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.

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.

Donald Price III is a financial advisor with Mitch Lyons Wealth LLC in Rockford, MI. He holds a Series 65 designation and has been with the firm since 2022, previously working for Geek Squad from 2016 to 2022. Mitch Lyons Wealth LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, offering tailored investment strategies and written policy statements. The firm employs a blend of analytical methods and utilizes both long-term and options trading strategies.

Shawn Fair is a financial advisor at EFG Financial, LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked with Thrivent Financial and New York Life Insurance Co. Outside of his advisory role, he is co-founder and business manager of Fair Organics LLC, a company focused on producing additive-free healthcare and food products. EFG Financial, LLC serves individuals, high-net-worth clients, and businesses by providing retirement planning and non-discretionary portfolio management. The firm uses a modern portfolio theory-based approach with proprietary model portfolios, conducting due diligence on third-party advisers and emphasizing tax efficiency and disciplined rebalancing.

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.

Emily Wetter is a financial advisor at Schwallier Wealth Management with five years of industry experience. She holds the CFP® and Series 66 designations and has worked at firms including Morgan Stanley and Mosaic Planners and Advisors. Outside of her advisory role, she is involved with Holistiplan LLC, a company specializing in advanced planning software solutions, and owns Monoceros Consultants LLC, which provides tax planning services. Schwallier Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering portfolio management, financial planning, and institutional retirement advisory services. The firm uses individualized asset allocation and a combination of fundamental, technical, and tactical approaches, primarily employing exchange-traded funds, with both discretionary and non-discretionary client engagements.

Joseph Harmon is a financial advisor with RCPlanners in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Camelot Advisors LLC d/b/a Harmon Wealth Management and Cambridge Investment Research Advisors, INC. Outside of advising, Harmon plays the bagpipes, dedicating about two hours per week to this activity. RCPlanners provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis along with a proprietary retirement income model that addresses multiple retirement risks, employing a range of investment vehicles including securities, mutual funds, ETFs, and private real-estate offerings for accredited investors.

Ryan Huyser is a financial advisor with Synergy Wealth Management, LLC in Grand Rapids, MI. He holds a Series 66 designation and has 21 years of industry experience, including seven years at Wells Fargo Clearing before joining Synergy Wealth Management in 2016. Outside of his advisory role, he serves as an Endowment Committee Member for the West Michigan Environmental Action Committee. Synergy Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, and qualified plan consulting. The firm’s investment approach is based on academic research, strategic asset allocation, and Modern Portfolio Theory, utilizing primarily no-load mutual funds, and it offers regular client education through seminars and workshops.

Kyle Schwallier is a CFP® with seven years of industry experience, currently serving as an advisor at Schwallier Wealth Management. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab. Schwallier Wealth Management serves individual and high-net-worth clients as well as corporate and institutional retirement plan sponsors, providing portfolio management, financial planning, retirement-plan consulting, participant account management, and employee education. The firm’s investment approach focuses on individualized asset-allocation models and combines fundamental, technical, and tactical analyses, primarily implemented through exchange-traded funds and other common securities.

Hunter Lewis is a CFA® charterholder with eight years of industry experience. He has worked at Brooktree Capital Management Inc. since 2018 and previously spent four years at Legacy Trust. Brooktree Capital Management provides discretionary investment management to individuals, trusts, pensions, estates, charitable organizations, and business entities. The firm uses both fundamental and technical analysis, employing a variety of strategies tailored to clients’ income, tax, and time-horizon considerations.

Matthew Thomas is a financial advisor with GreenRock Wealth Management, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. His prior roles include positions at FLT Academy, Young Powersports, and Principal Life Insurance Company. GreenRock Wealth Management primarily serves individual clients as well as corporations and small-business retirement plans, providing discretionary portfolio management and tiered financial planning on a subscription basis. The firm emphasizes personalized asset allocation and offers investment management that is included within certain financial planning subscriptions.

Mary Britenfeld is a financial advisor at Schwallier Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked previously at True Blue Financial and LPL Financial. Outside of her advisory role, she serves as an adjunct instructor at Lake Michigan College. 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 combines fundamental, technical, and tactical analyses, primarily implementing strategies through exchange-traded funds and common securities.

