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.

Jason Goosen is a financial advisor at Rapids Financial LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mutual Advisors, LLC, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he is a staff accountant at Brohl Tax & Accounting, PLLC, and a licensed insurance agent. Rapids Financial is a state-registered investment adviser offering discretionary wealth management and financial planning to individuals and high-net-worth clients. The firm uses a fundamental analysis approach to construct diversified portfolios primarily with low-cost mutual funds and ETFs, and it sponsors a wrap-fee program that consolidates transaction costs into a single asset-based fee.

Jeffrey Belmonte is a CFP® professional with 17 years of industry experience. He is the sole advisor at Summitview Advisors, an independent firm he has led since 2018. Prior to founding Summitview Advisors, he worked at Advanced Asset Management LLC and provided leadership coaching at 2-0 Leadership Coaching. Summitview Advisors serves individual clients, trusts, qualified retirement plans, corporations, and charitable organizations by offering portfolio management along with comprehensive and project-based financial planning. The firm’s investment approach emphasizes strategic asset allocation combined with fundamental and cyclical analysis and includes a diversified mix of asset classes and investment strategies.

Scott Morter is the principal of Morter Investment Management LLC in East Grand Rapids, MI, with 28 years of experience in the financial industry. He holds Series 63 and Series 65 designations and has been affiliated with Cornerstone University since 2004. Morter is solely responsible for managing client portfolios at his independent firm. Morter Investment Management LLC provides fee-only investment management primarily to individual clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary, individually tailored strategies focused on growth, growth-and-income, or income, utilizing fundamental investment analysis and cash management across various securities including stocks, bonds, mutual funds, ETFs, and money market funds.

Dana Edwards is a Certified Financial Planner® with nine years of industry experience. He is the principal advisor at Upbeat Financial, an independent firm based in Ada, Michigan. Edwards also holds credentials as an Enrolled Agent with the IRS, providing tax preparation and representation services in addition to his advisory role. Upbeat Financial serves individuals, families, trusts, small businesses, plan participants, and charitable organizations, offering comprehensive financial planning, tax preparation, and insurance planning. The firm operates primarily on a non-discretionary basis, partnering with third-party investment advisors and emphasizing efficient-market principles and buy-and-hold strategies.

Ryan Davis is a financial advisor at Noble Street Wealth Management with six years of industry experience. He holds a Series 65 designation and has worked at Riverside Ryders, LLC and Noble Street Financial, LLC. Davis is actively involved in a 501(c)(3) foundation, dedicating time during business hours to fundraising activities. Noble Street Wealth Management serves individual investors, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm emphasizes long-term, diversified portfolios with a focus on dividend-paying companies and tax efficiency, and it provides a subscription service for self-directed investors alongside regular client reporting.

Dale Ringerwole is a financial advisor at DC & Associates with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with DC & Associates since 2005. Outside of advising, he serves on the finance committees of the Alliance of Reformed Churches and the Kent County Conservation League. DC & Associates serves individual investors, high-net-worth individuals, and business clients with portfolio management, financial planning, and access to third-party investment solutions. The firm provides personalized Investment Policy Statements and combines house-level portfolio management with third-party managers through the AssetMark platform, offering tailored strategies based on a blend of modern portfolio theory, fundamental and technical analysis, and long-term trading.

Steven Brohl is a CFP® professional and principal of Brohl Financial LLC in Grand Rapids, MI. He has prior experience in tax and accounting, currently providing tax services as a CPA through Brohl Tax & Accounting, PLLC. His previous roles include positions at Hungerford Nichols CPAs and Advisors and Alticor Inc. Brohl Financial LLC offers discretionary investment management and comprehensive financial planning for individual and high-net-worth clients. The firm focuses on diversified portfolios using low-cost mutual funds and ETFs, with an investment process grounded in fundamental analysis and a generally long-term orientation.

Scott Pruski is the founder and sole advisor at Advosion, an independent firm based in Ada, Michigan. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Pruski is also the founder of 4tB Helmets, LLC, a venture focused on developing improved cycling and snow sports helmets. Advosion serves individuals, families, and closely-held businesses or trusts with financial planning and discretionary investment management. The firm emphasizes open-architecture, globally diversified portfolios aligned with clients’ priorities and offers a process-oriented Life-Centric Planning engagement alongside a discretionary portfolio service called Real-Life Investing.

Shad Thomas is a CFP® professional with two years of experience in financial advising. He is the sole advisor at Stamford Bridge Wealth Management LLC and has prior experience at Brighton Jones and United Bank, along with a 20-year career in the U.S. Coast Guard. Stamford Bridge Wealth Management LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm offers customized portfolio management focused on client objectives, time horizon, and risk tolerance, employing various investment strategies without institutional or wrap-fee programs.

