Chad Zitzelsberger

Shawn Stressman is a financial advisor at Convert Financial Services LLC with four years of industry experience. He holds a Series 65 designation and has a background in accounting and tax preparation, currently serving as manager of CHPM, PC, an independent retail pharmacy group, and president of Stressman CPA PLLC, which provides tax preparation and bookkeeping services. His prior work includes roles at several CPA firms dating back to 2014. Convert Financial Services LLC is a fee-only, state-registered investment adviser serving individuals, including high-net-worth clients, and small businesses. The firm focuses on portfolio management, retirement and financial planning, and consulting, utilizing index-based investment strategies combined with fundamental, technical, and quantitative analysis, primarily on a non-discretionary basis.

Chad Schafer is the principal of Schafer Investment Group, Inc. in Mt. Pleasant, MI, and holds a Series 65 designation. He has experience as a CPA and has operated his own accounting firm, Chad M Schafer, CPA, PC, since 2019. Schafer also serves as treasurer and board member for Isabella Community Credit Union. Schafer Investment Group, Inc. offers discretionary and non-discretionary investment management along with financial planning and consulting to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with a primarily long-term investment approach while allowing shorter-term trades as needed.

Michael Harter is a CFP® professional with 15 years of experience, currently serving at RFM Financial Solutions, LLC since 1999. He also has a long tenure at Robert F. Murray & Company, CPAs, where he has worked since 1991. RFM Financial Solutions provides portfolio management, pension consulting, and financial planning services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm emphasizes client-specific investment policies, primarily using no-load mutual funds and ETFs, and offers both discretionary and non-discretionary management options.

Justin Cook is a CFP® professional with six years at RFM Financial Solutions, LLC and an additional six years of experience at Ross Accounting, totaling 12 years in the financial industry. He is based in Mt. Pleasant, MI. RFM Financial Solutions serves a diverse client base including individual investors, pension and retirement plan sponsors, corporations, and charitable organizations. The firm focuses on personalized investment policies primarily implemented through no-load mutual funds and ETFs, with regular account reviews and client-imposed investment restrictions.

Pamela Helfer is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and three years of industry experience. She has been with Fairway since 2024 and is also affiliated with MEA Financial Services and Paradigm Equities, where she has worked since 2021. Outside of her advisory roles, she works as a substitute teacher for Mount Pleasant Public Schools. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment recommendations and conducts ongoing portfolio reviews without discretionary trading by its advisors.

Brian Atwood is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® designation and Series 66 license, with 10 years of industry experience. His prior work includes roles at LPL Financial, Independent Financial Partners, Waddell & Reed Inc, and Bryan Weiferich. Outside of advising, he was involved with Eagle Glen Golf Club for nine years. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm uses a network of advisors and a combination of model portfolios, sub-advisors, and technology platforms to provide asset management, financial planning, and retirement consulting services.