Esteban Hernandez is a financial advisor at Measured Strategies LLC in Ada, Michigan, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Bb&T Securities. Hernandez also holds a non-managing membership in a family investment partnership, FH Investments LLC. Measured Strategies LLC provides advisory services to individuals and high net worth clients, offering discretionary portfolio management and financial planning. The firm employs a diverse investment approach that combines cyclical, fundamental, quantitative, and technical analysis across traditional and alternative assets tailored to client risk tolerances.

Bobby Tsironis is a financial advisor with Burnham & Company LLC in Grand Rapids, MI, holding Series 65 and Series 63 credentials and bringing 34 years of industry experience. His career includes roles at Centennial Securities Company, Inc. and Burnham & Dells Advisors prior to joining Burnham & Company. Burnham & Company provides discretionary investment management and retirement-plan consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm employs a long-term growth strategy based on fundamental and technical analysis, managing a range of assets including equities, fixed income, private equity, and structured notes, generally on a discretionary basis without requiring minimum account sizes.

Philip Devries is a financial advisor at RBS Wealth Management with a Series 65 designation and one year of industry experience. He has been involved with Michigan Outdoor Properties, LLC since 2006. RBS Wealth Management provides personalized financial planning and investment management services to individuals and entities, including high net worth clients and family offices. The firm uses both fundamental and technical analysis to tailor portfolios, combining various asset types and external managers to meet client objectives.

William Blackston is a Series 65 licensed financial advisor with 15 years of industry experience. He is currently with Pearl Wealth Group, where he has worked since 2021, and previously held roles at Sandy Morris Financial and Royal Fund Management. In addition to his advisory work, Blackston is a licensed insurance agent in Florida, offering life insurance, Medicare, annuities, and related services. Pearl Wealth Group provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients, using a combination of investment methodologies and tailored Investment Policy Statements. The firm offers discretionary portfolio management, modular and full financial plans, and may delegate day-to-day management to sub-advisors.

Ryan Stephen is a financial advisor at RBS Wealth Management with 16 years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and Edward Jones. Outside of his advisory role, he is involved in NXT Ventures LLC, an entity he created to support his children’s startup businesses by providing capital and business oversight. RBS Wealth Management offers personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices and trusts. The firm manages portfolios using a mix of mutual funds, ETFs, equities, bonds, options, and alternative investments, employing fundamental and technical analysis with a focus on long-term strategies while accommodating shorter-term trades when appropriate.

Daniel Shuart is a financial advisor at Eagle Point Capital LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Blackford Capital and Amway Corporation. In addition to his advisory role, he serves as a consultant to the investment committee at Lakewood Hughes, LLC, a family office focused on private business investments. Eagle Point Capital provides discretionary investment management primarily through separately managed accounts to individuals, high-net-worth clients, corporations, and pooled investment vehicles. The firm employs a concentrated, largely unconstrained long-equity strategy based on fundamental research and manages accounts to align with a proprietary model portfolio, offering a performance fee option and acting as sub-advisor to a private fund.

Noah Hoekstra is a financial advisor at VanderPol Investments L.L.C. with a Series 65 designation and three years of industry experience. He has worked at VanderPol Investments since 2022 and previously spent six years at Hoekstra Electric. VanderPol Investments LLC provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension plans. The firm uses a model-based approach with an emphasis on small-cap, value-oriented equities and incorporates tax optimization, estate, and charitable planning for larger accounts.

James Nutter is a financial advisor with IM Wealth who holds Series 65 and Series 66 designations and has nine years of industry experience. His prior roles include positions at Commonwealth Financial Network and Mass Mutual Investors Services. He is also involved in fixed insurance sales, spending a small portion of his professional time on this activity. IM Wealth offers fiduciary financial planning and individual portfolio management services mainly to individuals and high-net-worth clients, using a three-tiered consulting structure. The firm’s approach integrates fundamental analysis and modern portfolio theory with a long-term trading focus and includes fixed-fee planning arrangements alongside asset-based management.