Aaron Wassenaar is a financial advisor at Action Point Retirement Group LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Fiduciary Financial Advisors since 2024, in addition to his role at Action Point Retirement Group since 2015. Action Point Retirement Group serves individual clients, including high-net-worth individuals, as well as sponsors of ERISA and non-ERISA retirement plans. The firm provides portfolio management, investment policy development, manager selection, plan benchmarking, and employee education through seminars and meetings, employing a mix of fundamental and technical analysis with a focus on non-discretionary account management.

Tammera Nevins is a financial advisor at Freedom Financial Consulting with two years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Investment Management and Wells Fargo Advisors. Outside of finance, she works part-time as a bartender at Brewery 4Two4. Freedom Financial Consulting provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of long-term trading, modern portfolio theory, and technical analysis, utilizing mutual funds, equities, fixed-income securities, ETFs, and Treasury inflation-protected securities.

Jeffery Mccormick is a financial advisor at Zephyr Advisers with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Beck Bode, LLC, Cetera Financial Specialists LLC, and Cetera Investment Advisors LLC. Outside of his advisory role, he owns and operates a garden nursery business. Zephyr Advisers provides wealth management, portfolio management, and financial planning services to individuals and retirement plan advisory services to plan sponsors. The firm focuses on long-term investment strategies using primarily low-cost, diversified ETFs and offers specialized ERISA 404(c) support and 3(21)-style retirement plan consulting.

Maria Kuitula is a financial advisor at Wordhouse Wealth Coaching with 15 years of industry experience. She holds a Series 65 designation and has been with Wordhouse Wealth Coaching since 2012. The firm serves individual clients with ongoing wealth coaching, financial education, portfolio analyses, and coordination with third-party advisers. Wordhouse Wealth Coaching utilizes a Free Market philosophy and a proprietary FMIA/MRI process to develop globally diversified, evidence-based portfolios, operating in a co-advisory role while third-party RIAs handle investment management.

Mark Vanderpol is a CFP®, CFA®, and Series 65 credentialed advisor with 12 years of industry experience. He has been the managing member of Vanderpol Investments L.L.C. since 2013. Outside of advisory services, he is the managing member of Celestial Divide, an inheritance division assistance software company. Vanderpol Investments L.L.C. provides advisory services to individuals, high-net-worth clients, corporations, and employee benefit plans, managing approximately $108 million in discretionary assets. The firm employs a risk-graded model portfolio approach combined with fundamental and cyclical analysis, with a focus on small-cap, value-oriented equities and tax-aware strategies.

Adam Minor is a financial advisor at RBS Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and several other firms. Outside of his advisory role, he is active as a Realtor with United Realty Services. RBS Wealth Management provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm employs a range of investment strategies and asset classes, combining fundamental and technical analysis to tailor portfolios to client objectives.

Matthew Mckeown is a financial advisor at Pearl Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sandy Morris Financial Services and Questar Capital Corporation. In addition to his advisory role, he is a licensed insurance agent offering life insurance, Medicare, and annuity products in Florida and other states. Pearl Wealth Group serves individual and high-net-worth clients by providing portfolio management and financial planning, utilizing a range of analysis methods and offering access to third-party money managers and sub-advisors. The firm’s principals are also licensed insurance agents and employ unique practices such as fee-sharing arrangements and the use of specific custodians.

Logan Fields is an investment advisor at Connected Financial Strategies LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Eagle Strategies (NY Life), NYLIFE Securities LLC, Brookstone Capital Management, and State Farm Insurance. Connected Financial Strategies LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and plan sponsors. The firm emphasizes a long-term investment approach using exchange-traded funds, mutual funds, stocks, and bonds, and offers ERISA-focused retirement plan consulting and oversight of independent managers.

William Blackston is a financial advisor at Pearl Wealth Group with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Sandy Morris Financial and Royal Fund Management, where he operated under Blackston Financial Advisory Group. In addition to his advisory role, he is a licensed insurance agent in Florida, offering life insurance, Medicare, annuities, and related services. Pearl Wealth Group serves individual and high-net-worth clients by providing portfolio management, financial planning, and access to third-party money managers and sub-advisors. The firm employs a range of investment analysis techniques and offers a variety of investment products, combining discretionary trading authority with documented client objectives.

Ryan Stephen is a financial advisor at RBS Wealth Management with 16 years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and Edward Jones. Outside of his advisory role, he is involved in NXT Ventures LLC, an entity he created to support his children’s startup businesses by providing capital and business oversight. RBS Wealth Management offers personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices and trusts. The firm manages portfolios using a mix of mutual funds, ETFs, equities, bonds, options, and alternative investments, employing fundamental and technical analysis with a focus on long-term strategies while accommodating shorter-term trades when appropriate.

