Dana Edwards is a Certified Financial Planner® with nine years of industry experience. He is the principal advisor at Upbeat Financial, an independent firm based in Ada, Michigan. Edwards also holds credentials as an Enrolled Agent with the IRS, providing tax preparation and representation services in addition to his advisory role. Upbeat Financial serves individuals, families, trusts, small businesses, plan participants, and charitable organizations, offering comprehensive financial planning, tax preparation, and insurance planning. The firm operates primarily on a non-discretionary basis, partnering with third-party investment advisors and emphasizing efficient-market principles and buy-and-hold strategies.

Scott Pruski is the founder and sole advisor at Advosion, an independent firm based in Ada, Michigan. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Pruski is also the founder of 4tB Helmets, LLC, a venture focused on developing improved cycling and snow sports helmets. Advosion serves individuals, families, and closely-held businesses or trusts with financial planning and discretionary investment management. The firm emphasizes open-architecture, globally diversified portfolios aligned with clients’ priorities and offers a process-oriented Life-Centric Planning engagement alongside a discretionary portfolio service called Real-Life Investing.

Stephanie, a Certified Financial Planner (CFP®) professional, is dedicated to simplifying the complexities of finances. Her passion lies in guiding clients to achieve their financial goals, drawing on her personal experiences as a mom who understands the everyday challenges of balancing money and family. Stephanie enjoys helping women take charge of their finances. She believes financial education is important and wants her clients to feel like they understand what they are investing in and become empowered with their finances. She specializes in helping women navigate difficult situations such as divorce, losing a spouse, or starting a business. Stephanie holds a BSBA undergraduate degree with a major in personal financial planning. Furthering her education, she earned a master's degree in advanced financial planning with a focus on financial therapy at Kansas State University. As the former president of The Financial Planning Association of Michigan (FPA), Stephanie actively contributed to various committees, including education, NexGen, mentorship, and symposium. Currently serving as the co-chair of the career development committee, she believes in the importance of advancing the financial planning profession. Stephanie is deeply committed to mentoring financial planning students across the state, advocating for women's participation in the profession, and fostering industry connections. In her leisure, Stephanie enjoys spending time with friends and family by the lake, at concerts, or while traveling. With a love for people and relationships, she enjoys entertaining, hosting gatherings, and bringing festive decorations to every holiday celebration. She is heavily involved in her community and is a CASA volunteer. She also started a non-profit, Once Upon a Room Grand Rapids, which decorates hospital rooms for children experiencing a long-term stay

Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

John Gunther Jr. is a financial advisor with Measured Strategies LLC in Ada, Michigan. He holds a Series 65 designation and has six years of industry experience, including five years at Kaufman, Rossin & Co., P.A. and a year at Ascendo Resources. Measured Strategies LLC provides advisory services to individuals and high net worth clients, offering discretionary portfolio management and written financial plans. The firm combines cyclical, fundamental, quantitative, and technical analysis in its investment approach, using a range of traditional and alternative asset classes tailored to client risk profiles.

Jeffrey Mcpherson is a CFP® with 14 years of industry experience and is affiliated with IM Wealth, where he has worked since 2018. His prior experience includes a decade at MASSMUTUAL and several years at Commonwealth Financial Network. He is also the owner of IM Wealth, LLC. IM Wealth offers fiduciary financial planning and individual portfolio management services to individuals and high-net-worth clients, utilizing a three-tiered consulting structure. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and provides tailored Investment Policy Statements along with optional discretionary management and fixed-fee planning arrangements.

Donald Price III is a financial advisor with Mitch Lyons Wealth LLC in Rockford, MI. He holds a Series 65 designation and has been with the firm since 2022, previously working for Geek Squad from 2016 to 2022. Mitch Lyons Wealth LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, offering tailored investment strategies and written policy statements. The firm employs a blend of analytical methods and utilizes both long-term and options trading strategies.

Esteban Hernandez is a financial advisor at Measured Strategies LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avant-Garde Capital LLC and WealthSource Partners, LLC. Hernandez has been involved in academia, teaching at Grand Valley State University and Florida Atlantic University. He is also a non-managing member of FH Investments LLC, a family investment partnership. Measured Strategies LLC serves individuals and high net worth clients with discretionary portfolio management and financial planning. The firm employs a diverse investment approach combining cyclical, fundamental, quantitative, and technical analysis, managing portfolios that include traditional and alternative asset classes.

