Nicholas Macksood is a financial advisor at LVM Capital Management Ltd with a Series 65 credential and two years of industry experience. He has worked at LVM Capital Management since 2021 and previously held roles at Greyline Brewing Company and Fish Lads. 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 combined with asset allocation and longer-term holdings, alongside more active strategies using derivatives and option writing.

Jordan Rummel is a CFP® with 10 years of industry experience and has been with LVM Capital Management Ltd for 13 years. He holds a Series 65 license and is a partner at Kohn and Rummel LLC. LVM Capital Management provides wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, pension and profit-sharing plans, and charitable organizations. The firm employs a valuation-driven investment approach with both longer-term holdings and active strategies, including option writing and quantitative models, incorporating AI and automated tools under human oversight.

Jean Claude Morisset is a financial advisor at TruNorth Capital Management, LLC with eight years of industry experience. He holds the Series 65 credential and previously worked at Plante Moran Financial Advisors from 2014 to 2022. Morisset has been with TruNorth Capital Management since 2022. TruNorth Capital Management is a fee-only, SEC-registered advisory firm that provides discretionary investment management and financial planning services to individuals, high-net-worth families, family offices, corporations, and employer-sponsored retirement plans. The firm employs low-cost, diversified strategies using ETFs, mutual funds, bonds, and CDs, with tactical asset allocation and periodic rebalancing.

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.

Ann Davis is a financial advisor at 626 Financial, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years before joining 626 Financial in 2021. 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 and employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual stocks and bonds, options, REITs, and alternative investments.

Matthew Wolff is a financial advisor with Wolff Financial Management LLC, holding CFP® and Series 63 designations and bringing 32 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2016 and has been with Wolff Financial Management since 2015. Outside of his advisory role, he provides tax planning and consulting services through his CPA practice and acts as an independent insurance agent specializing in life insurance and fixed annuities. Wolff Financial Management LLC offers personalized financial planning and wealth management to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $613 million in client assets, focusing on a client-first planning approach and discretionary portfolio management tailored to asset-allocation strategies.

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.

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.

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.

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.

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.

Andrew Price is a CFP® with 17 years of experience currently serving at Bright Financial Advisors, Inc. in Portage, MI. He has been with Bright Financial Advisors since 2002 and holds a Series 63 license. In addition to his advisory role, he is an independent insurance agent for various companies. Bright Financial Advisors serves individual and institutional clients with personalized wealth management, employing a long-term investment philosophy based on fundamental analysis. The firm offers discretionary portfolio management and modular financial planning, using both firm-developed model portfolios and customized allocations.

Brookes Welc is a CFP® professional with 11 years of industry experience, currently serving at Bright Financial Advisors, Inc. since 2014. He works at a two-advisor firm based in Portage, MI. Bright Financial Advisors provides wealth management services to individual and institutional clients, including retirement plans, trusts, estates, and business entities. The firm employs a long-term investment philosophy focused on fundamental analysis, offering discretionary portfolio management and customized financial planning through model portfolios and third-party adviser selection.

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.

Jeff Ross is a financial advisor with IHT Wealth Management LLC in Kalamazoo, MI, holding the ChFC® designation and Series 63 and 66 licenses. He has 37 years of industry experience, including prior roles at Commonwealth Financial Network and National Planning Corporation. Outside of his advisory work, Ross operates Seven Oaks Performance LLC, a for-profit business unrelated to investment management. IHT Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection, quantitative tools, and diversified model portfolios, offering discretionary asset management and financial planning through a network of approximately 153 advisors.

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.