Kristine Pattison is a financial advisor at CapTrust Wealth Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CapTrust Wealth Advisors since 2015. In addition to her advisory role, she is licensed to provide fixed, variable, life, and general insurance policies to clients. 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 investment orientation and employs a variety of portfolio construction strategies, including allocations to independent managers and use of derivatives for eligible clients.

Shanon Tate is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation and 20 years of industry experience. She has been with CapTrust Wealth Advisors since 2015. 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 range of investment strategies including fundamental and technical analysis, derivative and options strategies, and allocates assets across mutual funds, ETFs, individual securities, and privately placed vehicles.

Cynthia Mangmoun is a financial advisor at Generational Wealth, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Allied Securities, Inc. and Gen-Wealth Partners, Inc. Generational Wealth, Inc. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and retirement-plan participant education. The firm emphasizes customized portfolios using asset-allocation frameworks and Modern Portfolio Theory, combining active and passive strategies and offering additional services such as tax preparation, insurance administration, and family-office support.

Joshua Bergsma is a financial advisor at LVZ, Inc. with one year of industry experience and a Series 65 credential. His prior work history includes roles at National Corporate Housing, Belden Brick & Supply, and Hope College. He also serves as a non-registered sales assistant with Harbour Investments. LVZ, Inc. is a multi-office firm serving over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, charitable organizations, corporations, and retirement plans, utilizing a range of portfolio styles and sub-strategies that combine fundamental and technical analysis within a top-down framework.

Aaron Clark is a financial advisor at West Michigan Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates and West Michigan Advisors prior to his current role at Tamarisk Financial, LLC. Clark serves as President of the Holland Free Health Clinic, a nonprofit organization. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers with discretionary investment management, financial planning, and retirement plan advisory services. The firm constructs customized portfolios using a range of investment vehicles and combines fundamental and technical analysis in its long-term investment approach.

Samuel Mason is a CFP® and holds a Series 63 license, with 16 years of experience in the financial industry. He has been with S.A. Mason LLC since 2009, where he is part of a four-advisor team based in Holland, MI. S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental and technical analysis to guide investment decisions, offers a variety of trading strategies including derivatives and leverage under documented controls, and manages approximately $528.7 million for about 254 clients.

Schyuler Wilson is a financial advisor at Generational Wealth, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Wilson has worked at Generational Wealth since 2016 and previously held roles at First Allied Advisory Services and First Allied Securities. He also provides notary services and life insurance sales as part of his responsibilities. Generational Wealth, Inc. serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and retirement-plan participant education. The firm employs asset-allocation frameworks and Modern Portfolio Theory to create customized portfolios, combining active and passive strategies with ongoing due diligence of third-party Institutional Strategists.

Eric Nienhuis is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Fairway Investment Group since 2018 and concurrently at Mea Financial Services and Paradigm Equities, Inc. since 2008. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, tailoring recommendations to clients’ objectives and operating predominantly on a non-discretionary basis.

Troy Veldkamp is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 65 designation. He has recently transitioned into the financial industry with less than one year of experience. Prior to joining CapTrust, his background includes roles in the specialty pharmacy sector. CapTrust Wealth Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans by providing wealth planning, investment management, and retirement plan advisory services. The firm combines fundamental and technical analysis with a long-term orientation and offers a range of investment options and strategies, including a wrap fee program and specialty solutions for accredited investors.

Ashley Ketchum is a financial advisor at CapTrust Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining CapTrust, Ashley was a full-time student and worked at Albion College. CapTrust Wealth Advisors is a team of 19 advisors providing 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 both integrated wealth planning and standalone guidance, employing a range of investment strategies including mutual funds, ETFs, individual securities, and options strategies for eligible clients.

Shannon Simon is a financial advisor with DB & C Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at DB & C Advisors since 2018 and previously held roles at LPL Financial and Securities America. Simon serves as chairman of the board for Grand Rapids AMBUCS, an organization that provides mobility devices to individuals with mobility challenges, and is a participating member of the Grand Rapids Round Table. DB & C Advisors offers financial planning, consulting, and investment management services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a blend of fundamental, technical, and cyclical investment analysis and employs independent managers or sub-advisers as part of its tailored investment approach.

