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.

Mark Zitzelsberger is a financial advisor with LPL Financial based in Mount Pleasant, MI. He holds the ChFC® designation and has 42 years of industry experience. He has been associated with LPL Financial and its predecessor firms since 1999 and has worked at Total Investment Planners, Inc. since 2000. He serves on the Michigan Class D Cross Country Coaches Association board. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Bryce Roebke is a financial advisor at Rise Wealth Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Total Investment Planners, LPL Financial, The Stow Company, and Ernst & Young LLP. Rise Wealth Advisors, Inc. is an independent investment advisory firm that provides financial planning and consulting services. The firm operates with a team of four advisors.

Teresa Zitzelsberger is a CFP®-certified financial advisor with 34 years of industry experience. She is affiliated with Rise Wealth Advisors, Inc. in Mt Pleasant, MI, and has worked with Total Investment Planners, Inc. and LPL Financial since 1999. Outside of her advisory work, she is a co-owner of Third Nature Brewing, a family-owned brewpub in Rockford, MI. Rise Wealth Advisors provides comprehensive financial planning services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers both targeted advice and full financial plans, relying on third-party research and delegating investment execution and ongoing management to separate broker-dealer relationships.

Chad Zitzelsberger is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been associated with Total Investment Planners, Inc. since 2008 and LPL Financial since 2007. Outside of his advisory work, he is a co-owner of a family-run brewery and restaurant. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

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.

Bryan Wieferich is a CFP® professional with 23 years of experience in the financial services industry. He currently serves as an advisor at Independent Advisor Alliance, LLC since 2018 and has prior experience at LPL Financial and Independent Financial Partners. Outside of his advisory work, he is involved in sports announcing for Central Michigan University athletics and holds co-ownership interests in local family recreation and restaurant businesses. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios and third-party managers to implement and rebalance client allocations.

Paul Pollatz is a financial advisor at The Strategic Financial Alliance, Inc. in Mount Pleasant, MI, holding a Series 66 designation with 22 years of industry experience. He has been with The Strategic Financial Alliance since 2015. Outside of his advisory role, he serves as a volunteer director for Ann Arbor City On A Hill, a charitable organization focused on preserving the mission of Concordia University-Ann Arbor. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm employs both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

Jeremy Whitmore is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has prior work history including service in the United States Army for 20 years and roles at Central Michigan University and Lowe's Home Improvement. Outside of advisory work, he owns and operates Salty Chief Farm, a business involved in cattle and agricultural sales. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance, and supports its advisory practice with a broad range of affiliated businesses and product sponsorships.

Maxwell Spiess is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Mallory Building, Family Farm and Home, Central Michigan University, and Ovid-Elise High School. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by affiliated financial and consulting businesses.

William Sienko is a financial advisor at Hantz Financial Services, Inc. based in Mt. Pleasant, MI. He holds a Series 65 designation and has been with Hantz Financial Services since 2020. His prior work experience includes roles at Northwood University, McDonald's, Apple Mountain, and several other organizations. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning and advisory services alongside affiliated banking, tax, insurance, and mortgage businesses.

Nathan Hudson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and one year of industry experience. He has been with Bankers Life Advisory Services since 2026 and has prior experience with affiliated entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Before entering the financial industry, Nathan worked in various roles such as delivery services and retail. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental, technical, and cyclical analysis in its investment approach.

Brock Williams is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with affiliated firms in the Bankers Life family since 2013. Outside of advisory services, Williams is also an insurance agent specializing in life, health, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in managing client portfolios.

Sarah Duthie is a financial advisor with Bankers Life Advisory Services, Inc. She holds the Series 66 designation and has been with the firm since 2025. Prior to joining Bankers Life, she worked at Isabella Community Credit Union for seven years. Outside of her advisory role, she manages a hobby dog breeding kennel and is a Mary Kay Beauty Consultant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and integrates fundamental, technical, and cyclical analyses in its investment approach.

Wesley Kenny is a CFP® professional with 11 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2014. He holds the Series 66 designation and is based in Mt. Pleasant, Michigan. Outside of his advisory role, he serves as the secretary and a volunteer council member for St. Paul's Evangelical Lutheran Church in Remus, Michigan. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, fiduciary, and financial planning services, supported by a parent company with affiliated banking, tax, and consulting capabilities.

Paul Heuschele is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services in 2023, he worked at Goldman Advisors Group and has held positions in various other sectors including marketing and landscaping. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.