John Hoogland is a financial advisor at Aspen Investment Management Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Aspen Investment Management since 2011. Outside of his advisory role, he holds a 10% interest in a self-storage limited partnership. Aspen Investment Management provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth clients, trusts, estates, and charitable institutions. The firm uses a combination of fundamental and technical analysis, model asset allocations, and tactical adjustments to construct portfolios using individual securities, mutual funds, and ETFs.

Mark Henley is a CFP® professional at Henrickson Nauta Wealth Advisors, Inc. with one year of industry experience. Prior to joining Henrickson Nauta, he worked nine years at BDO USA PC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, managing approximately $998.5 million in assets through a team of ten advisors.

Garrett Von Behren is a financial advisor at Plante Moran Financial Advisors with CFP® and Series 65 credentials and four years of industry experience. His prior roles include positions at Notre Dame Investment Office and United Parcel Service. He has also worked in educational settings at Michigan State University and St. Joseph High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.

Hans Kronsbein is a CFP® and Series 63 credentialed advisor with 18 years of industry experience. He has been with Plante Moran Financial Advisors since 2001 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and commonly uses third-party managers and alternative investments.

Alexa Reder is a CFP® and Series 65 credentialed financial advisor at Plante Moran Financial Advisors with three years of industry experience. She has worked at Plante Moran Financial Advisors since 2021 and has prior experience at Michigan State University and Latitude 42 Brewing Co. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and frequently utilizes third-party managers and alternative investments.

Joshua Haywood is a financial advisor with ON Investment Management Company in Grand Rapids, MI, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2016 and previously at Haywood & Associates, Inc. from 2011 to 2018. Outside of his advisory role, he is involved in health, life, and disability insurance through VFG Solutions LLC and Strategic Diverse Ventures LLC. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a variety of investment programs and operates a dual-registration model combining advisory and broker-dealer activities.

Scott Carano is a CFP® at Plante Moran Financial Advisors with 16 years of industry experience. He has been with Plante Moran, PLLC and its affiliated financial advisory firm since 1988. Carano is also a partner at Plante Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model and offers both discretionary and non-discretionary portfolio management.

David Rasch is a financial advisor with ValMark Advisers, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with ValMark Advisers since 2010 and has additional experience with Valmark Securities since 2007. Outside of his advisory work, he is involved in farming through GreenTree Orchards, where he leases farmland to his brother. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and sub-advisory services.

Amy Butterfield is a CFP® and Series 65 licensed financial advisor with Plante Moran Financial Advisors. She has 16 years of industry experience and has worked with Plante Moran Financial Advisors since 2008. Amy is currently affiliated with P&M Holding Group as well. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse range of clients, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Alex Smith is a CFP®, CFA®, and Series 65-registered financial advisor with eight years of industry experience. He has worked with Plante Moran Financial Advisors since 2017 and previously was affiliated with Purdue University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-faceted investment process that includes fundamental, technical, and cyclical analysis combined with a proprietary equity market valuation model.

John Bush is a CFP® professional with nine years of experience in the financial advisory industry, currently serving at CGN Advisors, LLC. His prior roles include positions at Mark Prielipp Greenhouse & Mohr and Schwallier Wealth Management. Outside of his advisory work, he owns Bush Consultants, a business consulting firm that assists with various business and marketing tasks, and he also supports a family business selling power lift recliners. CGN Advisors provides comprehensive advisory services to individuals, families, plans, businesses, and charitable organizations. The firm employs a long-term, globally diversified investment approach combining Modern Portfolio Theory, core-plus-satellite, and active management, with a focus on fiduciary duty and regular portfolio reviews.

Matthew Lake is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and with five years of industry experience. His prior roles include positions at GLP Investment Services, LLC, GLP & Associates, Inc., Gill Staffing, and Huntington National Bank. In addition to his advisory work, he is also licensed as a life insurance agent, providing life insurance and fixed/index annuity sales and servicing clients. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and model portfolios, and it provides specialized portfolio financing options tailored to clients’ risk and liquidity profiles.

Sean Morris is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of five years in the industry. His prior experience includes roles at Hantz Financial, Grand Valley State University and Athletics, the Detroit Lions, Selcra, and Washtenaw Community College. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a broad client base that includes individuals, institutions, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, utilizing both third-party managers and alternative investments.

Jennifer Beach is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience, currently serving at Plante Moran Financial Advisors since 2017. Prior to joining Plante Moran, she held positions at Grand Valley State University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment process and offers both discretionary and non-discretionary portfolio management.

Jaimee Figueiredo is a financial advisor with Plante Moran Financial Advisors in Grand Rapids, MI. She holds a Series 65 designation and has recently started her career in the industry. Prior to joining Plante Moran, she has worked at various businesses including Fruition Acai & Juice Bar and Mercantile Bank. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity market valuation models.

Thomas Turner is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has worked at Consolidated Portfolio Review Corp since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. In addition to his advisory work, he has been involved in Turner Auto since 1982. Consolidated Portfolio Review Corp serves individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans, through a multi-advisor platform. The firm offers tailored investment management and financial planning services, combining strategic asset allocation with fundamental and technical analysis, and provides access to proprietary model portfolios and third-party sub-advisors.

David Rasch is a financial advisor with ValMark Advisers, Inc. based in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining ValMark, he worked at Harvest Wealth Advisors, U.S. Bancorp Investments, U.S. Bank, and Charles Schwab & Co. He maintains a minority interest in Harvest Wealth Advisors, where he is involved in wealth management. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing supported by an investment committee.

Scott Fraungruber is a financial advisor at Principal Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1992. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alonte White Davis is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Bankers Life Securities, Inc. since 2018 and at Bankers Life & Casualty, Inc. since 2016, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Additionally, he is Treasurer of the Vantage Point Association, managing condo association funds and related administrative responsibilities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients' goals and risk tolerances.

Amanda Jones is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Allstate and The Okonite Company. She is also an Associate Client Manager at Founder Shield, where she handles client service and administrative duties. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.