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.

Mark Weathers is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at Black Diamond Investment Group, Inc. and has operated his own CPA firm, Mark A. Weathers, P.C., since 1992, where he provides accounting and tax services. Black Diamond Investment Group, Inc. is a fee-only financial planning and investment management firm serving individual investors, high-net-worth clients, and small business owners. The firm employs an active, research-driven investment approach and maintains a distinctive affiliation with the CPA practice controlled by the same owner.

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.

Robert Huiskamp is a Series 65-licensed financial advisor at N.V.N.G. Investments, Inc. in Kalamazoo, MI, with 13 years of industry experience. He has been with N.V.N.G. Investments since 1994. N.V.N.G. Investments provides investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, banks, and other corporate entities. The firm’s investment approach focuses on fundamental analysis supported by external research and employs a variety of implementation tools, including frequent trading and option strategies, with ongoing account reviews and regular reporting.

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.

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.

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.

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.

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.

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.

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.