Shawn Stressman is a financial advisor at Convert Financial Services LLC with four years of industry experience. He holds a Series 65 designation and has a background in accounting and tax preparation, currently serving as manager of CHPM, PC, an independent retail pharmacy group, and president of Stressman CPA PLLC, which provides tax preparation and bookkeeping services. His prior work includes roles at several CPA firms dating back to 2014. Convert Financial Services LLC is a fee-only, state-registered investment adviser serving individuals, including high-net-worth clients, and small businesses. The firm focuses on portfolio management, retirement and financial planning, and consulting, utilizing index-based investment strategies combined with fundamental, technical, and quantitative analysis, primarily on a non-discretionary basis.

Chad Schafer is the founder of Schafer Investment Group, Inc. and holds a Series 65 designation with one year of experience in the financial advisory industry. He also operates a CPA firm, Chad M Schafer, CPA, PC, where he provides tax and accounting services. Additionally, Schafer serves as treasurer and board member of Isabella Community Credit Union. Schafer Investment Group is an independent advisory firm offering investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm builds customized portfolios using low-cost, diversified mutual funds and ETFs, incorporating fundamental, technical, and cyclical research, while providing both discretionary and non-discretionary services.

Michael Harter is a CFP® professional with 15 years of experience, currently serving at RFM Financial Solutions, LLC since 1999. He also has a long tenure at Robert F. Murray & Company, CPAs, where he has worked since 1991. RFM Financial Solutions provides portfolio management, pension consulting, and financial planning services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm emphasizes client-specific investment policies, primarily using no-load mutual funds and ETFs, and offers both discretionary and non-discretionary management options.

Justin Cook is a CFP® professional with five years of industry experience, currently serving as an advisor at RFM Financial Solutions, LLC since 2020. Prior to this, he spent six years at Ross Accounting. RFM Financial Solutions provides portfolio management, pension consulting, and financial planning services to individual investors, including high-net-worth clients, as well as pension plan sponsors, corporations, and charitable organizations. The firm emphasizes client-specific investment policies implemented primarily through no-load mutual funds and ETFs, with regular account reviews and options for discretionary or non-discretionary management.

Mark Zitzelsberger is a financial advisor with LPL Financial based in Mount Pleasant, MI. He holds the ChFC® designation and has 42 years of industry experience. He has been associated with LPL Financial and its predecessor firms since 1999 and has worked at Total Investment Planners, Inc. since 2000. He serves on the Michigan Class D Cross Country Coaches Association board. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Bryce Roebke is a financial advisor at Rise Wealth Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Total Investment Planners, LPL Financial, The Stow Company, and Ernst & Young LLP. Rise Wealth Advisors, Inc. is an independent investment advisory firm that provides financial planning and consulting services. The firm operates with a team of four advisors.

Teresa Zitzelsberger is a CFP® with 34 years of experience in the financial services industry. She works with Rise Wealth Advisors, Inc. and has a long tenure with Total Investment Planners, Inc. and LPL Financial. Outside of her advisory roles, she is a co-owner of a family brewing business. Rise Wealth Advisors serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning services tailored to client needs. The firm focuses on financial planning rather than asset management, delegating investment execution to separate broker-dealer relationships.

Chad Zitzelsberger is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been associated with Total Investment Planners, Inc. since 2008 and LPL Financial since 2007. Outside of his advisory work, he is a co-owner of a family-run brewery and restaurant. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

Pamela Fockler is a Series 66-licensed financial advisor with Fairway Investment Group, LLC and has four years of industry experience. She has worked simultaneously at MEA Financial Services and Paradigm Equities since 2021, and has a long history in education as a substitute teacher for Mount Pleasant Public Schools. Fairway Investment Group serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based portfolio management through various LPL Financial–sponsored programs and uses a mix of fundamental, technical, and cyclical analysis to guide asset allocation and model selection.

Shannon Nagy is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining IAIM in 2015, Nagy worked at Securities America Advisors and Securities America Inc. He is also a salaried agent with Nichols Financial Group Inc., where he sells and services fixed annuity and life insurance products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, along with access to third-party managers and wrap programs.

Kevin Nichols is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked with Securities America, Inc. since 1995 and has operated Nichols Financial Group since 1986, where he is involved in fixed annuities and life insurance sales. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisors. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party managers and wrap programs to implement client strategies.

Paul Pollatz is a financial advisor with The Strategic Financial Alliance, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining The Strategic Financial Alliance in 2015, he worked at G. A. Repple & Company and Thrivent Investment Management. He serves as a volunteer director for Ann Arbor City On A Hill, a charitable organization focused on preserving the mission of Concordia University-Ann Arbor. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers customized investment strategies through portfolio management, third-party manager selection, financial planning, and consulting.

Jeremy Whitmore is a Series 65-credentialed financial advisor with Belpointe Asset Management LLC, based in Mount Pleasant, MI, and has seven years of industry experience. Prior to joining Belpointe, he held roles at Belpointe Services LLC and Central Michigan University. Outside of his advisory work, he owns and operates Salty Chief Farm, a business involved in cattle and agricultural product sales. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm offers customized, discretionary portfolio management and financial planning through a combination of passive, active, tactical, and blended investment strategies.

Maxwell Spiess is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at Mallory Building and Family Farm and Home, as well as at Central Michigan University and Ovid-Elise High School. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios alongside third-party managers and employs an asset-allocation framework with tools such as automated tax-loss harvesting and unified managed accounts.

William Sienko is a financial advisor at Hantz Financial Services, Inc. in Mt. Pleasant, MI, holding a Series 65 designation with one year of industry experience. His work history includes roles at Northwood University, McDonalds, Apple Mountain, and Delta College. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Brian Atwood is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, including prior roles at LPL Financial LLC and Independent Financial Partners. Outside of advising, he has business interests involving residential property investing through co-ownership in real estate ventures. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives who utilize discretionary and non-discretionary portfolio management with the support of various analytical techniques and technology platforms.

Brock Williams is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with affiliated firms in the Bankers Life family since 2013. Outside of advisory services, Williams is also an insurance agent specializing in life, health, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in managing client portfolios.

Sarah Duthie is a Series 66-licensed financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. Before joining Bankers Life Advisory, she worked at Isabella Community Credit Union and Christian Home Services. Outside of her advisory role, she manages a hobby dog breeding kennel and operates a small-scale Mary Kay beauty consulting business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wesley Kenny is a CFP® with 12 years of industry experience, currently serving at Hantz Financial Services, Inc. in Mt. Pleasant, MI, where he has worked since 2014. He is a volunteer church council member and secretary at St. Paul's Evangelical Lutheran Church in Remus, Michigan. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, corporate, charitable, and pension plans, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers. The firm integrates advisory, brokerage, mortgage, and insurance services, and utilizes various technology and partner relationships to support its investment and client service approach.

Bryan Wieferich is a CFP® and holds a Series 66 license, with 24 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked with LPL Financial and Independent Financial Partners. Outside of his advisory work, he is involved in sports announcing for Central Michigan University athletics and has ownership interests in local businesses including a family recreation company and a pizza restaurant. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides a range of services including asset management, financial planning, and retirement plan consulting, utilizing various portfolio management strategies and technology platforms.