Devon Albarez is a financial advisor at Integrity Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Menards for ten years. Albarez is also an insurance agent affiliated with Integrity Financial Group, LLC, where he is involved in business planning, client services, and accounting related to securities and advisory services. Integrity Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small businesses. The firm uses third-party platform providers and model portfolios to tailor asset allocations and plans to client objectives.

Brian Ellis is a financial advisor at Brooktree Capital Management Inc. in Grand Rapids, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Brooktree Capital Management since 1996. Brooktree Capital Management provides discretionary portfolio management and investment advisory services to a range of clients including individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis and utilizes various strategies tailored to clients’ income, tax situation, and time horizon.

Maria Kuitula is a financial advisor at Wordhouse Wealth Coaching with 15 years of industry experience. She holds a Series 65 designation and has been with Wordhouse Wealth Coaching since 2012. The firm serves individual clients with ongoing wealth coaching, financial education, portfolio analyses, and coordination with third-party advisers. Wordhouse Wealth Coaching utilizes a Free Market philosophy and a proprietary FMIA/MRI process to develop globally diversified, evidence-based portfolios, operating in a co-advisory role while third-party RIAs handle investment management.

William Thatcher is a financial advisor at Thatcher Wealth Management in Grand Rapids, MI, holding a Series 65 designation with five years of industry experience. He previously worked at AE Wealth Management, LLC and Pine Brook Financial, among other firms. Outside of advising, he teaches local retirement planning lectures for the nonprofit American Financial Education Alliance. Thatcher Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm uses a diversified investment approach including ETFs, mutual funds, fixed income, equities, annuities, and may incorporate private placements or venture capital, operating with discretionary trading authority and requiring client custody at Fidelity.

Adam Trask is a financial advisor with Burnham & Company LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior employment includes roles at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Chase. Burnham & Company provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm uses fundamental and technical analysis across a broad range of investment vehicles and manages accounts primarily on a discretionary basis with regular reviews.

Kyle Kelley is a financial advisor at Family Capital Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and American Portfolios Financial Services Inc. He also provides insurance advice tailored to client needs. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, charitable organizations, and other entities. The firm offers discretionary portfolio management and modular financial consulting, using both fundamental and technical analysis and a range of investment instruments to tailor client strategies.

Adam Schwallier is a CFP® with 18 years of industry experience, currently serving at Schwallier Wealth Management in Grand Rapids, MI. He has previously worked at Mosaic Planners and Advisors and Steele Capital Management, Inc. Outside of advising, he owns several commercial and agricultural real estate-related businesses. Schwallier Wealth Management serves individual and high-net-worth clients as well as corporate and institutional retirement plan sponsors, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs individualized asset-allocation models and a combination of fundamental, technical, and tactical analyses, primarily using exchange-traded funds and other common securities.

John Gunther Jr. is a financial advisor with Measured Strategies LLC in Ada, Michigan. He holds a Series 65 designation and has six years of industry experience, including five years at Kaufman, Rossin & Co., P.A. and a year at Ascendo Resources. Measured Strategies LLC provides advisory services to individuals and high net worth clients, offering discretionary portfolio management and written financial plans. The firm combines cyclical, fundamental, quantitative, and technical analysis in its investment approach, using a range of traditional and alternative asset classes tailored to client risk profiles.

Zachary Smith is a financial advisor at Kroon & Mitchell Asset Management LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Calder Capital, Marshberry, and Blackford Capital. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach combines fundamental and quantitative analysis within a modern portfolio theory framework, and it employs a broader range of investment instruments including precious-metal ETFs, real estate funds, commodities, private placements, and non-U.S. securities.

Melissa Livasy is a financial advisor at Integrity Financial Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Integrity Financial Advisors since 2017. In addition to her advisory role, she serves as president and office manager of Integrity Financial Group, LLC, where she is involved in business planning, client services, and accounting. Integrity Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small businesses. The firm utilizes third-party platform providers and model managers for portfolio management and is transitioning to a wrap-program structure to deliver advisory services, trade execution, custody, and reporting under a single fee.

Jeffrey Mcpherson is a CFP® with 14 years of industry experience and is affiliated with IM Wealth, where he has worked since 2018. His prior experience includes a decade at MASSMUTUAL and several years at Commonwealth Financial Network. He is also the owner of IM Wealth, LLC. IM Wealth offers fiduciary financial planning and individual portfolio management services to individuals and high-net-worth clients, utilizing a three-tiered consulting structure. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and provides tailored Investment Policy Statements along with optional discretionary management and fixed-fee planning arrangements.

