Dana Edwards is a Certified Financial Planner® with nine years of industry experience. He is the principal advisor at Upbeat Financial, an independent firm based in Ada, Michigan. Edwards also holds credentials as an Enrolled Agent with the IRS, providing tax preparation and representation services in addition to his advisory role. Upbeat Financial serves individuals, families, trusts, small businesses, plan participants, and charitable organizations, offering comprehensive financial planning, tax preparation, and insurance planning. The firm operates primarily on a non-discretionary basis, partnering with third-party investment advisors and emphasizing efficient-market principles and buy-and-hold strategies.

Scott Pruski is the founder and sole advisor at Advosion, an independent firm based in Ada, Michigan. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Pruski is also the founder of 4tB Helmets, LLC, a venture focused on developing improved cycling and snow sports helmets. Advosion serves individuals, families, and closely-held businesses or trusts with financial planning and discretionary investment management. The firm emphasizes open-architecture, globally diversified portfolios aligned with clients’ priorities and offers a process-oriented Life-Centric Planning engagement alongside a discretionary portfolio service called Real-Life Investing.

I’m Stephanie Trexler, CFP®, and founder of Golden Goose Wealth Planning, a fee-only financial planning firm based in Grand Rapids, Michigan. I built Golden Goose to be the kind of financial planning firm I wanted women to have access to: a place where you can ask every question, talk openly about what’s happening in your life, and leave feeling more confident about what comes next. I specialize in helping women navigate financial transitions, particularly divorce, the loss of a spouse, receiving an inheritance, taking a more active role in household finances, and building or owning a business. These moments often come with a lot more than financial decisions. There can be grief, uncertainty, excitement, fear, and about a hundred questions you never expected to be asking. My job is to help turn all of that into a clear, actionable plan. My background also includes a master’s degree in Advanced Financial Planning with an emphasis in Financial Therapy, which shapes the way I work with clients. Money decisions aren’t made in a spreadsheet. Our experiences, relationships, goals, and emotions all influence how we think about money, so I believe great financial planning needs to account for both the numbers and the person behind them. Outside of Golden Goose, I’m a wife, mom, and founder of Once Upon a Room Grand Rapids, a nonprofit that creates personalized room makeovers for children facing extended hospital stays. I love being involved in my West Michigan community, spending time with my family, and probably taking on one too many projects at a time. At the end of the day, I want my clients to feel like they have someone in their corner who knows their financial life, understands what matters to them, and can help them make smart decisions through whatever comes next.

Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

John Gunther Jr. is a financial advisor with Measured Strategies LLC in Ada, Michigan. He holds a Series 65 designation and has six years of industry experience, including five years at Kaufman, Rossin & Co., P.A. and a year at Ascendo Resources. Measured Strategies LLC provides advisory services to individuals and high net worth clients, offering discretionary portfolio management and written financial plans. The firm combines cyclical, fundamental, quantitative, and technical analysis in its investment approach, using a range of traditional and alternative asset classes tailored to client risk profiles.

Jeffrey Mcpherson is a CFP® with 14 years of industry experience and is affiliated with IM Wealth, where he has worked since 2018. His prior experience includes a decade at MASSMUTUAL and several years at Commonwealth Financial Network. He is also the owner of IM Wealth, LLC. IM Wealth offers fiduciary financial planning and individual portfolio management services to individuals and high-net-worth clients, utilizing a three-tiered consulting structure. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and provides tailored Investment Policy Statements along with optional discretionary management and fixed-fee planning arrangements.

Donald Price III is a financial advisor with Mitch Lyons Wealth LLC in Rockford, MI. He holds a Series 65 designation and has been with the firm since 2022, previously working for Geek Squad from 2016 to 2022. Mitch Lyons Wealth LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, offering tailored investment strategies and written policy statements. The firm employs a blend of analytical methods and utilizes both long-term and options trading strategies.

Esteban Hernandez is a financial advisor at Measured Strategies LLC in Ada, Michigan, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Bb&T Securities. Hernandez also holds a non-managing membership in a family investment partnership, FH Investments LLC. Measured Strategies LLC provides advisory services to individuals and high net worth clients, offering discretionary portfolio management and financial planning. The firm employs a diverse investment approach that combines cyclical, fundamental, quantitative, and technical analysis across traditional and alternative assets tailored to client risk tolerances.

