Terry Rau is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Sequence Analytix, LLC, where he has worked since 2018. Prior to that, he spent three years at Arcadia Investment Management. Sequence Analytix provides discretionary investment management to individual and high-net-worth clients, focusing on constructing written Investment Policy Statements and delivering periodic reviews and retirement income projections. The firm uses algorithmic, rules-based methods that emphasize mean reversion and price momentum, managing sequence-of-returns and volatility risk for clients near or in retirement through low-cost ETFs and quantitatively ranked individual equities.

Chase Imberger is a financial advisor at Gasaway Investment Advisors, Inc. in Kalamazoo, MI, holding the CFP®, ChFC®, and Series 65 credentials with five years of industry experience. His prior work includes roles at Calvin College and Caring Transitions. Outside of his advisory work, he is a professional disc golfer and volunteers with Junior Chamber International in Kalamazoo and Grand Rapids. Gasaway Investment Advisors provides investment management, financial planning, and retirement plan services to individual clients, high-net-worth individuals, and institutional clients such as pension and profit-sharing plans. The firm emphasizes active portfolio management with screened mutual funds and ETFs and offers comprehensive plan services including model portfolios and fiduciary support.

Caitlin Borton is a financial advisor at Gasaway Investment Advisors, Inc. in Kalamazoo, MI, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, CX Institutional, LPL Financial, and Oak Point Financial Group. Gasaway Investment Advisors provides investment management, financial planning, and retirement plan services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, and estates. The firm emphasizes active portfolio management using screened mutual funds and ETFs, target asset allocations, and ongoing monitoring, and also offers third-party administration and recordkeeping for qualified retirement plans through a DBA.

Ethan Thies is a ChFC®-designated financial advisor with Gasaway Investment Advisors, Inc. in Kalamazoo, MI. He has three years of industry experience and has held positions in various businesses including American Village Builders and Pro Water Treatment. Gasaway Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, pension and profit-sharing plans, trusts, and estates. The firm emphasizes active portfolio management with screened mutual funds and ETFs, offering discretionary account management and fiduciary services.

James Gasaway is a CFP® and ChFC® with over 20 years of experience in financial advising. He has been with Gasaway Investment Advisors, Inc. since 1993. Outside of his advisory role, he serves as an adjunct professor teaching retirement planning and group benefits at Calvin University and holds leadership positions in local church organizations. Gasaway Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm focuses on active portfolio management with screened mutual funds and ETFs and offers discretionary account management alongside third-party administration and recordkeeping services for qualified retirement plans.

Morgan Hunt is a Series 66-credentialed financial advisor with Fairway Investment Group, LLC and affiliated firms, holding one year of industry experience. Prior to his advisory roles, he worked for seven years at Martin Public Schools. He is also a representative with MEA Financial Services, where he is licensed to sell insurance products. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association and their families, providing fee-based portfolio management and advisory services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and delivers investment strategies through LPL Financial-sponsored programs tailored to client objectives.