Ross Bush is a financial advisor at Graetz Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Brookstone Wealth Advisors, LLC, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, he is an owner of an insurance sales business. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of passive index exposures and tactical adjustments in its investment process and employs model portfolios while maintaining ongoing monitoring responsibilities.

Robert Nabulere is a financial advisor at Personal Legacy Planners with a Series 65 credential and one year of industry experience. His prior roles include positions at Retirement Lifestyle Advocates, Three Rivers FCU, and Huntington University. Personal Legacy Planners serves individuals, trusts, estates, charities, retirement plans, and business entities by providing financial planning and tailored advice without directly managing client assets. The firm employs model portfolios and third-party sub-advisers for investment execution while maintaining ongoing client monitoring and advice.

Leonard Debraber is a financial advisor with ClearView Investments, LLC, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked at HBW Advisory Services LLC and HBW Insurance & Financial Services, Inc. Outside of advising, he has worked as an independent contractor running the clock at Sparta High School basketball games since 1979. ClearView Investments serves individual and institutional clients, providing financial and retirement planning along with tailored portfolio management. The firm emphasizes passive investment strategies using index funds and ETFs, employs third-party managers when appropriate, and focuses on low turnover and tax efficiency.

Karl Holzhueter is a financial advisor with ClearView Investments, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with ClearView Financial LLC since 2007 and also has experience at HBW Insurance and Financial Services, Inc. since 2003. Holzhueter previously served in the Grand Rapids Police Department for 25 years. Outside of advising, he is an owner of CVI Properties. ClearView Investments serves individual and institutional clients, including high-net-worth individuals, offering investment advisory, financial and retirement planning, and assistance with account setup and outside manager selection. The firm primarily uses passive investment management with diversified portfolios of index funds and ETFs, incorporates fundamental and technical analysis, and generally manages accounts on a discretionary basis with periodic reviews.

Timothy Devries is a financial advisor with Clearview Investments, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Clearview Financial LLC since 2007 and previously worked for the City of Grand Rapids for 27 years. Outside of his advisory role, he is an owner of CVI Properties. Clearview Investments serves individual clients, including high-net-worth individuals, as well as institutional and plan clients. The firm focuses on passive investment management through asset-class weighted portfolios using index funds and ETFs, while also incorporating fundamental and technical analysis tailored to client goals and risk tolerance.

John Wierenga II is a financial advisor at Stewardship Trust Advisors with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Pilgrims Capital Advisors, Inc. since 2014. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks by providing asset management, financial planning, and retirement-plan fiduciary services. The firm employs a fundamental, primarily long-term investment approach while allowing opportunistic short-term trades across various asset classes and offers both discretionary and non-discretionary portfolio management.

Curtis Lehnert is a CFA® charterholder with two years of industry experience. He is the principal of Cedar Ridge Investment Management LLC, where he has worked since 2023. Prior to this, he held positions at DAE Capital Advisors, Smartkarma Innovations, and Starlight Capital Group, and managed his personal investment account from 2014 to 2017. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm combines quantitative models with fundamental, technical, cyclical, and economic analysis to guide investment decisions and offers both discretionary and non-discretionary accounts with asset-based fees.

Stephanie Greene is a financial advisor with Strategic Financial Group, L.L.C. in Grand Haven, MI. She holds the CFP® designation and Series 66 license and has 10 years of industry experience. Prior to joining Strategic Financial Group, she worked at USA Financial Securities Corporation for six years. Greene is also a licensed insurance agent and occasionally offers insurance products alongside her advisory services. Strategic Financial Group serves individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm employs a tailored investment approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, often utilizing third-party managers and proprietary planning frameworks.

Frederick Gearhart is a financial advisor with Personal Legacy Planners in Grand Rapids, MI, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His career includes roles at Illuminated Insurance Services, Luminist Capital, and Advisory Advocates. He serves as a trustee of a trust that owns part of Luminist Capital and Advisory Advocates and is involved in insurance sales and the sale of precious metals through affiliated entities. Personal Legacy Planners provides financial planning and investment advisory services to individuals, trusts, estates, charities, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocation and a co-adviser relationship with a third-party sub-adviser for portfolio management while maintaining client oversight.

