Daniel Lupo is a CFA® charterholder with nine years of experience in the financial industry. He has been with Norris Perne & French LLP since 2012. NPF Investment Advisors is a fee-only, SEC-registered firm managing approximately $2.5 billion in discretionary assets. The firm serves individuals and institutional clients, focusing on personalized portfolio management and financial planning driven by client-specific objectives and an asset-allocation framework.

Leonard Debraber is a financial advisor with ClearView Investments, LLC in Jenison, MI, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked at ClearView Financial, LLC since 2014 and previously held roles at HBW Advisory Services LLC and HBW Insurance & Financial Services, Inc. Outside his advisory work, he has served as an independent contractor running the clock at Sparta High School basketball games since 1979. ClearView Investments, LLC provides investment management and financial planning services to individual and high-net-worth clients, focusing on passive, asset-allocation portfolios using index funds and ETFs. The firm emphasizes diversification, tax considerations, and tailored planning through structured client education and reviews.

Karl Holzhueter is a financial advisor at ClearView Investments, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clearview Financial LLC since 2007 and HBW Insurance and Financial Services, Inc. since 2003. Prior to his financial career, he served for 25 years with the Grand Rapids Police Department. Outside of advising, he is an owner of CVI Properties. ClearView Investments, LLC offers investment management and financial planning to individual and high-net-worth clients, focusing on passive, asset-allocation portfolios using index mutual funds and ETFs. The firm provides continuous portfolio supervision, tiered planning services, and restricts management to accounts held at Betterment or Altruist.

Timothy Devries is a financial advisor at Clearview Investments, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Clearview Financial LLC since 2007. He also served the City of Grand Rapids for 27 years. Outside of his advisory role, he is an owner of CVI Properties. Clearview Investments, LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm focuses on passive, asset-allocation portfolios using index mutual funds and ETFs, emphasizing diversification, tax considerations, and aligning investments with client objectives and time horizons.

Lukas Lindhout is a financial advisor at NPF Investment Advisors with a Series 65 credential and one year of industry experience. Prior to joining NPF, he worked at Legacy Wealth Partners and Thatcher Wealth Management, and has entrepreneurial experience through Affordable Flooring Installation LLC and DJ's Landscape Management. Before entering finance, he spent 15 years in full-time education. NPF Investment Advisors is a fee-only, SEC-registered firm that provides portfolio management and financial planning to individuals and institutional clients. The firm manages approximately $2.5 billion in discretionary assets and emphasizes client-specific objectives, fundamental analysis, and long-term holdings in its investment approach.

Jade Rossback is a financial advisor at Wealthspan Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including FormulaFolio Investments LLC and Retirement Wealth Advisors. Rossback is also self-employed, occasionally selling annuities and life insurance on a very limited basis to acquaintances. Wealthspan serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors with financial planning, consulting, and discretionary portfolio management. The firm employs a range of active and passive model portfolios and integrates fundamental and technical analysis, sometimes using third-party signals, while also recommending outside managers when appropriate.

Ashton Anderson is a financial advisor at Straight Path Wealth Management in Jenison, MI, holding a Series 65 designation. He has one year of experience in the financial industry, joining Straight Path Wealth Management in 2026. Prior to his advisory role, Ashton was involved in landscaping through Integrity Landscaping LLC for six years. Straight Path Wealth Management provides investment advisory and financial planning services to individuals, corporate retirement plans, non-profits, and insurance company clients. The firm employs a diversified investment approach combining academic, fundamental, economic, and technical analysis, and offers tailored strategies that include the use of derivatives and short selling.

Daniel Michaud is a financial advisor at NPF Investment Advisors in Grand Rapids, MI, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lake Michigan Credit Union, LPL Financial, and Fidelity Investments. Michaud also maintained non-variable insurance activities alongside his advisory roles. NPF Investment Advisors offers financial planning, portfolio management, and consulting services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages discretionary client portfolios using fundamental security analysis and asset-allocation strategies and serves as the investment adviser to the NPF Core Equity ETF.

Andrew Meyers is a CFP® and Series 65-registered advisor at LaFleur & Godfrey Private Wealth Management with seven years of industry experience. He previously worked at Mercantile Bank and has been with LaFleur & Godfrey since 2023. The firm serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses with comprehensive financial planning and discretionary investment management. LaFleur & Godfrey emphasizes fundamental analysis and active, concentrated equity portfolios, managing various firm-directed equity strategies and serving as an ERISA/IRC fiduciary for retirement accounts.

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.

Tyler Rayman is a CFP® at StreamSong Advisors, LLC with one year of experience at the firm and a total of ten years in the financial industry. His prior experience includes roles at Greenleaf Trust, Mercantile Bank, and Eastern Michigan. StreamSong Advisors provides financial planning, consulting, certified divorce financial analysis, and investment management services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm emphasizes tailored portfolios using a mix of fundamental, technical, and cyclical analysis, with long-term allocation targets adjusted tactically in response to market conditions.

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.

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.