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.

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.

Derek Prusa is a CFP® and CFA® with 10 years of industry experience. He is a managing partner at Advisor 123 LLC and a managing member of Aspire Wealth, where he serves as a principal and Chief Compliance Officer. His prior roles include positions at Retirement Wealth Advisory and FormulaFolio Investments. Aspire Wealth serves individuals, corporations, charities, and retirement plans with comprehensive financial planning, portfolio management, and consulting services. The firm utilizes an asset-allocation framework combined with tactical asset allocation, fundamental and technical analysis, and proprietary model portfolios to manage investments under discretionary authority.

Adam Suwyn is a CFP® professional with four years of experience in the financial industry. He has worked at JVL Wealth Strategies since 2023 and previously held positions at JPMorgan Chase and Greenleaf Trust. JVL Wealth Strategies provides financial planning, wealth management, and investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and certain business entities. The firm employs a disciplined investment process that includes asset allocation, fundamental and technical analysis, and a combination of passive and active strategies, managing approximately $784 million in assets for about 186 clients.

Shane Holcomb is a CFP® certificant affiliated with JVL Wealth Strategies in Wyoming, MI, with two years of industry experience. Prior to joining JVL Wealth Strategies, he worked briefly at Fidelity Investments and at Calderone Golf Club. JVL Wealth Strategies is a team of eight advisors serving individuals, trusts, estates, charitable organizations, and certain business entities. The firm provides discretionary portfolio management and comprehensive financial planning, employing a mix of passive and active investment strategies along with a formal manager selection process for separately managed accounts.

Bruce Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His career includes roles at Pension Systems LLC, Northpointe Bancshares Inc., and Apple Street LLC, where he is a co-owner. He serves on the board of directors of Northpointe Bank. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, corporations, and non-profits through a team-based approach. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerance, managing accounts on a discretionary basis with access to third-party money managers and custodial services through an independent clearing firm.

Matthew Kunnen is a CFP® and CFA® with 12 years of industry experience. He has worked at JVL Associates, LLC since 2013 and is currently part of the eight-advisor team at JVL Wealth Strategies in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients. The firm serves individuals, charitable organizations, trusts, estates, and business entities, employing a blend of passive and active investment strategies alongside access to private funds and separate account solutions.

Jeffrey Stukey is a financial advisor with Wealthspan Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at several firms, including AI Alpha, LLC, Strategic Navigators Private Wealth, FormulaFolio Investments LLC, and Retirement Wealth Advisors, Inc. Outside of advisory roles, he serves as president of two independent insurance-related businesses focused on financial planning and insurance agent support. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering financial planning, consulting, and discretionary portfolio management through active and passive model portfolios. The firm uses fundamental and technical analysis and manages sub-advisers to align client objectives with model strategies.

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® professional with 11 years of experience in the financial advisory industry. He is currently a managing member and investment adviser representative at Aspire Wealth and also serves as managing partner of Advisor 123 LLC, where he provides model signals to other advisers. His work history includes roles at Retirement Wealth Advisors, FormulaFolios, and LPL Financial. Aspire Wealth serves individuals, corporations, charities, and retirement plans with financial planning, portfolio management, and retirement-plan consulting. The firm uses an asset-allocation framework combined with tactical allocation, fundamental and technical analysis, and proprietary model portfolios, offering services on a fixed-fee, hourly, or asset-based basis.

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 CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is associated with JVL Wealth Strategies and has been involved with JVL Associates since 1994. JVL Wealth Strategies provides comprehensive financial planning, wealth management, and investment advisory services to individuals, trusts, estates, charitable organizations, and certain business entities. The firm employs a disciplined investment approach combining asset allocation, fundamental and technical analysis, and both active and passive strategies, managing approximately $784 million in assets for a select client base.

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.

Clayton Edger is a financial advisor at Summit Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Summit Advisors since 2017. Edger is also co-owner of Apple Street LLC, a non-investment business involved in office building rental. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, estates, corporations, non-profits, and small businesses. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios, managing accounts on a discretionary basis with access to third-party money managers and independent custodians.

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® professional with three years of industry experience. He currently serves as an advisor at Aspire Wealth and is also head of planning and an investment adviser representative at Advisor 123, LLC. His prior experience includes six years at Brookstone Capital Management and a year at Regal Financial Group. Aspire Wealth serves individuals, corporations, charities, and retirement plans with comprehensive financial planning, discretionary portfolio management, and consulting services. The firm uses an asset-allocation framework combined with proprietary model portfolios, tactical asset allocation, and regular account reviews to manage client investments.