My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Robert Boylen is the sole advisor at Robert Charles Capital Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Robert Charles Capital Management since 2016. Robert Charles Capital Management provides discretionary portfolio management, financial planning, and consulting services primarily to individual clients across various wealth levels, as well as charitable, corporate, pension/profit-sharing plans, and pooled investment vehicles. The firm uses a process combining fundamental, technical, and qualitative analysis to manage accounts on a discretionary basis, employing individual securities or ETFs/index funds depending on account size, and also sponsors a private pooled investment vehicle focused on early-stage preferred equity investments.

Jeffrey Belmonte is a CFP® professional with 17 years of industry experience. He is the sole advisor at Summitview Advisors, an independent firm he has led since 2018. Prior to founding Summitview Advisors, he worked at Advanced Asset Management LLC and provided leadership coaching at 2-0 Leadership Coaching. Summitview Advisors serves individual clients, trusts, qualified retirement plans, corporations, and charitable organizations by offering portfolio management along with comprehensive and project-based financial planning. The firm’s investment approach emphasizes strategic asset allocation combined with fundamental and cyclical analysis and includes a diversified mix of asset classes and investment strategies.

Christopher Villaire is the sole advisor at Villaire Financial, LLC in Grand Rapids, MI. He holds a Series 65 designation and has four years of industry experience, including prior work at Tina's Catering, Inc. and ongoing studies since 2012. Villaire Financial, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and business owners. The firm employs a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis, generally using a long-term trading approach with documented risk tolerance and regular rebalancing.

Scott Morter is the principal of Morter Investment Management LLC in East Grand Rapids, MI, with 28 years of experience in the financial industry. He holds Series 63 and Series 65 designations and has been affiliated with Cornerstone University since 2004. Morter is solely responsible for managing client portfolios at his independent firm. Morter Investment Management LLC provides fee-only investment management primarily to individual clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary, individually tailored strategies focused on growth, growth-and-income, or income, utilizing fundamental investment analysis and cash management across various securities including stocks, bonds, mutual funds, ETFs, and money market funds.

James Vermeulen is the sole advisor at Vermeulen Capital Management in Grand Rapids, MI, holding a Series 65 designation with 15 years of industry experience. He has operated Vermeulen Capital Management since 1993. Vermeulen Capital Management provides discretionary investment supervision and non-discretionary consultation on a fee-only basis to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable institutions. The firm employs a combination of fundamental and technical analysis and offers tailored portfolio oversight with strategies ranging from long-term buy-and-hold to shorter-term trading.

Dana Edwards is a Certified Financial Planner® with nine years of industry experience. He is the principal advisor at Upbeat Financial, an independent firm based in Ada, Michigan. Edwards also holds credentials as an Enrolled Agent with the IRS, providing tax preparation and representation services in addition to his advisory role. Upbeat Financial serves individuals, families, trusts, small businesses, plan participants, and charitable organizations, offering comprehensive financial planning, tax preparation, and insurance planning. The firm operates primarily on a non-discretionary basis, partnering with third-party investment advisors and emphasizing efficient-market principles and buy-and-hold strategies.

Dale Ringerwole is a financial advisor at DC & Associates with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with DC & Associates since 2005. Outside of advising, he serves on the finance committees of the Alliance of Reformed Churches and the Kent County Conservation League. DC & Associates serves individual investors, high-net-worth individuals, and business clients with portfolio management, financial planning, and access to third-party investment solutions. The firm provides personalized Investment Policy Statements and combines house-level portfolio management with third-party managers through the AssetMark platform, offering tailored strategies based on a blend of modern portfolio theory, fundamental and technical analysis, and long-term trading.

Tyler Howe is a Series 65-licensed financial advisor with Clarity Wealth Management LLC in Grand Rapids, MI. He has over a decade of industry experience, including eight years at O'Neill Asset Management and four years at Clarity Wealth Management. Outside of his advisory work, he is an independent life insurance agent and also works as a food delivery contractor through multiple platforms. Clarity Wealth Management LLC provides portfolio management services to individual and corporate clients, emphasizing fundamental analysis and long-term investing primarily through mutual funds and ETFs. The firm offers discretionary account management and may refer clients to third-party advisers, maintaining ongoing oversight of those relationships.

