Daniel Vantimmeren is a financial advisor at LaFleur & Godfrey Private Wealth Management with 15 years of industry experience. He has been with LaFleur & Godfrey LLC since 2013. He holds Series 63 and Series 65 designations. LaFleur & Godfrey provides wealth management and portfolio management primarily for individuals, trusts, and estates, as well as pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental analysis and active, concentrated equity portfolios, managing several firm-directed equity strategies and acting as an ERISA/IRC fiduciary for retirement accounts.

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.

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.

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 a Series 65 designation and seven years of industry experience. His prior roles include positions at Greenleaf Trust, Northern Trust, JP Morgan Chase, and Cedarville University. Cambient Family Office serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses with wealth management, family office, and financial planning services. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis, discretionary portfolio management, and offers strategies including mutual funds, ETFs, individual securities, alternative investments, cryptocurrency, and direct indexing.

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. His prior experience includes three years at Fiduciary Financial Advisors and over a decade at Steelcase. Outside of his advisory role, he is Vice President and Director of the South Haven Vacation Rental Alliance, where he supports board activities and member outreach. Grand Wealth Management serves individuals, families, and institutions with wealth management, investment management, retirement plan advisory, and financial planning services. The firm uses a fee-only, fiduciary model and emphasizes a globally diversified, low-cost investment approach grounded in Modern Portfolio Theory.

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.

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.