Colton Cockerell is a financial advisor with LVZ, Inc., holding a Series 66 designation and bringing 10 years of industry experience. He has worked at NEXT Financial Group since 2015 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he is involved in insurance-related activities including fixed annuities, life and health insurance, and long-term care sales. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers diversified portfolio strategies primarily using ETFs and mutual funds, incorporates Biblically Responsible Investment options, and provides investment management, financial planning, and consulting services across multiple offices.

Timothy Sharer is a financial advisor with LVZ, Inc. and holds Series 63 and Series 66 licenses, with 33 years of industry experience. He has worked at Next Financial Group, INC since 2002 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he owns the Sharer McKinley Group, which provides life insurance, long-term care, and annuity sales, and is also an author. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across more than 2,400 client relationships. The firm employs a range of portfolio strategies primarily using ETFs, mutual funds, and other pooled vehicles, combining fundamental and technical analysis with oversight on AI use in its investment process.