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.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

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.

Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Robert Boylen is the sole advisor at Robert Charles Capital Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Robert Charles Capital Management since 2016. Robert Charles Capital Management provides discretionary portfolio management, financial planning, and consulting services primarily to individual clients across various wealth levels, as well as charitable, corporate, pension/profit-sharing plans, and pooled investment vehicles. The firm uses a process combining fundamental, technical, and qualitative analysis to manage accounts on a discretionary basis, employing individual securities or ETFs/index funds depending on account size, and also sponsors a private pooled investment vehicle focused on early-stage preferred equity investments.

Jeffrey Belmonte is a CFP® professional with 17 years of industry experience. He is the sole advisor at Summitview Advisors, an independent firm he has led since 2018. Prior to founding Summitview Advisors, he worked at Advanced Asset Management LLC and provided leadership coaching at 2-0 Leadership Coaching. Summitview Advisors serves individual clients, trusts, qualified retirement plans, corporations, and charitable organizations by offering portfolio management along with comprehensive and project-based financial planning. The firm’s investment approach emphasizes strategic asset allocation combined with fundamental and cyclical analysis and includes a diversified mix of asset classes and investment strategies.

Christopher Villaire is the sole advisor at Villaire Financial, LLC in Grand Rapids, MI. He holds a Series 65 designation and has four years of industry experience, including prior work at Tina's Catering, Inc. and ongoing studies since 2012. Villaire Financial, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and business owners. The firm employs a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis, generally using a long-term trading approach with documented risk tolerance and regular rebalancing.

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.

James Vermeulen is the sole advisor at Vermeulen Capital Management in Grand Rapids, MI, holding a Series 65 designation with 15 years of industry experience. He has operated Vermeulen Capital Management since 1993. Vermeulen Capital Management provides discretionary investment supervision and non-discretionary consultation on a fee-only basis to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable institutions. The firm employs a combination of fundamental and technical analysis and offers tailored portfolio oversight with strategies ranging from long-term buy-and-hold to shorter-term trading.

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.