Jaakko Lauri Robert Kasko

My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

Jason Goosen is a financial advisor at Rapids Financial LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mutual Advisors, LLC, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he is a staff accountant at Brohl Tax & Accounting, PLLC, and a licensed insurance agent. Rapids Financial is a state-registered investment adviser offering discretionary wealth management and financial planning to individuals and high-net-worth clients. The firm uses a fundamental analysis approach to construct diversified portfolios primarily with low-cost mutual funds and ETFs, and it sponsors a wrap-fee program that consolidates transaction costs into a single asset-based fee.

Scott Morter is the principal of Morter Investment Management LLC in East Grand Rapids, MI, with 28 years of experience in the financial industry. He holds Series 63 and Series 65 designations and has been affiliated with Cornerstone University since 2004. Morter is solely responsible for managing client portfolios at his independent firm. Morter Investment Management LLC provides fee-only investment management primarily to individual clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary, individually tailored strategies focused on growth, growth-and-income, or income, utilizing fundamental investment analysis and cash management across various securities including stocks, bonds, mutual funds, ETFs, and money market funds.

Dana Edwards is a Certified Financial Planner® with nine years of industry experience. He is the principal advisor at Upbeat Financial, an independent firm based in Ada, Michigan. Edwards also holds credentials as an Enrolled Agent with the IRS, providing tax preparation and representation services in addition to his advisory role. Upbeat Financial serves individuals, families, trusts, small businesses, plan participants, and charitable organizations, offering comprehensive financial planning, tax preparation, and insurance planning. The firm operates primarily on a non-discretionary basis, partnering with third-party investment advisors and emphasizing efficient-market principles and buy-and-hold strategies.

Dale Ringerwole is a financial advisor at DC & Associates in Grand Rapids, MI, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with DC & Associates since 2005. Outside of his advisory role, he serves on finance committees for the Alliance of Reformed Churches and the Kent County Conservation League. DC & Associates provides ongoing portfolio management and financial planning to individuals, high-net-worth clients, and businesses, using a long-term, diversified investment approach. The firm offers access to third-party model portfolios and custom management strategies tailored to clients' financial analyses and risk tolerances.

Steven Brohl is a CFP® with Brohl Financial LLC in Grand Rapids, MI, and has been a CPA providing tax services since 2017. He has experience working at Brohl Tax & Accounting, PLLC, Grand Valley State University, Alticor Inc, and Hungerford Nichols CPAs and Advisors. Brohl Financial LLC offers discretionary investment management and financial planning services to individual and high-net-worth clients, utilizing a fundamental analysis approach with diversified portfolios primarily composed of low-cost mutual funds and ETFs. The firm also maintains a close relationship with its affiliated tax and accounting practice and offers a wrap fee program with a formal adviser selection process.