James Nutter is a financial advisor at IM Wealth with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Commonwealth Financial Network and MassMutual. Outside of his advisory role, he spends a portion of his time involved in fixed insurance sales. IM Wealth offers fiduciary financial planning and individual portfolio management services to individuals and high-net-worth clients through a tiered consulting structure. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation and provides fixed-fee planning alongside optional asset-based management.

Brett Bauman is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Hungerford Financial LLC in Grand Rapids, MI and has previously worked at The Vanguard Group. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, and retirement plan consulting. The firm’s investment strategy emphasizes strategic asset allocation with tactical adjustments, focusing on value, safety, quality, and risk control, supported by AI-enabled analytics alongside human oversight.

Kelly Eggleston is a financial advisor at Calder Financial Group with five years of industry experience. She holds a Series 65 designation and has been with Calder Investment Advisors since 2016. Prior to that, she worked at Grand Management Group from 2005 to 2016. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm employs a structured investment approach using managed model portfolios and offers pension consulting and third-party administration services through affiliated businesses.

Darren Ford is a financial advisor at Triangle Wealth Management with a Series 65 designation and four years of industry experience. Before joining Triangle Wealth Management in 2022, he worked at AdvisorEngine, Abrigo, and other firms. Outside of advising, he creates educational content for the AnalystPrep website, focusing on CFA exam preparation. Triangle Wealth Management serves individual clients, corporate plans, and nonprofit organizations, providing portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools to develop tailored investment strategies, primarily grounded in fundamental securities analysis.

Thomas Price is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Hungerford Financial since 2009. Price is also the owner of Genesis Financial, a non-public entity used for personal tax preparation. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics and maintains human oversight for all investment decisions.

George Racette is a financial advisor with Calder Financial Group in Ada, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Calder Investment Advisors since 2007. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm employs managed model portfolios with tactical rebalancing and offers pension consulting and third-party administration services through an affiliated business.

Daren Shavell is a CFA® charterholder with 18 years of industry experience. He is currently with Calder Financial Group, where he has worked since 2014. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm offers target asset allocations through managed model portfolios and maintains an affiliated pension consulting and third-party administration business.

Connor Price is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, with six years of industry experience. He holds a Series 66 designation and is the owner of Red Elk Tax Services, a tax preparation and accounting business. Connor has worked with Hungerford Financial since 2020 and previously with United Planners Financial Services of America and SCI Advisors. Hungerford Financial serves individuals, including high-net-worth clients, charities, and employer retirement plans, providing financial planning, portfolio management, retirement plan consulting, and third-party advisor oversight. The firm applies a strategic asset allocation approach with tactical adjustments focused on value, safety, and risk control, utilizing AI-enabled analytics alongside human oversight.

Matthew Graham is a financial advisor at Bay Colony Advisors with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Fidelity Investments and TIAA-CREF Individual & Institutional Services. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is notable for its broad fiduciary services and developed concierge offerings.

Patrick Newcombe is a CFP® with 19 years of experience in the financial industry. He is part of the Calder Financial Group team based in Ada, MI, which includes five advisors. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm offers fiduciary services as a 3(38) investment manager and utilizes model portfolios with tactical rebalancing, supported by regular investment committee oversight and detailed account monitoring.

Aaron Sal is a CFP® and holds a Series 66 license with four years of industry experience. He is currently a wealth advisor at Hungerford Financial LLC and has been a shareholder at Hungerford Nichols CPA's + Advisors since 2002. Sal serves on the board of the Byron Center Christian Schools Foundation. Hungerford Financial serves individuals, charities, and employer retirement plans, providing financial planning, portfolio management, retirement plan consulting, and third-party adviser oversight. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics and maintains human oversight of all investment decisions.

Nathaniel Bryers is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, holding the Series 66 designation with one year of industry experience. Prior to joining Hungerford Financial, he has held roles at United Planners Financial Services and Morgan Stanley. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, retirement plan consulting, and third-party investment adviser selection and monitoring. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics, emphasizing value, safety, quality, and risk control.