Elias Sanchez

David Hecht is a CFP® professional with 22 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, he worked at Oxford Financial Group, LTD for 14 years. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and incorporating third-party research and alternative strategies when appropriate. The firm manages over $10 billion in client assets and operates subsidiaries and programs supporting due diligence, investor relations, and charitable initiatives.

Ian Foreman is a CFP® professional with eight years of experience in the financial services industry. He has been with Fifth Third Securities, Inc. since 2022 and also works with Fifth Third Bank. Prior to his finance career, he worked in the hospitality sector as a server at Waverly Stone Gastropub. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs, including advisor-directed models and direct indexing options.

Caleb Duckworth is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Fifth Third Securities in 2019, he worked at Huntington National Bank for four years. Outside of his advisory role, he has been involved with Southside Ice Arena since 2013. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Paul Hix is a financial advisor with Edward Jones in South Haven, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as President of the Greater Fennville Chamber of Commerce and is a past president of the South Haven Center for the Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Thomas Sharwarko is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has been with Cambridge Investment Research since 2014 and also operates Whiteford Wealth Management. Outside of advising, he owns Sharwarko Refreshing LLC, a cleaning business, and serves as president and board member of MI Harbor Property Management, a non-public entity. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, employing a variety of investment approaches and third-party strategists.

Stacy Robinson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 31 years of industry experience. Prior to joining Cambridge in 2019, Robinson worked at Valic Financial Advisors for six years. Additionally, Robinson has experience as an independent insurance agent since 1991. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services through a network of independent financial professionals, utilizing platforms such as the Cambridge Managed Account Platform and WealthPort to provide financial planning, portfolio management, and retirement plan advisory.