Kevin Scott Whiteford

David Hecht is a CFP® with 23 years of industry experience and has been with Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, he worked for Oxford Financial Group, Ltd for 15 years. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management using a strategic asset allocation framework with tactical adjustments, independent managers, and model portfolios, and also provides specialized services such as advisory support for private investment funds and pooled vehicles.

Krista Shoemaker is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Bank and in the restaurant industry. Outside of finance, she is involved in a hairstyling business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Grace Van Vooren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her background includes roles in hospitality and restaurant management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment solutions and operating under a fiduciary standard.

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 bringing 12 years of industry experience. He has been with Cambridge Investment Research since 2014 and also operates Whiteford Wealth Management. Outside of advisory work, he owns a cleaning business and serves as president and board member of a non-public property management company. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports both discretionary and non-discretionary management with access to multiple platforms and third-party advisers.

Caleb Duckworth is a CFP®-designated financial advisor with LPL Financial, based in South Haven, MI, and has eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Fifth Third Securities and Fifth Third Bank for seven years, as well as Huntington National Bank for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of financial services.