Christa Leson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2017. Prior to joining the firm, she held roles at St Cloud State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary valuation model, offering both discretionary and non-discretionary portfolio management solutions.

Ian Randall is a CFP® with four years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. His prior work includes roles at Northville Hills Golf Club and Palatine Hill Wealth Management. Randall has also been involved with Western Michigan University and its Student Recreation Center. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

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.

Zachary Saltzgaber is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Ernst & Young and Byron Center Public Schools. M HOLDINGS SECURITIES, Inc. serves a diverse client base including high-net-worth 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 financial planning, supported by platform providers and a combination of in-house portfolio management and third-party sub-advisors.

Leslie Mc Cullough is a CFP® professional at Facet with one year of industry experience. Prior to joining Facet, Leslie worked at Comerica Bank in retail banking for five years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a focus on ETFs and uses technology-driven processes, including machine-learning algorithms, while offering a flat subscription pricing model.

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.

Sandy Derby is a CFP® and ChFC® with 35 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. She has previously worked at Legacy Advisory Group, Derby Financial & Associates, Old National Bank, and LPL Financial. Derby is also the owner of Preferred Financial Group and operates as an independent insurance agent. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.

Michael Mueller is a CFA® charterholder with 33 years of industry experience. He has worked at F L Putnam Investment Management Co. since 2026 and previously spent 38 years at Arcadia Investment Management Corp. Mueller serves as a director of Proteos, Inc., a protein and peptide manufacturing company, and is a non-compensated advisor to the Nantucket Fund Advisory Committee. F L Putnam Investment Management Co. serves a diverse clientele including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm integrates internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

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.

Joel Macyauski is a CFP® with five years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. He has previously worked at Cambridge Investment Research Advisors and MainStreet Financial. Macyauski is also involved as an independent agent in insurance and benefits. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm combines fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.

Thomas Kehoe Jr. is a financial advisor at CX Institutional, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Oak Point Wealth Management, Oak Point Financial Group, and LPL Financial. Outside of his advisory role, he is a managing member of 721 Asset Management, LLC, which owns an office building leased to his former financial planning practice. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm uses a blend of fundamental, quantitative, and technical analysis across various asset classes and supplements its services with technology for consolidated reporting and tax-efficient asset location.

Philip Brandt is a financial advisor with Prosperity Capital Advisors in Kalamazoo, MI, holding Series 63 and 65 licenses and having 14 years of industry experience. He has worked at Brandt Wealth Advisors, Harbour Investments Inc., and Harbinger Asset Management, LLC. Outside his advisory role, Mr. Brandt is a licensed insurance agent and represents ACN Incorporated, providing telecommunications, energy, and health sharing services. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other advisory firms. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, using providers like BlackRock, Dimensional, and Vanguard, and offers separately managed accounts, retirement plan services, and serves as a Turnkey Asset Manager Program (TAMP).

Lindsey Wegeler is a Certified Financial Planner™ at Plante Moran Financial Advisors with eight years of industry experience. She has been with Plante Moran since 2017 and previously worked at Western Michigan University. Plante Moran Financial Advisors serves a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds, offering investment advisory, financial planning, and estate planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model in its investment process.

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.

Alex Zhang is a CFP® and CFA® with two years of industry experience, currently serving as an advisor at Zhang Financial in Portage, MI. His prior experience includes roles at Ropes & Gray, JPMorgan Securities LLC, and academic work at Harvard Law School. Zhang Financial is a multi-advisor, fee-only investment firm managing approximately $8.37 billion in assets. The firm offers portfolio management, financial planning, pension consulting, and institutional advisory services to a diverse client base including individuals, charities, corporations, and government entities, utilizing a mix of fundamental, technical, and cyclical analysis alongside internally developed model portfolios.

Julia Sanders is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 credential and four years of industry experience. She has previously worked at Gasaway Investment Advisors, Inc. and held roles in education at Davenport University and Kalamazoo Valley Community College. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Charles Zhang is a CFP® and ChFC® with 20 years of industry experience. He has worked at Zhang Financial since 2012, following prior roles at LPL Financial and Ameriprise. Outside of his advisory work, Zhang has served as an adjunct professor and is the author of the book "Make Yourself a Millionaire." Zhang Financial is a multi-advisor fee-only firm managing approximately $8.37 billion in assets. It serves individuals, high-net-worth clients, charities, corporations, and government entities, employing a blend of fundamental, technical, and cyclical analysis alongside internally developed model portfolios to provide comprehensive investment and advisory services.

Cory Denuyl is an investment adviser representative with First Heartland Consultants, Inc. in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with First Heartland Capital Inc since 2007. Outside of his advisory role, he owns DenOwl Games LLC, a company created for marketing and potentially selling a game, and he also receives royalties as a musician from music placed on streaming services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning and asset management services delivered through a network of independent investment adviser representatives.