Robert Messner is a financial advisor at RMG Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RMG Advisory Services since 2013. In addition to his advisory role, he operates an individual insurance producer business and provides engineering and business development services through his parent company, The Robert Messner Group, LLC. RMG Advisory Services serves individuals, families, small businesses, trusts, and nonprofit organizations by offering investment management, financial planning, and hourly advice. The firm employs an asset-class, diversification-focused investment approach with long-term strategic allocation and primarily non-discretionary account management.

Dennis Crawford is a financial advisor at Diversified Consumer Planning LLC in Manchester, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Diversified Consumer Planning LLC since 1988. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations, including specialized service for active-duty and veteran submariners, finance professionals, and technology-oriented clients. The firm uses a data-centric investment process that combines AI and machine-learning models with fundamental, technical, and quantitative analysis to support active management and weekly portfolio reviews.

Nicholas Reynolds is a financial advisor at Wittlin Advisory with seven years of industry experience. He holds a Series 65 designation and has worked previously at Dillon & Associates and Fisher Investments. Reynolds is currently associated with both Wittlin Advisory and Riser Investing, LLC. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, including a notable international client base. The firm offers both discretionary and non-discretionary portfolio management, employing fundamental analysis and regular portfolio monitoring, and provides investment advice that spans traditional funds, private placements, and digital assets.

John Cross is a financial advisor at Jack V. Butterfield Investment Company with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NEXT Financial Group and Lally Group, where he is also employed as a CPA preparing financial statements and tax returns. Outside of his advisory role, he has consulting arrangements with Elm Plating and McCleer Power Inc. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans, offering brokerage and advisory services focused on client-directed, non-discretionary investment recommendations. The firm combines broker-dealer and municipal securities activities and has operated since 1946 under majority family ownership.

Adriaan Van Wyk is a financial advisor at Richmond Brothers, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Richmond Brothers since 2020. Prior to his current role, he held positions at Monocle Yacht, was self-employed, and worked at Bidvest International Logistics. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary, individualized approach and utilizes a range of investment strategies, including discretionary management and third-party money-management models.

Matthew Curfman is a CFP® professional with 14 years of industry experience, currently serving at Richmond Brothers, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Jackson, MI. Outside of his advisory role, Curfman serves as Chief Volunteer Officer on the Jackson YMCA Board of Directors and manages a private fund through an affiliated manager. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary approach with customized investment strategies that include discretionary accounts, third-party money-management models, and a range of trading techniques.

Kevin Kowalski is a financial advisor at Richmond Brothers, Inc. in Jackson, MI, holding Series 65 and Series 66 licenses with 13 years of industry experience. Prior to joining Richmond Brothers in 2026, he worked at Wicker Park Advisors, LLC for 14 years. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, consulting, and Medicare consulting through a partnership. The firm employs an individualized fiduciary approach using diverse investment strategies and offers discretionary account management with access to third-party money managers.

John Butterfield is a Series 66-licensed financial advisor with 45 years of industry experience at Jack V. Butterfield Investment Company, where he has worked since 1979. He is a general partner of Butterfield Development LLC and a part owner and financial manager of Jackson Pickleball, LLC, a recreational pickleball business. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans with brokerage and advisory services, emphasizing a primarily client-directed, non-discretionary advisory approach and holding approximately 208 client relationships.

Nicholas Butterfield is a financial advisor at Jack V. Butterfield Investment Company with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at the firm since 2013. Outside of advising, he manages minor maintenance and rent collection duties for a local building in Jackson, MI. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans with brokerage and advisory services including stocks, bonds, mutual funds, retirement accounts, and insurance products. The firm’s advisory program is primarily client-directed and non-discretionary, with a fee-based option that may include discretionary management, although its reported assets under management are entirely non-discretionary.

Timothy Thayer is a financial advisor with Jack V. Butterfield Investment Company in Jackson, MI, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has been with the firm since 1984. Outside of his advisory role, he serves as an independent trustee without receiving income. Jack V. Butterfield Investment Company serves individual investors, including high-net-worth clients, trusts, and pension/401(k) plans, offering brokerage and advisory services with a primarily client-directed, non-discretionary advisory program. The firm combines registered broker-dealer and municipal securities activities alongside licensed insurance services and has operated since 1946 as a majority family-owned business.

