Samuel Mason is a CFP® and holds a Series 63 license, with 16 years of experience in the financial industry. He has been with S.A. Mason LLC since 2009, where he is part of a four-advisor team based in Holland, MI. S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental and technical analysis to guide investment decisions, offers a variety of trading strategies including derivatives and leverage under documented controls, and manages approximately $528.7 million for about 254 clients.

Ralph Wood II is a financial advisor at LVZ, Inc. in Grand Rapids, MI, holding the ChFC® and Series 63 designations with 39 years of industry experience. He has worked at LVZ, Inc. since 2017 and previously held roles at Harbour Investments, Inc. and Next Financial Group Inc. He is also the owner of Wood Wealth Management, a DBA investment advisory business. 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 a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, and offers multi-strategy portfolio options with both fundamental and technical analysis.

Paul Anthes is a CFP® with 16 years of industry experience and has been with Financial Advisory Corporation since 1988. He serves on the board of Logical Choice Technologies, a company focused on technology for schools. Financial Advisory Corporation provides wealth management services that combine investment management and comprehensive financial planning for individuals, retirement plans, and nonprofit clients. The firm manages discretionary accounts using an asset-allocation approach with mutual funds, ETFs, and individual bonds, tailoring recommendations to client objectives and risk tolerance.

Schyuler Wilson is a financial advisor at Generational Wealth, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Wilson has worked at Generational Wealth since 2016 and previously held roles at First Allied Advisory Services and First Allied Securities. He also provides notary services and life insurance sales as part of his responsibilities. Generational Wealth, Inc. serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and retirement-plan participant education. The firm employs asset-allocation frameworks and Modern Portfolio Theory to create customized portfolios, combining active and passive strategies with ongoing due diligence of third-party Institutional Strategists.

Troy Veldkamp is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 65 designation. He has recently transitioned into the financial industry with less than one year of experience. Prior to joining CapTrust, his background includes roles in the specialty pharmacy sector. CapTrust Wealth Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans by providing wealth planning, investment management, and retirement plan advisory services. The firm combines fundamental and technical analysis with a long-term orientation and offers a range of investment options and strategies, including a wrap fee program and specialty solutions for accredited investors.

Mark Redfield is a financial advisor at Blue Water Asset Management with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Silver Oak Securities, LPL Financial, and INVEST Financial Corporation, and he has operated Redfield Financial Group since 1986. Outside of his advisory work, he is involved in managing timber land and carbon trading through Grass Lake East Properties LLC. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm employs tailored, discretionary strategies incorporating model portfolios, third-party sub-advisers, and a range of investment vehicles such as REITs, structured notes, and variable annuities, alongside pension consulting and affiliated insurance activities.

Christopher Still is a CFP® professional with 10 years of experience at Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 2013 and also maintains a part-time role as Director of Research and Technology at Backyard Marketing, Inc., a business supporting Convention and Visitors Bureaus. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and nonprofit clients through a multi-advisor team. The firm manages approximately $972 million in discretionary assets and emphasizes asset allocation and tailored portfolios with periodic rebalancing and quarterly reviews.

David Lutz is a financial advisor at Straight Path Wealth Management with five years of industry experience. Prior to joining Straight Path Wealth Management in 2021, he spent 31 years at Herman Miller in various roles. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Lutz serves as a trustee for the Great Lakes Regional Board of Administration of the Wesleyan Church. 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 and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis and actively manages portfolios using a range of strategies including ETFs, mutual funds, individual securities, and derivatives.

Sahana Madhanagopal is a CFA® charterholder with three years of industry experience, currently serving at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI. Prior to joining LaFleur & Godfrey, she worked at Macquarie Capital (USA) Inc. and LVM Capital Management Ltd. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals and their trusts and estates, offering services that include comprehensive financial planning and discretionary investment management. The firm emphasizes active, concentrated equity portfolios through fundamental analysis and integrates affiliated resources to support its retirement-plan and insurance-related offerings.

Stephen Witte is a CFP® with eight years of industry experience, currently affiliated with Equita Financial Network, Inc. He has held positions at several firms, including Midwest Capital Advisors, LLC, and has a background in real estate with Coldwell Banker Schmidt Real Estate. Outside of his advisory role, he serves as Senior Manager of Compliance at Mission Driven Finance, focusing on impact investing private funds. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives.

