Matthew Gusky is a financial advisor at Ardent Wealth Management in Rockford, MI, with five years of industry experience. He holds a Series 65 designation and previously worked at Lifeworks Advisors, LLC and Regal Holdings, LLC. Outside of his advisory role, he is involved in insurance sales through affiliations with Regal Financial Group and Commission Crosswise Insurance Agency. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including pension plans, trusts, charitable organizations, businesses, and individuals. The firm employs a planning-based and risk-based investment approach that integrates factor-based equity and ETF strategies, options hedging, and systematic rebalancing, combining quantitative and fundamental research with technical analysis.

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 the Series 65 and Series 63 licenses. Prior to joining Kroon & Mitchell, he worked at JP Morgan Chase Bank and J.P. Morgan Securities. 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 combines fundamental and quantitative analysis within a modern portfolio theory framework, pursuing long-term investment strategies tailored to each client’s investment policy statement.

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.

James Louwerse is a financial advisor at GPS Financial Group, LLC in Grand Rapids, MI, holding CFP® and Series 63 designations with 15 years of industry experience. He has been with GPS Financial Group since 2015. Outside of his advisory role, Louwerse serves as Treasurer for the Thrive Learning Center Foundation, a private school, where he oversees budgets and financial statements. GPS Financial Group provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and pension or profit-sharing plans. The firm manages approximately $64 million in assets in-house using a long-term, discretionary approach based on modern portfolio theory.

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.

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.

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. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Blackford Capital and AT Karney. Hakim is also a principal at Eagle Point Capital Funds LLC. Eagle Point Capital provides discretionary investment management to individuals, high-net-worth clients, corporations, and pooled investment vehicles, primarily through separately managed accounts. The firm employs a concentrated, largely unconstrained long-equity strategy focused on fundamental research and manages accounts to align with a proprietary model portfolio.

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.

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.

Dennis Tubbergen is a financial advisor with Personal Legacy Planners in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with PLP Advisors, LLC since 2020 and is involved with PLP Metals, LLC, which buys and sells precious metals. Tubbergen’s other business activities include work in case design for wholesale fixed life and annuity products and management consulting. Personal Legacy Planners serves individuals, trusts, estates, charities, retirement plans, and business entities by providing financial planning, tailored advice, and access to investment management. The firm offers written financial plans and consultations but does not directly manage client assets, instead implementing recommendations through model portfolios and third-party sub-advisers.

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.

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 with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avant-Garde Capital LLC and WealthSource Partners, LLC. Hernandez has been involved in academia, teaching at Grand Valley State University and Florida Atlantic University. He is also a non-managing member of FH Investments LLC, a family investment partnership. Measured Strategies LLC serves individuals and high net worth clients with discretionary portfolio management and financial planning. The firm employs a diverse investment approach combining cyclical, fundamental, quantitative, and technical analysis, managing portfolios that include traditional and alternative asset classes.

Daniel Vandenberg is a financial advisor at Eastown Financial Advisors, LLC in Grand Rapids, MI, holding a Series 66 credential with 16 years of industry experience. He has worked at Eastown Financial Advisors since 2019 and previously spent nine years with Money Concepts Advisory Service and Money Concepts Capital Corp. Outside of advising, he is involved with Eastown Financial Services, providing tax preparation, payroll, and accounting services. Eastown Financial Advisors serves individual and high-net-worth clients, offering portfolio management and financial planning through model allocations on Charles Schwab’s platform. The firm follows a long-term investment approach based on modern portfolio theory and maintains affiliations with accounting and insurance services.