Mark Joseph Sansom

Bradley Hallgren is a financial advisor at Hallgren Financial LLC in Kalamazoo, MI, holding a Series 66 designation with 10 years of industry experience. Prior to founding Hallgren Financial in 2016, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2016. He is also the managing partner of RBKE LLC, a private family trust fund, where he dedicates part of his time to investment-related activities. Hallgren Financial provides discretionary portfolio management and investment advisory services to individuals, high net worth clients, pension or profit-sharing plans, and business entities. The firm manages approximately $60 million in assets across about 20 client relationships, utilizing individualized portfolios based on detailed financial surveys and employing moderately active tactical asset allocation strategies that can include leveraged and inverse mutual funds and ETFs.

Trenden Peacock is a CFP® and ChFC® with five years of experience in the financial services industry. He is currently an advisor at Daus Financial Group, LLC and has previously worked at Eagle Strategies LLC and New York Life Insurance Company. Peacock also holds a role as an insurance agent with Daus Insurance Group. Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as retirement plan consulting and access to private investments for accredited investors. The firm uses a tailored investment process that includes asset allocation, dollar-cost averaging, and technical analysis, delivering advice primarily through non-discretionary arrangements while overseeing third-party managers.

Marilee Bartl is a financial advisor at Long Road Investment Counsel, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Norris, Perne & French, LLP for six years. Long Road Investment Counsel provides discretionary investment management to individuals, trusts, estates, and charitable institutions, managing approximately $316 million across about three dozen client relationships. The firm employs an active, fundamentally driven, long-term growth strategy focused on equity securities of industry-leading companies and investment-grade fixed income with relatively short maturities.

Brendan Sanchez is a CFP® certified financial advisor with four years of industry experience. He currently works at Daus Financial Group, LLC and has held positions at Raymond James & Associates, Bank of America, Merrill, Kestra Investment Services, and PNC Financial Services. Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering company-sponsored retirement plan consulting and access to private investments for accredited investors. The firm’s investment approach includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies tailored to client objectives and risk tolerance.

Ryan Daus is a CFP® and ChFC® with 24 years of industry experience. He is the principal of Daus Financial Group, LLC, where he has worked since 2011. His prior experience includes roles at Generational Financial Partners LLC and New York Life, where he was affiliated through Eagle Strategies and Nylife Securities. Outside of his advisory work, he serves on the finance committee of St. Anthony of Padua Catholic School and volunteers as a youth baseball and football coach. Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as retirement plan consulting and access to private investments for accredited investors. The firm’s investment process is tailored to client objectives, incorporating asset allocation, dollar-cost averaging, and both long- and short-term strategies, while typically managing client assets on a non-discretionary basis.

Matthew Rzepka is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Valley Oak Investment Strategies LLC in Kalamazoo, MI. His prior experience includes roles at Kingswood Capital Partners, Financial Gravity Family Office Services, Forta Financial Group, and Cambridge Investment Research. Outside of advisory work, he is a part-owner of a Zoup franchise in Kalamazoo. Valley Oak Investment Strategies provides financial planning, consulting, investment management, and retirement plan consulting to a range of clients including business owners, individuals, families, corporations, charities, and pension/profit-sharing plans. The firm emphasizes tax planning and uses customized plans that integrate model portfolios and third-party sub-advisers, maintaining ongoing portfolio oversight and discretionary authority for implementation.