Fenorton, LLC

Chief Investment Officer

Partner

Principal / Portfolio Manager

Principal and Portfolio Manager

Portfolio Manager

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Vice President and Portfolio Manager

WMS Partners was founded in 1993 as a family office and an alternative for families to traditional financial-services firms—independent, transparent, and aligned with clients' interests.Today, WMS is bringing the benefits of a family office to a wider circle of families.As The Open Family Office, WMS helps you handle all aspects of your financial life through sophisticated advice on:•	Wealth planning•	Investing•	Family legacy Our advisors serve as your fiduciaries and financial stewards, so your family can focus on the important things in life beyond money.WMS At A Glance •	Privately owned, fee-only, fiduciary advisor•	Founded 1993•	Focused solely on advising individuals and families•	Clients in more than 30 states•	$5.41 billion AUM as of 9/30/2022*     *SEE OUR DISCLOSURES at WMS-PARTNERS.COM/DISCLOSUREWhy Choose WMS OPEN Planning and Investing ExpertiseWe employ an open approach, partnering with our clients' accountants, attorneys and other advisors, and selecting the most compelling investments from outside managers.OPEN Fiduciary CommitmentFrom the beginning of our firm in 1993, we have structured ourselves to be our clients' financial stewards, focused only on helping them live their best lives. That commitment is open-ended; we do whatever is necessary to help our clients, whether that fits into the usual purview of a wealth advisor or not.OPEN Authenticity of Our PeopleWe only invite professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Big egos and stuffed shirts need not apply. We understand that the key to successful client relationships is open communication and candor.

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Legg Mason and Franklin Templeton are now one firm. On Friday, August 14th, this Legg Mason page will become inactive. Please follow the @FranklinTempleton company page to continue to receive updates and insights: https://www.linkedin.com/company/franklin-templeton

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Mercantile Bank of Michigan was founded in 1997 by Directors and Bankers who firmly believe that customers, employees, and the communities they live in, are best served by financial institutions with local roots.  At Mercantile Bank, we use our local Directors, our commitment to the community, and our knowledge of Michigan to enable us to deliver our services in a way that truly sets us apart from our competitors.  We feel our focus on the Michigan business community is the best way to help build the economy, and ultimately the community.

Chris Frink

Chief Investment Officer at Fenorton, LLC

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