Kyle Grevengoed is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at 320 Life Financial Planning. He has worked at Alight Financial Advisors and Zeiders Enterprises and began his career at Lake Michigan Credit Union. In addition to his financial advising work, he is the founder and director of Living Hope Camping Foundation, a nonprofit that helps families and individuals attend camps and educational events. 320 Life Financial Planning primarily manages pooled and institutional investment accounts while providing limited direct counseling to individual clients. The firm combines investment management with financial counseling and education, serving clients through contracts that include support for servicemembers and individuals affected by gambling, and delivers services through workshops and publications.

Ian Foreman is a CFP® professional with nine years of experience in the financial services industry. He is the principal advisor at Entrusted Stewardship LLC, an independent firm he founded in 2026. Prior to this, Ian held roles at Fifth Third Securities and Fifth Third Bank. Outside of financial advising, he worked as a server at Waverly Stone Gastropub. Entrusted Stewardship LLC provides fee-only financial planning services to individual clients through subscription, project-based, and hourly engagements. The firm focuses on advisory-only services without managing assets or taking custody, offering investment recommendations that generally follow passive, Modern Portfolio Theory principles using index mutual funds and ETFs.

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.

Brent Bowen is the sole advisor at Bowen Financial Planning LLC in Holland, MI, holding a Series 65 designation with 11 years of industry experience. He has led his independent firm since 2014. Bowen Financial Planning LLC provides fee-only financial planning and portfolio management services to individuals, couples, and families. The firm employs a goals-to-implementation process grounded in modern portfolio theory, focusing on low-cost ETFs, no-load mutual funds, and closed-end funds, and offers a combination of assets-under-management and hourly consulting models.

John Knight is a financial advisor with Lamberson Knight Wealth Management LLC, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has led Lamberson Knight Wealth Management since 2016. In addition to his advisory role, Knight is an independent insurance agent licensed in life and health insurance. Lamberson Knight Wealth Management offers 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 non-discretionary management style, combining strategic asset allocation with client-approved trade decisions and integrating coordinated insurance recommendations.

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. Freedom Financial Consulting is an independent, single-advisor firm providing portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm’s investment approach incorporates modern portfolio theory with technical analysis and employs a long-term trading strategy across various asset classes.

Dragan Filipovic is the sole advisor at Gold Coast Capital Management, LLC, an independent firm. He holds a CFA charter and has four years of experience in financial advising. In addition to his advisory role, Dragan works as a Finance Director at Optum, a pharmacy business. Gold Coast Capital Management provides discretionary asset management and negotiable fixed-fee financial planning primarily to individuals, high net worth clients, trusts, charitable organizations, and estates. The firm uses a fundamental-analysis approach and actively incorporates options trading and derivatives strategies in client portfolios under discretionary authority.

Joel Genzink is a financial advisor at Magna Advisors in Holland, MI, holding a Series 66 designation with two years of industry experience. His background includes roles with Capital Harbor Advisors, LPL Financial, and a real estate brokerage spanning over a decade. In addition to advisory work, he is licensed as a real estate broker. Magna Advisors provides customized investment management and financial planning services to individuals, high-net-worth clients, family offices, and small businesses. The firm focuses on client-specific asset allocation using fundamental analysis and mutual fund/ETF selection, with portfolio reviews conducted at least quarterly.

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.

Logan Fields is a financial advisor with Connected Financial Strategies LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Connected Financial Strategies in 2026, he worked at Eagle Strategies and NYLIFE Securities LLC from 2023 to 2026, and Brookstone Capital Management from 2021 to 2023. He operates under the DBA name of Connected Financial Strategies, LLC for the purpose of selling New York Life products and services. Connected Financial Strategies LLC provides investment advisory, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management primarily using exchange-traded funds, supplemented by mutual funds, individual securities, and cash, employing both fundamental and technical analysis with a long-term orientation.

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.

Eric Haas is a financial advisor at Prufid Financial Advisors LLC with 16 years of industry experience. He holds a Series 65 designation and has been affiliated with Altruist Financial Advisors LLC since 2001. Prufid Financial Advisors provides fee-only portfolio management and advisory services to individuals, high-net-worth clients, and various institutional clients, including corporate pension plans and private investment funds. The firm employs a strategic asset-allocation approach using primarily mutual funds and ETFs and manages assets largely on a non-discretionary basis.

John Joliat is a financial advisor at Branch Capital Management with 14 years of industry experience. He holds a Series 65 designation and has been with Branch Capital Management since 2011. Outside of his advisory role, he is the owner of SNG Real Estate Holdings, LLC. Branch Capital Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm employs a proprietary technical investment approach with frequent asset-allocation adjustments and integrates financial planning as part of its investment management service.

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.

John Hopkins is a financial advisor at Cedar Ridge Investment Management LLC with two years of industry experience. He has been a partner in the income tax firm where he works and has spent 12 years at Prospect Financial Solutions, LLC. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm employs a variety of analytical approaches combined with professional judgment and offers strategies focused on both long-term holdings and more dynamic rebalancing.

Douglas Plamondon is a financial advisor with DB & C Advisors, LLC, holding a Series 65 designation and 16 years of industry experience. He has been with DB & C Advisors since 2011 and is also associated with Deboer, Baumann & Company, a CPA and tax preparation firm, where he has involvement beyond investment activities. DB & C Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a variety of investment analysis methods and offers tailored portfolio management with ongoing monitoring and regular reviews.

Heather Mosher is a financial advisor with West Michigan Advisors, holding a Series 66 designation and 17 years of industry experience. She previously worked at Raymond James & Associates for 12 years before joining West Michigan Advisors in 2022. Outside of her advisory role, she manages a YouTube channel where she creates and edits videos. West Michigan Advisors serves individuals, families, trusts, retirement plans, and other advisers, offering discretionary investment management and financial planning. The firm constructs customized portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, employing both fundamental and technical analysis within a primarily long-term investment approach.

Brendon Johnson is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation and 14 years of industry experience. He has been with CapTrust in various roles since 2015. Outside of his advisory work, Johnson serves as treasurer for Zeeland Christian Schools, a local nonprofit. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm employs a mix of fundamental and technical analysis with a long-term investment orientation, offering discretionary and non-discretionary management across a range of securities and strategies.

Kirsen Doolittle is a financial advisor with West Michigan Advisors holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Macatawa Bank and its related brokerage services, infinex Investments, and West Michigan Financial Services. West Michigan Advisors serves a range of clients including individuals, high-net-worth families, trusts, and businesses, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm constructs customized, primarily long-term portfolios using a mix of ETFs, mutual funds, equities, bonds, and alternative investments, and maintains ongoing client contact with periodic reviews.

Caleb Schoon is a financial advisor at West Michigan Advisors with a Series 65 credential and three years of industry experience. His previous roles include positions at Gasaway Investment Advisors, Inc. and Northwestern Mutual, as well as teaching experience at Hope College. West Michigan Advisors serves individuals, families, trusts, estates, charitable organizations, and businesses by providing discretionary investment management, financial planning, and family office services. The firm constructs customized long-term portfolios using a variety of investment vehicles and applies both fundamental and technical analysis in its approach.