Daniel O’Mealey is a CFP® professional at DB & C Advisors, LLC with 30 years of experience in financial advisory services. He has been with DB & C Advisors since 2011 and has also worked with LPL Financial. Outside of his advisory work, he holds a role as an insurance agent, focusing on investment-related insurance products. DB & C Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm employs a range of investment strategies and customizes its services based on client objectives and risk tolerances.

Richard Veenhoven is a ChFC®-designated financial advisor with 16 years of industry experience. He is a member of the four-advisor team at S.A. Mason, LLC and has held roles at Infinex Investments, Inc. and West Michigan Community Bank, where he serves as Senior Vice President of Wealth Management. Outside of advising, Veenhoven is president and treasurer of the Van Raalte Farm Civil War Muster organization. S.A. Mason, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs both fundamental and technical analysis, allowing for long-term asset allocation and short-term trading using tools such as options, short sales, and margin transactions under documented controls.

Levi Van Dam is a financial advisor at Generational Wealth, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Private Client Services and Gen-Wealth Partners, Inc., as well as work at Calvin University and Holland Christian High School. Generational Wealth, Inc. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and retirement-plan participant education. The firm employs asset-allocation frameworks and Modern Portfolio Theory to build customized portfolios, combining active and passive strategies and utilizing custodial platforms alongside third-party institutional strategists.

Ryan Gorman is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at West Michigan Advisors. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. He serves as an Investment Committee Member for the nonprofit Resthaven. West Michigan Advisors serves a diverse client base including individuals, high-net-worth families, family offices, trusts, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, using a combination of fundamental and technical analysis to construct customized portfolios.

Jonathon Coffey is a Series 65-licensed advisor with DB & C Advisors, LLC, based in Holland, MI, with one year of industry experience. He is also a partner at De Boer, Baumann & Company, PLC, an accounting firm affiliated with the investment advisor, where he spends more than half of his time during trading hours. Additionally, he holds a partnership in DB & C Solar, a business involved in owning and renting solar panels. 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 utilizes a combination of fundamental, technical, and cyclical investment analysis methods and often engages independent managers or sub-advisers to manage client portfolios.

Mark Veenstra 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, previously working at LPL Financial and Deboer Baumann & Company. Outside of advisory work, he is involved in the ownership, installation, and management of solar panels on DeBoer, Baumann & Company property. 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 uses a range of investment strategies and independent managers tailored to clients’ objectives and risk tolerances, with ongoing monitoring and quarterly reviews.

Kurt Jolly is an Investment Advisor Representative at West Michigan Advisors with a Series 66 license and three years of industry experience. He previously worked at Raymond James Financial Services Advisors and Northwestern Mutual. Outside of his advisory role, Mr. Jolly is involved in swim coaching and officiating, serves as a junior varsity golf coach for West Ottawa School District, and holds board and community service positions with the Holland Education Foundation and Kiwanis Club. West Michigan Advisors serves individuals, high-net-worth families, trusts, and charitable organizations with discretionary investment management and financial planning. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, equities, and bonds, and provides ongoing client contact and periodic reviews.

Benjamin Anderson is a CFP® with nine years of industry experience, currently serving as an advisor at CapTrust Wealth Advisors. He previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC for four years. Outside of his advisory role, he is involved in insurance sales on a limited basis. 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 combination of fundamental and technical analysis with a long-term orientation, offering portfolios that include mutual funds, ETFs, individual securities, and privately placed investment vehicles, along with strategies such as derivatives and options for eligible clients.

Calvin Chanski is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with CapTrust Wealth Advisors since 2015, currently serving as part of their team in Holland, MI. Outside of his financial advisory work, he is the treasurer and a board member of Higher Ground at Lake Louise, where he oversees camp finances. 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 combination of fundamental and technical analysis with a generally long-term orientation and offers both integrated wealth planning and portfolio management on discretionary and non-discretionary bases.