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Scott D

CFP®, Series 65

Holland, MI

CapTrust Wealth Advisors

Scott Demaagd is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with CapTrust Wealth Advisors. He has been with CapTrust in various roles since 2015. Outside of his advisory work, Demaagd serves as a volunteer board member and committee participant for nonprofit healthcare and educational organizations, including Trillium Living and The Potters House Christian School. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm combines fundamental and technical analysis with a long-term approach and offers both integrated wealth planning and standalone guidance through discretionary and non-discretionary arrangements.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
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Jason K

Series 63, Series 65

Holland, MI

CapTrust Wealth Advisors

Jason Kooyer is a financial advisor at CapTrust Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CapTrust Wealth Advisors since 2015. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm utilizes a combination of fundamental and technical analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and derivatives strategies for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
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Bryan L

Series 66

Holland, MI

CapTrust Wealth Advisors

Bryan Linn is a financial advisor with CapTrust Wealth Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with CapTrust Wealth Advisors since 2015 in various capacities. Outside of his advisory role, he serves as President of the Board of Directors of Gateway Mission, where he provides financial advice on budgeting, audits, and accountability. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm utilizes a combination of fundamental and technical analysis with a long-term investment orientation while providing access to a range of investment vehicles and third-party managers under ongoing oversight.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
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Samuel S

Series 65

Holland, MI

CapTrust Wealth Advisors

Samuel Starks is a Series 65-licensed financial advisor with CapTrust Wealth Advisors in Holland, MI, bringing four years of industry experience. His prior work includes roles at Worksighted, Inc., Northwestern University, and Portage Lake Bible Camp. CapTrust Wealth Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans, offering wealth planning, investment management, and retirement plan advisory services. The firm uses a combination of fundamental and technical analysis with a long-term focus and employs a variety of investment vehicles and strategies, including derivatives and options for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
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Randall N

Series 65

Zeeland, MI

Generational Wealth, Inc.

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.

General retirement planning Wealth management Active portfolio management Passive / index investing
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Shane A

Series 63, Series 65

Holland, MI

West Michigan Advisors

Shane Ailes is a financial advisor at West Michigan Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Lakeshore Financial Group, and Commonwealth Financial Network. He is the founder and vice president of the Rolling Oaks Condominium Association, a nonprofit organization in Holland, MI. West Michigan Advisors is a team of 17 professionals serving individuals, families, trusts, estates, charitable organizations, and businesses with discretionary investment management, financial planning, and family office services. The firm builds customized, primarily long-term portfolios and applies fundamental and technical analysis, managing accounts on a discretionary basis with ongoing client contact and periodic reviews.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Founder/Business Owner Executive
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Ronald P

CFP®, Series 65

Holland, MI

CapTrust Wealth Advisors

Ronald Price Jr. is a CFP® with eight years of industry experience, currently serving with CapTrust Wealth Advisors. He has been with CapTrust for nine years in total and previously worked at Henkel for five years. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm combines fundamental and technical analysis with a long-term orientation, incorporating a range of investment vehicles and strategies, including derivatives and options for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
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Jason B

Series 66

Holland, MI

CapTrust Wealth Advisors

Jason Bruxvoort is a financial advisor at CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation with 19 years of industry experience. He has been with CapTrust Wealth Advisors since 2016. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm offers integrated and standalone planning engagements using a range of investment strategies and vehicles, including mutual funds, ETFs, individual securities, and privately placed collective investment vehicles.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
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Brian V

Series 63, Series 65

Holland, MI

CapTrust Wealth Advisors

Brian Vandenbrink is a financial advisor with CapTrust Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with CapTrust since 2015. Outside of advisory work, he serves on the board of DISHER Corporation and is involved with a real estate holding company and an insurance agency. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis with a generally long-term orientation and provides both discretionary and non-discretionary portfolio management.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
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Brent R

Series 63, Series 65

Holland, MI

West Michigan Advisors

Brent Rhoads is a financial advisor with West Michigan Advisors who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior work includes ten years at Regulus, LLC and thirteen years at Regal Investment Advisors. In addition to his advisory role, he works as a risk management specialist and sells various insurance products tailored to financial planning and business protection. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers or banks. The firm provides discretionary investment management and comprehensive financial planning, employing a primarily long-term investment approach with options for alternative investments and independent managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Founder/Business Owner Executive
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William H

Series 65

Holland, MI

LVZ, Inc.

William Herweyer is a financial advisor at LVZ, Inc. with a Series 65 credential and one year of industry experience. His prior work includes roles at King Company, Nelson Steel, Holland Auto Exchange, and educational positions at West Ottawa High School and Harbor Lights Middle School. LVZ, Inc. serves over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets. The firm provides investment management, financial planning, consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering a range of portfolio styles and strategies that combine fundamental and technical analysis within a top-down framework.

