James Andrew Roumell

Robert Messner is the principal advisor at RMG Advisory Services in Jackson, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with RMG Advisory Services since 2013 and has also worked at H. Beck, Inc. since 2010. In addition to his advisory work, Messner is an individual insurance producer and operates an affiliated engineering and business development services company. RMG Advisory Services is an independent registered investment adviser serving individuals, families, small businesses, trusts, estates, and nonprofit organizations. The firm emphasizes asset-class investing with diversification, a long-term focus, and strategic allocation, managing client assets primarily on a non-discretionary basis while offering portfolio management, financial planning, and consulting services.

Dennis Crawford is a financial advisor at Diversified Consumer Planning LLC in Manchester, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Diversified Consumer Planning LLC since 1988. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations, including specialized service for active-duty and veteran submariners, finance professionals, and technology-oriented clients. The firm uses a data-centric investment process that combines AI and machine-learning models with fundamental, technical, and quantitative analysis to support active management and weekly portfolio reviews.

Nicholas Reynolds is a financial advisor at Wittlin Advisory with eight years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments and Dillon & Associates. Wittlin Advisory is a fee-only investment management firm serving primarily high-net-worth individuals, families, and foundations. The firm customizes portfolios based on client goals and risk tolerance, using fundamental analysis and a variety of investment vehicles including mutual funds, ETFs, private investments, and digital assets.

Adriaan Van Wyk is a financial advisor at Richmond Brothers, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Richmond Brothers since 2020. Prior to his current role, he held positions at Monocle Yacht, was self-employed, and worked at Bidvest International Logistics. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary, individualized approach and utilizes a range of investment strategies, including discretionary management and third-party money-management models.

Matthew Curfman is a CFP® with 15 years of experience in the financial industry, currently serving at Richmond Brothers, Inc. since 2011. He is also involved with the Jackson YMCA Board of Directors as Chief Volunteer Officer and manages a private fund through RBI PI Manager, LLC. Richmond Brothers, Inc. manages approximately $240.6 million for individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, employing diverse investment strategies and sponsoring private placement funds for accredited investors.

Daniel Vredeveld is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has been with Richmond Brothers, Inc. in Jackson, MI since 2012. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting through a partnership with an outside Medicare solutions team. The firm uses an individualized fiduciary approach incorporating various investment strategies and may delegate model execution to sub-advisers.