Andrew Jakubowski is the sole advisor at Adestella Investment Management LLC in Grand Rapids, MI. He holds a Series 65 designation and has 11 years of experience, all with Adestella. Adestella provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, foundations, endowments, private funds, and other investment advisers. The firm uses a long-biased, value-driven approach focused on independent research and concentrated security selection, managing portfolios with flexible authority across multiple asset types including equities, ETFs, options, and derivatives.

Scott Pruski is the founder and sole advisor at Advosion, an independent firm based in Ada, Michigan. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Pruski is also the founder of 4tB Helmets, LLC, a venture focused on developing improved cycling and snow sports helmets. Advosion serves individuals, families, and closely-held businesses or trusts with financial planning and discretionary investment management. The firm emphasizes open-architecture, globally diversified portfolios aligned with clients’ priorities and offers a process-oriented Life-Centric Planning engagement alongside a discretionary portfolio service called Real-Life Investing.

Shad Thomas is a CFP® professional with two years of experience in financial advising. He is the sole advisor at Stamford Bridge Wealth Management LLC and has prior experience at Brighton Jones and United Bank, along with a 20-year career in the U.S. Coast Guard. Stamford Bridge Wealth Management LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm offers customized portfolio management focused on client objectives, time horizon, and risk tolerance, employing various investment strategies without institutional or wrap-fee programs.

Stephanie, a Certified Financial Planner (CFP®) professional, is dedicated to simplifying the complexities of finances. Her passion lies in guiding clients to achieve their financial goals, drawing on her personal experiences as a mom who understands the everyday challenges of balancing money and family. Stephanie enjoys helping women take charge of their finances. She believes financial education is important and wants her clients to feel like they understand what they are investing in and become empowered with their finances. She specializes in helping women navigate difficult situations such as divorce, losing a spouse, or starting a business. Stephanie holds a BSBA undergraduate degree with a major in personal financial planning. Furthering her education, she earned a master's degree in advanced financial planning with a focus on financial therapy at Kansas State University. As the former president of The Financial Planning Association of Michigan (FPA), Stephanie actively contributed to various committees, including education, NexGen, mentorship, and symposium. Currently serving as the co-chair of the career development committee, she believes in the importance of advancing the financial planning profession. Stephanie is deeply committed to mentoring financial planning students across the state, advocating for women's participation in the profession, and fostering industry connections. In her leisure, Stephanie enjoys spending time with friends and family by the lake, at concerts, or while traveling. With a love for people and relationships, she enjoys entertaining, hosting gatherings, and bringing festive decorations to every holiday celebration. She is heavily involved in her community and is a CASA volunteer. She also started a non-profit, Once Upon a Room Grand Rapids, which decorates hospital rooms for children experiencing a long-term stay

Steven Underriter is a financial advisor at Freedom Financial Planning Solutions, LLC, holding a Series 65 designation with eight years of industry experience. He has worked part-time as an administrative employee and 5% owner at Capitol Defense Consulting, LLC since 2013 and provides subject matter expertise on Navy aircraft programs at Systems Planning & Analysis, Inc. since 2020. Freedom Financial Planning Solutions offers financial planning and portfolio management services to individual clients, employer plan sponsors, charitable organizations, and small businesses. The firm primarily uses passive investment strategies with diversified funds and ETFs, while also providing tailored models and oversight of outside managers, along with ancillary services such as personal tax preparation and student loan analysis.

Justin Hales is a financial advisor at Greenrock Wealth Management, LLC in East Grand Rapids, MI, holding Series 63 and Series 66 licenses with 15 years of industry experience. He founded Greenrock Wealth Management in 2015 and is involved in an affiliated insurance practice through Greenrock Advisory, where he is a licensed insurance agent. Greenrock Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, managing approximately $35.6 million in client assets. The firm focuses on tailored investment management using individualized asset-allocation strategies and primarily invests in mutual funds and diversified portfolios.

Adam Trask is a financial advisor with Burnham & Company LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Chase. Burnham & Company LLC provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm’s investment approach combines fundamental and technical analysis, with portfolios focused on long-term growth and supplemented by short-term trades, options, mutual funds, and ETFs.

Kyle Kelley is a financial advisor at Family Capital Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Osaic Wealth, Inc. Kyle also provides insurance advice tailored to client needs. Family Capital Management offers discretionary portfolio management and modular financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with both long- and short-term trading, using a broad range of investment vehicles and providing wealth-planning advice across multiple areas.