Amberlee Swift

Robert Messner is a financial advisor at RMG Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RMG Advisory Services since 2013. In addition to his advisory role, he operates an individual insurance producer business and provides engineering and business development services through his parent company, The Robert Messner Group, LLC. RMG Advisory Services serves individuals, families, small businesses, trusts, and nonprofit organizations by offering investment management, financial planning, and hourly advice. The firm employs an asset-class, diversification-focused investment approach with long-term strategic allocation and primarily non-discretionary account management.

Nicholas Reynolds is a financial advisor at Wittlin Advisory with seven years of industry experience. He holds a Series 65 designation and has worked previously at Dillon & Associates and Fisher Investments. Reynolds is currently associated with both Wittlin Advisory and Riser Investing, LLC. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, including a notable international client base. The firm offers both discretionary and non-discretionary portfolio management, employing fundamental analysis and regular portfolio monitoring, and provides investment advice that spans traditional funds, private placements, and digital assets.

John Cross is a financial advisor at Jack V. Butterfield Investment Company with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NEXT Financial Group and Lally Group, where he is also employed as a CPA preparing financial statements and tax returns. Outside of his advisory role, he has consulting arrangements with Elm Plating and McCleer Power Inc. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans, offering brokerage and advisory services focused on client-directed, non-discretionary investment recommendations. The firm combines broker-dealer and municipal securities activities and has operated since 1946 under majority family ownership.

Adriaan Van Wyk is a financial advisor at Richmond Brothers, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Richmond Brothers since 2020. Prior to his current role, he held positions at Monocle Yacht, was self-employed, and worked at Bidvest International Logistics. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary, individualized approach and utilizes a range of investment strategies, including discretionary management and third-party money-management models.

Matthew Curfman is a CFP® professional with 14 years of industry experience, currently serving at Richmond Brothers, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Jackson, MI. Outside of his advisory role, Curfman serves as Chief Volunteer Officer on the Jackson YMCA Board of Directors and manages a private fund through an affiliated manager. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary approach with customized investment strategies that include discretionary accounts, third-party money-management models, and a range of trading techniques.

Levi Conner is a ChFC® affiliated with GuideStream Financial, Inc. in Spring Arbor, MI. He has been with GuideStream Financial since 2024 and has prior experience at Charles Schwab and Spring Arbor University. Outside of his advisory role, Levi serves as an assistant coach for the track and field team at Spring Arbor University, focusing on short sprints and javelin. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, and trustee services.