Tyler Alvord is a CFA® charterholder with 11 years of industry experience. He has worked at LVM Capital Management Ltd since 2012. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutions, and charitable organizations. The firm employs a fundamental, valuation-driven investment approach alongside longer-term holdings and more active strategies involving derivatives and option writing.

Craig Vander Molen is a CFA® charterholder with 16 years of industry experience, currently serving at LVM Capital Management Ltd. He has been with LVM Capital Management since 1988. Outside of his advisory role, he is a managing member of a non-investment related business, Glenkerry Court, LLC, which leases office space to LVM and conducts partner meetings. LVM Capital Management provides wealth management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamental, valuation-driven investment process with both long-term and active strategies, including the use of derivatives, option writing, and quantitative models supported by AI tools.

Andrew Lantinga is a financial advisor at LVM Capital Management Ltd with one year of industry experience. He holds a Series 65 designation and has prior work experience at Cottage Inn and Modernistic. LVM Capital Management provides 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 process alongside active strategies that include derivatives and option writing, using AI and automated tools with human oversight.

Thomas Anderton is a CFP® with 19 years of industry experience. He is currently with 626 Financial, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial LLC and Oppenheimer & Co. Anderton serves as an adjunct professor at Western Michigan University and is president of the board for the 626 Foundation, a charitable organization associated with his firm. 626 Financial provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis, with distinctive features including its own wrap fee program and affiliated private fund and charitable entities.

Nicholas Macksood is a Series 65-licensed advisor at LVM Capital Management Ltd with four years of experience at the firm and one year of industry experience overall. Prior to his career in financial advising, he worked in the brewing industry and in seafood retail. LVM Capital Management provides 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, supplemented by option-based and derivative strategies as well as quantitative models incorporating AI and automated tools with human oversight.

Jordan Rummel is a CFP® with 10 years of industry experience and has been with LVM Capital Management Ltd for 13 years. He holds a Series 65 license and is a partner at Kohn and Rummel LLC. LVM Capital Management provides wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, pension and profit-sharing plans, and charitable organizations. The firm employs a valuation-driven investment approach with both longer-term holdings and active strategies, including option writing and quantitative models, incorporating AI and automated tools under human oversight.

Ann Davis is a financial advisor at 626 Financial, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years before joining 626 Financial in 2021. 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 and employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual stocks and bonds, options, REITs, and alternative investments.

Tori Seeley is an Investment Advisor Representative with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. She has previously worked with MEA Financial Services, Paradigm Equities, Inc., Monat Global, and is also a math instructor at Mattawan Consolidated Schools. In addition to her advisory role, she is involved in public education as a math teacher. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating predominantly on a non-discretionary basis with tailored recommendations based on client objectives.

David Cleveland is a CFA® charterholder with 16 years of industry experience, currently serving at LVM Capital Management Ltd in Portage, MI. He has been with LVM Capital since 1990. Outside of his advisory role, he is a managing partner involved in real estate investment decisions through several private companies. 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 with longer-term holdings, complemented by active strategies including derivatives and option writing.

Charles Prudhomme is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has been with LVM Capital Management Ltd since 2001. His other business activities include serving as a partner in a rental property LLC. LVM Capital Management Ltd 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 process complemented by both longer-term holdings and active strategies utilizing derivatives and option writing.

Joseph Horwath is a CFP® professional at Bright Financial Advisors, Inc. in Portage, MI, with approximately three years of industry experience. Prior to joining Bright Financial Advisors, he held roles at Northwestern Mutual and Advia Credit Union. Bright Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a long-term investment approach with fundamental analysis and portfolio customization, managing approximately $725 million in discretionary assets.

Andrew Price is a CFP® with 17 years of experience currently serving at Bright Financial Advisors, Inc. in Portage, MI. He has been with Bright Financial Advisors since 2002 and holds a Series 63 license. In addition to his advisory role, he is an independent insurance agent for various companies. Bright Financial Advisors serves individual and institutional clients with personalized wealth management, employing a long-term investment philosophy based on fundamental analysis. The firm offers discretionary portfolio management and modular financial planning, using both firm-developed model portfolios and customized allocations.

Brookes Welc is a CFP® professional with 11 years of industry experience, currently serving at Bright Financial Advisors, Inc. since 2014. He works at a two-advisor firm based in Portage, MI. Bright Financial Advisors provides wealth management services to individual and institutional clients, including retirement plans, trusts, estates, and business entities. The firm employs a long-term investment philosophy focused on fundamental analysis, offering discretionary portfolio management and customized financial planning through model portfolios and third-party adviser selection.

John Ruzza is a CFP® with 39 years of industry experience. He is currently with CX Institutional, LLC and previously worked for 18 years at Cambridge Investment Research Advisors, Cambridge Investment Research, and MainStreet Financial Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.

Andrew Mayer is a financial advisor at CX Institutional, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Main Street Financial. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm combines fundamental, quantitative, technical, and cyclical analysis to allocate assets across various investment types, including individual equities, fixed income, ETFs, structured products, and private funds.

Kim Wooden is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Harbour since 2016, following five years at Compass Financial Advisors. Outside of advisory work, she is a part-time adjunct professor at Indiana University South Bend, teaching macro and microeconomics, and serves on the university's Senate Executive Committee. She also owns Wooden Accounting and has experience as an independent insurance agent. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of investment management and financial planning services, utilizing multiple investment approaches and execution platforms tailored to individual adviser preferences.

Joel Macyauski is a CFP® with five years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. He has previously worked at Cambridge Investment Research Advisors and MainStreet Financial. Macyauski is also involved as an independent agent in insurance and benefits. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm combines fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.

Thomas Kehoe Jr. is a financial advisor at CX Institutional, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Oak Point Wealth Management, Oak Point Financial Group, and LPL Financial. Outside of his advisory role, he is a managing member of 721 Asset Management, LLC, which owns an office building leased to his former financial planning practice. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm uses a blend of fundamental, quantitative, and technical analysis across various asset classes and supplements its services with technology for consolidated reporting and tax-efficient asset location.

Michael Nowak is a Series 65 licensed financial advisor with Advisory Services Network in Portage, Michigan, with 15 years of industry experience. He has been with Advisory Services Network since 2016. In addition to his advisory work, he owns Michael Nowak Agency LLC, which offers health insurance for seniors and life insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and financial planning services, employing various investment strategies tailored to clients’ objectives and risk tolerances.

Andrew Schutz is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Fifth Third Bank, Avis Budget Group, and Hertz Car Rental. 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 programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.