Robert Burch is the sole advisor at RJB Investment Advisory Services, LLC in Portage, Michigan. He holds a Series 65 designation and has 11 years of industry experience. Outside of advisory work, he is the sole owner of ASK PrintCo, LLC, a print services company. RJB Investment Advisory Services, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm emphasizes long-term investing through exchange-traded funds and low-cost mutual funds, focusing on asset allocation and periodic adjustments based on regulatory or political developments.

I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.

Jeffrey Cole is the principal advisor at Cole Investment Advisors, Inc. in Portage, MI, holding CFP® and Series 65 credentials with 16 years of industry experience. He has worked at Kruggel, Lawton & Co., LLC since 2024 and has operated Cole Investment Advisors since 1999. Outside of his advisory work, he is a partner at a separate accounting firm and occasionally serves as a registered agent for various non-affiliated business entities. Cole Investment Advisors serves individual and high-net-worth clients, trusts, estates, and charitable organizations with fee-only investment management, client consultations, and portfolio reporting services. The firm focuses on individualized portfolio construction using fundamental analysis and both long- and short-term strategies, and offers standalone reporting for accounts not managed by the adviser.

Robert Vliek is a financial advisor with PPS & V Asset Management Consultants Inc in Portage, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with PPS & V since 2007. Vliek is also licensed to offer life insurance and fixed and fixed indexed annuities in Michigan. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for about 247 clients. The firm constructs portfolios based on core asset-allocation models and employs a long-term, buy-and-hold investment approach using low-cost mutual funds, ETFs, and other instruments.

Benjamin Taylor is a financial advisor with Infinity Advisory Group, holding a Series 65 designation and 13 years of industry experience. He has been with Infinity Advisory Group since 2023 and also has a decade of experience at Advisory Services Network, LLC. In addition to his advisory work, Taylor is a licensed insurance agent involved in the sales and service of annuity and life insurance. Infinity Advisory Group provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based, passive asset allocation approach using mutual funds and ETFs, with ongoing portfolio monitoring and client education as notable features.

Kevin Haverdink is a financial advisor at Haverdink Financial Management, LLC in Portage, MI, holding a Series 65 designation with 15 years of industry experience. He has been with Haverdink Financial Management since 2004. Haverdink Financial Management is a fee-only, SEC-registered investment adviser managing approximately $220.4 million across 480 limited-discretionary accounts for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and strategic, diversified asset allocation with a long-term, low-turnover approach, providing portfolio management, financial planning, consultation services, and educational workshops.

Jonathan Haverdink is a financial advisor at Haverdink Financial Management, LLC in Portage, MI, holding a Series 65 designation with two years of industry experience. His prior work includes roles at The Northwestern Mutual Life Insurance Company and John A. Wolfe & Associates, Inc. Haverdink Financial Management is a fee-only, SEC-registered investment adviser managing approximately $220 million across 480 limited-discretionary accounts. The firm serves individuals and high-net-worth clients using a long-term, low-turnover investment approach based on Modern Portfolio Theory and strategic asset allocation.

Sophit Lee is a CFP® and Series 65-licensed advisor with 24 years of industry experience. She has been with Docsa Capital Management, Inc. since 2000. Docsa Capital Management, Inc. provides fee-only financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, valuation, and technical analysis and offers multiple service tiers to align with client preferences and account arrangements.

Matthew Harrison is a CFA® charterholder with one year of experience in the financial industry. He is currently with Docsa Capital Management, Inc. and also serves as the founder and owner of tkc Capital Research, where he consults on best practices for managing investor relations for public companies. His prior work includes roles at WK Kellogg Co, Viewray, Inc, and Stryker. Docsa Capital Management advises individuals, small business owners, trusts, and estates, offering financial planning, discretionary portfolio management, and small-business retirement plan consulting. The firm employs a blend of fundamental, valuation, and technical analysis in its investment process and operates as an independent, fee-only registered investment adviser.

Timothy Schauer is a CFA® charterholder with 23 years of industry experience, serving as an advisor at Docsa Capital Management, Inc. since 2001. He holds a Series 65 license and is based in Portage, Michigan. Docsa Capital Management, Inc. provides fee-only financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, high-net-worth clients, trusts, and estates. The firm employs a blend of fundamental, valuation, and technical analysis to create portfolios and offers multiple service tiers to match client preferences and account arrangements.

