Todd Carless

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.

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.

Trenden Peacock is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Daus Financial Group, LLC. His prior roles include positions at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. He is also an associate of Daus Insurance Group, where he provides insurance sales services. Daus Financial Group offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as company-sponsored retirement plan consulting. The firm emphasizes non-discretionary management with access to private investments for accredited investors and utilizes third-party manager platforms to support client portfolios.

Justin Henrich is a Series 65-credentialed advisor with six years of industry experience. He has worked at Southwest Michigan Wealth Management, LLC since 2019 and previously held roles at Menards Inc. He is also involved in insurance and retirement planning activities. Southwest Michigan Wealth Management serves individuals, high-net-worth clients, families, and small businesses, managing about $29.4 million across approximately 166 client relationships. The firm provides discretionary portfolio management through third-party asset managers and offers comprehensive financial planning, including written financial action plans.

Charles Henrich is a financial advisor at Southwest Michigan Wealth Management, LLC, holding a Series 65 credential with 14 years of industry experience. He has worked at several firms, including Foundations Investment Advisors, Inc. and Horter Investment Management, LLC. Outside of his advisory role, Henrich is a full-time biotech sales specialist engaged in biologic sales to the healthcare industry since 2006. Southwest Michigan Wealth Management serves individuals, high-net-worth clients, families, and small businesses, managing approximately $29.4 million across about 166 client relationships as of year-end 2024. The firm provides discretionary portfolio management through third-party asset managers and comprehensive financial planning, employing fundamental, technical, and cyclical investment analysis methods.

Marilee Bartl is a financial advisor at Long Road Investment Counsel, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Norris, Perne & French, LLP for six years. Long Road Investment Counsel provides discretionary investment management to individuals, trusts, estates, and charitable institutions, managing approximately $316 million across about three dozen client relationships. The firm employs an active, fundamentally driven, long-term growth strategy focused on equity securities of industry-leading companies and investment-grade fixed income with relatively short maturities.