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 previously worked at Advisory Services Network, LLC and Harbinger Asset Management, LLC. In addition to her advisory role, she is a licensed insurance agent, selling annuities, life insurance, 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 emphasizes evidence-based, passive asset-class allocations using mutual funds and ETFs, supported by a sub-adviser, and offers client education and insurance product options.

Michael Brundage is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Clear Ridge Wealth Management, LLC since 2014. He is a trustee and member of the finance committee for the Gull Lake Community Schools Foundation, where he reviews the foundation’s investment portfolio. Clear Ridge Wealth Management advises individual and institutional clients including trusts, charitable organizations, and small businesses. The firm employs a diversified, buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing low-cost, passive mutual funds and ETFs, with additional tax-sensitive management options and financial planning services.

Kayla Frantz is a financial advisor at PPS & V Asset Management Consultants Inc with 7 years of industry experience. She holds a Series 65 designation and has been with PPS & V Asset Management Consultants 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 long-term investment approach centered on core asset-allocation models and provides detailed quarterly reports including holdings, allocations, and performance.

Ryan Snyder is a financial advisor at Infinity Advisory Group with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Advisory Services Network, LLC and Harbinger Asset Management, LLC. Outside of advisory work, Snyder is a licensed insurance agent and a partner in a service company unrelated to investment 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 using mutual funds, ETFs, and model portfolios from a sub-adviser, with additional services including client education and insurance product implementation.

Cory Wietfeldt is a CFP® with 32 years of industry experience, currently serving as an advisor at CWS Financial Advisors LLC since 2014. His prior experience includes roles at Wells Fargo Advisors and A. G. Edwards & Sons, Inc. based in Kalamazoo, MI. CWS Financial Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategic, long-term, objective-based approach, utilizing institutional-share mutual funds, ETFs, and select securities, with an emphasis on manager selection and cost sensitivity.

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 an investment advisor representative with Fairway Investment Group, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at Fairway Investment Group since 2018 and also maintains roles with Paradigm Equities, Inc. and MEA Financial Services. Outside of her advisory work, Jones has been an official for the Michigan High School Athletic Association since 1994 and coaches high school athletes in competitive cheer and other sports. 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 provides fee-based portfolio management through LPL Financial-sponsored programs and emphasizes tailored advice through investor profiling and a combination of fundamental, technical, and cyclical analysis, managing approximately $135.3 million on a non-discretionary basis.

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 with DMK Advisor Group, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with DMK Advisor, formerly 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 serves individuals, small businesses, trusts, corporations, and retirement plans, offering portfolio management, investment supervisory services, and optional financial planning. The firm employs both discretionary and non-discretionary investment approaches, utilizing models built on mutual funds and ETFs informed by technical and fundamental analysis, and operates as both a registered broker-dealer and investment adviser with wrap account sponsorship.

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 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.

Tori Seeley is an Investment Advisor Representative with Fairway Investment Group, LLC, holding a Series 66 designation and possessing two years of industry experience. She has worked with MEA Financial Services and Paradigm Equities, Inc., as well as previously engaging in network marketing with Monat Global. In addition to her advisory role, Seeley has been a math instructor at Mattawan Schools since 2015. 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 provides portfolio management through LPL Financial-sponsored programs, focusing on tailored advice supported by fundamental, technical, and cyclical analysis, operating on a non-discretionary basis.

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.

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.