Andrew Gildea is a financial advisor at CWS Financial Advisors LLC in Kalamazoo, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining CWS Financial Advisors, he worked at Schupan Aluminum Sales for three years and was a student for six years. CWS Financial Advisors provides 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 tailored to client goals.

Morgan Hunt is an investment advisor representative at Fairway Investment Group, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked in education at Martin Public Schools for seven years. In addition to his advisory role, Hunt is also a representative of MEA Financial Services, where he is licensed to sell certain insurance products. 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 offers fee-based portfolio management through LPL Financial–sponsored programs and employs a non-discretionary investment approach guided by tailored client profiles and a combination of fundamental, technical, and cyclical analysis.

Jean Claude Morisset is a financial advisor at TruNorth Capital Management, LLC with eight years of industry experience. He holds the Series 65 credential and previously worked at Plante Moran Financial Advisors from 2014 to 2022. Morisset has been with TruNorth Capital Management since 2022. TruNorth Capital Management is a fee-only, SEC-registered advisory firm that provides discretionary investment management and financial planning services to individuals, high-net-worth families, family offices, corporations, and employer-sponsored retirement plans. The firm employs low-cost, diversified strategies using ETFs, mutual funds, bonds, and CDs, with tactical asset allocation and periodic rebalancing.

Nicholas De Vries is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Fairway, he has worked with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory role, he is also an insurance representative with the possibility to sell life, long-term care, and property and casualty insurance. 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 portfolio management through LPL Financial-sponsored programs, emphasizing tailored advice based on investor profiles and ongoing monitoring, while maintaining a non-discretionary management approach.

Brandon Keehr is a CFP® with three years of industry experience, currently serving as an advisor at Schaeffer Financial LLC. Before joining Schaeffer Financial, he worked at Grove Point Investments, LLC, and served in the United States Army for 23 years. Schaeffer Financial is a five-advisor team managing approximately $223 million for about 237 client accounts, focusing on individuals and families—including federal employees and foreign nationals with G‑IV visas—as well as trusts, foundations, and small businesses. The firm provides financial planning and discretionary portfolio management, emphasizing diversified asset allocation and client education through seminars and workshops.

Joseph Splendorio is a financial advisor with CWS Financial Advisors LLC in Kalamazoo, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at CWS Financial Advisors since 2014, including a prior stint from 2014 to present, and spent four years at Wells Fargo Advisors. CWS Financial Advisors provides investment management, wealth management, financial planning, and retirement plan consulting to a diverse client base that includes individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategic, long-term, objective-based approach to portfolio construction, utilizing institutional-share mutual funds, ETFs, individual securities, and sub-adviser strategies tailored to client goals and tax considerations.

Brian Mullally is a financial advisor at TruNorth Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at TruNorth since 2012. Outside of advisory work, he is involved in commercial real estate development and management through multiple entities, including Innovo Property Management and related ventures. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser serving individuals, families, family offices, corporations, charitable foundations, and retirement plans. The firm focuses on low-cost, broadly diversified portfolios using ETFs, mutual funds, bonds, and cash equivalents, managing client accounts on a discretionary basis with an emphasis on transparency and regular client communications.

Regina Spence is a financial advisor at CWS Financial Advisors LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Edward Jones, and Flagstar Bank. 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, utilizing institutional-share mutual funds, ETFs, and select individual securities, with an emphasis on manager selection and cost sensitivity.

Harry Boesch is a financial advisor at Wellington Investment Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Private Client Services LLC before joining Wellington in 2016. Outside of his advisory role, he is a passive investor in several medical device and healthcare-related companies. Wellington Investment Advisors manages approximately $261.4 million for around 386 clients through a team of eight advisors. The firm provides discretionary and non-discretionary portfolio management and financial planning, employing a range of analytical methods and tailoring investment strategies to clients’ objectives and risk tolerance.

