Bradley Hallgren is a financial advisor at Hallgren Financial LLC in Kalamazoo, MI, holding a Series 66 designation with 10 years of industry experience. Prior to founding Hallgren Financial in 2016, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2016. He is also the managing partner of RBKE LLC, a private family trust fund, where he dedicates part of his time to investment-related activities. Hallgren Financial provides discretionary portfolio management and investment advisory services to individuals, high net worth clients, pension or profit-sharing plans, and business entities. The firm manages approximately $60 million in assets across about 20 client relationships, utilizing individualized portfolios based on detailed financial surveys and employing moderately active tactical asset allocation strategies that can include leveraged and inverse mutual funds and ETFs.

Trenden Peacock is a CFP® and ChFC® with five years of experience in the financial services industry. He is currently an advisor at Daus Financial Group, LLC and has previously worked at Eagle Strategies LLC and New York Life Insurance Company. Peacock also holds a role as an insurance agent with Daus Insurance Group. Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as retirement plan consulting and access to private investments for accredited investors. The firm uses a tailored investment process that includes asset allocation, dollar-cost averaging, and technical analysis, delivering advice primarily through non-discretionary arrangements while overseeing third-party managers.

Marilee Bartl is a financial advisor at Long Road Investment Counsel, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Norris, Perne & French, LLP for six years. Long Road Investment Counsel provides discretionary investment management to individuals, trusts, estates, and charitable institutions, managing approximately $316 million across about three dozen client relationships. The firm employs an active, fundamentally driven, long-term growth strategy focused on equity securities of industry-leading companies and investment-grade fixed income with relatively short maturities.

Brendan Sanchez is a CFP® certified financial advisor with four years of industry experience. He currently works at Daus Financial Group, LLC and has held positions at Raymond James & Associates, Bank of America, Merrill, Kestra Investment Services, and PNC Financial Services. Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering company-sponsored retirement plan consulting and access to private investments for accredited investors. The firm’s investment approach includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies tailored to client objectives and risk tolerance.

Ryan Daus is a CFP® and ChFC® with 24 years of industry experience. He is the principal of Daus Financial Group, LLC, where he has worked since 2011. His prior experience includes roles at Generational Financial Partners LLC and New York Life, where he was affiliated through Eagle Strategies and Nylife Securities. Outside of his advisory work, he serves on the finance committee of St. Anthony of Padua Catholic School and volunteers as a youth baseball and football coach. Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as retirement plan consulting and access to private investments for accredited investors. The firm’s investment process is tailored to client objectives, incorporating asset allocation, dollar-cost averaging, and both long- and short-term strategies, while typically managing client assets on a non-discretionary basis.

Kaushik Meisheri is a financial advisor at Lifetime Equity Investments LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifetime Equity Investments since 2015. The firm serves individual investors, high-net-worth individuals, and charitable clients by providing discretionary portfolio management and customized investment portfolios. Lifetime Equity Investments manages approximately $26.5 million for around 67 clients, emphasizing fundamental analysis and individualized portfolio construction using a diverse mix of securities.

Lucas Mansberger is a CFP® and CFA® affiliated with Breakwater Capital, with four years of industry experience. He previously worked at Greenleaf Trust for seven years before joining Breakwater Capital in 2022. Breakwater Capital serves individuals, high-net-worth clients, families, small businesses, and nonprofit organizations, providing comprehensive financial planning and discretionary investment management. The firm emphasizes asset-class analysis and fundamental research, incorporates options strategies alongside mutual funds and ETFs, and performs regular portfolio reviews for ongoing accounts.

Ross Pollard is a CFP® with 16 years of industry experience, currently serving as an advisor at Breakwater Capital since 2015. His prior experience includes roles at IDS Life Insurance Company and American Express Financial Advisors, where he has worked since 2001. Breakwater Capital provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, families, small businesses, and nonprofit organizations. The firm’s portfolio construction relies on asset-class analysis and fundamental research, incorporating options strategies alongside mutual funds and ETFs, and typically manages assets totaling approximately $156.6 million.

Lori Hannemann is a Series 65-licensed advisor with Clear Ridge Wealth Management, LLC in Kalamazoo, MI, where she has worked for 10 years. She has one year of industry experience and previously worked with Prince of Peace Lutheran Church for four years. Clear Ridge Wealth Management serves individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, offering both discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and market efficiency, utilizing diversified, buy-and-hold strategies primarily with low-cost, passively managed mutual funds and ETFs.

Michelle Eldridge is a CFA® charterholder with 15 years of experience in financial advising. She has been with Clear Ridge Wealth Management, LLC since 2014. Outside of her advisory role, she serves as a board director at Mercantile Bank and is a member of the investment committees for both the Kalamazoo Valley Community College Foundation and the Western Michigan University Foundation. Clear Ridge Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory approach focused on broad diversification and passive asset-class funds, often utilizing Dimensional Fund Advisors funds and ETFs, and benefits from an integrated relationship with Focus Partners Advisor Solutions for sub-advisory and operational support.

