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.

Michael Haskell is a financial advisor with Caitlin John, LLC in East Grand Rapids, MI, holding a Series 65 designation and 12 years of industry experience. He has been with Caitlin John, LLC since 2013 and also owns and operates Haskell Enterprises Inc., a life insurance agency. Prior to that, he worked at Senior Benefits Group/Alberland Partners LLC from 2009 to 2017. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party portfolio managers, and a variety of instruments, including alternatives and options strategies.

Alan Tubbergen is a financial advisor with Advisory Advocates LLC and holds a Series 65 designation. He has 15 years of industry experience and has worked at several firms, including PLG Planning, LLC and PLP Advisors, LLC. Outside of his advisory work, he is involved with Growth Management Group, where he assists businesses with cost savings. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and more active approaches such as tactical asset allocation, sector rotation, and option-protected overlay models, often utilizing affiliated sub-advisers.

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.

Curtis Wells is a CFP® at Aspire Wealth with six years of industry experience. He previously worked at Brookstone Capital Management and Regal Financial Group. Curtis also serves as Head of Planning and Investment Adviser Representative at Advisor 123, LLC. Aspire Wealth serves individuals, corporations, charities, and retirement plans with comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and modern portfolio theory, employing proprietary model portfolios under discretionary authority.

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.

Tyler Suing is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Parsec Financial Management and several other firms. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services such as wealth management, portfolio management, retirement plan consulting, and tax planning.

Curtis Cottle is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds a Series 65 designation and has previously worked at IAMS Wealth Management, LLC, Compass Insurance Agency, Gradient Securities, LLC, and Gradient Advisors, LLC. Outside of his advisory role, he is involved in estate planning software services through Legacy Lock. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers.

Micah Broersma is a financial advisor at HBW Advisory Services LLC in Grand Rapids, MI, holding a Series 65 credential with over eight years of experience. His work history includes roles at Pathway Financial Design and Broersma & Associates. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting for a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and model portfolios, and is notable for its high client load per advisor and its institutional and intermediary service roles.

Garrett Von Behren is a financial advisor at Plante Moran Financial Advisors with CFP® and Series 65 credentials and four years of industry experience. His prior roles include positions at Notre Dame Investment Office and United Parcel Service. He has also worked in educational settings at Michigan State University and St. Joseph High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.

Jonathan Smith is a financial advisor with Impact Partnership Wealth, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Medalist Wealth Management, Lake Michigan Credit Union/Max Wealth Management, LPL Financial LLC, Secure Asset Management, Drake & Associates, and Horace Mann Companies. Jonathan also serves as an associate advisor with Medalist Wealth Management, focusing on life insurance and annuity sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of 89 advisors. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services, employing both firm-managed and advisor-managed investment strategies.

Joshua Fox is a financial advisor with Founders Financial Securities LLC in Caledonia, MI, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sigma Financial Corporation. Fox also operates Fox Wealth Solutions, providing investment management and life insurance services. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a network of adviser representatives. The firm employs various investment programs and combines advisory, brokerage, and insurance services within its platform.

Kevin Fifield is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at SAGEPOINT FINANCIAL and Innovation Partners LLC, and he has owned Byron Center Financial Services, Inc. since 1998. He serves as a board member of the Byron Historical Society. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and often uses discretionary authority to manage customized portfolios, with a focus on non-high-net-worth individuals.

Christopher Bowman is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Lifeworks Advisors, LLC and has previously worked at LPL Financial, J.P. Morgan Chase, JPMORGAN Securities, and USANA Health Sciences. Outside of his advisory role, Bowman serves as treasurer for a local elementary school parent-teacher organization. Lifeworks Advisors serves a diverse client base, including individuals, trusts, estates, and businesses, offering a range of wealth management and financial planning services. The firm integrates a planning-based tranche framework with a risk-based investment approach, employing diversified mutual funds, ETFs, third-party managers, and artificial-intelligence tools alongside traditional analysis.

Benjamin Carlson is a CFA® charterholder and financial advisor at Ritholtz Wealth Management in Grand Rapids, MI, where he has worked since 2015. He has 11 years of industry experience. Carlson is a partial owner of Wealthcast Media LLC, a content marketing company, and author of the A Wealth of Common Sense blog. He also holds ownership interests in several investment-related ventures including a media company producing podcasts and minority stakes in financial technology firms. Ritholtz Wealth Management serves both individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The multi-team firm manages approximately $9.4 billion in client assets and uses a goal-based investment approach with diversified, low-cost ETFs complemented by tactical overlays, structured products, and alternatives. It offers digital platforms for model portfolio implementation and incorporates automated risk profiling and tax-loss harvesting tools.