Ryan Vliek is a financial advisor at PPS & V Asset Management Consultants Inc with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PPS & V Asset Management Consultants since 2010. He is also licensed to offer life insurance and fixed or fixed indexed annuities in Michigan. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for around 247 clients. The firm constructs portfolios based on core asset-allocation models and employs a long-term buy-and-hold investment approach with periodic rebalancing.

Ginny Dell is a financial advisor at Infinity Advisory Group with 15 years of industry experience. She holds a Series 65 designation and has worked at Advisory Services Network, LLC, since 2016. In addition to her advisory role, she is a licensed insurance agent selling annuities, life insurance, and long-term care insurance, dedicating approximately 15% of her time to these activities. Infinity Advisory Group provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based, passive investment approach primarily using mutual funds and ETFs, and offers client education alongside periodic portfolio reviews.

Kayla Frantz is a financial advisor at PPS & V Asset Management Consultants Inc with six years of industry experience. She holds a Series 65 designation and has been with PPS & V since 2004. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for about 247 clients. The firm employs a core asset-allocation model approach and typically builds portfolios with low-cost mutual funds, ETFs, and other instruments, maintaining a long-term buy-and-hold strategy with periodic rebalancing.

Ryan Snyder is a financial advisor at Infinity Advisory Group with 15 years of industry experience. He holds a Series 65 designation and previously worked with Advisory Services Network, LLC for 10 years. Ryan is also a licensed insurance agent offering annuities, life, and long-term care insurance. Infinity Advisory Group provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based, passive investment approach using mutual funds, ETFs, and model portfolios from a sub-adviser, with ongoing client education and additional service options including insurance products.

Lawrence Harrison is a CFA® charterholder with 16 years of industry experience. He has been with LVM Capital Management Ltd since 1990. Outside of his advisory role, he serves as treasurer and secretary for Glenkerry Court, LLC. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a fundamental, valuation-driven investment approach combined with asset allocation and longer-term holdings, as well as more active strategies including derivatives and option writing.

Ryan Howard is a financial advisor at 626 Financial, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC and Oppenheimer & Co Inc. Howard is also a licensed insurance professional. 626 Financial provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $326 million in assets across about 435 client relationships through a five-person advisory team, utilizing customized, primarily long-term portfolios with a range of investment strategies and distinctive operational features such as sponsoring its own wrap fee program.

Brant Shrimplin is a financial advisor at 626 Financial, LLC with 23 years of industry experience. He held a previous role at LPL Financial LLC for 12 years before joining 626 Financial in 2021. Outside of his advisory work, Shrimplin is an author and involved with a charitable foundation that provides benefits to organizations and individuals. 626 Financial is a team-based firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, constructing customized portfolios using ETFs, mutual funds, individual securities, and alternative investments with both fundamental and technical analysis.

John Wolfe is a CFP® professional with 16 years of industry experience, operating through his firm, John A. Wolfe & Associates, Inc., where he has been the sole advisor since 1990. The firm provides fee-only asset management and assets-under-advisement services to individuals, high-net-worth clients, and institutional entities. John A. Wolfe & Associates follows a conservative, long-term investment approach that emphasizes fundamental analysis and diversification, combining internally researched securities with externally managed funds. The firm monitors portfolios regularly with periodic reviews and triannual reports while involving clients in defining objectives and material changes.

Karen Morse is a financial advisor with 32 years of industry experience, currently serving at 626 Financial, LLC since 2021. She holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and Oppenheimer & Co. In addition to advising, she provides administrative support to 626 Financial. 626 Financial, LLC is a team-based firm that offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $326 million in assets across about 435 client relationships, constructing customized portfolios using ETFs, mutual funds, stocks, bonds, and tactical tools such as options and alternative investments.

Vincent Vantassel is a financial advisor at United Advisors America with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alliance America Corporation and United Advisors America Corporation since 2009. Outside of his advisory role, he is an insurance agent for Alliance America Corporation, a life and health insurance agency in Florida. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios, with a focus on mutual funds, ETFs, and occasionally digital currency products.