Ryan Deters is a CFP® with five years of industry experience, currently serving at Grand Wealth Management, LLC. He previously worked at Fiduciary Financial Advisors and spent over a decade at Steelcase. Outside of his advisory role, Ryan serves as Vice President and Director on the board of the South Haven Vacation Rental Alliance. Grand Wealth Management provides fee-only wealth management, financial planning, and institutional investment management services to individuals, families, foundations, and employer-sponsored plans. The firm uses a systematic process based on Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Samuel Genzink is a financial advisor at Straight Path Wealth Management with a Series 65 designation and two years of industry experience. His prior work includes roles at Thatcher Wealth Management, Grand Rapids Christian Schools, and Calvin University. Straight Path Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporate retirement plans, corporate investment accounts, and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis, actively managing portfolios with ETFs, mutual funds, individual securities, and tactical strategies including derivatives and short selling.

Taylor Steward is a financial advisor with Mattson Financial Services, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Mattson Financial Services since 2019 and has prior experience with Fred Haight Insurance Agency and Lakeview Financial Group, where he also serves as an insurance agent. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation-centered approach and incorporates third-party model managers, while also providing educational seminars and workshops for clients.

Nathaniel Bryers is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, holding the Series 66 designation with one year of industry experience. Prior to joining Hungerford Financial, he has held roles at United Planners Financial Services and Morgan Stanley. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, retirement plan consulting, and third-party investment adviser selection and monitoring. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics, emphasizing value, safety, quality, and risk control.

Jennifer Archambault is a financial advisor at Generational Wealth Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Allied Securities, Inc. from 2010 to 2021 before joining Generational Wealth Management in 2016. In addition to her advisory role, she is involved with Gen-Wealth Insurance Solutions, assisting clients with health and life insurance applications and enrollments. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and insurance administration. The firm employs a Modern Portfolio Theory approach and offers a combination of active and passive investment strategies through institutional platforms.

Jackson Van Dyke is a CFP® at Financial Advisory Corporation in Grand Rapids, MI, with one year of experience in the financial advisory industry. Prior to joining Financial Advisory Corporation, he held roles in transportation and warehousing and engaged in various self-employment endeavors. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients, managing approximately $972 million in discretionary assets. The firm uses a multi-advisor team approach with a focus on tailored asset allocation and periodic portfolio reviews.

Richard Bowling is a financial advisor at ISC Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Institutional Securities Corp since 2016. Bowling has a rental property business in Cape Coral, Florida, which he manages on a limited basis outside of office hours. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm offers portfolio management, financial planning, and pension consulting, with investment decisions overseen by an internal Investment Committee and implemented through various advisory options, including managed-account programs and third-party money managers.

Amanda Bassford is a financial advisor at Hill Island Financial LLC with three years of industry experience. She holds a Series 65 designation and has worked at Hill Island Financial since 2021, following prior roles at Kevin Toler & Associates, Kelly Services, the Michigan Army National Guard, and Staples. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, high-net-worth families, trusts, estates, and businesses. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers ERISA fiduciary services, managing approximately $537 million for about 198 clients.

Arian Nelson is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Hill Island Financial LLC since 2022 and previously spent over a decade at Fifth Third Securities and Fifth Third Private Bank. Nelson is also involved in insurance sales on a limited basis. Hill Island Financial LLC serves individuals, families, trusts, businesses, retirement plans, and charitable organizations with discretionary investment management and financial planning. The firm focuses on long-term portfolio construction using ETFs and mutual funds and emphasizes ongoing personal contact and tax-efficient custodial arrangements.

Andrew Roberts is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has been with Financial Advisory Corporation since 2001, totaling 25 years at the firm. Financial Advisory Corporation provides wealth management services combining investment management and comprehensive financial planning for individuals, including high-net-worth clients, retirement plans, and nonprofit/endowment clients. The firm uses an asset-allocation approach with discretionary portfolio management, incorporating mutual funds, ETFs, individual bonds, and regular rebalancing tailored to client objectives and risk tolerance.

