Jeffrey Stukey is a financial advisor with Wealthspan Investment Management, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and with 18 years of industry experience. His prior affiliations include AI Alpha, LLC, Strategic Navigators Private Wealth, FormulaFolio Investments LLC, and Retirement Wealth Advisors, Inc. He is also president of two non-investment related firms focused on independent financial planning and insurance marketing support, and a member of an insurance product and financial technology development company. Wealthspan Investment Management serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management across active and passive model-based strategies. The firm integrates fundamental and technical analysis, uses a range of concentrated U.S. equity models, and may engage third-party advisers to meet client objectives.

Patrick Sokol is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, Inc., and MEA Financial Services since 2016. Prior to his financial advisory career, he worked 25 years with Kelloggsville Public Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored recommendations based on client objectives.

Benjamin Webster is a CFP® with 11 years of industry experience, currently serving at Aspire Wealth where he is a managing member and investment adviser representative. He also manages Advisor 123 LLC, providing investment signals to other advisers. Webster’s prior roles include positions at Retirement Wealth Advisors and FormulaFolios. Aspire Wealth serves individuals, corporations, charities, and retirement plans with financial planning, consulting, discretionary portfolio management, and retirement-plan services. The firm employs an asset-allocation framework combined with tactical allocation and proprietary models, offering ongoing portfolio management across various investment types.

Nathan Lowe is a CFP® with 11 years of industry experience, currently serving as an advisor at JVL Wealth Strategies. Prior to joining JVL Wealth Strategies in 2022, he worked for eight years at Plante Moran Financial Advisors. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for a diverse client base including individuals, charitable organizations, trusts, estates, and business entities. The firm employs a blend of passive and active investment strategies, offers discretionary portfolio management, and provides specialized services such as trustee and executor support.

Gerald Vanderlugt is a CFP® professional with 15 years of industry experience, currently serving at JVL Wealth Strategies. He has been with JVL Associates since 1994. 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 access to private funds and separate account solutions. Their investment approach combines passive and active strategies, asset allocation, and third-party research, with additional services including trustee and executor functions and accounting for family investment LLCs.

Brian Johnson is a financial advisor at Cornerstone Wealth Partners, LLC with Series 65 credentials. He has six years of experience through his role at Thrive With Money LLC and fifteen years of prior work with Lacks Enterprises, Inc. Cornerstone Wealth Partners is a team-based, SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an academic, evidence-based investment approach using globally diversified mutual fund and ETF models and provides financial planning, portfolio management, and retirement and college-savings guidance.

Stephen Witte is a CFP® with eight years of industry experience, currently affiliated with Equita Financial Network, Inc. He has held positions at several firms, including Midwest Capital Advisors, LLC, and has a background in real estate with Coldwell Banker Schmidt Real Estate. Outside of his advisory role, he serves as Senior Manager of Compliance at Mission Driven Finance, focusing on impact investing private funds. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives.

Morgan Hunt is an investment advisor representative at Fairway Investment Group, LLC with two years of industry experience. He holds a Series 66 credential and previously worked in education, including seven years at Martin Public Schools. Hunt is also involved with MEA Financial Services as a financial representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, delivering advice on a predominantly non-discretionary basis and tailoring recommendations to client objectives.

Brian Platte is a financial advisor at Aspire Wealth in Caledonia, MI, with 10 years of industry experience. He holds a Series 65 designation and has worked with firms including Full Spectrum Retirement Services and Retirement Wealth Advisors. Outside of advisory roles, he serves as president of a technology company, Fynch, Inc., where he oversees operations. Aspire Wealth serves individuals, corporations, charities, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios incorporating tactical asset allocation, fundamental and technical analysis, and modern portfolio theory.

Jade Rossback is a financial advisor at Wealthspan Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including FormulaFolio Investments LLC and Retirement Wealth Advisors. Rossback is also self-employed, occasionally selling annuities and life insurance on a very limited basis to acquaintances. Wealthspan serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors with financial planning, consulting, and discretionary portfolio management. The firm employs a range of active and passive model portfolios and integrates fundamental and technical analysis, sometimes using third-party signals, while also recommending outside managers when appropriate.

Chad Soukup is a CFP® and CFA® with 15 years of experience in financial advising. He has worked at JVL Associates, LLC since 2019 and was previously with Plante Moran Financial Advisors, LLC for 12 years. Soukup is based in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm serving individuals, charitable organizations, trusts, estates, and business entities. The firm employs a combination of passive and active investment strategies, offers discretionary portfolio management, and provides access to private funds and separate account solutions.

Andrew Vander Schaaf is a Series 65-credentialed financial advisor with nine years of industry experience. He currently works at Aspire Wealth and Advisor123 LLC, where he holds roles including Director of Business Development. Vander Schaaf previously worked at Retirement Wealth Advisors and FormulaFolios. Aspire Wealth is a team advisory firm serving individuals, corporations, charities, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm utilizes a multi-strategy investment approach based on asset allocation, tactical adjustments, and proprietary model portfolios.

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.

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.

Joshua Fox is a financial advisor with Founders Financial Securities LLC in Caledonia, MI, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sigma Financial Corporation. Fox also operates Fox Wealth Solutions, providing investment management and life insurance services. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a network of adviser representatives. The firm employs various investment programs and combines advisory, brokerage, and insurance services within its platform.

Kevin Fifield is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at SAGEPOINT FINANCIAL and Innovation Partners LLC, and he has owned Byron Center Financial Services, Inc. since 1998. He serves as a board member of the Byron Historical Society. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and often uses discretionary authority to manage customized portfolios, with a focus on non-high-net-worth individuals.

Paul Kitzrow is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 20 years of industry experience. He has held various roles since 2010, including positions at PK Capital Management II, PK Capital Advisors, and Lyons Kitzrow Wealth Management. Outside of advisory work, he is involved as a managing partner and insurance agent for private fund limited partnerships, providing investment advice and selling life and disability insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, and option-based approaches, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Kyon Pannill is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning / Alternative Wealth, Wealthspan Investment Management, and Retirement Wealth Advisors, among other firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Zachary Grusell is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Eagle Strategies (NY Life) and other financial firms. Outside of his advisory role, he coaches lacrosse in Grand Rapids, Michigan. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies tailored to client objectives and is notable for its scale in institutional work and use of various analytical and operational tools.

Andrew Fifield is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Innovation Partners LLC and IP Financial Advisory Services LLC since 2024 and has been associated with BCF Wealth Strategies since 2021. Prior to his advisory roles, he held positions at Fed Express and Village Inn. IP Financial Advisory Services LLC primarily serves individual retail clients by providing portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, offering personalized portfolios and specialized advisory services including actuarial analysis and tax-efficient asset management.