Stephanie, a Certified Financial Planner (CFP®) professional, is dedicated to simplifying the complexities of finances. Her passion lies in guiding clients to achieve their financial goals, drawing on her personal experiences as a mom who understands the everyday challenges of balancing money and family. Stephanie enjoys helping women take charge of their finances. She believes financial education is important and wants her clients to feel like they understand what they are investing in and become empowered with their finances. She specializes in helping women navigate difficult situations such as divorce, losing a spouse, or starting a business. Stephanie holds a BSBA undergraduate degree with a major in personal financial planning. Furthering her education, she earned a master's degree in advanced financial planning with a focus on financial therapy at Kansas State University. As the former president of The Financial Planning Association of Michigan (FPA), Stephanie actively contributed to various committees, including education, NexGen, mentorship, and symposium. Currently serving as the co-chair of the career development committee, she believes in the importance of advancing the financial planning profession. Stephanie is deeply committed to mentoring financial planning students across the state, advocating for women's participation in the profession, and fostering industry connections. In her leisure, Stephanie enjoys spending time with friends and family by the lake, at concerts, or while traveling. With a love for people and relationships, she enjoys entertaining, hosting gatherings, and bringing festive decorations to every holiday celebration. She is heavily involved in her community and is a CASA volunteer. She also started a non-profit, Once Upon a Room Grand Rapids, which decorates hospital rooms for children experiencing a long-term stay

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.

Justin Hales is a financial advisor at Greenrock Wealth Management, LLC in East Grand Rapids, MI, holding Series 63 and Series 66 licenses with 15 years of industry experience. He founded Greenrock Wealth Management in 2015 and is involved in an affiliated insurance practice through Greenrock Advisory, where he is a licensed insurance agent. Greenrock Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, managing approximately $35.6 million in client assets. The firm focuses on tailored investment management using individualized asset-allocation strategies and primarily invests in mutual funds and diversified portfolios.

Brian Ellis is a financial advisor at Brooktree Capital Management Inc. in Grand Rapids, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Brooktree Capital Management since 1996. Brooktree Capital Management provides discretionary portfolio management and investment advisory services to a range of clients including individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis and utilizes various strategies tailored to clients’ income, tax situation, and time horizon.

Adam Trask is a financial advisor with Burnham & Company LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Chase. Burnham & Company LLC provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm’s investment approach combines fundamental and technical analysis, with portfolios focused on long-term growth and supplemented by short-term trades, options, mutual funds, and ETFs.

Adam Schwallier is a CFP® with 18 years of industry experience, currently serving at Schwallier Wealth Management in Grand Rapids, MI. He has previously worked at Mosaic Planners and Advisors and Steele Capital Management, Inc. Outside of advising, he owns several commercial and agricultural real estate-related businesses. Schwallier Wealth Management serves individual and high-net-worth clients as well as corporate and institutional retirement plan sponsors, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs individualized asset-allocation models and a combination of fundamental, technical, and tactical analyses, primarily using exchange-traded funds and other common securities.

John Gunther is a financial advisor at Measured Strategies LLC in Ada, MI, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Kaufman, Rossin & Co., P.A., and Ascendo Resources. Measured Strategies provides portfolio management, financial planning, and optional tax preparation services primarily to individual and high-net-worth clients. The firm employs a diverse investment approach incorporating cyclical, fundamental, quantitative, and technical analysis across various asset classes, with a focus on discretionary management guided by individualized Investment Policy Statements.

Kerby Wallick is a CFA® charterholder with 11 years of industry experience. He has been with StreamSong Advisors, LLC since 2014. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, and consulting services. The firm’s investment approach combines fundamental, technical, and cyclical analysis to establish long-term asset allocation targets with tactical flexibility tailored to client risk tolerance and goals.

Kelly Gilbert is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with EFG Financial, LLC and has previously worked at Blue Yonder Corp, Eminence Financial Investing, Retirement Wealth Advisors, and Oracle. Gilbert is also a co-owner of Eminence Financial Group, where he independently sells life insurance and annuities. EFG Financial, LLC serves individuals, high-net-worth clients, and businesses by providing retirement planning, portfolio management, and recommendations to third-party investment advisers. The firm employs a disciplined investment approach based on modern portfolio theory, proprietary model portfolios, and emphasizes tax efficiency and concentration management.

Jeffrey Stukey is a financial advisor with Strategic Navigators Private Wealth in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior roles include positions at Wealthspan Investment Management LLC, FormulaFolio Investments LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he serves as president of multiple independent financial and insurance-related firms focused on financial planning, insurance marketing, and financial technology development. Strategic Navigators Private Wealth provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm employs an asset-allocation first approach using passive, tactical, or blended strategies, with ongoing portfolio monitoring and the use of third-party sub-advisers tailored to client objectives.