Brian Mullally is a financial advisor at TruNorth Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at TruNorth since 2012. Outside of advisory work, he is involved in commercial real estate development and management through multiple entities, including Innovo Property Management and related ventures. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser serving individuals, families, family offices, corporations, charitable foundations, and retirement plans. The firm focuses on low-cost, broadly diversified portfolios using ETFs, mutual funds, bonds, and cash equivalents, managing client accounts on a discretionary basis with an emphasis on transparency and regular client communications.

David Cleveland is a CFA® charterholder with 16 years of industry experience, currently serving at LVM Capital Management Ltd in Portage, MI. He has been with LVM Capital since 1990. Outside of his advisory role, he is a managing partner involved in real estate investment decisions through several private companies. LVM Capital Management provides integrated 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 approach with longer-term holdings, complemented by active strategies including derivatives and option writing.

Charles Prudhomme is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has been with LVM Capital Management Ltd since 2001. His other business activities include serving as a partner in a rental property LLC. LVM Capital Management Ltd provides integrated 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 complemented by both longer-term holdings and active strategies utilizing derivatives and option writing.

Preston Koslakiewicz is a CFP® professional at Zhang Financial with five years of experience, having joined the firm in 2021. His prior work includes roles at Four Seasons Kanga Roof and Hollister Co., along with periods as a student. Zhang Financial is a fee-only advisory firm with approximately 20 advisors managing about $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, providing asset management, financial planning, pension consulting, and institutional advisory services.

Alexandra Herbert is a financial advisor with IHT Wealth Management LLC in Kalamazoo, MI. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining IHT, she worked at LPL Financial and Jeff K Ross Financial Services, LLC. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of proprietary model portfolios, third-party managers, and quantitative optimization to tailor investment solutions aligned with clients’ objectives and risk tolerances.

Floriana Romanelli is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, and Fifth Third Bank. Outside of her advisory role, Romanelli owns and operates an independent insurance agency, a daycare business, and a wealth management firm, and she is also involved in sales and marketing for consumer product companies. Harbour Investments serves a diverse clientele including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisors and approved third-party managers.

Jack Ombry is a CFP® professional with experience at Zhang Financial since 2023. Prior to joining Zhang Financial, he worked at Google LLC for four years, the Center for Automotive Research for three years, and spent four years at the University of Michigan. Zhang Financial is a fee-only investment adviser managing approximately $8.37 billion in assets with a multi-advisor team. The firm provides portfolio management, financial planning, pension and retirement consulting, and institutional advisory services to individuals, charities, corporations, and municipal government entities. Their investment approach combines fundamental, technical, and cyclical analysis across multiple time horizons, employing strategies such as long-term and short-term holdings, active trading, and option strategies.

Tianxing Zheng is a CFA® charterholder with two years of industry experience. He is currently an advisor at Zhang Financial and previously worked at Invesco Great Wall Fund Management Company and Citadel LLC. Zhang Financial is a fee-only investment adviser managing approximately $8.37 billion in assets. The firm serves individuals, charities, corporations, and government entities with a range of portfolio management and advisory services, employing a blend of fundamental, technical, and cyclical analyses alongside proprietary model portfolios.

Jeffrey Lectka is a financial advisor with Harbour Investments, Inc. in Kalamazoo, MI, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Harbour Investments since 2019 and has also been associated with Investment Plus since 2016. Outside of his advisory work, Lectka operates as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional and corporate entities. The firm offers a range of portfolio management and financial planning services, with investment approaches tailored by individual advisors and approved third-party managers.

Amanda Hartman is a financial advisor at Zhang Financial with 10 years of industry experience. She holds a Series 66 designation and has been with Zhang Financial since 2012. Zhang Financial is a fee-only advisory firm with approximately 20 advisors managing about $7.2 billion for over 2,100 clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities. The firm offers asset management, financial planning, pension consulting, and institutional advisory services, emphasizing individualized asset management and continuous account supervision.

Christine Lindberg is a financial advisor at Zhang Financial with 17 years of industry experience. She holds a Series 66 designation and has been with Zhang Financial since 2012. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, offering asset management, financial planning, pension consulting, and institutional advisory services.

Robert Mcdougall is a CFA® charterholder with seven years of industry experience. He has been with Zhang Financial since 2018 and previously worked at Trenchant Partners from 2016 to 2018. Zhang Financial is a fee-only investment adviser managing approximately $8.37 billion in assets through a multi-advisor team. The firm serves a diverse client base including high-net-worth individuals, charities, corporations, and municipal government entities, utilizing a range of investment strategies supported by fundamental, technical, and cyclical analysis.

Skylar Bus is a ChFC® credentialed advisor at Zhang Financial with five years of experience in the financial industry. Prior to joining Zhang Financial, Skylar worked at First National Bank of Michigan and PNC, and has additional work experience outside finance at Applebee's Neighborhood Grill. Zhang Financial is a fee-only investment adviser managing approximately $8.37 billion in assets with a multi-advisor team that serves individuals, charities, corporations, and municipal government clients. The firm employs a variety of investment strategies across multiple time horizons and offers services including portfolio management, financial planning, and pension consulting.

Carl Doerschler is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes roles at Rose Street Advisors, LLC and his own firm, Doerschler & Associates Wealth Management LLC, where he remains actively involved. He also serves as a Notary Public in Michigan. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by both in-house portfolio management and third-party sub-advisors.

Tyler Soares is a CFP® and CFA® professional with three years of industry experience, currently serving as an advisor at Zhang Financial. His prior experience includes roles at Wellington Management, Morgan Stanley, and JP Morgan. Zhang Financial is a fee-only investment adviser managing approximately $8.37 billion in regulatory assets, offering discretionary and non-discretionary portfolio management, financial planning, pension and retirement plan consulting, and institutional advisory services to individuals, charities, corporations, and government entities. The firm employs a blend of fundamental, technical, and cyclical analysis with various investment strategies and maintains formal affiliations providing tax preparation and estate planning services.

Karla Reno is a financial advisor with Harbour Investments, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been affiliated with both Harbour Investments and Investment Plus since 2006 and has been self-employed since 1992. Outside of her advisory role, she serves as a senior sales director with Mary Kay Cosmetics. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and offers a range of portfolio management options and model-based solutions.

David Knibbe is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 1997. He also founded Knibbe Investment Management LLC in 2006 and operates an independent insurance agency specializing in life insurance. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to construct customized portfolios and offers model-based solutions through a subscription platform.

Liam Millican is a financial advisor at M HOLDINGS SECURITIES, Inc. with Series 63 and Series 65 credentials. He has two years of industry experience, including roles at Doerschler & Assoc Wealth Mgmt and James Miller Financial. M HOLDINGS SECURITIES, Inc. serves a broad client base, including individuals, retirement plans, charitable organizations, and corporations, through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by a combination of portfolio managers and third-party sub-advisors.

Levi Hendershott is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Zhang Financial since 2019 and previously spent five years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, providing asset management, financial planning, pension consulting, and institutional advisory services.

Yuanlei Zhu is a CFA® charterholder with seven years of industry experience. He has been with Zhang Financial since 2019 and previously worked at TD Auto Finance and Ford Credit/Ford. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for more than 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal entities, offering a range of services including asset management, financial planning, pension consulting, and institutional advisory.