Robert Messner is a financial advisor at RMG Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RMG Advisory Services since 2013. In addition to his advisory role, he operates an individual insurance producer business and provides engineering and business development services through his parent company, The Robert Messner Group, LLC. RMG Advisory Services serves individuals, families, small businesses, trusts, and nonprofit organizations by offering investment management, financial planning, and hourly advice. The firm employs an asset-class, diversification-focused investment approach with long-term strategic allocation and primarily non-discretionary account management.

Nicholas Reynolds is a financial advisor at Wittlin Advisory with eight years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments and Dillon & Associates. Wittlin Advisory is a fee-only investment management firm serving primarily high-net-worth individuals, families, and foundations. The firm customizes portfolios based on client goals and risk tolerance, using fundamental analysis and a variety of investment vehicles including mutual funds, ETFs, private investments, and digital assets.

Levi Conner is a ChFC® credentialed advisor with GuideStream Financial, Inc. in Spring Arbor, MI. He has been with GuideStream since 2024 and previously worked at Charles Schwab. Outside of his advisory role, Conner serves as an assistant coach for the Spring Arbor University track and field team, specializing in short sprints and javelin. GuideStream Financial provides investment advisory and financial planning services to individual investors, including high-net-worth clients, as well as institutional and faith-based entities. The firm focuses on long-term, buy-and-hold strategies using mutual funds, ETFs, and separately managed accounts, and is notable for its ownership by a religious foundation and its related trustee and charitable-giving services.

Ridge Foco is a CFP® and Series 65-licensed advisor at GuideStream Financial, Inc. with three years of industry experience. Prior to joining GuideStream in 2022, he worked at Securian Financial Advisors of the Great Lakes and held roles at Spring Arbor University and the Christian Family Centre. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities, offering portfolio management, financial planning, and trustee services. The firm employs long-term purchase strategies primarily using mutual funds and ETFs and manages approximately $217 million across more than 800 client relationships.

Jennifer De Biasi is a Series 65-licensed financial advisor with GuideStream Financial, Inc. in Spring Arbor, MI, where she has worked since 2021. She has three years of industry experience and is part of a five-advisor team. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities such as endowments, charities, and churches. The firm focuses on long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services.

Kirk Hoffman is a CFP® and ChFC® with 16 years of industry experience, currently serving at GuideStream Financial, Inc. since 2009. He is based in Spring Arbor, MI, and has additional roles as an adjunct professor teaching financial planning courses at Spring Arbor University and as a captain of historic vessels for the Michigan Maritime Museum. Hoffman also volunteers as chair of the Endowment/Investment & Finance Committee at Immanuel Lutheran Church. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs, provides discretionary and non-discretionary portfolio management, and occasionally offers trustee services.

Jeffrey Dillon is a financial advisor with Dillon & Associates Inc in Jackson, MI, holding a Series 65 designation and bringing 23 years of industry experience. He has been with Dillon & Associates since 1996. Dillon & Associates provides ongoing investment management to individuals, trusts, non-profit organizations, and corporate retirement plan sponsors, typically managing accounts of $250,000 or more. The firm employs a fundamental, long-term investment approach focused on individual equities and investment-grade fixed income, with portfolio recommendations tailored to client objectives.

Eric Grasse is a Series 65-licensed advisor with Dillon & Associates Inc, based in Jackson, MI, with 16 years of industry experience. He has been with Dillon & Associates since 1999. Dillon & Associates provides investment management services to individuals, trusts, non-profits, and corporate retirement plan sponsors, focusing on fundamental, long-term approaches with individual equities and investment-grade fixed income. The firm serves accounts typically starting at $250,000 and is noted for managing a high level of assets relative to its small team, operating primarily on a fee-only basis without emphasizing comprehensive financial planning.

William Blakemore is a financial advisor at GuideStream Financial, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with GuideStream Financial since 2009. GuideStream Financial is a team-based registered investment adviser serving individual clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and faith-based entities such as endowments, charities, churches, and pension plans. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs and offers portfolio management, financial planning, consulting, and trustee services.

Easton Oliver is a financial advisor with Dillon & Associates Inc in Jackson, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Dillon & Associates, Oliver worked at Advance Turning & Mfg for several years. Dillon & Associates provides investment management services to individuals, trusts, non-profits, and corporate retirement plan sponsors, focusing on long-term, fundamental approaches to equities and investment-grade fixed income. The firm manages a significant amount of assets relative to its small team and primarily operates on a fee-only basis.

Matthew Johnson is a financial advisor at Dillon & Associates Inc with a Series 65 credential and one year of industry experience. Prior to joining Dillon & Associates, he worked at Northern Trust and has experience outside finance at Real Seafood Co and Countryside Retirement Community. Dillon & Associates provides investment management services to individuals, trusts, non-profits, and corporate retirement plans, focusing on fundamental, long-term stock investments and investment-grade fixed income. The firm typically collaborates closely with clients on portfolio recommendations and manages a significant amount of assets relative to its small advisory team.

Amberlee Smith is a financial advisor at &Partners with Series 63 and Series 66 licenses and six years of industry experience. Prior to joining &Partners, she worked at Meridian Wealth Management of Michigan and has experience in real estate as a licensed realtor with ERA Reardon Realty. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through discretionary and non-discretionary approaches. The firm employs a variety of analysis techniques and utilizes both proprietary and third-party strategies, supporting accounts via the Envestnet platform and NFS brokerage infrastructure.

Kimmy Morris is a financial advisor with Fifth Third Securities, Inc. based in Hillsdale, MI. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Morris has been with Fifth Third Securities and Fifth Third Bank since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

Frank Lusebrink is a financial advisor with \u0026Partners and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he participates as a member of an investment club called Ocean Front Capital Group. \u0026Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

John Stewart is a financial advisor at &Partners with 21 years of industry experience. He holds a Series 66 credential and has worked previously at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing. Stewart is also a manager of JBK JACKSON LLC, an entity related to operational expense management for Meridian Wealth Management &Partners. &Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.

Gabriel Davis is a financial advisor at &Partners with 15 years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as secretary for Camp Debby, Inc., a recreational hunting and camping land entity, and is the pilot for a private use personal aircraft owned by 2 1 Romeo, Inc. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting through both discretionary and non-discretionary approaches using a mix of fundamental, technical, and quantitative analysis and employs proprietary and third-party strategies.

Bradley Clark is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a director of the Country Club of Jackson, where he participates in governance and strategic planning. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning using a combination of fundamental, technical, and quantitative analysis, providing both discretionary and non-discretionary portfolio management.

Abigail Funk is a financial advisor at Carson Wealth with a Series 65 designation and three years of industry experience. Her prior work includes roles at Avery Wealth, Inc. and Spring Arbor University. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a model portfolio approach overseen by an Investment Committee.

James Roumell is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following nine years at Legend Equities Corporation. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, portfolio management with model portfolios, access to third-party managers, and both wrap and non-wrap platform options, supported by an in-house Investment Management & Research team.

Lee Miles is a ChFC® financial advisor with Private Advisor Group, LLC, based in Jackson, MI, with seven years of experience at the firm and over 20 years in the financial services industry. He also operates under the business name LDM Advisors and holds an insurance license, though his insurance activities are separate from his advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management alongside a range of financial planning and retirement consulting services. The firm employs a fiduciary-based advisory model and utilizes proprietary technology platforms and third-party managers to implement diverse investment strategies.