Shad Thomas is a CFP® professional with two years of experience in financial advising. He is the sole advisor at Stamford Bridge Wealth Management LLC and has prior experience at Brighton Jones and United Bank, along with a 20-year career in the U.S. Coast Guard. Stamford Bridge Wealth Management LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm offers customized portfolio management focused on client objectives, time horizon, and risk tolerance, employing various investment strategies without institutional or wrap-fee programs.

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.

I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches. As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals. Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests. My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank! Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Steven Underriter is a financial advisor at Freedom Financial Planning Solutions, LLC with eight years of industry experience. He holds a Series 65 designation and has worked with Freedom Financial Planning Solutions since 2013. Outside of advising, he is a part-time employee and 5% owner of Capitol Defense Consulting, LLC, and provides subject matter expertise on Navy aircraft programs for Systems Planning & Analysis, Inc. Freedom Financial Planning Solutions is an independent advisory firm serving individuals, charitable organizations, corporations, and employer-sponsored pension and profit-sharing plans. The firm primarily employs a passive investment approach with asset-class weighted portfolios using index funds and ETFs, while also incorporating fundamental and technical analysis. It offers discretionary portfolio management, financial planning, tax-preparation services, and specialized consulting for employer-sponsored plans, including educational seminars and student loan analysis.

Devon Albarez is a financial advisor at Integrity Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Menards for ten years. Albarez is also an insurance agent affiliated with Integrity Financial Group, LLC, where he is involved in business planning, client services, and accounting related to securities and advisory services. Integrity Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small businesses. The firm uses third-party platform providers and model portfolios to tailor asset allocations and plans to client objectives.

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.

Melissa Livasy is a financial advisor at Integrity Financial Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Integrity Financial Advisors since 2017. In addition to her advisory role, she serves as president and office manager of Integrity Financial Group, LLC, where she is involved in business planning, client services, and accounting. Integrity Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small businesses. The firm utilizes third-party platform providers and model managers for portfolio management and is transitioning to a wrap-program structure to deliver advisory services, trade execution, custody, and reporting under a single fee.

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.