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.

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.

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior work at Financial Architechs. Before founding his current practice in 2018, he founded and sold a larger wealth-management business. Derrin Leigh LLC provides comprehensive investment advisory services and financial planning primarily for individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in its investment approach and regularly employs short-term trading and covered-call option strategies alongside longer-term positions.

Matthew Gusky is a financial advisor at Ardent Wealth Management in Rockford, MI, with five years of industry experience. He holds a Series 65 designation and previously worked at Lifeworks Advisors, LLC and Regal Holdings, LLC. Outside of his advisory role, he is involved in insurance sales through affiliations with Regal Financial Group and Commission Crosswise Insurance Agency. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including pension plans, trusts, charitable organizations, businesses, and individuals. The firm employs a planning-based and risk-based investment approach that integrates factor-based equity and ETF strategies, options hedging, and systematic rebalancing, combining quantitative and fundamental research with technical analysis.

James Louwerse is a financial advisor at GPS Financial Group, LLC in Grand Rapids, MI, holding CFP® and Series 63 designations with 15 years of industry experience. He has been with GPS Financial Group since 2015. Outside of his advisory role, Louwerse serves as Treasurer for the Thrive Learning Center Foundation, a private school, where he oversees budgets and financial statements. GPS Financial Group provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and pension or profit-sharing plans. The firm manages approximately $64 million in assets in-house using a long-term, discretionary approach based on modern portfolio theory.

Dennis Tubbergen is a financial advisor at Personal Legacy Planners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily with PLP Advisors, LLC since 2014. Outside of his advisory role, he is involved in buying and selling precious metals through PLP Metals, LLC and participates in other business activities including wholesale fixed life and annuity products. Personal Legacy Planners provides financial planning and investment advisory services to individuals, trusts, estates, charities, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocation and a co-adviser relationship with a third-party manager to deliver portfolio management and client service.

Adam Skedgell is a financial advisor at Swartz Wealth Management LLC, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at Adfam LLC. Swartz Wealth Management LLC is a registered investment adviser that provides ongoing portfolio management and modular financial planning to individuals, high-net-worth clients, and entities such as trusts and estates. The firm focuses on passive, long-term investment strategies using low-cost index funds and ETFs, and offers educational content and seminars to clients and prospects.

Joel Poortenga is a financial advisor at GPS Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with GPS Financial Group since 2016. The firm provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. GPS Financial Group manages approximately $64 million in assets using a two-advisor structure and applies modern portfolio theory with a long-term trading approach, typically managing accounts on a discretionary basis.

Frederick Gearhart is a financial advisor with Personal Legacy Planners in Grand Rapids, MI, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His career includes roles at Illuminated Insurance Services, Luminist Capital, and Advisory Advocates. He serves as a trustee of a trust that owns part of Luminist Capital and Advisory Advocates and is involved in insurance sales and the sale of precious metals through affiliated entities. Personal Legacy Planners provides financial planning and investment advisory services to individuals, trusts, estates, charities, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocation and a co-adviser relationship with a third-party sub-adviser for portfolio management while maintaining client oversight.

Nicolle Rumsey is a financial advisor at Blue Water Asset Management with six years of industry experience. She holds a Series 65 designation and has previously worked at LPL Financial. Outside of her advisory role, she is an independent contractor for J&N Cleaning in Cedar Springs, MI. Blue Water Asset Management provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm employs tailored, discretionary strategies using model portfolios and third-party sub-advisers, serving a diverse client base that includes pension plans, banks, and insurance companies.

Jason Main is a financial advisor at MDRN Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Huntington Financial Advisors, The Huntington Investment Company, and J.P. Morgan Securities LLC. Outside of his advisory role, he serves as a server and bartender at Grill 111, a restaurant in Rockford, MI. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term orientation, utilizing independent managers, mutual funds, ETFs, and individual securities.

Mark Moerdyk is a financial advisor at Cornerstone Wealth Partners, LLC, holding a Series 65 credential. He has seven years of experience with Keystone Financial Coaching, a personal finance and budgeting consulting service he owns and operates, and previously worked at Allstate Insurance Company for seven years. Cornerstone Wealth Partners provides advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm uses an academic, evidence-based, globally diversified investment approach and offers both discretionary asset management and co-advisory services.

William Alphenaar is a financial advisor with Aspen Investment Management Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Aspen Investment Management since 1993. Aspen Investment Management provides discretionary and some non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, and charitable institutions. The firm uses a combination of fundamental and technical analysis, model asset allocations, and tactical adjustments, and offers participant account management through a third-party platform.

Sara Lewis is a CFP® professional with nine years of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. She previously worked at Watkins Ross for three years before joining her current firm. Henrickson Nauta Wealth Advisors is an SEC-registered investment advisory firm managing approximately $805 million for individuals, high-net-worth families, trusts, estates, qualified retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–informed approach, constructing customized portfolios using mutual funds, ETFs, individual securities, and unaffiliated Independent Managers, while providing fiduciary discretionary investment management and additional services such as family office support and business succession planning.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Henrickson Nauta since 2018, following eight years at Ameriprise Financial Services, Inc. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–informed approach and offers customized portfolios using mutual funds, ETFs, individual securities, and independent managers, while providing fiduciary discretionary investment management and additional services such as family office support and business succession planning.

Matthew Leskovar is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with MPM Wealth Advisors and is also the owner and CPA of Leskovar Financial, where he provides tax and accounting services. His prior work includes roles at Doeren Mayhew and Beene Garter, LLP. MPM Wealth Advisors is an SEC-registered firm serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers managed accounts, model portfolios, financial planning, and educational seminars.

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.

Jay Greer is a financial advisor at Blue Water Asset Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Blue Water Asset Management since 2015. In addition to his advisory role, he is a partner and 20% owner of Renucell Group, LLC, a health care company specializing in skin cream, where he participates in strategic planning and operational oversight. Blue Water Asset Management serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, financial planning, pension consulting, and advisory consulting. The firm employs tailored, discretionary strategies using model portfolios and third-party sub-advisers and offers a broad range of investment options and pension services.

Miles Kuperus is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Aspen Investment Management Inc. since 2020 and previously at Plant Moran for one year. Aspen Investment Management Inc. provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth clients, trusts, estates, and charitable institutions. The firm utilizes a combination of fundamental and technical analysis, model asset allocations, and tactical adjustments to construct portfolios using individual securities, mutual funds, and ETFs.