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 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Fairway since 2018 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of her financial advisory roles, Jones has been involved in coaching high school athletes in competitive cheer and sports skill development since 2024. Fairway Investment Group primarily serves members of the Michigan Education Association (MEA) and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management with tailored recommendations based on client objectives.

Caitlin Borton is a financial advisor with Gasaway Investment Advisors, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with firms including Ameriprise Financial Services, CX Institutional, LPL Financial, and Oak Point Financial Group. Gasaway Investment Advisors serves individual and high-net-worth clients as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan third-party administration, combining long-term active allocations with manager screening and sector adjustments across a five-advisor team.

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 financial advisor at Gasaway Investment Advisors, Inc. in Kalamazoo, MI, holding the ChFC® designation and Series 65 license with four years of industry experience. Before joining Gasaway Investment Advisors in 2021, he worked in various roles across several industries including water treatment, lawn care, and education. Gasaway Investment Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm combines long-term, actively managed investment strategies with ongoing performance monitoring and offers integrated retirement plan administration and fiduciary services through its Alliance Retirement Plan Solutions.

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 with DMK Advisor Group, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at 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 is a team of 17 advisors providing portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers discretionary active management and non-discretionary consultative relationships, using mutual fund and ETF-based investment models informed by technical and fundamental analysis.

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 at 626 Financial, LLC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC and Oppenheimer & Co. Since 2021, she has also provided administrative support within 626 Financial. 626 Financial offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a long-term investment approach based on fundamental and technical analysis, with discretionary portfolio management tailored to client goals and risk tolerance.

James Gasaway is a CFP® and ChFC® with 20 years of industry experience. He has been with Gasaway Investment Advisors, Inc. since 1994. Gasaway also teaches retirement planning and group benefits as an adjunct professor at Calvin University and serves on the executive board of Center Point Church. Gasaway Investment Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides discretionary investment management, financial planning, and qualified retirement plan third-party administration and recordkeeping services, managing approximately $173 million across a five-advisor team.

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 two years of industry experience. He holds a Series 65 designation and has worked at LVM Capital Management since 2023. Prior to that, he was employed at Cottage Inn and Modernistic. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, and charitable institutions. The firm employs a fundamental, valuation-driven investment process alongside active strategies that include derivatives and option writing, incorporating AI and automated tools with human oversight in its research and operations.

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.