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.

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.

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.

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.

Jordan Alvarez is a financial advisor with Connected Financial Strategies LLC in Allendale, MI, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory role, Alvarez coaches wrestling for Jenison public schools. Connected Financial Strategies LLC provides investment advisory, financial planning, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers customized discretionary portfolio management using ETFs, mutual funds, individual securities, and cash, employing both fundamental and technical analysis with a generally long-term approach.

Peter Bos is a financial advisor with Eastown Financial Advisors, LLC, holding a Series 65 credential and one year of industry experience. He has previously worked at Katerberg Verhage and Calvin University. In addition to his advisory role, Peter is employed as a tax preparer and bookkeeper at Eastown Financial Services. Eastown Financial Advisors serves individual and high-net-worth clients by providing portfolio management and financial planning, using model allocations on Charles Schwab’s platform. The firm’s investment approach is based on modern portfolio theory and long-term trading, with individualized asset allocation tailored to clients’ goals and risk tolerances.

Angela Brooks is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Family Capital Management in Grand Rapids, MI. She has worked at Family Capital Management since 2014, with a period at American Portfolios Financial Services, Inc. from 2014 to 2024. Outside of her advisory role, she is also an independent insurance agent. Family Capital Management provides discretionary portfolio management and modular financial consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm integrates wealth-planning advice with investment management and uses a mix of fundamental and technical analysis across a range of investment vehicles, monitoring accounts continuously to adjust for market and client changes.

Andrew Bos is a CFP® professional with 27 years of industry experience. He is currently with Eastown Financial Advisors, LLC, where he has worked since 2019, following nearly two decades at Money Concepts Advisory Service and Money Concepts Capital Corp. Bos is also president of Eastown Financial Services Inc., which provides tax preparation, accounting, and insurance services. Eastown Financial Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing model allocations on Charles Schwab’s platform. The firm’s approach is based on modern portfolio theory and long-term trading, with a distinctive combination of advisory, accounting, and insurance services.

Justin Hales is a financial advisor at Greenrock Wealth Management, LLC in East Grand Rapids, MI, holding Series 63 and Series 66 licenses with 15 years of industry experience. He founded Greenrock Wealth Management in 2015 and is involved in an affiliated insurance practice through Greenrock Advisory, where he is a licensed insurance agent. Greenrock Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, managing approximately $35.6 million in client assets. The firm focuses on tailored investment management using individualized asset-allocation strategies and primarily invests in mutual funds and diversified portfolios.

Maria Kuiper is a CFA® charterholder and Series 66 licensee with six years of industry experience. She is currently an associate investment advisor at NPF Investment Advisors and previously worked at Stifel and Michael A. Tawney & Co. Kuiper has also held roles outside of finance, including positions at Calvin College. NPF Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as foundations and pension plans. The firm manages discretionary client portfolios with a focus on fundamental security analysis and asset allocation, and it sponsors the NPF Core Equity ETF launched in 2026.

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.

Pedro Gomes is a financial advisor at NPF Investment Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Catholic Charities West Michigan and Grand Valley State University. NPF Investment Advisors provides financial planning, portfolio management, and consulting services to both individual and institutional clients, including management of the NPF Core Equity ETF. The firm develops individualized investment policies and typically manages accounts on a discretionary basis using fundamental security analysis and conventional asset-allocation strategies.

Mark Rougas is a CFP® with four years of industry experience, currently serving as a financial advisor at Grand Wealth Management, LLC. His prior roles include positions at Brookstone Capital Management and Huntington National Bank. Outside his advisory work, he operates Planscape LLC, a consulting business focused on financial data management and report preparation for Campbell Wealth Advisors LLC. Grand Wealth Management offers fee-only wealth management, portfolio management, and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic investment approach based on Modern Portfolio Theory, emphasizing globally diversified, low-cost mutual funds and ETFs.

Sara Lewis is a CFP® professional with nine years of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. since 2017. Prior to this, she worked at Watkins Ross for three years. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm providing wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm manages approximately $998.5 million in assets and emphasizes a long-term investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, individual securities, and alternative investments where appropriate.

Emma Fabiano is a financial advisor at Grand Wealth Management, LLC in Grand Rapids, MI, holding a Series 65 credential. She has been in the industry since 2024 and has previous experience with Stifel Nicolaus and Huntington National Bank. Outside of finance, she owns and operates Emma With a Camera LLC, a photography business. Grand Wealth Management provides fee-only wealth management, portfolio management, and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm follows a systematic investment process grounded in Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Tyler Bosgraaf is a CFA® charterholder with eight years of industry experience. He has been with Norris Perne & French LLP since 2014. He is based in Grand Rapids, MI. NPF Investment Advisors offers financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as foundations, endowments, pension plans, trusts, charitable organizations, and businesses. The firm manages discretionary client portfolios using fundamental security analysis and asset-allocation strategies and serves as the investment adviser to the NPF Core Equity ETF.

Brandon Bauer is a CFP® with 10 years of industry experience, currently serving at Voisard Asset Management Group in Grand Rapids, MI. He has been with Voisard Asset Management Group since 2015 and is also an advisor and minor interest partner at Adventis CG. Voisard Asset Management Group is an SEC-registered advisory firm managing approximately $589 million in assets for individuals, high-net-worth clients, and retirement plans. The firm employs a multi-disciplinary investment approach focusing on diversified portfolios primarily using mutual funds and ETFs, alongside specialized retirement plan services including ERISA-focused management and participant education.

Jordan Katje is a CFP® and holds a Series 65 license with three years of industry experience. He works at Voisard Asset Management Group in Grand Rapids, MI, where he has been employed since 2022 following a decade as a full-time student. Voisard Asset Management Group is a SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plans. The firm manages approximately $589 million in assets across 446 client relationships, employing a multi-disciplinary investment approach focused on diversified portfolios with mutual funds and ETFs tailored to client objectives and risk tolerance.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, holding a Series 66 designation with 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for eight years before joining Henrickson Nauta Wealth Advisors in 2018. Henrickson Nauta Wealth Advisors is an SEC-registered firm providing wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $998.5 million in assets for about 527 clients through a team of ten advisors, employing a long-term investment approach based on modern portfolio theory and offering a range of portfolio management options, including mutual funds, ETFs, individual securities, and alternative investments.