LVZ, Inc.

Robert Stewart is a financial advisor with LVZ, Inc. in Cordele, GA, holding a Series 66 credential and 21 years of industry experience. He has worked at LVZ, Inc. since 2020 and previously spent five years at Harbour Investments, Inc. Stewart is also the owner and operator of Stewart Financial Group, an independent insurance agency, and is involved in tax consulting and property evaluation dispute resolution. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blended investment approach combining fundamental and technical analysis with qualitative review of economic and social trends, offering portfolios in Classic and Specialty styles.

Colton Cockerell is a financial advisor at LVZ, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at NEXT Financial Group since 2015. Outside of his advisory role, he is involved in insurance sales, including life, health, long-term care, and fixed annuities. LVZ, Inc. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, and retirement plans. The firm employs a blend of fundamental and technical analysis with a top-down review of economic and social trends, implementing strategies primarily through ETFs, mutual funds, and variable annuity subaccounts.

Nathan Wood is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with LVZ, Inc. and previously worked at Greenridge Fruit and Blue Sky Window Cleaners. Outside of his advisory role, he owns Nate Wood Enterprises, LLC, which operates a camper rental business. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm uses a blend of fundamental and technical analysis combined with qualitative economic and social reviews to manage portfolios primarily through ETFs, mutual funds, and other pooled investment vehicles.

Timothy Sharer is a financial advisor with LVZ, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LVZ, Inc. since 2024 and has also worked at Next Financial Group, Inc. since 2002. Outside of his advisory role, Sharer is the owner of Sharer McKinley Group, which provides life insurance, long-term care, and annuity sales, and he is an author of a book. LVZ, Inc. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blend of fundamental and technical analysis supported by a top-down review from an internal Investment Committee, implementing strategies primarily through ETFs, mutual funds, and other pooled investment vehicles.

Michael Hodgson is a financial advisor with LVZ, Inc. in Rock Hill, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Next Financial Group Inc for 12 years before joining LVZ, Inc. in 2021. Outside of his advisory role, Hodgson serves as president of SAFE HARBOR INVESTMENTS INC, an S-Corp specializing in fixed life and long-term care insurance. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a combined fundamental and technical investment process guided by an internal committee, offering portfolios in Classic and Specialty styles implemented mainly through ETFs, mutual funds, and other pooled vehicles.

Nathan Baumann is a CFP® with 18 years of industry experience. He is affiliated with LVZ, Inc. and has worked there since 2007. Prior to and concurrently with his current role, he held positions at Harbour Investments, Inc. and Next Financial Group Inc. Baumann serves on the investment committee of Resthaven, a nonprofit organization. LVZ, Inc. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blend of fundamental and technical analysis alongside a qualitative top-down review, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and similar vehicles.

Joshua Bergsma is a financial advisor with LVZ, Inc. in Holland, MI, holding a Series 65 designation and one year of industry experience. His prior work includes roles at National Corporate Housing, Belden Brick & Supply, and Hope College. He also works as a non-registered sales assistant for Harbour Investments. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, corporations, and qualified retirement plans. The firm’s investment approach combines fundamental and technical analysis with a qualitative review of economic and social trends, implementing strategies primarily through ETFs, mutual funds, and other pooled vehicles.

Ralph Wood is a ChFC®-designated financial advisor with 39 years of industry experience. He has worked at LVZ, Inc. since 2017, following prior roles at Harbour Investments, Inc. and Next Financial Group Inc. Wood also operates Wood Wealth Management, a DBA for his investment advisory business. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blend of fundamental and technical analysis with qualitative, top-down economic and social reviews, offering portfolios across Classic and Specialty styles primarily through ETFs, mutual funds, and other pooled investment vehicles.

Julie Devisser is a financial advisor at LVZ, Inc. with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Harbour Investments, Inc. She is also the owner of DUTCHBEINGME, LLC, a genealogy business focused on photography, writing, and genealogy, and serves as Vice President of Membership on the board of the Michigan Association of Calligraphers. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blend of fundamental and technical analysis supported by an internal Investment Committee and offers portfolios in Classic and Specialty styles, primarily implemented through ETFs, mutual funds, and other pooled investment vehicles.

Joshua Franken is a financial advisor at LVZ, Inc. with six years of industry experience. He previously worked at Edward Jones and Bayside Capital Management. He serves as Vice President and board member of Jubilee Ministries, Inc., a nonprofit organization. LVZ, Inc. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm’s investment approach combines fundamental and technical analysis with a qualitative review of economic, political, and social trends, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and similar vehicles.

Joseph Bartmess is a financial advisor with LVZ, Inc. in Wildwood, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LVZ, Inc. in 2022, he spent 11 years at SagePoint Financial. Outside of his advisory role, Bartmess serves on several nonprofit boards, including the Wildwood Family YMCA and Canterbury Enterprises, and participates in community organizations such as the Rotary Club of West St Louis County and the American Financial Education Alliance. LVZ, Inc. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and qualified retirement plans. The firm’s investment process combines fundamental and technical analysis with a qualitative review of broader trends, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and similar vehicles.

Eric Sale is a financial advisor at LVZ, Inc. with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Harbour Investments, Inc. and Next Financial Group Inc. LVZ, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm combines fundamental and technical analysis with qualitative reviews of economic and social trends, implementing strategies primarily through ETFs and mutual funds across a range of portfolio styles.

Matthew Bostwick is a financial advisor with LVZ, Inc. in Belleair, FL, holding a Series 65 designation and 12 years of industry experience. He previously worked at Next Financial Group, Inc. for six years before joining LVZ in 2021. Outside of his advisory role, he is the owner of Coastline Capital Management, a DBA providing investment advisory services, and is licensed to offer fixed annuities, life insurance, and Medicare supplement products. LVZ, Inc. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm’s investment approach combines fundamental and technical analysis with a qualitative review of economic, political, and social trends, implementing strategies primarily through ETFs, mutual funds, closed-end funds, and variable annuity subaccounts.

Zachary Phillips is a financial advisor with LVZ, Inc. in Clarkesville, GA, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Securities America Advisors and NEXT Financial Group. Outside of his advisory work, he serves as a board member on the Clarkesville Planning Commission. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blend of fundamental and technical analysis combined with a top-down review of economic and social trends, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and related vehicles.

Julie Endicott is a financial advisor at LVZ, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Harbour Investments, Inc. and Keystone Financial Group. Outside of advising, she is also licensed as an insurance agent. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm uses a blend of fundamental and technical analysis alongside qualitative reviews by an internal Investment Committee, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and other pooled investment vehicles.