appropriate tools and resources they need to make sound financial decisions. He is an independent financial advisor, not tied to any one insurance carrier. By working with over 50 product providers, he has the ability to research and recommend the best products for his clients and their specific needs. Brian holds a Bachelor’s Degree from Eastern Michigan University and an MBA from Davenport University. Past experiences as an entrepreneur and real estate investor supplement Brian’s resume with additional skills he utilizes to understand the individual needs of his clients, regardless of their background. Ever interested in continuing to develop his proficiency and knowledge, Brian stays abreast of the changing insurance and financial industries by avidly reading pertinent books and journals as well as attending leading edge conferences and seminars. Brian resides in Wyandotte with his wife and two young children. His favorite past times include spending time with his family and creating new memories through travel, summer boating and mountain biking.

Jason joined Hoffman Griffith Wealth Planning Inc. in 2002 as Chief Investment Officer and Wealth Advisor. His entrepreneurial background in global commodity and financial markets brings insights we can apply to our and our clients’ business, marketing and related concerns. He holds an AIF® designation and a bachelor’s degree from Humboldt State University.

Jack graduated Magna Cum Laude from St. Norbert College with a degree in Finance. Having grown up around the financial services industry, he brings a lifelong understanding of the field and a genuine passion for helping others achieve financial success. Jack is committed to building long-term relationships with his clients by providing thoughtful guidance and personalized strategies tailored to their unique goals. With a strong foundation in financial planning, Jack focuses on helping individuals and families work toward their wealth-building, estate planning, and insurance objectives. He leverages his education, professionalism, and access to a wide array of products and services to support clients at every stage of life. Jack brings the same drive and discipline that fueled his success as a student-athlete to serving his clients every day. While at St. Norbert, Jack was a dedicated student-athlete, earning recognition as a three-time ACHA Academic All-American and appearing on the Dean’s List for all six semesters. He also contributed to his hockey team’s success as they captured two consecutive Harris Cup championships. Outside the office, Jack enjoys spending time outdoors—whether it’s fishing, hunting, or playing golf.

Michael is proud of his 12 years of educating and protecting countless high net worth business owners and families with private pensions, lifetime income, and tax reduction strategies. He founded Grinnell Financial Group in 2020 after making the decision to become an Independent Financial Broker, which permitted him to focus on his clients’ needs and put their interests ahead of corporate America. Collaborating with his team of skilled and sincere financial professionals to bring the best available options to hard-working people looking for honest solutions to their wealth and legacy protection. Becoming an affiliate with Grandview Financial Corporation also allows me to collaborate with like-minded professionals to become better Advisors. Reducing taxes after selling a business or when it’s time to retire and never run out of money. Then Michael is the right guy for you. Something that may surprise you about me… I find respite in cooking for family and friends. It has been a passion of mine for years. My beautiful wife and I love going to summer concerts at our favorite winery with friends and searching for special antiques. I love working on home projects and restoring an old car that we hope to have on the road this Spring!

Paul Luchau was born and raised in Rochester Minnesota. He entered the financial services industry in 1985 as a mortgage lender and immediately began to educate others about how money works. After observing so many individuals and families doing with their money what everyone else was doing with theirs, he set out to understand how the wealthy got to where they were.

  Paul is committed to education. He enjoys public speaking and teaches a 2-hour CE class to the Real Estate community where he equips Real Estate agents with the skills needed to help their clients participate in real estate ownership.

  In 1999 Paul expanded his expertise in another area of money and finance when he joined the insurance and investment advisory business in Minneapolis Minnesota. Unlike so many others in his field who concentrate on rate of return, his work focuses on showing the wisdom of avoiding wealth transfers – monies that are often transferred away – unknowingly and unnecessarily. In the fall of 2005, he moved to Colorado bringing that same passion to teach and enlighten others with his experience and knowledge. He has since moved to Southwest Florida to continue his pursuit of excellence and education.

  Ideally all of us should have liquidity, use and control of our money. True wealth not only creates a better tomorrow, but a better today.

  Paul attended the University of Minnesota, receiving a Bachelor of Science Business degree from the Carlson School of Management with a Minor in Economics.