Ashley Ketchum is a financial advisor at CapTrust Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining CapTrust, Ashley was a full-time student and worked at Albion College. CapTrust Wealth Advisors is a team of 19 advisors providing 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 offers both integrated wealth planning and standalone guidance, employing a range of investment strategies including mutual funds, ETFs, individual securities, and options strategies for eligible clients.

Richard Knoor is a financial advisor with Aspen Investment Management Inc. in Grand Rapids, MI. He holds the Series 65 and Series 66 designations and has 15 years of industry experience, all with Aspen since 2011. Aspen Investment Management Inc. provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth clients, trusts, estates, and charitable institutions. The firm employs a combination of fundamental and technical analysis and uses model asset allocations with tactical adjustments, managing portfolios that include individual securities, mutual funds, and ETFs.

Shannon Simon is a financial advisor with DB & C Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at DB & C Advisors since 2018 and previously held roles at LPL Financial and Securities America. Simon serves as chairman of the board for Grand Rapids AMBUCS, an organization that provides mobility devices to individuals with mobility challenges, and is a participating member of the Grand Rapids Round Table. DB & C Advisors offers financial planning, consulting, and investment management services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a blend of fundamental, technical, and cyclical investment analysis and employs independent managers or sub-advisers as part of its tailored investment approach.

David Teroller is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Blue Water Asset Management since 2015 and is also associated with Redfield Financial Group, where he has worked since 1990. Outside of advisory work, he is involved with DTL Enterprise, LLC, a company engaged in internet distribution of consumer products. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm employs tailored, discretionary strategies using model portfolios and third-party sub-advisers and offers a broad range of investment types along with pension consulting and insurance-related services.

Benjamin Redfield is a financial advisor with Blue Water Asset Management in Grand Rapids, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Water, he worked at Redfield Financial Group and has experience in education roles at Spring Arbor University and Northpointe Christian High School. Blue Water Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs tailored strategies using model portfolios and third-party sub-advisers and provides a broad range of investment services including pension consulting and advisory services to insurance-company clients.

Daniel O’Mealey is a CFP® professional at DB & C Advisors, LLC with 30 years of experience in financial advisory services. He has been with DB & C Advisors since 2011 and has also worked with LPL Financial. Outside of his advisory work, he holds a role as an insurance agent, focusing on investment-related insurance products. DB & C Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm employs a range of investment strategies and customizes its services based on client objectives and risk tolerances.

Richard Veenhoven is a ChFC®-designated financial advisor with 16 years of industry experience. He is a member of the four-advisor team at S.A. Mason, LLC and has held roles at Infinex Investments, Inc. and West Michigan Community Bank, where he serves as Senior Vice President of Wealth Management. Outside of advising, Veenhoven is president and treasurer of the Van Raalte Farm Civil War Muster organization. S.A. Mason, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs both fundamental and technical analysis, allowing for long-term asset allocation and short-term trading using tools such as options, short sales, and margin transactions under documented controls.

Marcus Grost is a financial advisor at Mattson Financial Services, LLC with a Series 65 credential and three years of industry experience. He has worked previously at Lakeview Financial Group, Plante Moran Financial Advisors, and Jackson National Life Insurance. Outside of advisory work, he has experience 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 uses third-party model managers, while also providing tax preparation and insurance solutions through affiliated entities.

Levi Van Dam is a financial advisor at Generational Wealth, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Private Client Services and Gen-Wealth Partners, Inc., as well as work at Calvin University and Holland Christian High School. Generational Wealth, Inc. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and retirement-plan participant education. The firm employs asset-allocation frameworks and Modern Portfolio Theory to build customized portfolios, combining active and passive strategies and utilizing custodial platforms alongside third-party institutional strategists.

Ryan Gorman is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at West Michigan Advisors. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. He serves as an Investment Committee Member for the nonprofit Resthaven. West Michigan Advisors serves a diverse client base including individuals, high-net-worth families, family offices, trusts, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, using a combination of fundamental and technical analysis to construct customized portfolios.