Retirement income strategy ESG / Sustainable investing Christian Faith Based
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Shawn P

Series 66

Holland, MI

CapTrust Wealth Advisors

Shawn Pacanowski is a Series 66-licensed financial advisor with 21 years of industry experience. He has been with CapTrust Wealth Advisors since 2015, currently working as part of their team based in Holland, MI. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm provides both integrated and standalone planning and portfolio management across a range of investment vehicles, combining fundamental and technical analysis with a long-term orientation and specialized options strategies for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
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Kaileigh E

Series 63, Series 66

Holland, MI

DB & C Advisors, LLC

Kaileigh Eddy is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at DB & C Advisors since 2016, following seven years at LPL Financial. Eddy is also a senior manager at DeBoer, Baumann & Company, PLC, a full-service CPA firm offering tax, consulting, and financial statement services. DB & C Advisors provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a varied investment approach, including fundamental, technical, and cyclical analysis, and incorporates strategies such as options and private placements tailored to clients’ objectives and risk tolerances.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Samuel S

Series 65

Holland, MI

West Michigan Advisors

Samuel Sikkel is a financial advisor at West Michigan Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Specialty Concrete Construction. West Michigan Advisors serves a range of clients including individuals, high-net-worth families, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm employs a primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by both fundamental and technical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Founder/Business Owner Executive
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Ryan T

Series 66

Holland, MI

CapTrust Wealth Advisors

Ryan Tyler is a Series 66-licensed financial advisor at CapTrust Wealth Advisors with 19 years of industry experience. He has worked at CapTrust since 2015. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm employs a combination of fundamental and technical analysis with a generally long-term orientation, offering both discretionary and non-discretionary services.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
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Jeffrey P

Series 66

Holland, MI

West Michigan Advisors

Jeffrey Perkins is a financial advisor with West Michigan Advisors and holds a Series 66 designation. He has 11 years of industry experience, including nine years at Raymond James & Associates and current roles at West Michigan Advisors and Level Four Financial, LLC. Outside of his advisory work, he is involved in a non-investment related family business, Rebecca Perkins Homes, where he oversees taxes, purchasing, and marketing. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers or banks. The firm offers discretionary investment management and comprehensive financial planning, building customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that balances long-term strategy and tactical adjustments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Founder/Business Owner Executive
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David W

CFP®, Series 63, Series 65

Zeeland, MI

Generational Wealth, Inc.

David Wilson is a CFP® professional with 31 years of industry experience. He has worked at Generational Wealth Management since 2015 and previously held roles at First Allied Securities, Inc. and First Allied Advisory Services, Inc. In addition to his advisory duties, he is an insurance agent involved in fixed, life, health, and property and casualty insurance. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and other services such as tax preparation and family-office bill pay. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and manages portfolios through multiple platforms combining active and passive strategies.

General retirement planning Wealth management Active portfolio management Passive / index investing
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Nathan B

CFP®, Series 66

Holland, MI

LVZ, Inc.

Nathan Baumann is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is affiliated with LVZ, Inc., where he has worked since 2007, and previously spent ten years with Next Financial Group Inc. Baumann serves on the investment committee for Resthaven, a nonprofit organization. LVZ, Inc. manages approximately $1.125 billion in assets across more than 2,400 client relationships through a team of 17 advisors. The firm offers a range of investment management and financial planning services, including customized portfolio strategies and third-party manager selection for individuals, trusts, charitable organizations, and qualified retirement plans.

Retirement income strategy ESG / Sustainable investing Christian Faith Based
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John B

Series 65

Zeeland, MI

Generational Wealth, Inc.

John Bouws is a financial advisor at Generational Wealth, Inc. He holds a Series 65 designation and has been with Generational Wealth since 2024. Prior to his advisory role, he worked in construction and various positions while completing his education at Hope College. Generational Wealth, Inc. serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and retirement-plan education. The firm uses asset-allocation frameworks and Modern Portfolio Theory to build customized portfolios, combining active and passive strategies and incorporating third-party institutional strategists.

General retirement planning Wealth management Active portfolio management Passive / index investing
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Matthew H

Series 66

Holland, MI

West Michigan Advisors

Matthew Hogg is a financial advisor at West Michigan Advisors with six years of industry experience. He previously worked at Raymond James & Associates from 2019 to 2022. Outside of his advisory role, he serves on multiple community boards, including the City of Cedar Springs Planning Commission, the Comstock Park Education Foundation, the Grand Rapids Chamber of Commerce Ambassador Council, and the Rotary Club of Grand Rapids. West Michigan Advisors serves individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, retirement plan advisory services, and family office support. The firm employs a customized portfolio approach using ETFs, mutual funds, equities, bonds, and alternative investments, combining fundamental and technical analysis with regular account reviews.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Founder/Business Owner Executive
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