Eric Meisheri is a financial advisor at Lifetime Equity Investments LLC in Kalamazoo, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Lifetime Equity Investments since 2016. Lifetime Equity Investments serves individual investors, high-net-worth individuals, and charitable clients by providing discretionary portfolio management and customized investment portfolios. The firm emphasizes fundamental analysis and individualized portfolio construction across a diverse range of securities, including American Depositary Receipts, bonds, mutual funds, equities, and ETFs.

Charles Wattles is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Long Road Investment Counsel, LLC since 2014. Outside of his advisory role, he serves as a general partner in a family investment partnership that involves security analysis, portfolio management, and administrative duties. Long Road Investment Counsel provides discretionary investment management to individuals, trusts, estates, and charitable institutions, managing approximately $316 million across about three dozen client relationships. The firm employs an active, fundamentally driven approach focused on long-term growth through equity securities of industry leaders and investment-grade fixed income with relatively short maturities.

Michael Brundage is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Clear Ridge Wealth Management, LLC since 2014. He is a trustee and member of the finance committee for the Gull Lake Community Schools Foundation, where he reviews the foundation’s investment portfolio. Clear Ridge Wealth Management advises individual and institutional clients including trusts, charitable organizations, and small businesses. The firm employs a diversified, buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing low-cost, passive mutual funds and ETFs, with additional tax-sensitive management options and financial planning services.

Cory Wietfeldt is a CFP® with 32 years of industry experience, currently serving as an advisor at CWS Financial Advisors LLC since 2014. His prior experience includes roles at Wells Fargo Advisors and A. G. Edwards & Sons, Inc. based in Kalamazoo, MI. CWS Financial Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategic, long-term, objective-based approach, utilizing institutional-share mutual funds, ETFs, and select securities, with an emphasis on manager selection and cost sensitivity.

Christine Batts is a financial advisor with CWS Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at CWS Financial Advisors since 2019 and previously at M Holdings Securities, Inc. and ROST St. Advisors. CWS Financial Advisors provides investment management, wealth management, financial planning, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm uses a strategic, long-term, objective-based approach focused on institutional-share mutual funds, ETFs, and select individual securities, often employing third-party sub-advisers and institutional share classes.

Julie Jones is an investment advisor representative with Fairway Investment Group, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at Fairway Investment Group since 2018 and also maintains roles with Paradigm Equities, Inc. and MEA Financial Services. Outside of her advisory work, Jones has been an official for the Michigan High School Athletic Association since 1994 and coaches high school athletes in competitive cheer and other sports. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm provides fee-based portfolio management through LPL Financial-sponsored programs and emphasizes tailored advice through investor profiling and a combination of fundamental, technical, and cyclical analysis, managing approximately $135.3 million on a non-discretionary basis.

Kevin Miller is a CFP® professional with 15 years of industry experience, currently serving at TruNorth Capital Management, LLC since 2019. Prior to joining TruNorth, he worked for 14 years at Plante Moran financial advisors. In addition to his advisory role, Miller teaches CPA continuing education courses for Surgent CPE as an independent contractor. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser that provides discretionary investment management and financial planning services to individuals, families, corporations, and retirement plans. The firm emphasizes low-cost, broadly diversified portfolios using ETFs and mutual funds with tactical asset allocation and periodic rebalancing.

William Roberts is a CFP® with five years of industry experience, currently serving as an advisor at CWS Financial Advisors LLC. He previously worked at PNC Wealth Management for five years before joining CWS in 2021. CWS Financial Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a strategic, long-term, objective-based approach to portfolio construction, emphasizing institutional-share mutual funds, ETFs, and select individual securities, with significant use of third-party sub-advisers and a focus on manager pedigree and cost sensitivity.

Stephen Westveer is a financial advisor with DMK Advisor Group, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with DMK Advisor, formerly STEPHEN A. KOHN & ASSOCIATES, LTD., since 2005. Outside of his advisory role, he is involved with Westveer Investment Consultants and Integrated System & Design. DMK Advisor Group serves individuals, small businesses, trusts, corporations, and retirement plans, offering portfolio management, investment supervisory services, and optional financial planning. The firm employs both discretionary and non-discretionary investment approaches, utilizing models built on mutual funds and ETFs informed by technical and fundamental analysis, and operates as both a registered broker-dealer and investment adviser with wrap account sponsorship.

Lindsey Splendorio is a CFP® with 23 years of industry experience, currently serving at CWS Financial Advisors LLC since 2014, including an eight-year tenure from 2018 to the present. Prior to this, Lindsey worked at Wells Fargo Advisors from 2014 to 2018. CWS Financial Advisors provides investment management, wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic, long-term, objective-based approach to portfolio construction, utilizing institutional-share mutual funds, ETFs, select individual securities, and frequently engaging third-party sub-advisers.