Jeffrey Dillon is a Series 65-licensed financial advisor with Dillon & Associates Inc in Jackson, MI, bringing 22 years of industry experience. He has been with Dillon & Associates since 1996. Dillon & Associates provides investment advice and portfolio management to individuals, trusts, non-profits, and retirement plan sponsors, focusing on long-term fundamental analysis of stocks and investment-grade fixed income. The firm operates primarily on a non-discretionary basis and serves as a fiduciary for retirement accounts, tailoring portfolios to client objectives and preferences.

Eric Grasse is a financial advisor at Dillon & Associates Inc with 15 years of industry experience. He has held a Series 65 designation and has been with Dillon & Associates since 1999. The firm provides ongoing investment advice and portfolio management to individuals, trusts, non-profit organizations, and retirement plan sponsors, focusing on tailored recommendations across equities, fixed income, and government securities. Dillon & Associates emphasizes a long-term, fundamental analysis approach and typically operates on a non-discretionary basis, discussing recommendations with clients prior to execution.

Jason Butterfield is a CFP® professional with 18 years of industry experience. He is affiliated with Jack V. Butterfield Investment Company and has worked at Signator Investors Inc since 2007. Jason is named as a successor trustee on a client trust document but would decline the role or seek written approval before acting as trustee. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans, offering brokerage and advisory services including stocks, bonds, mutual funds, retirement accounts, and insurance products. The firm primarily provides non-discretionary, client-directed advisory services and maintains a combination of broker-dealer and municipal securities activities alongside insurance licensing.

Daniel Vredeveld is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has been with Richmond Brothers, Inc. in Jackson, MI since 2012. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting through a partnership with an outside Medicare solutions team. The firm uses an individualized fiduciary approach incorporating various investment strategies and may delegate model execution to sub-advisers.

Matthew Johnson is a financial advisor at Dillon & Associates Inc with a Series 65 credential and one year of industry experience. Prior to joining Dillon & Associates, he held roles at Northern Trust and worked at Real Seafood Co. from 2022 to 2022. Dillon & Associates provides investment advice and portfolio management to individuals, trusts, non-profit organizations, and retirement plan sponsors. The firm focuses on long-term, fundamental analysis of stocks and investment-grade fixed income, typically operating on a non-discretionary basis and working closely with clients to tailor portfolios to their objectives.

David Richmond is a ChFC® credentialed financial advisor with Richmond Brothers, Inc. in Jackson, MI, where he has worked for 15 years. He has 17 years of industry experience. Outside of advising, he serves on the boards of the Lingap Children's Foundation and BioVentrix, Inc., and is an independent insurance agent specializing in fixed life insurance, long-term care, and fixed annuities. Richmond Brothers, Inc. serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs an individualized, fiduciary approach using a variety of investment strategies and sponsors private placement funds managed through an affiliated manager.

Caleb Siegrist is a financial advisor at IAMS Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Firth Financial, Universal Retirement, and corporate positions at Pepsico and Harris Corporation. He is also a member of the Michigan National Guard. Outside of his advisory role, he is involved in life insurance and annuity sales through Universal Retirement. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios and an asset-allocation approach across various asset classes.

Amberlee Swift is a financial advisor at &PARTNERS with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Meridian Wealth Management of Michigan and Executive Wealth Management. Outside of financial advising, she is also a licensed real estate agent with ERA Reardon Realty. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Frank Lusebrink is a financial advisor at &Partners with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining &Partners in 2024. Outside of his advisory role, he participates as a member of an investment club based in Jackson, Michigan. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, and retirement plan education, combining advanced platform technology with both discretionary and non-discretionary management options.

John Stewart is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with &PARTNERS, LLC, having joined in 2024, and previously worked at Wells Fargo Advisors and its affiliated entities from 2009 to 2024. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, and retirement plan education, utilizing both proprietary and third-party strategy models with discretionary and non-discretionary management options.