Ryan Vliek is a financial advisor at PPS & V Asset Management Consultants Inc with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PPS & V Asset Management Consultants since 2010. He is also licensed to offer life insurance and fixed or fixed indexed annuities in Michigan. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for around 247 clients. The firm constructs portfolios based on core asset-allocation models and employs a long-term buy-and-hold investment approach with periodic rebalancing.

Ginny Dell is a financial advisor at Infinity Advisory Group with 15 years of industry experience. She holds a Series 65 designation and has worked at Advisory Services Network, LLC, since 2016. In addition to her advisory role, she is a licensed insurance agent selling annuities, life insurance, and long-term care insurance, dedicating approximately 15% of her time to these activities. Infinity Advisory Group provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based, passive investment approach primarily using mutual funds and ETFs, and offers client education alongside periodic portfolio reviews.

Michael Brundage is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Clear Ridge Wealth Management, LLC since 2014. He serves as a trustee and finance committee member for the Gull Lake Community Schools Foundation, where he reviews the investment portfolio. Clear Ridge Wealth Management provides investment management and financial planning to individuals, retirement plans, trusts, nonprofits, corporations, and small businesses, employing a long-term, Modern Portfolio Theory approach with broad diversification and passive asset-class funds. The firm integrates services with Focus Partners Advisor Solutions for sub-advisory portfolios and back-office support.

Kayla Frantz is a financial advisor at PPS & V Asset Management Consultants Inc with six years of industry experience. She holds a Series 65 designation and has been with PPS & V since 2004. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for about 247 clients. The firm employs a core asset-allocation model approach and typically builds portfolios with low-cost mutual funds, ETFs, and other instruments, maintaining a long-term buy-and-hold strategy with periodic rebalancing.

Ryan Snyder is a financial advisor at Infinity Advisory Group with 15 years of industry experience. He holds a Series 65 designation and previously worked with Advisory Services Network, LLC for 10 years. Ryan is also a licensed insurance agent offering annuities, life, and long-term care insurance. Infinity Advisory Group provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based, passive investment approach using mutual funds, ETFs, and model portfolios from a sub-adviser, with ongoing client education and additional service options including insurance products.

Cory Wietfeldt is a CFP® professional with 31 years of industry experience, currently serving as an advisor at CWS Financial Advisors LLC in Kalamazoo, MI. He has worked at CWS Financial Advisors since 2014, with prior experience at Wells Fargo Advisors from 2014 to 2018. CWS Financial Advisors offers 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 investment approach, utilizing institutional-share mutual funds, ETFs, and select individual securities tailored to client goals and tax considerations.

Christine Batts is a financial advisor with CWS Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at CWS Financial Advisors since 2019 and previously at M Holdings Securities, Inc. and ROST St. Advisors. CWS Financial Advisors provides investment management, wealth management, financial planning, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm uses a strategic, long-term, objective-based approach focused on institutional-share mutual funds, ETFs, and select individual securities, often employing third-party sub-advisers and institutional share classes.

Julie Jones is a financial advisor with Fairway Investment Group, LLC, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. She has worked at Fairway Investment Group since 2018 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Outside of her advisory role, she is involved in coaching high school athletes in multiple sports and has officiated competitive cheer competitions since 1994. 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, operating mainly on a non-discretionary basis and using detailed investor profiling alongside fundamental, technical, and cyclical analysis to tailor client strategies.

John Wolfe is a CFP® professional with 16 years of industry experience, operating through his firm, John A. Wolfe & Associates, Inc., where he has been the sole advisor since 1990. The firm provides fee-only asset management and assets-under-advisement services to individuals, high-net-worth clients, and institutional entities. John A. Wolfe & Associates follows a conservative, long-term investment approach that emphasizes fundamental analysis and diversification, combining internally researched securities with externally managed funds. The firm monitors portfolios regularly with periodic reviews and triannual reports while involving clients in defining objectives and material changes.

William Roberts is a CFP® with five years of industry experience, currently serving as an advisor at CWS Financial Advisors LLC. He previously worked at PNC Wealth Management for five years before joining CWS in 2021. CWS Financial Advisors offers discretionary and non-discretionary 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, with significant use of third-party sub-advisers and a focus on manager pedigree and cost sensitivity.

Stephen Westveer is a financial advisor at DMK Advisor Group, Inc. in Kalamazoo, MI, holding Series 65 and Series 63 designations with 31 years of industry experience. He has worked at DMK Advisor Group, including its predecessor firm Stephen A. Kohn & Associates, Ltd., since 2005. Outside of his advisory role, he is involved with Westveer Investment Consultants and Integrated System & Design. DMK Advisor Group is a team of 15 advisors providing portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers discretionary and non-discretionary management using mutual funds and exchange-traded funds, combining technical and fundamental analysis within a wrap account structure alongside its broker-dealer and insurance product activities.

Lindsey Splendorio is a CFP® with 23 years of industry experience, currently serving at CWS Financial Advisors LLC since 2014, including an eight-year tenure from 2018 to the present. Prior to this, Lindsey worked at Wells Fargo Advisors from 2014 to 2018. 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 to portfolio construction, utilizing institutional-share mutual funds, ETFs, select individual securities, and frequently engaging third-party sub-advisers.

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.

Nicholas De Vries is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Fairway Investment Group since 2024 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Prior to his financial career, he spent several years in education-related roles, including positions at Otsego Public Schools and Knapp Charter Academy. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, offering fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm operates mainly on a non-discretionary basis, employing a structured investment approach that includes fundamental, technical, and cyclical analysis with regular monitoring and rebalancing.

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.

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.

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 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wellington Investment Advisors since 2016, following a brief period at Private Client Services LLC. Outside of his advisory role, he is a passive investor in several medical and healthcare-related companies. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing various analytical strategies tailored to individual client objectives and risk tolerance.

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.