Heather Mosher is a financial advisor with West Michigan Advisors, holding a Series 66 designation and 17 years of industry experience. She previously worked at Raymond James & Associates for 12 years before joining West Michigan Advisors in 2022. Outside of her advisory role, she manages a YouTube channel where she creates and edits videos. West Michigan Advisors serves individuals, families, trusts, retirement plans, and other advisers, offering discretionary investment management and financial planning. The firm constructs customized portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, employing both fundamental and technical analysis within a primarily long-term investment approach.

Brendon Johnson is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation and 14 years of industry experience. He has been with CapTrust in various roles since 2015. Outside of his advisory work, Johnson serves as treasurer for Zeeland Christian Schools, a local nonprofit. 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 mix of fundamental and technical analysis with a long-term investment orientation, offering discretionary and non-discretionary management across a range of securities and strategies.

Kirsen Doolittle is a financial advisor with West Michigan Advisors holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Macatawa Bank and its related brokerage services, infinex Investments, and West Michigan Financial Services. West Michigan Advisors serves a range of clients including individuals, high-net-worth families, trusts, and businesses, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm constructs customized, primarily long-term portfolios using a mix of ETFs, mutual funds, equities, bonds, and alternative investments, and maintains ongoing client contact with periodic reviews.

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.

Caleb Schoon is a financial advisor at West Michigan Advisors with a Series 65 credential and three years of industry experience. His previous roles include positions at Gasaway Investment Advisors, Inc. and Northwestern Mutual, as well as teaching experience at Hope College. West Michigan Advisors serves individuals, families, trusts, estates, charitable organizations, and businesses by providing discretionary investment management, financial planning, and family office services. The firm constructs customized long-term portfolios using a variety of investment vehicles and applies both fundamental and technical analysis in its approach.

Bradley Weber is a financial advisor at DB & C Advisors, LLC and holds the Series 65 designation. He has been with DB & C Advisors since 2025 and has prior experience at De Boer Baumann & Company dating back to 2011. DB & C Advisors provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a variety of investment strategies and regularly reviews client portfolios to align with their objectives and risk tolerance.

Rhonda Carter is a financial advisor at CapTrust Wealth Advisors with 13 years of industry experience. She holds a Series 66 credential and has been with CapTrust since 2016. 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 in portfolio construction and employs both discretionary and non-discretionary approaches, including specialized strategies like derivatives and options for eligible clients.

George Gardner Jr. is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with DB & C Advisors since 2011. Gardner is also a partner at DeBoer, Baumann & Company PLC, an accounting firm. Additionally, he is involved in DB & C Solar, which manages the installation and operation of solar panels on company properties. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm tailors its services to client objectives and risk tolerances, employing a mix of fundamental, technical, and cyclical investment analysis methods.

Kevin Clark is a financial advisor with West Michigan Advisors who holds Series 63 and Series 65 designations and has 43 years of industry experience. His career includes roles at West Michigan Advisors and Raymond James & Associates, among others. He is also an author, having written a book titled *The Great Economic Train Wreck* from which he receives royalties. West Michigan Advisors serves individuals, families, trusts, charitable organizations, and businesses with discretionary investment management and financial planning. The firm offers customized, primarily long-term portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, combining fundamental and technical analysis with internal due diligence.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.