Matthew Thomas is a financial advisor with GreenRock Wealth Management, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. His prior roles include positions at FLT Academy, Young Powersports, and Principal Life Insurance Company. GreenRock Wealth Management primarily serves individual clients as well as corporations and small-business retirement plans, providing discretionary portfolio management and tiered financial planning on a subscription basis. The firm emphasizes personalized asset allocation and offers investment management that is included within certain financial planning subscriptions.

Justin Hales is a financial advisor at Greenrock Wealth Management, LLC in East Grand Rapids, MI, holding Series 63 and Series 66 licenses with 15 years of industry experience. He founded Greenrock Wealth Management in 2015 and is involved in an affiliated insurance practice through Greenrock Advisory, where he is a licensed insurance agent. Greenrock Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, managing approximately $35.6 million in client assets. The firm focuses on tailored investment management using individualized asset-allocation strategies and primarily invests in mutual funds and diversified portfolios.