Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

Dana Edwards is a Certified Financial Planner® with nine years of industry experience. He is the principal advisor at Upbeat Financial, an independent firm based in Ada, Michigan. Edwards also holds credentials as an Enrolled Agent with the IRS, providing tax preparation and representation services in addition to his advisory role. Upbeat Financial serves individuals, families, trusts, small businesses, plan participants, and charitable organizations, offering comprehensive financial planning, tax preparation, and insurance planning. The firm operates primarily on a non-discretionary basis, partnering with third-party investment advisors and emphasizing efficient-market principles and buy-and-hold strategies.

Scott Pruski is the founder and sole advisor at Advosion, an independent firm based in Ada, Michigan. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Pruski is also the founder of 4tB Helmets, LLC, a venture focused on developing improved cycling and snow sports helmets. Advosion serves individuals, families, and closely-held businesses or trusts with financial planning and discretionary investment management. The firm emphasizes open-architecture, globally diversified portfolios aligned with clients’ priorities and offers a process-oriented Life-Centric Planning engagement alongside a discretionary portfolio service called Real-Life Investing.

Stephanie, a Certified Financial Planner (CFP®) professional, is dedicated to simplifying the complexities of finances. Her passion lies in guiding clients to achieve their financial goals, drawing on her personal experiences as a mom who understands the everyday challenges of balancing money and family. Stephanie enjoys helping women take charge of their finances. She believes financial education is important and wants her clients to feel like they understand what they are investing in and become empowered with their finances. She specializes in helping women navigate difficult situations such as divorce, losing a spouse, or starting a business. Stephanie holds a BSBA undergraduate degree with a major in personal financial planning. Furthering her education, she earned a master's degree in advanced financial planning with a focus on financial therapy at Kansas State University. As the former president of The Financial Planning Association of Michigan (FPA), Stephanie actively contributed to various committees, including education, NexGen, mentorship, and symposium. Currently serving as the co-chair of the career development committee, she believes in the importance of advancing the financial planning profession. Stephanie is deeply committed to mentoring financial planning students across the state, advocating for women's participation in the profession, and fostering industry connections. In her leisure, Stephanie enjoys spending time with friends and family by the lake, at concerts, or while traveling. With a love for people and relationships, she enjoys entertaining, hosting gatherings, and bringing festive decorations to every holiday celebration. She is heavily involved in her community and is a CASA volunteer. She also started a non-profit, Once Upon a Room Grand Rapids, which decorates hospital rooms for children experiencing a long-term stay

John Gunther is a financial advisor at Measured Strategies LLC in Ada, MI, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Kaufman, Rossin & Co., P.A., and Ascendo Resources. Measured Strategies provides portfolio management, financial planning, and optional tax preparation services primarily to individual and high-net-worth clients. The firm employs a diverse investment approach incorporating cyclical, fundamental, quantitative, and technical analysis across various asset classes, with a focus on discretionary management guided by individualized Investment Policy Statements.

Esteban Hernandez is a financial advisor at Measured Strategies LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avant-Garde Capital LLC and WealthSource Partners, LLC, as well as at Florida Atlantic University. Esteban is also a non-managing member of FH Investments LLC, a family investment partnership. Measured Strategies LLC provides portfolio management, financial planning, and optional tax preparation services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach that integrates cyclical, fundamental, quantitative, and technical analysis, managing approximately $23.5 million across a small number of accounts.

Kelly Eggleston is a financial advisor at Calder Financial Group with five years of industry experience. She holds a Series 65 designation and has been with Calder Investment Advisors since 2016. Prior to that, she worked at Grand Management Group from 2005 to 2016. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm employs a structured investment approach using managed model portfolios and offers pension consulting and third-party administration services through affiliated businesses.

Darren Ford is a financial advisor at Triangle Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at AdvisorEngine and Abrigo. Outside of his advisory role, he creates educational content for CFA candidates through AnalystPrep. Triangle Wealth Management serves individual clients, corporate pension plans, charitable institutions, and other entities, offering portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools and fundamental securities analysis to create tailored investment portfolios.

George Racette is a financial advisor with Calder Financial Group in Ada, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Calder Investment Advisors since 2007. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm employs managed model portfolios with tactical rebalancing and offers pension consulting and third-party administration services through an affiliated business.

Daren Shavell is a CFA® charterholder with 18 years of industry experience. He is currently with Calder Financial Group, where he has worked since 2014. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm offers target asset allocations through managed model portfolios and maintains an affiliated pension consulting and third-party administration business.

Matthew Graham is a financial advisor at Bay Colony Advisors with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Fidelity Investments and TIAA-CREF Individual & Institutional Services. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is notable for its broad fiduciary services and developed concierge offerings.

Patrick Newcombe is a CFP® with 19 years of experience in the financial industry. He is part of the Calder Financial Group team based in Ada, MI, which includes five advisors. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm offers fiduciary services as a 3(38) investment manager and utilizes model portfolios with tactical rebalancing, supported by regular investment committee oversight and detailed account monitoring.

Shawn White is a financial advisor at EverSource Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rogan & Associates, Inc. for 18 years. Since 2018, he has been a licensed insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, and private markets access. The firm operates through a network of investment advisor representatives and provides a range of investment programs, including firm-managed model portfolios and advisor-managed accounts, with some services informed by a Judeo-Christian framework.

William Sims is a financial advisor with MissionSquare Retirement, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at Icma Rc since 2018, following roles at AXA Advisors and Scottrade, Inc. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services. The firm offers Guided Pathways Advisory Services that include discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management based on asset-class allocation models and personalized client information.

Shaun Smith is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His career includes multiple roles within Fifth Third Bank, N.A. and Fifth Third Securities, Inc., as well as a one-year tenure at Ameriprise. Outside of his advisory work, he manages a rental property. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a large bank affiliation and a municipal-advisor registration.

Stephanie Young is a financial advisor at PNC Wealth Management with 24 years of industry experience. She has been with PNC Wealth Management since 2009 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment to implement investments via approved model strategies, mutual funds, and ETFs.

Jeffrey Mcpherson is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Commonwealth Financial Network, where he has worked since 2021. Prior to that, he was with Mass Mutual Investors Services and Massmutual Life Insurance Co for a combined 10 years. Outside of his advisory role, he is the owner of IM Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice management while offering a range of discretionary model portfolios and distinct program structures.

Tammy Black is a financial advisor with The Huntington Investment Company in Lowell, MI, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with The Huntington Investment Company and The Huntington National Bank since 1998. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through an open-architecture, model-driven platform that includes third-party sub-managers and proprietary models, and offers specialized services such as tax management and impact/ESG overlays.

Ryan Baines is a financial advisor with Fifth Third Securities, Inc. in Lowell, MI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Fifth Third Securities since 2016 and with Fifth Third Bank since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple managed-account programs with features such as direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.

David Pozolo is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC and the Michigan Department of Corrections. Outside of his advisory role, he works as a delivery driver for DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model linked to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.