Spencer Lademan is a Series 66-licensed advisor at Kroon & Mitchell Asset Management LLC with eight years of industry experience. His career includes roles at Regal Holdings, LLC and Edward Jones. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental and quantitative analysis within a modern portfolio theory framework, pursuing long-term investment strategies tailored to each client’s objectives and risk tolerance.

Jacob Randall is a CFP® professional with six years of experience at Family Capital Management in Grand Rapids, MI. He joined the firm in 2020 following his college education from 2016 to 2020. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, charitable organizations, and other entities, managing approximately $435 million in assets for around 500 clients. The firm offers discretionary portfolio management and modular financial consulting, employing a combination of fundamental and technical analysis to tailor investment strategies across a range of instruments including mutual funds, ETFs, and more complex products.

Kelly Gilbert is a Series 65-licensed financial advisor with 10 years of industry experience. He is associated with EFG Financial, LLC and has held roles at firms including Blue Yonder Corp and Eminence Financial Investing. Gilbert is also a co-owner of Eminence Financial Group, where he is involved in life insurance and annuity sales. EFG Financial, LLC serves individuals, high-net-worth clients, and businesses by providing retirement planning, portfolio management, and advisory services to third-party investment advisers. The firm utilizes a modern portfolio theory-based approach with proprietary models, disciplined rebalancing, and tax efficiency, while overseeing assets through third-party managers.

Mark Vanderpol is a CFP® and CFA® with 12 years of industry experience. He is the managing member of Vanderpol Investments L.L.C., where he has worked since 2013. Outside of his advisory role, he is also the managing member of Celestial Divide, a SaaS company focused on inheritance division assistance, and holds a health and life insurance license for advisory purposes only. VanderPol Investments L.L.C. offers investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension/profit-sharing plans. The firm utilizes a range of model portfolios and a Pastor–Stambaugh framework emphasizing value-oriented, small-cap, and relatively illiquid equities, alongside tax optimization, estate, and charitable planning services.

Edward Perry is a financial advisor at LifePoint Planning with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Advize Wealth Management, PLLC and WealthSource Partners, LLC. In addition to his advisory role, Mr. Perry is a licensed insurance professional and receives commissions from insurance product sales separate from his advisory services. LifePoint Planning manages approximately $168.5 million for about 110 clients through three advisors, serving individuals, including high-net-worth clients, and employer retirement plan sponsors. The firm combines discretionary portfolio management with comprehensive financial planning, employing strategic and tactical asset allocation informed by Modern Portfolio Theory and fundamental analysis.

Adam Minor is a financial advisor at RBS Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and several other firms. Outside of his advisory role, he is active as a Realtor with United Realty Services. RBS Wealth Management provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm employs a range of investment strategies and asset classes, combining fundamental and technical analysis to tailor portfolios to client objectives.

Shawn Fair is a financial advisor with EFG Financial, LLC in Grand Rapids, MI, holding Series 63 and Series 66 designations and having four years of industry experience. His prior roles include positions with Thrivent Financial and New York Life Insurance Co. Outside of advising, he is a co-founder and business manager of FAIR ORGANICS LLC, which produces additive-free healthcare and food products. EFG Financial, LLC serves individuals, high-net-worth clients, and businesses with retirement planning and non-discretionary portfolio management. The firm uses a modern portfolio theory-based approach with proprietary models, focusing on tax efficiency and concentration management while overseeing assets managed by third-party advisers.

Tyler Kotlarz is a financial advisor at Synergy Wealth Management, LLC in Grand Rapids, MI, holding a Series 66 designation with 11 years of industry experience. He has been with Synergy Wealth Management since 2014. Outside of his advisory role, Kotlarz is involved in several business ventures including an auto body shop where he assists with front office operations, ownership of a storage facility company, and a partnership in a used car dealership. Synergy Wealth Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is based on academic research and strategic asset allocation, primarily using no-load mutual funds and Modern Portfolio Theory, with ongoing portfolio monitoring and periodic rebalancing.

Andrew Hakim is a financial advisor with Eagle Point Capital LLC in Grand Rapids, MI, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Blackford Capital and AT Karney. He is also a principal at Eagle Point Capital Funds LLC. Eagle Point Capital LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, corporations, and pooled investment vehicles. The firm employs a concentrated, fundamental research-based long-equity strategy and offers model portfolios, research newsletters, and performance-based fee arrangements.