Kelly Gilbert is a Series 65-licensed financial advisor with 10 years of industry experience. He is associated with EFG Financial, LLC and has held roles at firms including Blue Yonder Corp and Eminence Financial Investing. Gilbert is also a co-owner of Eminence Financial Group, where he is involved in life insurance and annuity sales. EFG Financial, LLC serves individuals, high-net-worth clients, and businesses by providing retirement planning, portfolio management, and advisory services to third-party investment advisers. The firm utilizes a modern portfolio theory-based approach with proprietary models, disciplined rebalancing, and tax efficiency, while overseeing assets through third-party managers.

Shawn Fair is a financial advisor with EFG Financial, LLC in Grand Rapids, MI, holding Series 63 and Series 66 designations and having four years of industry experience. His prior roles include positions with Thrivent Financial and New York Life Insurance Co. Outside of advising, he is a co-founder and business manager of FAIR ORGANICS LLC, which produces additive-free healthcare and food products. EFG Financial, LLC serves individuals, high-net-worth clients, and businesses with retirement planning and non-discretionary portfolio management. The firm uses a modern portfolio theory-based approach with proprietary models, focusing on tax efficiency and concentration management while overseeing assets managed by third-party advisers.