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.

Brian Ellis is a financial advisor at Brooktree Capital Management Inc. in Grand Rapids, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Brooktree Capital Management since 1996. Brooktree Capital Management provides discretionary portfolio management and investment advisory services to a range of clients including individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis and utilizes various strategies tailored to clients’ income, tax situation, and time horizon.

William Thatcher is a financial advisor at Thatcher Wealth Management in Grand Rapids, MI, holding a Series 65 designation with five years of industry experience. He has worked at several firms, including AE Wealth Management and Pine Brook Financial, and is involved as a local educator with the American Financial Education Alliance, delivering lectures on retirement topics. Thatcher Wealth Management provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm emphasizes a diversified investment approach using ETFs, mutual funds, fixed income, equities, annuities, and alternative investments, operating with discretionary trading authority and offering estate-planning guidance through third-party providers.

Chassity Kania is a CFP®-designated financial advisor with 10 years of industry experience, currently with ClearView Investments, LLC. Her prior experience includes roles at Ameriprise Financial Services, Lake Michigan Credit Union, LPL Financial, The Huntington National Bank, Fifth Third Bank, and JPMorgan Securities. She provides pro bono financial planning assistance to victims of domestic violence through the Women's Resource Center. ClearView Investments serves individual and institutional clients, offering financial planning, retirement planning, and tailored portfolio management. The firm primarily employs a passive investment approach, focusing on index mutual funds and ETFs, and emphasizes low turnover and tax efficiency.

Craig Ackermann is a CFP® professional with 26 years of industry experience, currently serving at Stewardship Trust Advisors. His prior roles include positions at Stewardship Estate Planning, Stewardship Advisory Group, United Planners' Financial Services, Stewardship Legacy Coaching, LLC, and Ackerman Financial. Ackermann is also a licensed insurance agent, offering insurance services separate from his investment advisory work. Stewardship Trust Advisors is an SEC-registered advisory team serving individuals, retirement plans, businesses, charitable organizations, trusts, and banks. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan fiduciary services, focusing on fundamental securities analysis and long-term, diversified portfolios tailored to clients’ objectives.

Adam Trask is a financial advisor with Burnham & Company LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior employment includes roles at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Chase. Burnham & Company provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm uses fundamental and technical analysis across a broad range of investment vehicles and manages accounts primarily on a discretionary basis with regular reviews.

Kurt Holzhueter is a financial advisor at Clearview Investments, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Clearview Financial, LLC since 2010. In addition to his advisory role, he is a licensed insurance agent and a high school teacher with over 39 years at Thornapple-Kellogg School. Clearview Investments serves individual and institutional clients, offering financial planning, retirement planning, and portfolio management with a focus on passive investment strategies using index funds and ETFs. The firm emphasizes low turnover, tax efficiency, and utilizes custodial platforms to support practice management.

Kyle Kelley is a financial advisor at Family Capital Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and American Portfolios Financial Services Inc. He also provides insurance advice tailored to client needs. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, charitable organizations, and other entities. The firm offers discretionary portfolio management and modular financial consulting, using both fundamental and technical analysis and a range of investment instruments to tailor client strategies.

Matthew Gusky is a financial advisor at Ardent Wealth Management in Rockford, MI, with five years of industry experience. He holds a Series 65 designation and previously worked at Lifeworks Advisors, LLC and Regal Holdings, LLC. Outside of his advisory role, he is involved in insurance sales through affiliations with Regal Financial Group and Commission Crosswise Insurance Agency. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including pension plans, trusts, charitable organizations, businesses, and individuals. The firm employs a planning-based and risk-based investment approach that integrates factor-based equity and ETF strategies, options hedging, and systematic rebalancing, combining quantitative and fundamental research with technical analysis.

Adam Schwallier is a CFP® with 18 years of industry experience, currently serving at Schwallier Wealth Management in Grand Rapids, MI. He has previously worked at Mosaic Planners and Advisors and Steele Capital Management, Inc. Outside of advising, he owns several commercial and agricultural real estate-related businesses. Schwallier Wealth Management serves individual and high-net-worth clients as well as corporate and institutional retirement plan sponsors, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs individualized asset-allocation models and a combination of fundamental, technical, and tactical analyses, primarily using exchange-traded funds and other common securities.

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.

Zachary Smith is a financial advisor at Kroon & Mitchell Asset Management LLC with two years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Kroon & Mitchell, he worked at JP Morgan Chase Bank and J.P. Morgan Securities. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental and quantitative analysis within a modern portfolio theory framework, pursuing long-term investment strategies tailored to each client’s investment policy statement.

Amanda Campbell is a financial advisor at Ellija Capital Management, LLC with three years of industry experience. She holds a Series 65 license and has been with Ellija Capital Management since 2022. In addition to her advisory role, she is licensed to conduct insurance sales. Ellija Capital Management is a state-registered investment adviser managing approximately $57 million in discretionary assets. The firm serves individuals, business owners, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering customized asset allocation and a long-term, diversified investment approach.

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.

Spencer Lademan is a Series 66-licensed advisor at Kroon & Mitchell Asset Management LLC with eight years of industry experience. His career includes roles at Regal Holdings, LLC and Edward Jones. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental and quantitative analysis within a modern portfolio theory framework, pursuing long-term investment strategies tailored to each client’s objectives and risk tolerance.

Jacob Randall is a CFP® professional with six years of experience at Family Capital Management in Grand Rapids, MI. He joined the firm in 2020 following his college education from 2016 to 2020. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, charitable organizations, and other entities, managing approximately $435 million in assets for around 500 clients. The firm offers discretionary portfolio management and modular financial consulting, employing a combination of fundamental and technical analysis to tailor investment strategies across a range of instruments including mutual funds, ETFs, and more complex products.

Kelly Gilbert is a Series 65-licensed financial advisor with 10 years of industry experience. He is associated with EFG Financial, LLC and has held roles at firms including Blue Yonder Corp and Eminence Financial Investing. Gilbert is also a co-owner of Eminence Financial Group, where he is involved in life insurance and annuity sales. EFG Financial, LLC serves individuals, high-net-worth clients, and businesses by providing retirement planning, portfolio management, and advisory services to third-party investment advisers. The firm utilizes a modern portfolio theory-based approach with proprietary models, disciplined rebalancing, and tax efficiency, while overseeing assets through third-party managers.

James Louwerse is a financial advisor at GPS Financial Group, LLC in Grand Rapids, MI, holding CFP® and Series 63 designations with 15 years of industry experience. He has been with GPS Financial Group since 2015. Outside of his advisory role, Louwerse serves as Treasurer for the Thrive Learning Center Foundation, a private school, where he oversees budgets and financial statements. GPS Financial Group provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and pension or profit-sharing plans. The firm manages approximately $64 million in assets in-house using a long-term, discretionary approach based on modern portfolio theory.

Edward Perry is a financial advisor at LifePoint Planning with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Advize Wealth Management, PLLC and WealthSource Partners, LLC. In addition to his advisory role, Mr. Perry is a licensed insurance professional and receives commissions from insurance product sales separate from his advisory services. LifePoint Planning manages approximately $168.5 million for about 110 clients through three advisors, serving individuals, including high-net-worth clients, and employer retirement plan sponsors. The firm combines discretionary portfolio management with comprehensive financial planning, employing strategic and tactical asset allocation informed by Modern Portfolio Theory and fundamental analysis.

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.