Jeff Ross is a financial advisor with IHT Wealth Management LLC in Kalamazoo, MI, holding the ChFC® designation and Series 63 and 66 licenses. He has 37 years of industry experience, including prior roles at Commonwealth Financial Network and National Planning Corporation. Outside of his advisory work, Ross operates Seven Oaks Performance LLC, a for-profit business unrelated to investment management. IHT Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection, quantitative tools, and diversified model portfolios, offering discretionary asset management and financial planning through a network of approximately 153 advisors.

Jerry Love is a CFP® with 22 years of industry experience. He joined F.L. Putnam Investment Management Co. in 2026 after 26 years at Arcadia Investment Management Corp. He also provides financial planning, estate planning, tax work, and trustee services through a separate sole proprietorship serving a limited number of clients. F.L. Putnam serves individual investors, families, and institutions, offering customized, team-based investment management and consulting across various asset classes. The firm employs both internally managed strategies and third-party managers, with options including sustainable investing and tax-aware rebalancing.

Jeremy Heavey is a financial advisor with M Holdings Securities, Inc. based in Kalamazoo, MI. He holds a Series 65 designation and has four years of industry experience. Prior to joining Rose Street Advisors in 2021, he spent ten years at gracespring Bible Church. He also volunteers providing guidance and coaching to the nonprofit organization Edge Community, Inc. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement consulting and insurance advisory solutions.

Rebecca Artz is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Harbour since 2019. In addition to her advisory role, she is an independent insurance agent, which includes activities related to equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a combination of fundamental and technical analysis to build customized strategies across various asset classes.

Scott Higgins is a CFP® professional with 25 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. and Rose Street Advisors since 2012. He serves on the finance committee of Kalamazoo Neighborhood Housing Services. M HOLDINGS SECURITIES, Inc. operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a broad range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals.

Steven Ryan is a financial advisor at OneSeven with 26 years of industry experience. His prior roles include positions at Regulus, LLC and Regal Investment Advisors, LLC. Ryan holds Series 63 and Series 65 licenses. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary options, utilizing diversified portfolios and access to alternatives and private placements.

Paul Miller II is a financial advisor with Creative Financial Designs, Inc. in Kalamazoo, MI. He holds a Series 65 designation and has 14 years of industry experience, including nine years with Foundations Investment Advisors, LLC. Outside of his advisory role, he is the owner of a machine shop, Sojourn MFG & Engineering, Inc. Creative Financial Designs serves individual, corporate, institutional clients, and employer retirement plans. The firm offers discretionary and non-discretionary investment management and financial planning, using asset-class model allocations across five risk objectives and incorporating Biblically Responsible Investing strategies.

Corby Kiss is a financial advisor with Harbour Investments, Inc. in Richland, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at firms including Raba and The Huntington Investment Company. Outside of his advisory role, he serves as a FINRA arbitrator and provides pre-paid legal services and identity protection. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers a variety of portfolio management, financial planning, and advisory services, employing multiple investment approaches tailored by individual advisors and third-party managers.

Zachary Saltzgaber is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Ernst & Young and Byron Center Public Schools. M HOLDINGS SECURITIES, Inc. serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and a combination of in-house portfolio management and third-party sub-advisors.

Leslie Mc Cullough is a CFP® professional at Facet with one year of industry experience. Prior to joining Facet, Leslie worked at Comerica Bank in retail banking for five years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a focus on ETFs and uses technology-driven processes, including machine-learning algorithms, while offering a flat subscription pricing model.

Michael Mueller is a CFA® charterholder with 34 years of industry experience. He joined F L Putnam Investment Management Co. in 2026 after 38 years at Arcadia Investment Management Corp. Outside of his advisory role, Mueller serves as a director of Proteos, Inc., a company that manufactures protein and peptide products, and has been a non-compensated advisor to the Nantucket Fund Advisory Committee since 2001. F L Putnam serves individual investors, families, and institutions, offering customized, team-based investment management and related financial services. The firm employs a research-driven approach that combines macroeconomic and security-level analysis, integrating internally managed strategies and third-party managers across various asset classes.