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Adriaan V
Series 65
Jackson, MI
Richmond Brothers, Inc.
Adriaan Van Wyk is a financial advisor at Richmond Brothers, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Richmond Brothers since 2020. Prior to his current role, he held positions at Monocle Yacht, was self-employed, and worked at Bidvest International Logistics. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary, individualized approach and utilizes a range of investment strategies, including discretionary management and third-party money-management models.
Matthew C
CFP®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
Matthew Curfman is a CFP® with 15 years of experience in the financial industry, currently serving at Richmond Brothers, Inc. since 2011. He is also involved with the Jackson YMCA Board of Directors as Chief Volunteer Officer and manages a private fund through RBI PI Manager, LLC. Richmond Brothers, Inc. manages approximately $240.6 million for individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, employing diverse investment strategies and sponsoring private placement funds for accredited investors.
Todd C
Series 65
Marshall, MI
Wealth Ease Wealth Management
Todd Candelaria is a financial advisor at Wealth Ease Wealth Management with a Series 65 credential and one year of industry experience. He is also the owner of a CPA firm providing tax and accounting services. Prior to joining Wealth Ease Wealth Management, he held positions at firms including Michael F McLain CPA and Plante Moran. Wealth Ease Wealth Management offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a combination of charting, fundamental, and technical analysis in its investment approach and typically manages client assets on a discretionary basis.
Daniel V
CFP®, Series 66
Jackson, MI
Richmond Brothers, Inc.
Daniel Vredeveld is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has been with Richmond Brothers, Inc. in Jackson, MI since 2012. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting through a partnership with an outside Medicare solutions team. The firm uses an individualized fiduciary approach incorporating various investment strategies and may delegate model execution to sub-advisers.
David R
ChFC®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
David Richmond is a ChFC® credentialed financial advisor with Richmond Brothers, Inc. in Jackson, MI, where he has worked for 15 years. He has 17 years of industry experience. Outside of advising, he serves on the boards of the Lingap Children's Foundation and BioVentrix, Inc., and is an independent insurance agent specializing in fixed life insurance, long-term care, and fixed annuities. Richmond Brothers, Inc. serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs an individualized, fiduciary approach using a variety of investment strategies and sponsors private placement funds managed through an affiliated manager.
Austin R
CFP®, Series 65
Marshall, MI
Wealth Ease Wealth Management
Austin Rinard is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Wealth Ease Wealth Management. Prior to founding Wealth Ease in 2025, he worked at Miller Financial Services for 13 years. Outside of financial advising, he co-owns a party rental business called Party Time Events. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses a range of investment methods and instruments, typically operates under discretionary authority, and coordinates estate and income tax planning through third-party professionals.
Levi C
ChFC®
Spring Arbor, MI
GuideStream Financial, Inc.
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 F
CFP®, Series 65
Spring Arbor, MI
GuideStream Financial, Inc.
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 D
Series 65
Spring Arbor, MI
GuideStream Financial, Inc.
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 H
CFP®, ChFC®, Series 63
Spring Arbor, MI
GuideStream Financial, Inc.
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 D
Series 65
Jackson, MI
Dillon & Associates Inc
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 G
Series 65
Jackson, MI
Dillon & Associates Inc
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 B
Series 63, Series 65
Spring Arbor, MI
GuideStream Financial, Inc.
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 O
Series 65
Jackson, MI
Dillon & Associates Inc
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 J
Series 65
Jackson, MI
Dillon & Associates Inc
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.
Chase M
Series 66
Marshall, MI
B. Riley Wealth Advisors, Inc.
Chase Mc Gill is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 license and eight years of industry experience. He has worked with B. Riley Wealth Management since 2017 and has been with B. Riley Wealth Advisors since 2022. Outside of his advisory role, he is involved with Pino Wealth Management, LLC, a financial securities business. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm utilizes various programs and platforms, including Envestnet and internally managed models, to manage over $4 billion in client assets.
Amberlee S
Series 66, Series 63
Jackson, MI
&PARTNERS
Amberlee Smith is a financial advisor with \u0026PARTNERS in Jackson, MI, holding Series 66 and Series 63 credentials and five years of industry experience. She has worked at several firms including Meridian Wealth Management of Michigan, Executive Wealth Management, and Private Client Services LLC. Outside of advisory work, she is also a licensed real estate agent with ERA Reardon Realty. \u0026PARTNERS 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 services through a combination of proprietary and third-party strategies, utilizing a range of analytical approaches and ongoing portfolio monitoring.
Frank L
Series 66
Jackson, MI
&PARTNERS
Frank Lusebrink is a financial advisor at &Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he participates in an investment club called Ocean Front Capital Group. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning services through discretionary and non-discretionary strategies, utilizing both proprietary and third-party approaches.
John S
Series 66
Jackson, MI
&PARTNERS
John Stewart is a Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at several Wells Fargo entities from 2009 to 2024 before joining \u0026Partners in 2024. Outside of advising, he serves as a manager of JBK Jackson LLC, an entity related to operational expense management for Meridian Wealth Management \u0026Partners. \u0026Partners serves a diverse client base including individuals, institutions, and private businesses, providing investment management, financial and tax planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary portfolio management using a combination of fundamental, technical, and quantitative analysis with proprietary and third-party strategies.
Gabriel D
Series 66
Jackson, MI
&PARTNERS
Gabriel Davis is a financial advisor at &Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and its affiliates from 2011 to 2024 before joining &Partners. Outside of advising, he serves as secretary of Camp Debby, Inc., a recreational hunting and camping land entity, and is associated with 2 1 Romeo, Inc., a private-use personal aircraft. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing fundamental, technical, and quantitative analysis across proprietary and third-party strategies.
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