Jordan Alvarez is a financial advisor with Connected Financial Strategies LLC in Allendale, MI, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory role, Alvarez coaches wrestling for Jenison public schools. Connected Financial Strategies LLC provides investment advisory, financial planning, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers customized discretionary portfolio management using ETFs, mutual funds, individual securities, and cash, employing both fundamental and technical analysis with a generally long-term approach.

Jacob Ekkens is a financial advisor at Stewardship Trust Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Stewardship Advisory Group and operated his own firm, Jacob Ekkens LLC. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks with asset management, financial planning, and retirement-plan fiduciary services. The firm’s investment approach focuses on fundamental analysis with a long-term orientation while allowing opportunistic short-term trades across various asset classes.

Brandon Graetz is a financial advisor at Graetz Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Retirement Wealth Advisors, Inc., and Altruistic Retirement Planning, LLC. In addition to his advisory role, he serves as treasurer for two local community organizations in Rockford, Michigan. Graetz Wealth serves individual clients, including high-net-worth individuals, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a combination of passive and tactical investment strategies, employing both fundamental and technical analysis, and incorporates third-party model tools while maintaining full discretionary trading authority.

John Hopkins is a financial advisor at Cedar Ridge Investment Management LLC with two years of industry experience. He has been a partner in the income tax firm where he works and has spent 12 years at Prospect Financial Solutions, LLC. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm employs a variety of analytical approaches combined with professional judgment and offers strategies focused on both long-term holdings and more dynamic rebalancing.

Michael Macpherson is a financial advisor at MDRN Capital with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Huntington National Bank for 12 years. Outside of advising, he is a licensed insurance agent involved in insurance sales and implementation. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team model. The firm allocates portfolios to unaffiliated independent managers and low-cost mutual funds and ETFs, focusing primarily on long-term investment approaches with flexibility for shorter-term adjustments.

Gabriel Newhof is a financial advisor with JVL Wealth Strategies in Wyoming, Michigan. He holds a Series 65 designation and has one year of industry experience. Prior to joining JVL Wealth Strategies, Gabriel worked at James Madison University and Spring Arbor University, and was involved with Basics Sports. JVL Wealth Strategies is a team-based firm serving individuals, trusts, estates, charitable organizations, and certain business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a combination of passive and active investment strategies alongside a formal manager selection and monitoring process.

Joshua Walther is a CFP® with two years of industry experience, currently serving as an advisor at Straight Path Wealth Management. His prior experience includes roles at Zhang Financial LLC and Empower. Straight Path Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporate retirement plans and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis to actively manage portfolios, incorporating strategies such as short selling and asset-backed options in certain accounts.

Lori Bush is a CFP® with eight years of industry experience, currently serving as an advisor at Kuhn Capital Partners. She has operated as a sole proprietor since 2017, focusing on investment-related activities and insurance sales. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, and access to third-party managed solutions. The firm constructs portfolios based on client objectives and risk tolerance, offers alternative investments for qualified clients, and manages multiple private funds.

Kenneth Cook is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He is also associated with Paradigm Equities, Inc. and MEA Financial Services, where he serves as a financial services representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, tailoring recommendations to clients’ objectives and operating mostly on a non-discretionary basis.

Kenneth Welch is a financial advisor at Straight Path Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Straight Path Wealth Management since 2021. Prior to that, he was involved with Straight Path Tax and Accounting Solutions Inc and PACE of Southwest Michigan Inc. Straight Path Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporate retirement plans, corporate investment accounts, and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis and uses a variety of strategies including ETFs, mutual funds, individual securities, short selling, and option strategies in certain managed accounts.

Randall Nederveld is a financial advisor at Generational Wealth Management with 15 years of industry experience. He holds a Series 65 designation and previously operated Nederveld Capital Management, LLC for 22 years, alongside running his own CPA practice for over three decades. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, retirement education, and various non-advisory services such as tax preparation and family-office bill-pay. The firm uses Modern Portfolio Theory to build customized asset-allocation models and combines active and passive strategies through institutional platforms.