James E Casey II

Kyle Grevengoed is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at 320 Life Financial Planning. He has worked at Alight Financial Advisors and Zeiders Enterprises and began his career at Lake Michigan Credit Union. In addition to his financial advising work, he is the founder and director of Living Hope Camping Foundation, a nonprofit that helps families and individuals attend camps and educational events. 320 Life Financial Planning primarily manages pooled and institutional investment accounts while providing limited direct counseling to individual clients. The firm combines investment management with financial counseling and education, serving clients through contracts that include support for servicemembers and individuals affected by gambling, and delivers services through workshops and publications.

Ian Foreman is a CFP® professional with nine years of experience in the financial services industry. He is the principal advisor at Entrusted Stewardship LLC, an independent firm he founded in 2026. Prior to this, Ian held roles at Fifth Third Securities and Fifth Third Bank. Outside of financial advising, he worked as a server at Waverly Stone Gastropub. Entrusted Stewardship LLC provides fee-only financial planning services to individual clients through subscription, project-based, and hourly engagements. The firm focuses on advisory-only services without managing assets or taking custody, offering investment recommendations that generally follow passive, Modern Portfolio Theory principles using index mutual funds and ETFs.

Eric Gritter is a CFP®, CFA®, and Series 66-licensed financial advisor with 18 years of industry experience. He is the owner of Gritter Financial, LLC, which operates under the name Clearview Capital. His prior roles include positions at USA Financial Corporation and Strategic Financial Group. In addition to his advisory work, he is a licensed insurance agent and occasionally offers commissionable insurance products. Clearview Capital provides portfolio management and financial planning services to individual and high-net-worth clients, using a tailored Investment Policy Statement for each engagement. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios that include mutual funds, ETFs, equities, fixed income, real estate funds, TIPS, and insurance products.

Brent Bowen is the sole advisor at Bowen Financial Planning LLC in Holland, MI, holding a Series 65 designation with 11 years of industry experience. He has led his independent firm since 2014. Bowen Financial Planning LLC provides fee-only financial planning and portfolio management services to individuals, couples, and families. The firm employs a goals-to-implementation process grounded in modern portfolio theory, focusing on low-cost ETFs, no-load mutual funds, and closed-end funds, and offers a combination of assets-under-management and hourly consulting models.

John Knight is a financial advisor with Lamberson Knight Wealth Management LLC, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has led Lamberson Knight Wealth Management since 2016. In addition to his advisory role, Knight is an independent insurance agent licensed in life and health insurance. Lamberson Knight Wealth Management offers personalized investment management and advisory services to individuals, high-net-worth clients, charities, pension and profit-sharing plans, and business entities. The firm employs a tactical, model-based investment approach with a non-discretionary management style, combining strategic asset allocation with client-approved trade decisions and integrating coordinated insurance recommendations.

Dragan Filipovic is the sole advisor at Gold Coast Capital Management, LLC, an independent firm. He holds a CFA charter and has four years of experience in financial advising. In addition to his advisory role, Dragan works as a Finance Director at Optum, a pharmacy business. Gold Coast Capital Management provides discretionary asset management and negotiable fixed-fee financial planning primarily to individuals, high net worth clients, trusts, charitable organizations, and estates. The firm uses a fundamental-analysis approach and actively incorporates options trading and derivatives strategies in client portfolios under discretionary authority.