Cory Shivers

Kenneth Simmons is the owner and president of Simmons Financial Services, Inc. in Richmond, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been practicing law since 1994, operating an estate planning practice under the d/b/a Heritage Estate Planning. Simmons’s background includes over two decades at Horwitz & Associates, Inc., and he continues to provide estate planning services alongside his financial advisory work. Simmons Financial Services, Inc. offers discretionary investment supervisory services to individual investors, trusts, and estates, managing approximately $1.3 million in discretionary assets. The firm uses a combination of charting, fundamental, and technical analysis to implement portfolios primarily composed of publicly traded equities, bonds, and ETFs, while coordinating estate planning and insurance services through its attorney-led practice.

Jonathan Phelan is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Waterford Financial Management, LLC, an independent firm based in New Baltimore, MI, since 2007. Outside of financial advising, he serves as a director of Thompson-Phelan Group, Inc., a general contracting business. Waterford Financial Management provides fiduciary investment management and financial planning primarily for private individuals with tax-qualified and fully taxable accounts. The firm also offers employer consulting, including defined-contribution plan services, and uses a structured investment approach combining modern portfolio theory with intrinsic stock valuation.

Darren Hesselink is a financial advisor at Ironwood Financial, LLC with credentials including Series 63 and Series 65 licenses. He has been with Ironwood Financial since 2026 and previously worked at Wealth Watch Advisors and Energetic Brands LLC. Outside of his advisory role, he is involved with Energetic LLC, a business he has been part of since 2015. Ironwood Financial, LLC is a registered investment adviser that provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies, including derivatives-based approaches like covered call writing, and employs tools such as eMoney and Morningstar to tailor portfolios to client goals and risk tolerance.

Scott Barnhart is a CFP® and ChFC® with eight years of experience in financial advisory. He has been associated with Fairway Investment Group, LLC, Paradigm Equities, Inc., and MEA Financial Services since 2017. Prior to his advisory roles, he worked with Algonac Schools for five years. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, focusing on a membership-based client population rather than high-net-worth individuals.

Christopher De Veny is a financial advisor at Wealth Watch Advisors, INC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Valic Financial Advisors Inc and Wealth Strategies Financial Group. In addition to his advisory role, he offers annuity, life, and health insurance as an independent contractor. Wealth Watch Advisors serves a diverse client base that includes individual, high-net-worth, and institutional accounts, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily executed through approved third-party sub-advisors and SAM programs.

Christopher Bonapace is a CFP® with seven years of industry experience, currently serving as an advisor at Advisory Services Network since 2025. His prior experience includes roles at Ameriprise and Edward Jones, and he also worked at Dorsey Schools before entering financial advising. Outside of his advisory work, he owns and operates OHANA FINANCIAL, LLC, a service company supporting the business income and expenses of his financial practice. Advisory Services Network serves individuals, families, corporations, and charitable organizations with portfolio management, financial planning, and retirement-plan consulting. The firm’s network of independent advisors manages approximately $8.6 billion in client assets using a range of strategies and implementation options tailored to client needs.