Mark Vanderpol is a CFP® and CFA® with 12 years of industry experience. He is the managing member of Vanderpol Investments L.L.C., where he has worked since 2013. Outside of his advisory role, he is also the managing member of Celestial Divide, a SaaS company focused on inheritance division assistance, and holds a health and life insurance license for advisory purposes only. VanderPol Investments L.L.C. offers investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension/profit-sharing plans. The firm utilizes a range of model portfolios and a Pastor–Stambaugh framework emphasizing value-oriented, small-cap, and relatively illiquid equities, alongside tax optimization, estate, and charitable planning services.

Noah Hoekstra is a financial advisor at VanderPol Investments L.L.C. with a Series 65 designation and three years of industry experience. He has worked at VanderPol Investments since 2022 and previously spent six years at Hoekstra Electric. VanderPol Investments LLC provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension plans. The firm uses a model-based approach with an emphasis on small-cap, value-oriented equities and incorporates tax optimization, estate, and charitable planning for larger accounts.

Richard Toth is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with VanderPol Investments L.L.C. since 2021 and previously worked at Comfort Finance Group CFG. His compensation includes a bonus based on firm-wide assets under management growth. VanderPol Investments LLC provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension/profit-sharing plans. The firm employs a range of strategies including discretionary portfolio management, tax-aware placement, and alternative investments, and offers educational seminars and workshops as part of its client services.