Kyle Grevengoed is a CFP® with six years of industry experience, currently serving as the sole advisor at 320 Life Financial Planning in Holland, MI. His prior experience includes roles at Alight Financial Advisors and Zeiders Enterprises. He is the founder and director of Living Hope Camping Foundation, Inc., a nonprofit that funds camp and educational opportunities for families and individuals. 320 Life Financial Planning primarily provides investment management for pooled vehicles and institutional accounts, along with limited direct counseling for individual clients. The firm combines portfolio management with financial counseling and education, serving a range of clients including servicemembers and individuals affected by gambling, and offers services through hourly or annual fees rather than percentage-of-assets models.

Eric Gritter is a CFP®, CFA®, and Series 66-licensed financial advisor with 18 years of industry experience. He is the owner of Gritter Financial, LLC, which operates under the name Clearview Capital. His prior roles include positions at USA Financial Corporation and Strategic Financial Group. In addition to his advisory work, he is a licensed insurance agent and occasionally offers commissionable insurance products. Clearview Capital provides portfolio management and financial planning services to individual and high-net-worth clients, using a tailored Investment Policy Statement for each engagement. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios that include mutual funds, ETFs, equities, fixed income, real estate funds, TIPS, and insurance products.

Gary Knapp is the sole advisor at Cornerstone Asset Management, LLC, an independent registered investment adviser based in Hudsonville, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Knapp has been with Cornerstone Asset Management since 2006. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven process focused on fundamental analysis for security selection, emphasizing an efficient-market perspective and avoiding short-term trading and market timing.

Brent Bowen is the sole advisor at Bowen Financial Planning LLC in Holland, MI, holding a Series 65 license with 11 years of industry experience. He has operated his independent firm since 2014. The firm provides fee-only financial planning and investment management for individuals, couples, and families, focusing on retirement planning, tax and estate considerations, college funding, and workplace accounts. Bowen Financial Planning uses modern portfolio theory to recommend diversified allocations primarily through low-cost ETFs, no-load mutual funds, and closed-end funds, and offers both ongoing asset management and hourly consulting services.

John Knight is a financial advisor at Lamberson Knight Wealth Management LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Lamberson Knight Wealth Management since 2016. In addition to his advisory role, he is an independent insurance agent licensed in life and health insurance. Lamberson Knight Wealth Management provides personalized investment management and advisory services to individuals, high-net-worth clients, charities, pension and profit-sharing plans, and business entities. The firm employs a tactical, model-based investment approach with a generally long-term horizon and offers predominantly non-discretionary asset management, requiring client approval before trade execution.

I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches. As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals. Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests. My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank! Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Joel Genzink is a financial advisor at Magna Advisors with a Series 66 designation and two years of industry experience. He previously worked at Capital Harbor Advisors, LPL Financial, and Securities America, and has a background in real estate brokerage with RE/MAX Lakeshore. Outside of his advisory role, he is involved in mortgage and real estate services through a separate business entity. Magna Advisors provides investment management and financial planning services to individuals, high-net-worth families, family offices, and corporate clients. The firm delivers personalized portfolio management using a combination of mutual funds, ETFs, and other securities, guided by asset-allocation principles and multiple analysis methods, generally managing accounts on a discretionary basis.

Craig Ackermann is a CFP® with 25 years of experience in financial advisory services. He is currently with Stewardship Trust Advisors and has held roles at several related firms, including Stewardship Estate Planning, Stewardship Advisory Group, and Ackerman Financial. Ackermann is also a licensed insurance agent offering insurance services alongside his advisory work. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks with asset management, financial planning, and fiduciary services. The firm employs a fundamental, long-term investment approach while allowing opportunistic short-term trades and utilizes third-party managers and block trade allocations when appropriate.

Kurt Holzhueter is a financial advisor with Clearview Investments, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Clearview Financial since 2010 and also works as a high school teacher. ClearView Investments serves a diverse client base, including high-net-worth individuals and institutional clients, offering personalized investment advisory and financial planning services. The firm primarily uses passive investment management with diversified portfolios and incorporates fundamental and technical analysis, managing accounts on a discretionary basis with quarterly reviews aligned to client objectives.

Amanda Campbell is a financial advisor at Ellija Capital Management, LLC with three years of industry experience. She holds a Series 65 license and has been with Ellija Capital Management since 2022. In addition to her advisory role, she is licensed to conduct insurance sales. Ellija Capital Management is a state-registered investment adviser managing approximately $57 million in discretionary assets. The firm serves individuals, business owners, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering customized asset allocation and a long-term, diversified investment approach.

