My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

Jason Goosen is a financial advisor at Rapids Financial LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mutual Advisors, LLC, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he is a staff accountant at Brohl Tax & Accounting, PLLC, and a licensed insurance agent. Rapids Financial is a state-registered investment adviser offering discretionary wealth management and financial planning to individuals and high-net-worth clients. The firm uses a fundamental analysis approach to construct diversified portfolios primarily with low-cost mutual funds and ETFs, and it sponsors a wrap-fee program that consolidates transaction costs into a single asset-based fee.

Andrew Wentworth is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Wentworth Wealth Group in Rockford, MI, having previously worked at Northwestern Mutual, Empower, and TD Ameritrade. Wentworth Wealth Group provides individualized portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term, ETF-based portfolios tailored to clients' goals and risk tolerance.

Scott Morter is the principal of Morter Investment Management LLC in East Grand Rapids, MI, with 28 years of experience in the financial industry. He holds Series 63 and Series 65 designations and has been affiliated with Cornerstone University since 2004. Morter is solely responsible for managing client portfolios at his independent firm. Morter Investment Management LLC provides fee-only investment management primarily to individual clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary, individually tailored strategies focused on growth, growth-and-income, or income, utilizing fundamental investment analysis and cash management across various securities including stocks, bonds, mutual funds, ETFs, and money market funds.

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.

Andrew Howard is the principal of Howard Fiduciary Investments in Rockford, MI, holding a Series 65 designation with nine years of industry experience. He previously worked for Fiduciary Financial Advisors for ten years and held a position at Van Andel Research Institute for five years. Outside of advisory services, he is involved in a separate equity investment entity and operates a business coaching venture. Howard Fiduciary Investments offers discretionary investment management and financial planning to individuals, families, trusts, estates, retirement accounts, business entities, and nonprofit organizations. The firm employs a multi-method analysis framework and manages portfolios using diversified ETF and rules-based trend-following strategies, tailoring allocations to each client’s objectives, risk tolerance, time horizon, and tax situation.

Dale Ringerwole is a financial advisor at DC & Associates in Grand Rapids, MI, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with DC & Associates since 2005. Outside of his advisory role, he serves on finance committees for the Alliance of Reformed Churches and the Kent County Conservation League. DC & Associates provides ongoing portfolio management and financial planning to individuals, high-net-worth clients, and businesses, using a long-term, diversified investment approach. The firm offers access to third-party model portfolios and custom management strategies tailored to clients' financial analyses and risk tolerances.

Steven Brohl is a CFP® with Brohl Financial LLC in Grand Rapids, MI, and has been a CPA providing tax services since 2017. He has experience working at Brohl Tax & Accounting, PLLC, Grand Valley State University, Alticor Inc, and Hungerford Nichols CPAs and Advisors. Brohl Financial LLC offers discretionary investment management and financial planning services to individual and high-net-worth clients, utilizing a fundamental analysis approach with diversified portfolios primarily composed of low-cost mutual funds and ETFs. The firm also maintains a close relationship with its affiliated tax and accounting practice and offers a wrap fee program with a formal adviser selection process.

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.

Shad Thomas is a CFP® professional with two years of experience in financial advising. He is the sole advisor at Stamford Bridge Wealth Management LLC and has prior experience at Brighton Jones and United Bank, along with a 20-year career in the U.S. Coast Guard. Stamford Bridge Wealth Management LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm offers customized portfolio management focused on client objectives, time horizon, and risk tolerance, employing various investment strategies without institutional or wrap-fee programs.

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.

Brian Ellis is a financial advisor at Brooktree Capital Management Inc. in Grand Rapids, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Brooktree Capital Management since 1996. Brooktree Capital Management provides discretionary portfolio management and investment advisory services to a range of clients including individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis and utilizes various strategies tailored to clients’ income, tax situation, and time horizon.

William Thatcher is a financial advisor at Thatcher Wealth Management in Grand Rapids, MI, holding a Series 65 designation with five years of industry experience. He has worked at several firms, including AE Wealth Management and Pine Brook Financial, and is involved as a local educator with the American Financial Education Alliance, delivering lectures on retirement topics. Thatcher Wealth Management provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm emphasizes a diversified investment approach using ETFs, mutual funds, fixed income, equities, annuities, and alternative investments, operating with discretionary trading authority and offering estate-planning guidance through third-party providers.

Adam Trask is a financial advisor with Burnham & Company LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior employment includes roles at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Chase. Burnham & Company provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm uses fundamental and technical analysis across a broad range of investment vehicles and manages accounts primarily on a discretionary basis with regular reviews.

Matthew Gusky is a financial advisor at Ardent Wealth Management in Rockford, MI, with five years of industry experience. He holds a Series 65 designation and previously worked at Lifeworks Advisors, LLC and Regal Holdings, LLC. Outside of his advisory role, he is involved in insurance sales through affiliations with Regal Financial Group and Commission Crosswise Insurance Agency. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including pension plans, trusts, charitable organizations, businesses, and individuals. The firm employs a planning-based and risk-based investment approach that integrates factor-based equity and ETF strategies, options hedging, and systematic rebalancing, combining quantitative and fundamental research with technical analysis.

Adam Schwallier is a CFP® with 18 years of industry experience, currently serving at Schwallier Wealth Management in Grand Rapids, MI. He has previously worked at Mosaic Planners and Advisors and Steele Capital Management, Inc. Outside of advising, he owns several commercial and agricultural real estate-related businesses. Schwallier Wealth Management serves individual and high-net-worth clients as well as corporate and institutional retirement plan sponsors, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs individualized asset-allocation models and a combination of fundamental, technical, and tactical analyses, primarily using exchange-traded funds and other common securities.

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.

Kelly Gilbert is a Series 65-licensed financial advisor with 10 years of industry experience. He is associated with EFG Financial, LLC and has held roles at firms including Blue Yonder Corp and Eminence Financial Investing. Gilbert is also a co-owner of Eminence Financial Group, where he is involved in life insurance and annuity sales. EFG Financial, LLC serves individuals, high-net-worth clients, and businesses by providing retirement planning, portfolio management, and advisory services to third-party investment advisers. The firm utilizes a modern portfolio theory-based approach with proprietary models, disciplined rebalancing, and tax efficiency, while overseeing assets through third-party managers.