Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 credentials and has 16 years of industry experience, including 17 years at Financial Architechs prior to founding his current firm in 2018. Derrin Leigh LLC provides comprehensive investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in managing discretionary portfolios that include ETFs, equities, mutual funds, bonds, and REITs, and routinely employs short-term trading and covered-call option strategies.

Andrew Wentworth is a CFA® charterholder and financial advisor at Wentworth Wealth Group with nine years of industry experience. Before founding his independent firm, he worked at Northwestern Mutual, Empower, and TD Ameritrade. Wentworth Wealth Group serves individuals and high-net-worth clients by providing ongoing portfolio management guided by fundamental analysis, modern portfolio theory, and quantitative methods. The firm employs a long-term trading approach tailored to each client’s goals and typically manages accounts on a discretionary basis using mutual funds, ETFs, equities, fixed income, and select non-U.S. securities.

Andrew Howard is the principal at Howard Fiduciary Investments with a Series 65 designation and nine years of industry experience. Prior to founding his independent firm in 2026, he spent ten years at Fiduciary Financial Advisors. Outside of his advisory role, he is involved in a business coaching venture and maintains a separate equity investment entity. Howard Fiduciary Investments offers discretionary investment management and financial planning services to individuals, families, trusts, estates, retirement accounts, business entities, and nonprofit organizations. The firm employs a multi-method analysis framework and provides tailored investment strategies and planning tiers to align with clients’ objectives, risk tolerances, and tax considerations.

Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

Donald Price III is a financial advisor with Mitch Lyons Wealth LLC in Rockford, MI. He holds a Series 65 designation and has been with the firm since 2022, previously working for Geek Squad from 2016 to 2022. Mitch Lyons Wealth LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, offering tailored investment strategies and written policy statements. The firm employs a blend of analytical methods and utilizes both long-term and options trading strategies.

Adam Skedgell is a Series 65-licensed advisor at Swartz Wealth Management LLC with one year of industry experience. He previously worked at Adfam LLC for a total of four years, interspersed with periods of unemployment. Swartz Wealth Management LLC is a newly established registered investment adviser that provides portfolio management and financial planning services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm emphasizes passive, long-term investment strategies using low-cost index funds and ETFs, supported by fundamental analysis and strategic asset allocation.

Jason Main is a financial advisor at MDRN Capital with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Huntington Financial Advisors, The Huntington Investment Company, and J.P. Morgan Securities LLC. Outside of finance, he is involved as a server and bartender at Grill 111 in Rockford, Michigan. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services through a multi-advisor team model. The firm constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, employing both fundamental and technical analysis with a primarily long-term focus.

Sara Lewis is a CFP® professional with nine years of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. since 2017. Prior to this, she worked at Watkins Ross for three years. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm providing wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm manages approximately $998.5 million in assets and emphasizes a long-term investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, individual securities, and alternative investments where appropriate.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, Michigan, with 21 years of industry experience. She holds a Series 66 designation and has worked at Henrickson Nauta since 2018, following eight years at Ameriprise Financial Services. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $998.5 million in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, offering portfolio management using mutual funds, ETFs, individual securities, and alternative investments.

Douglas Henrickson is a financial advisor with Henrickson Nauta Wealth Advisors, Inc. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. Henrickson has been affiliated with Vision Capital Partners, Inc. and Triad Advisors, Inc. since 2006. Henrickson Nauta Wealth Advisors, Inc. provides wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $998.5 million in assets with a team of ten advisors and employs a long-term investment approach based on modern portfolio theory, including diversified portfolios comprised of mutual funds, ETFs, and alternative investments.

Tamara Snable is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Vision Capital Partners, Inc. since 2008 and Triad Advisors, Inc. from 2008 to 2024. Outside of her advisory role, she serves as a Notary Public for the State of Michigan without collecting fees. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm that provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and organizations. The firm manages approximately $998.5 million in assets, employs a long-term investment approach based on modern portfolio theory, and offers portfolio management alongside plan and family office services.

Adam Waleskowski is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bankers Life and Henrickson Nauta Wealth Advisors. Outside of advising, he is also an insurance agent affiliated with Henrickson Nauta Insurance Advisors, LLC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $998.5 million in assets for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, utilizes a range of investment vehicles, and offers services including portfolio management, financial planning, and family office support.

Shawn Healy is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Henrickson Nauta in 2023, he worked at Fifth Third Securities for 21 years. Healy is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm that provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages nearly $1 billion in assets with a team of ten advisors, employing a long-term investment approach based on modern portfolio theory and offering both individual and pooled investment solutions.

Jeffery Nauta is a CFP® and CFA® with 22 years of industry experience. He has worked at Henrickson Nauta Wealth Advisors, Inc. since 2015 and previously spent 12 years at Triad Advisors, Inc. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, and institutions with wealth management, financial planning, and investment services. The firm manages nearly $1 billion in assets and employs a long-term, modern portfolio theory-based investment approach using a range of securities and third-party solutions.

Anna Maria Astor is a CFP® professional at Henrickson Nauta Wealth Advisors, Inc. with two years of industry experience. Prior to joining Henrickson Nauta Wealth Advisors, she worked at the Sanford Center for Financial Planning and Fisher Investment House. She also studied full time while gaining experience at Western Michigan University. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on modern portfolio theory and offers portfolio management, financial planning, and consulting services.

Alex Blick is a CFP® professional affiliated with Henrickson Nauta Wealth Advisors, Inc. He has two years of experience in the financial advisory industry, including prior roles at The Connable Office and Henrickson Nauta Wealth Advisors. Before entering the advisory field, he held positions outside finance at Onix Painting and The Pump House Frozen Yogurt. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and various organizations. The firm employs a long-term investment approach based on modern portfolio theory, managing nearly $1 billion in assets through a team of ten advisors offering services ranging from portfolio management to family office solutions.

Michael Lovell is a financial advisor at MDRN Capital with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Prudential Financial Planning Services. Lovell also engages in insurance sales as a secondary business activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and utilizes unaffiliated Independent Managers alongside low-cost mutual funds and ETFs, focusing primarily on long-term portfolio construction with flexibility for short-term adjustments.

Mark Henley is a CFP® professional at Henrickson Nauta Wealth Advisors, Inc. with one year of industry experience. Prior to joining Henrickson Nauta, he worked nine years at BDO USA PC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, managing approximately $998.5 million in assets through a team of ten advisors.

Thomas Turner is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has worked at Consolidated Portfolio Review Corp since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. In addition to his advisory work, he has been involved in Turner Auto since 1982. Consolidated Portfolio Review Corp serves individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans, through a multi-advisor platform. The firm offers tailored investment management and financial planning services, combining strategic asset allocation with fundamental and technical analysis, and provides access to proprietary model portfolios and third-party sub-advisors.