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.

Steven Darrow is a financial advisor with DB & C Advisors, LLC, holding a Series 65 designation and five years of industry experience. He is also a partner and owner of DeBoer, Baumann & Company PLC, a tax preparation and accounting firm. Additionally, he is involved with DB&C Solar, LLC, which focuses on the installation and management of solar equipment. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm employs a variety of investment strategies and offers services tailored to clients’ objectives and risk tolerances.

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.

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.

Thomas Bosch is a financial advisor at West Michigan Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates, Inc. for 15 years. Bosch is also a licensed insurance agent involved in non-securities insurance sales. West Michigan Advisors serves individuals, high-net-worth families, trusts, and businesses with discretionary investment management, financial planning, and family office services. The firm constructs customized long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its management approach.

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.

Michael Mac Gillivray is a CFP® and Series 65-registered advisor with Voisard Asset Management Group, bringing one year of industry experience. Prior to joining Voisard, he held roles at Calvin University, Cooper Davis Financial Group, Strategies Wealth Advisors, Wegmans Food Markets, and Whitinsville Christian School. Voisard Asset Management Group serves 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 focused on diversified portfolios tailored to client objectives and risk tolerance, with specialized services for ERISA retirement plans.

Haley De Haan is a financial advisor at JVL Wealth Strategies with a Series 65 designation and one year of industry experience. Prior to joining JVL Wealth Strategies, Haley worked at OVD Insurance and held various roles at Grand Valley State University and Thornapple Manor Nursing Home. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients through an eight-advisor team. The firm serves individuals, charitable organizations, trusts, estates, and business entities, offering financial planning, wealth management, and discretionary portfolio management with a focus on asset allocation and a combination of passive and active investment strategies.

Jonas Rees is a financial advisor at CapTrust Wealth Advisors in Holland, MI, with three years of industry experience and a Series 65 designation. He serves as a board member and treasurer for Freedom for Men, a nonprofit providing addiction support and counseling. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans, combining fundamental and technical analysis with a generally long-term orientation while employing a range of investment strategies tailored to client needs.

Matthew Cook is a financial advisor at Fairway Investment Group, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Fairway Investment Group since 2021. Outside of his financial advisory roles, he serves as a part-time pastor at First Reformed Church in Grandville, Michigan, a position he has held since 2014. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, focusing mainly on non-discretionary management with tailored client recommendations.

Blake Appell is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Hill Island Financial LLC, where he has worked since 2024. His prior experience includes roles at Henrickson Nauta Wealth Advisors, AE Wealth Management, TriFound Financial, Merrill Lynch, and Fifth Third Bank. Hill Island Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, with a portfolio approach focused on long-term holdings in ETFs and mutual funds combined with fundamental and technical analysis.

Paul Damon is a CFP® and ChFC® with 45 years of experience in financial advisory services. He is currently with 724 Capital, LLC and has held roles at Stewardship Planning Partners, Family Capital Management, and American Portfolios Financial Services, Inc. Damon is the owner and president of Paul Damon & Associates, Inc., an RIA focused on comprehensive financial planning and asset management. He also owns Strategic Stewardship Partners, which provides family wealth counseling outside of securities. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, providing portfolio management, pension consulting, and financial planning. The firm integrates model allocations with various analysis methods and conducts monthly account reviews, using a diverse range of investment strategies and instruments.

Douglas Voisard is a CFP® professional with 16 years of industry experience. He has been with Voisard Asset Management Group since 2002. The firm serves individuals, including high-net-worth clients, and retirement plans, managing approximately $589 million in assets across about 446 client relationships. Voisard Asset Management Group employs a multi-disciplinary investment approach combining fundamental, technical, quantitative, and qualitative analysis to build diversified portfolios with an emphasis on mutual funds, ETFs, and tailored asset allocation. The firm offers services including discretionary and non-discretionary portfolio management, financial planning, and advisory support for employee benefit plans, with notable expertise in ERISA-focused retirement plan services.

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.

Drew Bowen is a financial advisor with International Assets Investment Management, LLC and holds the Series 66 credential. He has two years of industry experience, including prior roles at Ameriprise and New York Life. Outside of advising, he works as an accounting analyst at Nestle. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Heath Biller is a financial advisor at Fiduciary Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Fiduciary Financial Advisors since 2021. In addition to his advisory role, Mr. Biller is a registered nurse and maintains a part-time position at Mary Free Bed hospital. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a range of investment strategies, including the use of third-party managers and private alternative funds.

Joel Palmbos is a financial advisor at Advisory Alpha, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Vision Financial Group as a wealth advisor and insurance agent. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning and specialized retirement-plan solutions. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Elijah Beckwith is a financial advisor at Advisory Alpha, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Computer Aid, Inc. for five years. In addition to his advisory role, he serves as Director of Client Experience at Schipper and Osterink, providing financial management, consulting, and insurance services. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team that employs a fund-of-funds approach across various managed portfolio series. The firm also offers specialized retirement plan solutions and serves as a subadvisor and co-advisor to other registered investment advisers.

Robert Kort is a financial advisor at Advisory Alpha, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Advisory Alpha since 2020, following prior roles at Planners Alliance LLC and AlphaStar Capital Management. Kort also operates Kort Advisor Group, where he conducts insurance sales and client meetings related to annuity contracts. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a diverse range of managed portfolio series using a fund-of-funds approach with discretionary management.