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.

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.

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.

Brendan Sanchez is a financial advisor at Daus Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James & Associates, Merrill, Kestra Investment Services, and Bank of America. Daus Financial Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, along with company-sponsored retirement plan consulting as a 3(21) adviser. The firm manages client relationships mainly on a non-discretionary basis and offers access to private investments for accredited investors.

Ryan Daus is a CFP® and ChFC® with 23 years of experience in financial advising. He is the principal of Daus Financial Group, LLC, where he has worked since 2011. His previous experience includes roles at Generational Financial Partners LLC, Eagle Strategies LLC, New York Life, and Nylife Securities. Outside of his advisory work, he serves on the finance committee of St. Anthony of Padua Catholic School’s board and volunteers as a youth baseball and football coach. Daus Financial Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, along with company-sponsored retirement plan consulting as a 3(21) adviser. The firm focuses on non-discretionary management using third-party platforms and offers access to private investments for accredited investors.

Kaushik Meisheri is a financial advisor at Lifetime Equity Investments LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifetime Equity Investments since 2015. The firm serves individual investors, high-net-worth individuals, and charitable clients by providing discretionary portfolio management and customized investment portfolios. Lifetime Equity Investments manages approximately $26.5 million for around 67 clients, emphasizing fundamental analysis and individualized portfolio construction using a diverse mix of securities.

Lucas Mansberger is a CFP® and CFA® at Breakwater Capital with three years of industry experience. He previously worked at Greenleaf Trust for seven years before joining Breakwater Capital in 2022. Breakwater Capital is a small, owner-operated firm serving individuals, high-net-worth clients, families, small businesses, and nonprofits. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing individualized portfolio construction using Monte Carlo analysis and fundamental research, with a notable focus on options strategies alongside mutual funds and ETFs.

Ross Pollard is a CFP® with 15 years of industry experience, currently serving as an advisor at Breakwater Capital since 2015. He has prior experience with IDS Life Insurance Company and American Express Financial Advisors, both since 2001. Breakwater Capital is a small, owner-operated firm that provides comprehensive financial planning and discretionary portfolio management to individuals, families, small businesses, and nonprofit organizations. The firm emphasizes individualized portfolio construction using Monte Carlo analysis and fundamental research, with investment strategies that include mutual funds, ETFs, and selective options use, alongside integrated financial planning.

Lori Hannemann is a financial advisor at Clear Ridge Wealth Management, LLC in Kalamazoo, MI. She holds a Series 65 designation and has been with Clear Ridge Wealth Management since 2016. Prior to that, she worked at Cole Gavlas, P.C. and was involved with Prince of Peace Lutheran Church. Clear Ridge Wealth Management provides investment management and financial planning to a range of clients including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory approach with broad diversification and passive asset-class funds, often utilizing model portfolios, third-party managers, and tools such as Monte Carlo analysis.

Michelle Eldridge is a CFA® charterholder with 15 years of experience in financial advising. She has been with Clear Ridge Wealth Management, LLC since 2014. Outside of her advisory role, she serves as a board director at Mercantile Bank and is a member of the investment committees for both the Kalamazoo Valley Community College Foundation and the Western Michigan University Foundation. Clear Ridge Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory approach focused on broad diversification and passive asset-class funds, often utilizing Dimensional Fund Advisors funds and ETFs, and benefits from an integrated relationship with Focus Partners Advisor Solutions for sub-advisory and operational support.

Eric Meisheri is a financial advisor at Lifetime Equity Investments LLC in Kalamazoo, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Lifetime Equity Investments since 2016. Lifetime Equity Investments serves individual investors, high-net-worth individuals, and charitable clients by providing discretionary portfolio management and customized investment portfolios. The firm emphasizes fundamental analysis and individualized portfolio construction across a diverse range of securities, including American Depositary Receipts, bonds, mutual funds, equities, and ETFs.

Charles Wattles is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Long Road Investment Counsel, LLC since 2014. Outside of his advisory role, he serves as a general partner in a family investment partnership that involves security analysis, portfolio management, and administrative duties. 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 approach focused on long-term growth through equity securities of industry leaders and investment-grade fixed income with relatively short maturities.