Noah Hoekstra is a financial advisor at VanderPol Investments L.L.C. in Caledonia, MI, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he worked at Hoekstra Electric for six years. VanderPol Investments provides advisory services to individuals, high-net-worth clients, corporations, and employee benefit plans, managing approximately $108 million in discretionary assets across about 105 client relationships. The firm employs a risk-graded model portfolio approach incorporating fundamental and cyclical analysis, tax-aware strategies, and access to alternative private funds, and offers educational seminars and consulting services alongside portfolio management.

Curtis Lehnert is a CFA® charterholder with two years of industry experience. He is the principal of Cedar Ridge Investment Management LLC, where he has worked since 2023. Prior to this, he held positions at DAE Capital Advisors, Smartkarma Innovations, and Starlight Capital Group, and managed his personal investment account from 2014 to 2017. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm combines quantitative models with fundamental, technical, cyclical, and economic analysis to guide investment decisions and offers both discretionary and non-discretionary accounts with asset-based fees.

Phyllis Wordhouse is a CFP® professional with 41 years of experience in financial advising. She has led Wordhouse Wealth Coaching since 2008, focusing on wealth coaching and financial education. Wordhouse Wealth Coaching serves individual clients with a range of financial situations, offering ongoing coaching, education classes, portfolio analyses, and third-party adviser recommendations. The firm employs a Free Market philosophy and a proprietary FMIA/MRI process to guide evidence-based, globally diversified portfolios managed by a third-party RIA.

Richard Toth is a financial advisor at VanderPol Investments L.L.C. with four years of industry experience. He holds a Series 65 designation and has worked at VanderPol Investments since 2021. Prior to that, he was self-employed and worked at Comfort Finance Group CFG. VanderPol Investments LLC provides advisory services to individuals, high-net-worth clients, corporations, and employee benefit plans. The firm manages approximately $108 million in discretionary assets and employs a documented investment approach that includes risk-graded model portfolios, tax-aware allocations, and access to alternative private funds.

Derek Prusa is a CFP®, CFA®, and Series 66-registered financial advisor with nine years of industry experience. He is currently a managing member and Chief Compliance Officer at Aspire Wealth, where he has worked since 2020, and also serves as managing partner at Advisor 123 LLC, providing investment signals to other advisors. Prior to these roles, he worked at Retirement Wealth Advisory and FormulaFolio Investments. Aspire Wealth serves individuals, businesses, charities, and retirement plans with comprehensive financial planning, consulting, and portfolio management. The firm uses proprietary model portfolios and tactical asset allocation, combining fundamental and technical analysis with modern portfolio theory, and maintains an affiliated model-signal business distributing licensed models to other registered investment advisers.

Patrick Sokol is an investment advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, and MEA Financial Services since 2016. Prior to his financial services career, he worked for 25 years at Kelloggsville Public Schools. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association and their families, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on client objectives and employs fundamental, technical, and cyclical analysis without discretionary trading by its advisors.

Benjamin Webster is a CFP® with 10 years of industry experience, currently serving as a managing member and investment adviser representative at Aspire Wealth in Caledonia, MI. He is also a managing partner at Advisor 123 LLC, where he provides trading signals to other investment advisers. Webster’s prior experience includes roles at Retirement Wealth Advisors, FormulaFolios, and LPL. Aspire Wealth serves individuals, businesses, charities, and retirement plans with comprehensive financial planning, consulting, and portfolio management. The firm uses proprietary model portfolios and offers discretionary management incorporating tactical asset allocation, fundamental and technical analysis, and modern portfolio theory.

Stephen Witte is a CFP® with eight years of industry experience, currently affiliated with Equita Financial Network, Inc. He has held positions at several firms, including Midwest Capital Advisors, LLC, and has a background in real estate with Coldwell Banker Schmidt Real Estate. Outside of his advisory role, he serves as Senior Manager of Compliance at Mission Driven Finance, focusing on impact investing private funds. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives.

Morgan Hunt is a Series 66-credentialed financial advisor with Fairway Investment Group, LLC and affiliated firms, holding one year of industry experience. Prior to his advisory roles, he worked for seven years at Martin Public Schools. He is also a representative with MEA Financial Services, where he is licensed to sell insurance products. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association and their families, providing fee-based portfolio management and advisory services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and delivers investment strategies through LPL Financial-sponsored programs tailored to client objectives.

Brian Platte is a financial advisor at Aspire Wealth with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Advisor 123 LLC, Full Spectrum Retirement Services, and Retirement Wealth Advisors. Outside of his advisory roles, he serves as president of Fynch, Inc., a technology company based in Grand Rapids, MI. Aspire Wealth serves individuals, businesses, charities, and retirement plans through comprehensive financial planning, consulting, and portfolio management. The firm uses proprietary model portfolios and provides licensed model signals to other registered investment advisers.