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.

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.

Levi Conner is a ChFC® affiliated with GuideStream Financial, Inc. in Spring Arbor, MI. He has been with GuideStream Financial since 2024 and has prior experience at Charles Schwab and Spring Arbor University. Outside of his advisory role, Levi serves as an assistant coach for the track and field team at Spring Arbor University, focusing on short sprints and javelin. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, and trustee services.

Ridge Foco is a CFP® and Series 65-licensed advisor at GuideStream Financial, Inc. with three years of industry experience. Prior to joining GuideStream in 2022, he worked at Securian Financial Advisors of the Great Lakes and held roles at Spring Arbor University and the Christian Family Centre. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities, offering portfolio management, financial planning, and trustee services. The firm employs long-term purchase strategies primarily using mutual funds and ETFs and manages approximately $217 million across more than 800 client relationships.

Jennifer De Biasi is a Series 65-licensed financial advisor with GuideStream Financial, Inc. in Spring Arbor, MI, where she has worked since 2021. She has three years of industry experience and is part of a five-advisor team. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities such as endowments, charities, and churches. The firm focuses on long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services.

Kirk Hoffman is a CFP® and ChFC® with 16 years of industry experience, currently serving at GuideStream Financial, Inc. since 2009. He is based in Spring Arbor, MI, and has additional roles as an adjunct professor teaching financial planning courses at Spring Arbor University and as a captain of historic vessels for the Michigan Maritime Museum. Hoffman also volunteers as chair of the Endowment/Investment & Finance Committee at Immanuel Lutheran Church. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs, provides discretionary and non-discretionary portfolio management, and occasionally offers trustee services.

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.

William Blakemore is a financial advisor at GuideStream Financial, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with GuideStream Financial since 2009. GuideStream Financial is a team-based registered investment adviser serving individual clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and faith-based entities such as endowments, charities, churches, and pension plans. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs and offers portfolio management, financial planning, consulting, and trustee services.

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.

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.

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.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Packerland since 2021 and also serves as president of Sayler's Accounting & Tax Spec, Inc., a company she founded in 1990. Additionally, she is a board member of the Lenawee County Mission-Prospectives, a nonprofit organization. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory services to meet client needs.

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.