Life has taken me to many places and asked much of me. In return, I’ve always tried to give at least as much back as I have received. I am the mother of two grown boys who have been my inspiration for the previous 25 years. At this point I am just plain lucky! I get to engage in work that I truly love and work on behalf of families who inspire me every day. My best days are spent helping families learn how their money works, how to grow it, how to protect it, and how to position themselves to spend and enjoy more of it so they are happier now. Whether just starting out or are anticipating retirement, we can help you make sense of what you have so you never have to wonder what you can expect. As a retirement income stream specialist, I help clients secure a retirement income they can never outlive while retaining their ability to leave the legacy they want or that their family needs. Finally, clients will also be taught how to preserve their wealth for generations to come.

Arcie Petty is the founder of M.A.P. Advisory, a retirement, investment, insurance, and legacy planning firm dedicated to empowering individuals and entrepreneurs to take control of their financial futures. Rooted in a deep sense of service and inspired by his family's personal experiences, Arcie launched M.A.P. Advisory to help clients navigate the complex decisions around pensions, benefits, and long-term financial wellness. His mission is to equip working- and middle-class families with the tools to preserve wealth, protect income, and plan for the next generation with clarity and confidence. A seasoned entrepreneur with a knack for identifying emerging opportunities, Arcie Petty embarked on his entrepreneurial journey with a clear vision: to revolutionize how businesses define success through living out their mission. As the Co-Founder and Treasurer of A Better You, he spearheads initiatives that propel the company to the forefront of the non-profit industry. In addition, he is a certified volunteer with the American Medicare Disability Advocates. Arcie’s diverse professional background infuses his ongoing work. A decade as an educator and department head highlighted his creative approach by invigorating ancient Latin and Greek curricula with project-based learning, skills mastery, and technological integration in North Carolina and New England. While teaching, he began to build a real estate portfolio to provide quality housing in urban areas where working-class families run the risk of getting priced out. After moving back to Cleveland, Arcie became a financial planner and business consultant, striving to merge his educational, investing, and entrepreneurial experiences to serve the community even more directly. As a business coach and consultant with JumpStart, he supports entrepreneurs in developing sustainable models and scaling impact-driven ventures. Arcie Petty holds a B.A. from Boston University and M.A. from Boston College both in Ancient Greek and Latin. He employs a historical, methodical, and integrative approach from his academic background in his pioneering real estate and entrepreneurial work. Professionally, he is FINRA Series 65 licensed and is a Registered Social Security Advisor. In his free time, Arcie treasures time with his wife and four children; playing & watching a variety of sports; reading; avidly cooking; spending time on – and near – any body of water, especially for rowing; and other exercises in the gym, running around Cleveland, biking, and kayaking.

Joseph is the owner of Ridinger Wealth Management, LLC. He spent the first 12 years of his career as a Financial Advisor with Ameriprise Financial where he built his business in the Vancouver, WA and Portland, OR area as well as Kennewick, WA (Tri – Cities). He obtained two professional designations, the CRPC (Chartered Retirement Planning Counselor) and AWMA (Accredited Wealth Management Advisor) in his first few years with Ameriprise. During his time at Ameriprise, he was approached by a good family friend and owner of Concierge Private Wealth Management (CPWM) to join the firm and continue to build his business throughout the Northwest. Joe joined CWPM in January 2018 and spent almost 5 years continuing to build relationships in Vancouver, Portland and Kennewick while working with new clients and building relationships in the Boise Idaho area before the owners decided to retire and close the business. Joe opened Ridinger Wealth Management in 2022 and continues to build relationships with his clients and his network throughout the Northwest while also working with numerous clients who have moved or been referred to him throughout the country. Joe uses a comprehensive financial planning approach to look at a client’s entire financial picture in order to help guide them towards their goals. Working with you as a trusted advisor and accountability partner allows Joe to help you create, protect and preserve your wealth. He is always happy to connect with you or the people you care about most in your life, who want a more personal relationship with their advisor. Joe graduated with honors from Oregon State University with a degree in Finance and Economics. He is a huge Beaver fan and tries to attend football and baseball games when possible. Joe previously served as President on a local board of directors in Vancouver and has earned several awards including being recognized by his community and the Vancouver Business Journal (VBJ) in the Accomplished & Under 40 Class of 2011. Joseph and his wife Marci have two daughters and currently live in Vancouver, WA. Ridinger Wealth Management, LLC is a registered investment advisor in WA, OR, ID, LA and TX and may only conduct business in those states where registered or exempt from registration or licensing requirements.