Chad Soukup is a CFP® and CFA® with 15 years of experience in financial advising. He has worked at JVL Associates, LLC since 2019 and was previously with Plante Moran Financial Advisors, LLC for 12 years. Soukup is based in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm serving individuals, charitable organizations, trusts, estates, and business entities. The firm employs a combination of passive and active investment strategies, offers discretionary portfolio management, and provides access to private funds and separate account solutions.

Matthew Boersen is a CFP® with 15 years of industry experience and has been with Straight Path Wealth Management since 2013. He serves as a board director for a nonprofit organization providing health care and religious services in Africa. Boersen is also a 50% owner of Consensus Settlement Partners, LLC, a consulting firm that refers investment advisory business to Straight Path Wealth Management. Straight Path Wealth Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporate and nonprofit accounts. The firm employs a blend of academic, fundamental, economic, and technical analysis and actively manages portfolios using a variety of strategies including ETFs, mutual funds, individual securities, and tactical trading approaches.

Jordan Buffum is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Voisard Asset Management Group in Grand Rapids, MI. He has been with Voisard since 2015. Voisard Asset Management Group is a SEC-registered advisory firm that serves individuals, including high-net-worth clients, and retirement plans, managing approximately $589 million across 446 client relationships. The firm employs a multi-disciplinary investment approach focused on diversified portfolios primarily using mutual funds and ETFs, with specialized ERISA retirement plan services and detailed disclosures for plan sponsors.

Jeffrey Williams is a CFP® and PFS™ credentialed advisor with 18 years of experience. He has been with Grand Wealth Management, LLC since 2004, serving as part of a seven-advisor team based in Grand Rapids, MI. Grand Wealth Management provides fee-only wealth management, portfolio management, financial planning, and institutional investment management services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic wealth management process grounded in Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Andrew Vander Schaaf is a Series 65-credentialed financial advisor with nine years of industry experience. He currently works at Aspire Wealth and Advisor123 LLC, where he holds roles including Director of Business Development. Vander Schaaf previously worked at Retirement Wealth Advisors and FormulaFolios. Aspire Wealth is a team advisory firm serving individuals, corporations, charities, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm utilizes a multi-strategy investment approach based on asset allocation, tactical adjustments, and proprietary model portfolios.

Jaycob Keuning is a financial advisor at Straight Path Wealth Management with seven years of industry experience. He holds a Series 65 credential and has worked at Straight Path Wealth Management since 2019. Outside of advising, he is involved in a non-investment related business, Jet's Pizza, where he spends significant time weekly. Straight Path Wealth Management provides investment advisory and financial planning services to individuals, corporate retirement plans, non-profits, and insurance company clients. The firm uses a combination of academic, fundamental, economic, and technical analysis to manage diversified portfolios, employing strategies including short selling and derivatives tailored to client risk profiles.

Joshua Moeller is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding a Series 65 license with four years of industry experience. He previously worked at Kevin Toler & Associates for four years and spent eight years at Fitness Together. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, and businesses. The firm manages approximately $537 million and employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals.

Thomas Braun is a financial advisor at StreamSong Advisors, LLC in Grand Rapids, MI, with 15 years of industry experience. He holds the Series 66 designation and has been with StreamSong Advisors since 2014. Braun serves as a for-profit board member of Change Parts, a private company. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, investment management, and consulting services. The firm combines fundamental, technical, and cyclical analysis in its investment process and tailors portfolios to clients’ risk tolerance, time horizon, and liquidity needs.

Calvin Wiersma is a CFP® with seven years of industry experience, currently serving as an advisor at Grand Wealth Management, LLC in Grand Rapids, MI. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. Grand Wealth Management provides fee-only wealth management, portfolio management, financial planning, institutional investment management, and retirement plan advisory services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm follows a systematic, written wealth management process based on Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Daniel Haines is a CFP® and CFA® with eight years of industry experience, currently serving at Voisard Asset Management Group since 2024. His prior roles include positions at Summitview Advisors, Zhang Financial LLC, and Greenleaf Trust. Voisard Asset Management Group is a SEC-registered advisory firm serving individuals—including high-net-worth clients—and retirement plans, managing approximately $589 million in assets across 446 client relationships. The firm employs a multi-disciplinary investment approach emphasizing diversified portfolios built with mutual funds, ETFs, and tailored asset allocation, and provides specialized ERISA-focused retirement plan services.