William Herweyer is a financial advisor at LVZ, Inc. with a Series 65 credential and one year of industry experience. His prior work includes roles at King Company, Nelson Steel, Holland Auto Exchange, and educational positions at West Ottawa High School and Harbor Lights Middle School. LVZ, Inc. serves over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets. The firm provides investment management, financial planning, consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering a range of portfolio styles and strategies that combine fundamental and technical analysis within a top-down framework.

Nathan Baumann is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is affiliated with LVZ, Inc., where he has worked since 2007, and previously spent ten years with Next Financial Group Inc. Baumann serves on the investment committee for Resthaven, a nonprofit organization. LVZ, Inc. manages approximately $1.125 billion in assets across more than 2,400 client relationships through a team of 17 advisors. The firm offers a range of investment management and financial planning services, including customized portfolio strategies and third-party manager selection for individuals, trusts, charitable organizations, and qualified retirement plans.

Joshua Bergsma is a financial advisor at LVZ, Inc. with one year of industry experience and a Series 65 credential. His prior work history includes roles at National Corporate Housing, Belden Brick & Supply, and Hope College. He also serves as a non-registered sales assistant with Harbour Investments. LVZ, Inc. is a multi-office firm serving over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, charitable organizations, corporations, and retirement plans, utilizing a range of portfolio styles and sub-strategies that combine fundamental and technical analysis within a top-down framework.

Julie Devisser is a financial advisor at LVZ, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at LVZ, Inc. since 2002, with prior experience at NEXT Financial Group Inc. and Harbour Investments, Inc. Outside of her advisory role, she owns DUTCHBEINGME, LLC, a genealogy and photography freelance business, and serves as Vice President of Membership on the board of the Michigan Association of Calligraphers. LVZ, Inc. provides investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm serves over 2,400 client relationships through a team of 17 advisors managing approximately $1.125 billion in assets, offering diverse portfolio strategies that include Classic and Specialty options, with an emphasis on ETFs, mutual funds, and a combination of fundamental and technical analysis.

Joshua Franken is a financial advisor at LVZ, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Bayside Capital Management. Outside of advising, he serves as Vice President and Board Member of Jubilee Ministries, Inc., a nonprofit organization. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, and other entities with investment management, financial planning, and consulting services. The firm manages approximately $1.125 billion across a team of 17 advisors and offers a range of portfolio styles, including Biblically Responsible Investment variants and a combination of fundamental and technical analysis.

Eric Sale is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at LVZ, Inc. since 2009 and has held prior roles at Harbour Investments, Inc. and Next Financial Group Inc. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across a team of 17 advisors. The firm offers investment management, financial planning, consulting, and third-party manager selection, employing a two-style portfolio approach with multiple sub-strategies and combines fundamental and technical analysis in a top-down framework.

Ryan Vanderzwart is a CFP® with over 31 years of experience in the financial services industry. He has been with LVZ, Inc. since 1995 and previously worked at NEXT Financial Group and Harbour Investments, Inc. In addition to his advisory role, he owns LVZ Consulting, which offers administrative services, tax preparation, and notary public services. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets through a team of 17 advisors. The firm offers a range of portfolio styles that combine fundamental and technical analysis, with options including Biblically Responsible Investing and direct indexing, and provides investment management and consulting services to a broad client base.