Sage Walker De Mull

Shawn Stressman is a financial advisor at Convert Financial Services LLC with four years of industry experience. He holds a Series 65 designation and has a background in accounting and tax preparation, currently serving as manager of CHPM, PC, an independent retail pharmacy group, and president of Stressman CPA PLLC, which provides tax preparation and bookkeeping services. His prior work includes roles at several CPA firms dating back to 2014. Convert Financial Services LLC is a fee-only, state-registered investment adviser serving individuals, including high-net-worth clients, and small businesses. The firm focuses on portfolio management, retirement and financial planning, and consulting, utilizing index-based investment strategies combined with fundamental, technical, and quantitative analysis, primarily on a non-discretionary basis.

Chad Schafer is the founder of Schafer Investment Group, Inc. and holds a Series 65 designation with one year of experience in the financial advisory industry. He also operates a CPA firm, Chad M Schafer, CPA, PC, where he provides tax and accounting services. Additionally, Schafer serves as treasurer and board member of Isabella Community Credit Union. Schafer Investment Group is an independent advisory firm offering investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm builds customized portfolios using low-cost, diversified mutual funds and ETFs, incorporating fundamental, technical, and cyclical research, while providing both discretionary and non-discretionary services.

Michael Harter is a CFP® professional with 15 years of experience, currently serving at RFM Financial Solutions, LLC since 1999. He also has a long tenure at Robert F. Murray & Company, CPAs, where he has worked since 1991. RFM Financial Solutions provides portfolio management, pension consulting, and financial planning services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm emphasizes client-specific investment policies, primarily using no-load mutual funds and ETFs, and offers both discretionary and non-discretionary management options.

Justin Cook is a CFP® professional with five years of industry experience, currently serving as an advisor at RFM Financial Solutions, LLC since 2020. Prior to this, he spent six years at Ross Accounting. RFM Financial Solutions provides portfolio management, pension consulting, and financial planning services to individual investors, including high-net-worth clients, as well as pension plan sponsors, corporations, and charitable organizations. The firm emphasizes client-specific investment policies implemented primarily through no-load mutual funds and ETFs, with regular account reviews and options for discretionary or non-discretionary management.

Mark Zitzelsberger is a financial advisor with LPL Financial based in Mount Pleasant, MI. He holds the ChFC® designation and has 42 years of industry experience. He has been associated with LPL Financial and its predecessor firms since 1999 and has worked at Total Investment Planners, Inc. since 2000. He serves on the Michigan Class D Cross Country Coaches Association board. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Bryce Roebke is a financial advisor at Rise Wealth Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Total Investment Planners, LPL Financial, The Stow Company, and Ernst & Young LLP. Rise Wealth Advisors, Inc. is an independent investment advisory firm that provides financial planning and consulting services. The firm operates with a team of four advisors.