Craig Ackermann is a CFP® professional with 26 years of industry experience, currently serving at Stewardship Trust Advisors. His prior roles include positions at Stewardship Estate Planning, Stewardship Advisory Group, United Planners' Financial Services, Stewardship Legacy Coaching, LLC, and Ackerman Financial. Ackermann is also a licensed insurance agent, offering insurance services separate from his investment advisory work. Stewardship Trust Advisors is an SEC-registered advisory team serving individuals, retirement plans, businesses, charitable organizations, trusts, and banks. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan fiduciary services, focusing on fundamental securities analysis and long-term, diversified portfolios tailored to clients’ objectives.

Kurt Holzhueter is a financial advisor at Clearview Investments, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Clearview Financial, LLC since 2010. In addition to his advisory role, he is a licensed insurance agent and a high school teacher with over 39 years at Thornapple-Kellogg School. Clearview Investments serves individual and institutional clients, offering financial planning, retirement planning, and portfolio management with a focus on passive investment strategies using index funds and ETFs. The firm emphasizes low turnover, tax efficiency, and utilizes custodial platforms to support practice management.

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.

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.

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.

Amanda Campbell is a financial advisor at Ellija Capital Management, LLC with three years of industry experience. She holds a Series 65 license and has been with Ellija Capital Management since 2022. In addition to her advisory role, she is licensed to conduct insurance sales. Ellija Capital Management is a state-registered investment adviser managing approximately $57 million in discretionary assets. The firm serves individuals, business owners, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering customized asset allocation and a long-term, diversified investment approach.

Daniel Gillett is a financial advisor at Branch Capital Management with a Series 65 credential and one year of industry experience. He has served in various roles outside finance, including long-term involvement with the Ottawa County Sheriff, Holland Township Fire Department, and the Singers Crusaders Chorus. He also provides counseling and stress management services for first responders through his sole proprietorship, Heritage Support Services. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis. The firm employs a proprietary, technically oriented investment approach with frequent asset-allocation adjustments and provides more frequent reporting than typical advisory firms.

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.

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.

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.

Logan Fields is a financial advisor with Connected Financial Strategies LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Connected Financial Strategies in 2026, he worked at Eagle Strategies and NYLIFE Securities LLC from 2023 to 2026, and Brookstone Capital Management from 2021 to 2023. He operates under the DBA name of Connected Financial Strategies, LLC for the purpose of selling New York Life products and services. Connected Financial Strategies LLC provides investment advisory, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management primarily using exchange-traded funds, supplemented by mutual funds, individual securities, and cash, employing both fundamental and technical analysis with a long-term orientation.

Dean Vanderzee is a financial advisor at Branch Capital Management with three years of industry experience. He holds a Series 65 credential and has been the owner and accountant at Vanderzee, LLC since 2004, providing tax and accounting services. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis. The firm employs a proprietary, technically oriented investment discipline focused on frequent asset-allocation adjustments and provides more frequent reporting than the typical quarterly schedule.

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.

Jacob Holtrop is a Series 65 licensed financial advisor with 11 years of industry experience. He has worked at Alliance Investment Management, LLC since 2014, including its current supported firm structure beginning in 2022. Alliance Investment Management, LLC provides discretionary and non-discretionary investment management and customized consulting services to individuals, retirement plan sponsors, trusts, estates, charities, corporations, and other business entities. The firm employs a tactical asset allocation approach using a proprietary Investment Conditions Rank to adjust sector and fund weightings and serves as the investment manager for a private pooled investment vehicle.

Eric Haas is a financial advisor at Prufid Financial Advisors LLC with 16 years of industry experience. He holds a Series 65 designation and has been affiliated with Altruist Financial Advisors LLC since 2001. Prufid Financial Advisors provides fee-only portfolio management and advisory services to individuals, high-net-worth clients, and various institutional clients, including corporate pension plans and private investment funds. The firm employs a strategic asset-allocation approach using primarily mutual funds and ETFs and manages assets largely on a non-discretionary basis.

Thaddeus Lubbers is a financial advisor at Ellija Capital Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Ellija Capital Management since 2007. Outside of his advisory role, he is an independent insurance agent and manages a college financial aid and planning consulting practice. Ellija Capital Management is a state-registered investment adviser managing approximately $57 million in discretionary assets for individuals, business owners, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes long-term, diversified strategies using a “bucket” approach and employs a mix of fundamental, technical, charting, and cyclical analysis to design portfolios.

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.