Peter De Kruyter is a financial advisor at Gasaway Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Gasaway, he worked at Grand Wealth Management and has experience in educational roles at Calvin University, Zeeland West High School, and South Olive Christian School. Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third-party administration and recordkeeping services for qualified retirement plans. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and corporations, managing approximately $173.1 million in client assets with an active, long-term investment approach.

James Gasaway is a CFP® and ChFC® with over 20 years of industry experience. He has been with Gasaway Investment Advisors, Inc. since 1994. Outside of his advisory role, he serves as an adjunct professor teaching retirement planning and group benefits at Calvin University and holds leadership positions within his local church and related foundation. Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third-party administration and recordkeeping services primarily for qualified retirement plans, as well as individual clients and various institutions. The firm uses an active, long-term investment strategy focusing on seasoned managers and tailored allocations, and it offers a range of fiduciary and participant education services uncommon among similar-sized teams.

Tyler Alvord is a CFA® charterholder with 11 years of industry experience. He has worked at LVM Capital Management Ltd since 2012. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutions, and charitable organizations. The firm employs a fundamental, valuation-driven investment approach alongside longer-term holdings and more active strategies involving derivatives and option writing.

Craig Vander Molen is a CFA® charterholder with 16 years of industry experience, currently serving at LVM Capital Management Ltd. He has been with LVM Capital Management since 1988. Outside of his advisory role, he is a managing member of a non-investment related business, Glenkerry Court, LLC, which leases office space to LVM and conducts partner meetings. LVM Capital Management provides wealth management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamental, valuation-driven investment process with both long-term and active strategies, including the use of derivatives, option writing, and quantitative models supported by AI tools.

Andrew Lantinga is a financial advisor at LVM Capital Management Ltd with two years of industry experience. He holds a Series 65 designation and has worked at LVM Capital Management since 2023. Prior to that, he was employed at Cottage Inn and Modernistic. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, and charitable institutions. The firm employs a fundamental, valuation-driven investment process alongside active strategies that include derivatives and option writing, incorporating AI and automated tools with human oversight in its research and operations.

Thomas Anderton is a CFP® with 19 years of industry experience. He is currently with 626 Financial, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial LLC and Oppenheimer & Co. Anderton serves as an adjunct professor at Western Michigan University and is president of the board for the 626 Foundation, a charitable organization associated with his firm. 626 Financial provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis, with distinctive features including its own wrap fee program and affiliated private fund and charitable entities.

Nicholas Macksood is a financial advisor at LVM Capital Management Ltd with a Series 65 credential and two years of industry experience. He has worked at LVM Capital Management since 2021 and previously held roles at Greyline Brewing Company and Fish Lads. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutions, and charitable organizations. The firm employs a fundamental, valuation-driven investment approach combined with asset allocation and longer-term holdings, alongside more active strategies using derivatives and option writing.

Jordan Rummel is a CFP® with 10 years of industry experience and has been with LVM Capital Management Ltd for 13 years. He holds a Series 65 license and is a partner at Kohn and Rummel LLC. LVM Capital Management provides wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, pension and profit-sharing plans, and charitable organizations. The firm employs a valuation-driven investment approach with both longer-term holdings and active strategies, including option writing and quantitative models, incorporating AI and automated tools under human oversight.

Jean Claude Morisset is a financial advisor at TruNorth Capital Management, LLC with eight years of industry experience. He holds the Series 65 credential and previously worked at Plante Moran Financial Advisors from 2014 to 2022. Morisset has been with TruNorth Capital Management since 2022. TruNorth Capital Management is a fee-only, SEC-registered advisory firm that provides discretionary investment management and financial planning services to individuals, high-net-worth families, family offices, corporations, and employer-sponsored retirement plans. The firm employs low-cost, diversified strategies using ETFs, mutual funds, bonds, and CDs, with tactical asset allocation and periodic rebalancing.

Ann Davis is a financial advisor at 626 Financial, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years before joining 626 Financial in 2021. 626 Financial provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $326 million in assets across about 435 client relationships and employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual stocks and bonds, options, REITs, and alternative investments.

Matthew Wolff is a financial advisor with Wolff Financial Management LLC, holding CFP® and Series 63 designations and bringing 32 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2016 and has been with Wolff Financial Management since 2015. Outside of his advisory role, he provides tax planning and consulting services through his CPA practice and acts as an independent insurance agent specializing in life insurance and fixed annuities. Wolff Financial Management LLC offers personalized financial planning and wealth management to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $613 million in client assets, focusing on a client-first planning approach and discretionary portfolio management tailored to asset-allocation strategies.

Brian Mullally is a financial advisor at TruNorth Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at TruNorth since 2012. Outside of advisory work, he is involved in commercial real estate development and management through multiple entities, including Innovo Property Management and related ventures. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser serving individuals, families, family offices, corporations, charitable foundations, and retirement plans. The firm focuses on low-cost, broadly diversified portfolios using ETFs, mutual funds, bonds, and cash equivalents, managing client accounts on a discretionary basis with an emphasis on transparency and regular client communications.

David Cleveland is a CFA® charterholder with 16 years of industry experience, currently serving at LVM Capital Management Ltd in Portage, MI. He has been with LVM Capital since 1990. Outside of his advisory role, he is a managing partner involved in real estate investment decisions through several private companies. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a fundamental, valuation-driven investment approach with longer-term holdings, complemented by active strategies including derivatives and option writing.

Charles Prudhomme is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has been with LVM Capital Management Ltd since 2001. His other business activities include serving as a partner in a rental property LLC. LVM Capital Management Ltd provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a fundamental, valuation-driven investment process complemented by both longer-term holdings and active strategies utilizing derivatives and option writing.

Alexandra Herbert is a financial advisor with IHT Wealth Management LLC in Kalamazoo, MI. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining IHT, she worked at LPL Financial and Jeff K Ross Financial Services, LLC. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm uses proprietary model portfolios, third-party managers, and a combination of fundamental and quantitative investment strategies.

Floriana Romanelli is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, and Fifth Third Bank. Outside of her advisory role, she owns and operates a daycare business and is involved in sales and marketing for Scout & Cellar and Mary Kay Cosmetics. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Jeffrey Lectka is a financial advisor with Harbour Investments, Inc. in Kalamazoo, MI, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Harbour Investments since 2019 and has also been associated with Investment Plus since 2016. Outside of his advisory work, Lectka operates as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional and corporate entities. The firm offers a range of portfolio management and financial planning services, with investment approaches tailored by individual advisors and approved third-party managers.

Carl Doerschler is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes roles at Rose Street Advisors, LLC and his own firm, Doerschler & Associates Wealth Management LLC, where he remains actively involved. He also serves as a Notary Public in Michigan. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by both in-house portfolio management and third-party sub-advisors.

Karla Reno is a financial advisor with Harbour Investments, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been affiliated with both Harbour Investments and Investment Plus since 2006 and has been self-employed since 1992. Outside of her advisory role, she serves as a senior sales director with Mary Kay Cosmetics. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and offers a range of portfolio management options and model-based solutions.

David Knibbe is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 1997. He also founded Knibbe Investment Management LLC in 2006 and operates an independent insurance agency specializing in life insurance. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to construct customized portfolios and offers model-based solutions through a subscription platform.