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.

Calvin Wiersma is a CFP® with seven years of industry experience, currently serving as an advisor at Grand Wealth Management, LLC in Grand Rapids, MI. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. Grand Wealth Management provides fee-only wealth management, portfolio management, financial planning, institutional investment management, and retirement plan advisory services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm follows a systematic, written wealth management process based on Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Daniel Haines is a CFP® and CFA® with eight years of industry experience, currently serving at Voisard Asset Management Group since 2024. His prior roles include positions at Summitview Advisors, Zhang Financial LLC, and Greenleaf Trust. Voisard Asset Management Group is a SEC-registered advisory firm serving 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 emphasizing diversified portfolios built with mutual funds, ETFs, and tailored asset allocation, and provides specialized ERISA-focused retirement plan services.

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.

John Hoogland is a financial advisor at Aspen Investment Management Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Aspen Investment Management since 2011. Outside of his advisory role, he holds a 10% interest in a self-storage limited partnership. Aspen Investment Management provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth clients, trusts, estates, and charitable institutions. The firm uses a combination of fundamental and technical analysis, model asset allocations, and tactical adjustments to construct portfolios using individual securities, mutual funds, and ETFs.

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.

Mark Henley is a CFP® professional at Henrickson Nauta Wealth Advisors, Inc. with one year of industry experience. Prior to joining Henrickson Nauta, he worked nine years at BDO USA PC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, managing approximately $998.5 million in assets through a team of ten advisors.

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.