James Nutter is a financial advisor with IM Wealth who holds Series 65 and Series 66 designations and has nine years of industry experience. His prior roles include positions at Commonwealth Financial Network and Mass Mutual Investors Services. He is also involved in fixed insurance sales, spending a small portion of his professional time on this activity. IM Wealth offers fiduciary financial planning and individual portfolio management services mainly to individuals and high-net-worth clients, using a three-tiered consulting structure. The firm’s approach integrates fundamental analysis and modern portfolio theory with a long-term trading focus and includes fixed-fee planning arrangements alongside asset-based management.

Kelly Eggleston is a financial advisor at Calder Financial Group with five years of industry experience. She holds a Series 65 designation and has been with Calder Investment Advisors since 2016. Prior to that, she worked at Grand Management Group from 2005 to 2016. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm employs a structured investment approach using managed model portfolios and offers pension consulting and third-party administration services through affiliated businesses.

Darren Ford is a financial advisor at Triangle Wealth Management with a Series 65 designation and four years of industry experience. Before joining Triangle Wealth Management in 2022, he worked at AdvisorEngine, Abrigo, and other firms. Outside of advising, he creates educational content for the AnalystPrep website, focusing on CFA exam preparation. Triangle Wealth Management serves individual clients, corporate plans, and nonprofit organizations, providing portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools to develop tailored investment strategies, primarily grounded in fundamental securities analysis.

George Racette is a financial advisor with Calder Financial Group in Ada, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Calder Investment Advisors since 2007. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm employs managed model portfolios with tactical rebalancing and offers pension consulting and third-party administration services through an affiliated business.

Daren Shavell is a CFA® charterholder with a Series 66 license and 19 years of experience in the financial industry. He previously worked at Centennial Securities Company from 2014 to 2019 and The Enterprise Investment Company from 2010 to 2014. Shavell is based in Ada, MI, and is part of the five-advisor team at Calder Financial Group. Calder Financial Group provides discretionary investment supervisory services and comprehensive financial planning to individual clients, including high-net-worth households, as well as institutional sponsors such as 401(k), 403(b), and defined-benefit plans. The firm’s approach emphasizes target asset allocations with periodic tactical rebalancing and active manager selections across five model portfolios, operating as a 3(38) fiduciary and offering additional employee-benefit consulting and third-party administration services.

Patrick Newcombe is a CFP® with 19 years of experience in the financial industry. He is part of the Calder Financial Group team based in Ada, MI, which includes five advisors. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm offers fiduciary services as a 3(38) investment manager and utilizes model portfolios with tactical rebalancing, supported by regular investment committee oversight and detailed account monitoring.

Shawn White is a financial advisor at EverSource Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rogan & Associates, Inc. for 18 years. Since 2018, he has been a licensed insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and other RIAs, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and operates a private markets platform, delivering advice through a national network of investment advisor representatives.

Andrew Goodenough is a financial advisor at The London Company of Virginia with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Advisors Asset Management, Inc. and Guggenheim Investments. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of investment vehicles. The firm manages approximately $14.9 billion in assets, employing a conservative, long-term, bottom-up equity approach that emphasizes balance-sheet optimization, fundamental analysis, and downside protection.

Matthew Graham is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at VestGen Advisors, TIAA-CREF, Fidelity Investments, and Strategic Advisers, Inc. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines fundamental investment analysis with access to third-party sub-advisers and provides family office and concierge services alongside institutional retirement fiduciary offerings.

William Sims is a financial advisor with MissionSquare Retirement in Ada, Michigan, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at ICMA-RC, AXA Advisors, and TD Ameritrade. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans with a multi-team advisory structure. The firm offers Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, supported by investment advice and model portfolios developed by Morningstar Investment Management.

Shaun Smith is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fifth Third Bank, N.A. and Ameriprise. Outside of his advisory role, he manages a rental property. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and providing a range of strategies from mutual funds and ETFs to SMA and direct indexing options.

Stephanie Young is a financial advisor at PNC Wealth Management with 24 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model selection and invests via mutual funds and ETFs with annual rebalancing.