Shannon Paul Simon

Kyle Grevengoed is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at 320 Life Financial Planning. He has worked at Alight Financial Advisors and Zeiders Enterprises and began his career at Lake Michigan Credit Union. In addition to his financial advising work, he is the founder and director of Living Hope Camping Foundation, a nonprofit that helps families and individuals attend camps and educational events. 320 Life Financial Planning primarily manages pooled and institutional investment accounts while providing limited direct counseling to individual clients. The firm combines investment management with financial counseling and education, serving clients through contracts that include support for servicemembers and individuals affected by gambling, and delivers services through workshops and publications.

Ian Foreman is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Entrusted Stewardship LLC, an independent advisory firm he founded after prior roles at Fifth Third Securities, Fifth Third Bank, and Thrivent Financial. Outside of finance, he has worked as a server at Waverly Stone Gastropub in Holland, Michigan. Entrusted Stewardship LLC provides fee-only financial planning services to individual clients through subscription, project-based, and hourly arrangements. The firm does not manage client assets or charge performance-based fees, focusing instead on advisory-only planning that often includes passive investment recommendations informed by Modern Portfolio Theory.

Eric Gritter is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is the owner of Gritter Financial, LLC and operates Clearview Capital as a DBA. His prior experience includes roles at SmartPath Advisors, Strategic Financial Group, USA Financial Corporation, and Edward Jones. Clearview Capital provides portfolio management and financial planning services to individual and high-net-worth clients, using a tailored approach documented through Investment Policy Statements. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to manage a range of investment products and occasionally refers assets to third-party money managers after conducting due diligence.

Gary Knapp is the sole advisor at Cornerstone Asset Management, LLC, an independent registered investment adviser based in Hudsonville, MI. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Knapp has been with Cornerstone Asset Management since 2006. Cornerstone Asset Management, LLC provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a planning-driven process, fundamental analysis for individual equities, and an efficient-market perspective, offering both discretionary and nondiscretionary portfolio management.

Brent Bowen is the sole advisor at Bowen Financial Planning LLC in Holland, MI, holding a Series 65 designation with 11 years of industry experience. He has led his independent firm since 2014. Bowen Financial Planning LLC provides fee-only financial planning and portfolio management services to individuals, couples, and families. The firm employs a goals-to-implementation process grounded in modern portfolio theory, focusing on low-cost ETFs, no-load mutual funds, and closed-end funds, and offers a combination of assets-under-management and hourly consulting models.

John Knight is a financial advisor with Lamberson Knight Wealth Management LLC, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has led Lamberson Knight Wealth Management since 2016. In addition to his advisory role, Knight is an independent insurance agent licensed in life and health insurance. Lamberson Knight Wealth Management offers personalized investment management and advisory services to individuals, high-net-worth clients, charities, pension and profit-sharing plans, and business entities. The firm employs a tactical, model-based investment approach with a non-discretionary management style, combining strategic asset allocation with client-approved trade decisions and integrating coordinated insurance recommendations.