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.

Connor Maki is a financial advisor at Strategic Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and previously worked at 1-800-Hansons. He serves as the Director of Young Adults at Coopersville Reformed Church, where he organizes weekly meetings for individuals aged 30 and under. Strategic Financial Group provides advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios with various asset classes and referring assets to third-party managers when appropriate.

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.

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.

Thor Nelson is a financial advisor at Alliance Investment Management, LLC with 18 years of industry experience. He has been with Alliance Investment Management since 2009. Nelson holds the Series 65 designation. Alliance Investment Management, LLC provides discretionary and non-discretionary investment management and customized consulting 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 framework and manages both individual portfolios and a private pooled investment vehicle.

Todd Ackermann is a financial advisor at Stewardship Trust Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several firms, including Stewardship Estate Planning and United Planners' Financial Services. In addition to his advisory role, Ackermann is a licensed insurance agent offering insurance services to clients. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks with asset management, financial planning, and fiduciary services. The firm employs a fundamental, primarily long-term investment approach while allowing opportunistic trading and utilizes both third-party managers and block trade allocations.

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.

Michelle Hoexum is a financial advisor at Revalue LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Revalue since 2019. Prior to this, she was with Centennial Securities Company from 2015 to 2017. Outside of her advisory role, she serves as Chief Growth Officer for Propeller LLC, assisting non-profits and start-ups with revenue strategies related to sales and donations. Revalue LLC provides services to individual investors and mission-driven institutional clients, offering financial consulting, portfolio management, and educational resources. The firm employs a values-driven, fundamental, value-oriented investment approach with an ESG overlay and emphasizes community investments within its asset allocation.

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.

Phillip Mitchell is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Kroon & Mitchell Asset Management LLC since 2013. He holds the Series 65 license and works out of Grand Rapids, MI. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension and retirement-plan consulting, and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $193 million in discretionary assets and employs a client-specific investment approach grounded in fundamental and quantitative analysis within a modern-portfolio-theory framework.

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.

Robert Roper is a financial advisor at Kroon & Mitchell Asset Management LLC with two years of industry experience. He holds a Series 65 designation and is also a certified public accountant, earning an annual salary in that capacity. His prior experience includes roles at Crowe and Odl, Inc. Kroon & Mitchell Asset Management provides discretionary portfolio management, retirement-plan consulting, and financial planning services to individuals, pension plans, and business entities. The firm manages approximately $193 million in assets and emphasizes client-specific investment policies, a combination of fundamental and quantitative analysis, and a long-term buy-and-hold investment approach.

Jeffery Greene is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Family Capital Management since 2017 and also operates JW Greene & Associates LLC. Greene serves as president and a board member of God's Gift Foundation, a Michigan-based nonprofit started by his grandfather that assists struggling ministries. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and modular financial consulting, combining fundamental and technical analysis with tailored allocations and a range of investment instruments.

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.