Paulette S Behan

Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.

Robert Burch is the sole advisor at RJB Investment Advisory Services, LLC in Portage, Michigan. He holds a Series 65 designation and has 11 years of industry experience. Outside of advisory work, he is the sole owner of ASK PrintCo, LLC, a print services company. RJB Investment Advisory Services, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm emphasizes long-term investing through exchange-traded funds and low-cost mutual funds, focusing on asset allocation and periodic adjustments based on regulatory or political developments.

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.

Jeffrey Cole is the principal advisor at Cole Investment Advisors, Inc. in Portage, MI, holding CFP® and Series 65 credentials with 16 years of industry experience. He has worked at Kruggel, Lawton & Co., LLC since 2024 and has operated Cole Investment Advisors since 1999. Outside of his advisory work, he is a partner at a separate accounting firm and occasionally serves as a registered agent for various non-affiliated business entities. Cole Investment Advisors serves individual and high-net-worth clients, trusts, estates, and charitable organizations with fee-only investment management, client consultations, and portfolio reporting services. The firm focuses on individualized portfolio construction using fundamental analysis and both long- and short-term strategies, and offers standalone reporting for accounts not managed by the adviser.

Mark Weathers is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at Black Diamond Investment Group, Inc. and has operated his own CPA firm, Mark A. Weathers, P.C., since 1992, where he provides accounting and tax services. Black Diamond Investment Group, Inc. is a fee-only financial planning and investment management firm serving individual investors, high-net-worth clients, and small business owners. The firm employs an active, research-driven investment approach and maintains a distinctive affiliation with the CPA practice controlled by the same owner.

Robert Vliek is a financial advisor with PPS & V Asset Management Consultants Inc in Portage, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with PPS & V since 2007. Vliek is also licensed to offer life insurance and fixed and fixed indexed annuities in Michigan. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for about 247 clients. The firm constructs portfolios based on core asset-allocation models and employs a long-term, buy-and-hold investment approach using low-cost mutual funds, ETFs, and other instruments.