Daniel Gillett is a financial advisor at Branch Capital Management with a Series 65 credential and one year of industry experience. He has served in various roles outside finance, including long-term involvement with the Ottawa County Sheriff, Holland Township Fire Department, and the Singers Crusaders Chorus. He also provides counseling and stress management services for first responders through his sole proprietorship, Heritage Support Services. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis. The firm employs a proprietary, technically oriented investment approach with frequent asset-allocation adjustments and provides more frequent reporting than typical advisory firms.

Dean Vanderzee is a financial advisor at Branch Capital Management with three years of industry experience. He holds a Series 65 credential and has been the owner and accountant at Vanderzee, LLC since 2004, providing tax and accounting services. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis. The firm employs a proprietary, technically oriented investment discipline focused on frequent asset-allocation adjustments and provides more frequent reporting than the typical quarterly schedule.

Jacob Holtrop is a Series 65 licensed financial advisor with 11 years of industry experience. He has worked at Alliance Investment Management, LLC since 2014, including its current supported firm structure beginning in 2022. Alliance Investment Management, LLC provides discretionary and non-discretionary investment management and customized consulting services to individuals, retirement plan sponsors, trusts, estates, charities, corporations, and other business entities. The firm employs a tactical asset allocation approach using a proprietary Investment Conditions Rank to adjust sector and fund weightings and serves as the investment manager for a private pooled investment vehicle.

Eric Haas is a financial advisor at PruFid Financial Advisors LLC with 15 years of industry experience and holds a Series 65 designation. He has been affiliated with Altruist Financial Advisors LLC since 2001. PruFid Financial Advisors provides ongoing, fee-only portfolio management and advisory services to individuals, high-net-worth clients, and institutional clients. The firm employs a strategic asset-allocation approach using mutual funds and ETFs, managing approximately $358 million in assets with a focus on both discretionary and non-discretionary accounts.

Thaddeus Lubbers is a financial advisor at Ellija Capital Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Ellija Capital Management since 2007. Outside of his advisory role, he is an independent insurance agent and manages a college financial aid and planning consulting practice. Ellija Capital Management is a state-registered investment adviser managing approximately $57 million in discretionary assets for individuals, business owners, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes long-term, diversified strategies using a “bucket” approach and employs a mix of fundamental, technical, charting, and cyclical analysis to design portfolios.

Thor Nelson is a financial advisor at Alliance Investment Management, LLC with 18 years of industry experience. He has been with Alliance Investment Management since 2009. Nelson holds the Series 65 designation. Alliance Investment Management, LLC provides discretionary and non-discretionary investment management and customized consulting to individuals, retirement plan sponsors, trusts, estates, charities, corporations, and other business entities. The firm employs a tactical asset allocation approach using a proprietary Investment Conditions Rank framework and manages both individual portfolios and a private pooled investment vehicle.

Todd Ackermann is a financial advisor at Stewardship Trust Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several firms, including Stewardship Estate Planning and United Planners' Financial Services. In addition to his advisory role, Ackermann is a licensed insurance agent offering insurance services to clients. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks with asset management, financial planning, and fiduciary services. The firm employs a fundamental, primarily long-term investment approach while allowing opportunistic trading and utilizes both third-party managers and block trade allocations.

Ross Bush is a financial advisor at Graetz Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Brookstone Wealth Advisors, LLC, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, he is an owner of an insurance sales business. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of passive index exposures and tactical adjustments in its investment process and employs model portfolios while maintaining ongoing monitoring responsibilities.

John Joliat is a financial advisor at Branch Capital Management with 13 years of industry experience. He holds a Series 65 designation and has been with Branch Capital since 2011. Outside of advisory work, he is the owner of SNG Real Estate Holdings, LLC, a real estate investment business. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis for approximately 66 client relationships. The firm employs a proprietary, technically oriented investment approach with frequent asset-allocation adjustments and provides more frequent reporting than typical, focusing on non-transaction-fee mutual funds, ETFs, and occasional individual securities.

Leonard Debraber is a financial advisor with Clearview Investments, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at ClearView Financial, LLC since 2014 and previously at HBW Advisory Services LLC and HBW Insurance & Financial Services, Inc. Outside of advising, he has served as an independent contractor running the clock at Sparta High School basketball games since 1979. ClearView Investments serves individual clients, including high-net-worth individuals, as well as institutional and organizational clients. The firm primarily uses passive investment management through diversified portfolios of index mutual funds and ETFs, supplemented by fundamental and technical analysis, and the option to recommend third-party managers.