Terry Rau is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Sequence Analytix, LLC, where he has worked since 2018. Prior to that, he spent three years at Arcadia Investment Management. Sequence Analytix provides discretionary investment management to individual and high-net-worth clients, focusing on constructing written Investment Policy Statements and delivering periodic reviews and retirement income projections. The firm uses algorithmic, rules-based methods that emphasize mean reversion and price momentum, managing sequence-of-returns and volatility risk for clients near or in retirement through low-cost ETFs and quantitatively ranked individual equities.

I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.

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.

Robert Vliek is a financial advisor with PPS & V Asset Management Consultants Inc in Portage, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with PPS & V since 2007. Vliek is also licensed to offer life insurance and fixed and fixed indexed annuities in Michigan. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for about 247 clients. The firm constructs portfolios based on core asset-allocation models and employs a long-term, buy-and-hold investment approach using low-cost mutual funds, ETFs, and other instruments.

Chase Imberger is a financial advisor at Gasaway Investment Advisors, Inc. in Kalamazoo, MI, holding the CFP®, ChFC®, and Series 65 credentials with five years of industry experience. His prior work includes roles at Calvin College and Caring Transitions. Outside of his advisory work, he is a professional disc golfer and volunteers with Junior Chamber International in Kalamazoo and Grand Rapids. Gasaway Investment Advisors provides investment management, financial planning, and retirement plan services to individual clients, high-net-worth individuals, and institutional clients such as pension and profit-sharing plans. The firm emphasizes active portfolio management with screened mutual funds and ETFs and offers comprehensive plan services including model portfolios and fiduciary support.

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.

Caitlin Borton is a financial advisor at Gasaway Investment Advisors, Inc. in Kalamazoo, MI, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, CX Institutional, LPL Financial, and Oak Point Financial Group. Gasaway Investment Advisors provides investment management, financial planning, and retirement plan services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, and estates. The firm emphasizes active portfolio management using screened mutual funds and ETFs, target asset allocations, and ongoing monitoring, and also offers third-party administration and recordkeeping for qualified retirement plans through a DBA.

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.

Ethan Thies is a ChFC®-designated financial advisor with Gasaway Investment Advisors, Inc. in Kalamazoo, MI. He has three years of industry experience and has held positions in various businesses including American Village Builders and Pro Water Treatment. Gasaway Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, pension and profit-sharing plans, trusts, and estates. The firm emphasizes active portfolio management with screened mutual funds and ETFs, offering discretionary account management and fiduciary services.

Daniel Youngs is a CFP® professional with 43 years of industry experience. He currently serves as an advisor at OSAIC and has held prior roles at FSC Securities Corporation and HFG Advisors, Inc., which he also owns. Outside of his advisory work, Youngs is the CEO of Succession Connection Inc., a website business focused on connecting financial advisors for succession planning. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a large network of financial advisers. The firm serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering a range of advisory programs and investment solutions.

James Gasaway is a CFP® and ChFC® with over 20 years of experience in financial advising. He has been with Gasaway Investment Advisors, Inc. since 1993. Outside of his advisory role, he serves as an adjunct professor teaching retirement planning and group benefits at Calvin University and holds leadership positions in local church organizations. Gasaway Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm focuses on active portfolio management with screened mutual funds and ETFs and offers discretionary account management alongside third-party administration and recordkeeping services for qualified retirement plans.

Sophit Lee is a CFP® and Series 65-licensed advisor with 24 years of industry experience. She has been with Docsa Capital Management, Inc. since 2000. Docsa Capital Management, Inc. provides fee-only financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, valuation, and technical analysis and offers multiple service tiers to align with client preferences and account arrangements.

Matthew Harrison is a CFA® charterholder with one year of experience in the financial industry. He is currently an advisor at Docsa Capital Management, Inc. and also serves as the founder and owner of tkc Capital Research, where he consults on investor relations best practices for public companies. His prior work experience includes roles at WK Kellogg Co, Viewray, Inc., Stryker, and Kellogg Company. Docsa Capital Management, Inc. provides fee-only financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, high-net-worth clients, trusts, and estates. The firm employs a blend of fundamental, valuation, and technical analysis and offers multiple service tiers to align with client preferences and account arrangements.

Timothy Schauer is a CFA® charterholder with 23 years of industry experience, serving as an advisor at Docsa Capital Management, Inc. since 2001. He holds a Series 65 license and is based in Portage, Michigan. Docsa Capital Management, Inc. provides fee-only financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, high-net-worth clients, trusts, and estates. The firm employs a blend of fundamental, valuation, and technical analysis to create portfolios and offers multiple service tiers to match client preferences and account arrangements.

Ryan Vliek is a financial advisor at PPS & V Asset Management Consultants Inc with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PPS & V Asset Management Consultants since 2010. He is also licensed to offer life insurance and fixed or fixed indexed annuities in Michigan. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for around 247 clients. The firm constructs portfolios based on core asset-allocation models and employs a long-term buy-and-hold investment approach with periodic rebalancing.

Jordan Marchewka is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at HFG Advisors Inc. in Kalamazoo, MI. His career includes roles at FSC Securities Corp and Consumers Energy. He contributes to the finance team at The Bridge Church, assisting with budget oversight and fund allocation. HFG Advisors, Inc. manages approximately $52.2 million for a small client base, including high-net-worth individuals, trusts, estates, and retirement accounts. The firm offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning, focusing on diversified, long-term investment strategies without using third-party advisers.

Kayla Frantz is a financial advisor at PPS & V Asset Management Consultants Inc with six years of industry experience. She holds a Series 65 designation and has been with PPS & V since 2004. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for about 247 clients. The firm employs a core asset-allocation model approach and typically builds portfolios with low-cost mutual funds, ETFs, and other instruments, maintaining a long-term buy-and-hold strategy with periodic rebalancing.

Lawrence Harrison is a CFA® charterholder with 15 years of industry experience. He has been with LVM Capital Management Ltd since 1990. Outside of his advisory role, he serves as treasurer and secretary for Glenkerry Court, LLC, a non-investment-related entity. LVM Capital Management provides wealth management services to high net worth individuals and institutional clients, employing a fundamental and valuation-driven investment approach with both long-term holdings and more active strategies involving derivatives.

Samuel Pietrogallo is a CFP® professional with experience at Wolff Financial Management LLC since 2024. His prior work includes roles at Consumers Credit Union, North Pines Church, and Zhang Financial, among others. Pietrogallo has also been involved in educational and community settings, including Western Michigan University and local schools. Wolff Financial Management LLC provides personalized financial planning and wealth management services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $613 million in client assets and emphasizes a client-first planning approach with discretionary portfolio management tailored to individual goals.

Jared Mc Nee is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Wolff Financial Management LLC since 2022 and previously held roles at Kestra Financial, Inc. and The Planning Group. Wolff Financial Management LLC provides personalized financial planning and wealth management services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $613 million in client assets and emphasizes a client-first planning approach, offering discretionary portfolio management tailored to asset allocation strategies.