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.

Caitlin Borton is a financial advisor at Gasaway Investment Advisors, Inc. in Kalamazoo, MI, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, CX Institutional, LPL Financial, and Oak Point Financial Group. Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third-party administration services for qualified retirement plans and individual clients, including high-net-worth individuals. The firm employs an active, long-term investment approach using ETFs, mutual funds, CDs, and U.S. Treasuries, and offers specialized services for employer-sponsored plans such as fiduciary management and participant education.

Jared Mc Nee is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Wolff Financial Management LLC since 2022 and previously held roles at Kestra Financial, Inc. and The Planning Group. Wolff Financial Management LLC provides personalized financial planning and wealth management services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $613 million in client assets and emphasizes a client-first planning approach, offering discretionary portfolio management tailored to asset allocation strategies.

Ryan Howard is a financial advisor at 626 Financial, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC and Oppenheimer & Co Inc. Howard is also a licensed insurance professional. 626 Financial provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $326 million in assets across about 435 client relationships through a five-person advisory team, utilizing customized, primarily long-term portfolios with a range of investment strategies and distinctive operational features such as sponsoring its own wrap fee program.

Brant Shrimplin is a financial advisor at 626 Financial, LLC with 23 years of industry experience. He held a previous role at LPL Financial LLC for 12 years before joining 626 Financial in 2021. Outside of his advisory work, Shrimplin is an author and involved with a charitable foundation that provides benefits to organizations and individuals. 626 Financial is a team-based firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, constructing customized portfolios using ETFs, mutual funds, individual securities, and alternative investments with both fundamental and technical analysis.

Kevin Miller is a CFP® professional with 15 years of industry experience, currently serving at TruNorth Capital Management, LLC since 2019. Prior to joining TruNorth, he worked for 14 years at Plante Moran financial advisors. In addition to his advisory role, Miller teaches CPA continuing education courses for Surgent CPE as an independent contractor. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser that provides discretionary investment management and financial planning services to individuals, families, corporations, and retirement plans. The firm emphasizes low-cost, broadly diversified portfolios using ETFs and mutual funds with tactical asset allocation and periodic rebalancing.

Ethan Thies is a ChFC® and Series 65 accredited financial advisor with three years of industry experience. He has worked at Gasaway Investment Advisors, Inc. since 2021 and has prior experience in various fields including construction and property services. Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third-party administration and recordkeeping services for qualified retirement plans. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and corporations, managing approximately $173.1 million in client assets with an active, long-term investment approach focused on diversified, tailored allocations.

Lisa Hartgraves is a financial advisor at Wolff Financial Management LLC in Kalamazoo, MI, holding a Series 66 designation with 14 years of industry experience. She has been with Wolff Financial Management since 2006, contributing to the firm for over 20 years. Wolff Financial Management LLC provides personalized financial planning and wealth management services to individuals, families, trusts, charitable organizations, and corporations, managing approximately $613 million in client assets. The firm employs a client-first planning approach with discretionary portfolio management tailored to asset-allocation strategies, and it integrates intergenerational family planning where appropriate.

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.

Karen Morse is a financial advisor with 32 years of industry experience, currently serving at 626 Financial, LLC since 2021. She holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and Oppenheimer & Co. In addition to advising, she provides administrative support to 626 Financial. 626 Financial, LLC is a team-based firm that offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $326 million in assets across about 435 client relationships, constructing customized portfolios using ETFs, mutual funds, stocks, bonds, and tactical tools such as options and alternative investments.

Peter De Kruyter is a financial advisor at Gasaway Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Gasaway, he worked at Grand Wealth Management and has experience in educational roles at Calvin University, Zeeland West High School, and South Olive Christian School. Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third-party administration and recordkeeping services for qualified retirement plans. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and corporations, managing approximately $173.1 million in client assets with an active, long-term investment approach.

James Gasaway is a CFP® and ChFC® with 20 years of industry experience, serving as an advisor at Gasaway Investment Advisors, Inc. in Kalamazoo, MI. He has been with the firm since 1993 and also teaches retirement planning and group benefits as an adjunct professor at Calvin University. Additionally, he serves on the executive board of Center Point Church and is treasurer of its foundation. Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third-party administration and recordkeeping services for qualified retirement plans. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and corporations, managing approximately $173.1 million in client assets through an active, long-term investment approach with tailored allocations and fiduciary services for employer-sponsored plans.

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.

Tyler Alvord is a CFA® charterholder with 11 years of industry experience. He has worked at LVM Capital Management Ltd since 2012. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutions, and charitable organizations. The firm employs a fundamental, valuation-driven investment approach alongside longer-term holdings and more active strategies involving derivatives and option writing.

Craig Vander Molen is a CFA® charterholder with 16 years of industry experience, currently serving at LVM Capital Management Ltd. He has been with LVM Capital Management since 1988. Outside of his advisory role, he is a managing member of a non-investment related business, Glenkerry Court, LLC, which leases office space to LVM and conducts partner meetings. LVM Capital Management provides wealth management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamental, valuation-driven investment process with both long-term and active strategies, including the use of derivatives, option writing, and quantitative models supported by AI tools.

Andrew Lantinga is a financial advisor at LVM Capital Management Ltd with one year of industry experience. He holds a Series 65 designation and has prior work experience at Cottage Inn and Modernistic. LVM Capital Management provides wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a fundamental, valuation-driven investment process alongside active strategies that include derivatives and option writing, using AI and automated tools with human oversight.

Thomas Anderton is a CFP® with 19 years of industry experience. He is currently with 626 Financial, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial LLC and Oppenheimer & Co. Anderton serves as an adjunct professor at Western Michigan University and is president of the board for the 626 Foundation, a charitable organization associated with his firm. 626 Financial provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis, with distinctive features including its own wrap fee program and affiliated private fund and charitable entities.