Michael Brundage is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Clear Ridge Wealth Management, LLC since 2014. He serves as a trustee and finance committee member for the Gull Lake Community Schools Foundation, where he reviews the investment portfolio. Clear Ridge Wealth Management provides investment management and financial planning to individuals, retirement plans, trusts, nonprofits, corporations, and small businesses, employing a long-term, Modern Portfolio Theory approach with broad diversification and passive asset-class funds. The firm integrates services with Focus Partners Advisor Solutions for sub-advisory portfolios and back-office support.

Jerry Love is a CFP® with 22 years of industry experience and has been with Arcadia Investment Management Corp since 2000. He also operates a sole proprietorship focused on selected financial planning, estate planning, tax work, and trustee services for a limited number of clients. Prior to joining Arcadia, he worked at F.L. Putnam Investment Management Co. Arcadia Investment Management Corporation provides continuous portfolio management to individuals, pension plans, charitable organizations, and corporations. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor investment policies and manages roughly $692.8 million in discretionary assets with a small leadership team.

Cory Wietfeldt is a CFP® with 31 years of industry experience and is currently a financial advisor at CWS Financial Advisors LLC in Kalamazoo, MI. He has worked at CWS Financial Advisors since 2014 and previously spent four years at Wells Fargo Advisors Financial Network, LLC. CWS Financial Advisors LLC provides investment management and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a strategic, long-term, objective-based investment approach, utilizing low-turnover portfolios composed mainly of mutual funds, ETFs, and individual securities, while also incorporating third-party sub-advisers when appropriate.

Christine Batts is a financial advisor with CWS Financial Advisors LLC in Kalamazoo, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at CWS Financial Advisors since 2019 and previously at M Holdings Securities, Inc. and ROST St. Advisors. CWS Financial Advisors LLC provides discretionary and non-discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm follows a strategic, long-term, objective-based approach, constructing low-turnover portfolios primarily from mutual funds, ETFs, and individual securities, with ongoing monitoring and selective use of third-party sub-advisers.

Julie Jones is a financial advisor with Fairway Investment Group, LLC in Kalamazoo, MI, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Fairway Investment Group since 2018 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of finance, she serves as an official for competitive cheer competitions and coaches high school athletes in the Gull Lake Community Schools. Fairway Investment Group primarily serves individual clients connected to the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on fundamental, technical, and cyclical analysis, with ongoing portfolio reviews and rebalancing, and focuses on membership-based clients rather than high-net-worth individuals.

Kevin Miller is a CFP® professional with 15 years of industry experience, currently serving at TruNorth Capital Management, LLC since 2019. Prior to joining TruNorth, he worked for 14 years at Plante Moran financial advisors. In addition to his advisory role, Miller teaches CPA continuing education courses for Surgent CPE as an independent contractor. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser that provides discretionary investment management and financial planning services to individuals, families, corporations, and retirement plans. The firm emphasizes low-cost, broadly diversified portfolios using ETFs and mutual funds with tactical asset allocation and periodic rebalancing.

William Roberts is a CFP® professional with four years of industry experience. He has worked at CWS Financial Advisors LLC since 2021 and previously held roles at PNC Wealth Management from 2016 to 2021. Before entering the financial industry, he spent four years at Kalamazoo College. CWS Financial Advisors LLC provides discretionary and non-discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a strategic, long-term, objective-based approach, focusing on low-turnover portfolios and qualitative manager selection, and manages approximately $1.19 billion in discretionary assets with a five-advisor team.

Stephen Westveer is a financial advisor at DMK Advisor Group, Inc. in Kalamazoo, MI, with 30 years of industry experience. He has been with DMK Advisor, previously known as Stephen A. Kohn & Associates, Ltd., since 2005. Outside of his advisory role, he is involved with Westveer Investment Consultants and Integrated System & Design. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, employing a combination of technical and fundamental analysis with portfolios constructed exclusively from mutual funds and exchange-traded funds.