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.

Douglas Henrickson is a financial advisor with Henrickson Nauta Wealth Advisors, Inc. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. Henrickson has been affiliated with Vision Capital Partners, Inc. and Triad Advisors, Inc. since 2006. Henrickson Nauta Wealth Advisors, Inc. provides wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $998.5 million in assets with a team of ten advisors and employs a long-term investment approach based on modern portfolio theory, including diversified portfolios comprised of mutual funds, ETFs, and alternative investments.

Jonathon Coffey is a Series 65-licensed advisor with DB & C Advisors, LLC, based in Holland, MI, with one year of industry experience. He is also a partner at De Boer, Baumann & Company, PLC, an accounting firm affiliated with the investment advisor, where he spends more than half of his time during trading hours. Additionally, he holds a partnership in DB & C Solar, a business involved in owning and renting solar panels. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm utilizes a combination of fundamental, technical, and cyclical investment analysis methods and often engages independent managers or sub-advisers to manage client portfolios.

Cameron Clemens is a financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI, with one year of industry experience. His prior roles include positions at Northern Trust and Morgan Stanley, as well as experience in valuation and consulting. Grand Wealth Management provides fee-only wealth management and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic approach grounded in Modern Portfolio Theory, emphasizing globally diversified, low-cost mutual funds and ETFs, and serves a high-net-worth and institutional client base.

Mark Veenstra is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with DB & C Advisors since 2011, previously working at LPL Financial and Deboer Baumann & Company. Outside of advisory work, he is involved in the ownership, installation, and management of solar panels on DeBoer, Baumann & Company property. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm uses a range of investment strategies and independent managers tailored to clients’ objectives and risk tolerances, with ongoing monitoring and quarterly reviews.

Kurt Jolly is an Investment Advisor Representative at West Michigan Advisors with a Series 66 license and three years of industry experience. He previously worked at Raymond James Financial Services Advisors and Northwestern Mutual. Outside of his advisory role, Mr. Jolly is involved in swim coaching and officiating, serves as a junior varsity golf coach for West Ottawa School District, and holds board and community service positions with the Holland Education Foundation and Kiwanis Club. West Michigan Advisors serves individuals, high-net-worth families, trusts, and charitable organizations with discretionary investment management and financial planning. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, equities, and bonds, and provides ongoing client contact and periodic reviews.

Douglas Johnson is a financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI. He holds a Series 65 designation and has 12 years of industry experience. Johnson has been with Grand Wealth Management since 2012. Grand Wealth Management provides fee-only wealth management and advisory services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm uses a systematic, written wealth management process focused on globally diversified, low-cost mutual funds and ETFs, serving primarily high-net-worth and institutional clients.

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.

Benjamin Anderson is a CFP® with nine years of industry experience, currently serving as an advisor at CapTrust Wealth Advisors. He previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC for four years. Outside of his advisory role, he is involved in insurance sales on a limited basis. CapTrust Wealth Advisors provides 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 employs a combination of fundamental and technical analysis with a long-term orientation, offering portfolios that include mutual funds, ETFs, individual securities, and privately placed investment vehicles, along with strategies such as derivatives and options for eligible clients.

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.

Tamara Snable is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Vision Capital Partners, Inc. since 2008 and Triad Advisors, Inc. from 2008 to 2024. Outside of her advisory role, she serves as a Notary Public for the State of Michigan without collecting fees. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm that provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and organizations. The firm manages approximately $998.5 million in assets, employs a long-term investment approach based on modern portfolio theory, and offers portfolio management alongside plan and family office services.

Calvin Chanski is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with CapTrust Wealth Advisors since 2015, currently serving as part of their team in Holland, MI. Outside of his financial advisory work, he is the treasurer and a board member of Higher Ground at Lake Louise, where he oversees camp finances. CapTrust Wealth Advisors provides 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 employs a combination of fundamental and technical analysis with a generally long-term orientation and offers both integrated wealth planning and portfolio management on discretionary and non-discretionary bases.

Nicholas Gookin is a financial advisor with Balance Wealth and holds a Series 65 credential. He has eight years of industry experience, including previous roles at WealthSource Partners, OneDigital Investment Advisors, and Retirement Outfitters. His background also includes work in higher education at Colorado Mesa University. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients as well as defined contribution and defined benefit plans. The firm manages diversified, risk-based portfolios using a variety of investment vehicles and employs fundamental analysis, modern portfolio theory, and quantitative methods in its approach.

Adam Waleskowski is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with two years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Bankers Life Advisory Services and Bankers Life & Casualty. In addition to his advisory role, he is involved as an insurance agent with Henrickson Nauta Insurance Advisors, LLC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on modern portfolio theory and offers comprehensive wealth management, financial planning, and private pooled investment vehicles through a team of ten advisors managing approximately $998.5 million in assets.

Stephanie Smith is a Series 66 registered advisor with West Michigan Advisors, LLC, bringing 14 years of industry experience. She has previously worked at Raymond James & Associates and Cantella & Co., Inc. In addition to her advisory role, she serves as a Client Operations Specialist at West Michigan Advisors. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, using customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that combines fundamental and technical analysis.

Jacqueline Antone is a financial advisor with West Michigan Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, with a primarily long-term investment approach supported by fundamental and technical analysis.

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.

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.

Julie Devisser is a financial advisor at LVZ, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at LVZ, Inc. since 2002, with prior experience at NEXT Financial Group Inc. and Harbour Investments, Inc. Outside of her advisory role, she owns DUTCHBEINGME, LLC, a genealogy and photography freelance business, and serves as Vice President of Membership on the board of the Michigan Association of Calligraphers. LVZ, Inc. provides investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm serves over 2,400 client relationships through a team of 17 advisors managing approximately $1.125 billion in assets, offering diverse portfolio strategies that include Classic and Specialty options, with an emphasis on ETFs, mutual funds, and a combination of fundamental and technical analysis.