Matthew J Ter Avest

Maria Kuitula is a financial advisor at Wordhouse Wealth Coaching with 15 years of industry experience. She holds a Series 65 designation and has been with Wordhouse Wealth Coaching since 2012. The firm serves individual clients with ongoing wealth coaching, financial education, portfolio analyses, and coordination with third-party advisers. Wordhouse Wealth Coaching utilizes a Free Market philosophy and a proprietary FMIA/MRI process to develop globally diversified, evidence-based portfolios, operating in a co-advisory role while third-party RIAs handle investment management.

Phyllis Wordhouse is a CFP® professional with 41 years of experience in financial advising. She has led Wordhouse Wealth Coaching since 2008, focusing on wealth coaching and financial education. Wordhouse Wealth Coaching serves individual clients with a range of financial situations, offering ongoing coaching, education classes, portfolio analyses, and third-party adviser recommendations. The firm employs a Free Market philosophy and a proprietary FMIA/MRI process to guide evidence-based, globally diversified portfolios managed by a third-party RIA.

Morgan Hunt is an investment advisor representative at Fairway Investment Group, LLC with two years of industry experience. He holds a Series 66 credential and previously worked in education, including seven years at Martin Public Schools. Hunt is also involved with MEA Financial Services as a financial representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, delivering advice on a predominantly non-discretionary basis and tailoring recommendations to client objectives.

William Griffin Jr. is a financial advisor with Resurgent Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Resurgent Financial Advisors in 2020. Outside of finance, he operates a fine art photography business exhibiting in galleries and museums. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, incorporating mutual funds, ETFs, and independent Sub-Advisors with ongoing monitoring.

James Smith is a financial advisor at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has a concurrent background as a math teacher and coach at Saugatuck Public Schools since 1997. Prior to joining Asset Allocation Strategies, he worked in various roles including life insurance and annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, plan sponsors, and trustees. The firm employs a strategic asset allocation process using quantitative techniques and model portfolios, and offers supplemental services such as 529 plan assistance and investment policy reviews.

Tyler Bosch is a financial advisor at Foundations Investment Advisors LLC in Hamilton, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Foundations, he worked at MDRN Capital, LLC and has operated Bosch Financial Services, LLC since 2018, where he sells life insurance and annuities. Outside of advising, he serves as a referral partner for Strike Tax, a firm offering R&D tax credit studies for small to mid-sized businesses. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, supported by a large network of affiliated offices.