Daniel Rausch is a financial advisor at Cambient Family Office, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Greenleaf Trust, Northern Trust, JP Morgan Chase, and Cedarville University. Cambient Family Office serves high-net-worth and ultra-high-net-worth clients, providing wealth management, family office, and financial planning services. The firm employs a customized, long-term investment approach using fundamental and technical analysis, discretionary portfolio management, and access to independent managers, with offerings that include a wrap-fee program and digital-asset advisory services.

Lauren Brennan is a financial advisor at NPF Investment Advisors with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Goldman Sachs & Co. LLC and Wells Fargo Clearing. NPF Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as foundations and pension plans. The firm manages discretionary client portfolios and serves as the investment adviser to the NPF Core Equity ETF, which offers broad equity exposure.

Ryan Allen is a CFP® and CFA® with 15 years of industry experience. He has been with Financial Advisory Corporation since 2015. The firm provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients, managing approximately $972 million in discretionary assets. Financial Advisory Corporation employs a multi-advisor team approach, focusing on asset allocation and tailored portfolios with periodic rebalancing and quarterly reviews.

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.

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.

Bradley Laffrey is a financial advisor at Aspen Investment Management Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Tamarack Capital Management, Hawthorn Family Wealth, PNC Bank, and Fifth Third Private Bank. Aspen Investment Management Inc. provides portfolio management services to individuals, high-net-worth clients, trusts, estates, and charitable institutions, utilizing fundamental and technical analysis alongside model asset allocations. The firm also manages held-away defined contribution plan participant accounts through a third-party platform and maintains a custodian relationship with Schwab Advisor Services.

Theodore Terzian Jr. is a financial advisor with Blue Water Asset Management and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Silver Oak Securities, LPL Financial, and Invest Financial Corporation. In addition to his advisory work, he is involved in sales of non-variable life insurance. Blue Water Asset Management provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm utilizes tailored, discretionary strategies with model portfolios and third-party sub-advisers, serving a diverse client base that includes pension plans, banks, and insurance companies.

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.

Beau Redfield is a CFP® with seven years of industry experience. He has worked at Blue Water Asset Management since 2016, with a brief period at Redfield Financial Group from 2016 to 2019 before returning to Blue Water Asset Management in 2019. Blue Water Asset Management provides discretionary portfolio management, financial planning, and consulting services to both individual and institutional clients. The firm uses a tailored investment process that includes Modern Portfolio Theory, model portfolios, and third-party sub-advisers to manage assets across various instruments.

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.

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.

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.