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.

Joshua Walther is a CFP® with two years of industry experience, currently serving as an advisor at Straight Path Wealth Management. His prior experience includes roles at Zhang Financial LLC and Empower. Straight Path Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporate retirement plans and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis to actively manage portfolios, incorporating strategies such as short selling and asset-backed options in certain accounts.

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.

Kenneth Cook is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He is also associated with Paradigm Equities, Inc. and MEA Financial Services, where he serves as a financial services representative. 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 mostly on a non-discretionary basis.

Kenneth Welch is a financial advisor at Straight Path Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Straight Path Wealth Management since 2021. Prior to that, he was involved with Straight Path Tax and Accounting Solutions Inc and PACE of Southwest Michigan Inc. Straight Path Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporate retirement plans, corporate investment accounts, and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis and uses a variety of strategies including ETFs, mutual funds, individual securities, short selling, and option strategies in certain managed accounts.

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.

William Herweyer is a financial advisor at LVZ, Inc. with a Series 65 credential and one year of industry experience. His prior work includes roles at King Company, Nelson Steel, Holland Auto Exchange, and educational positions at West Ottawa High School and Harbor Lights Middle School. LVZ, Inc. serves over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets. The firm provides investment management, financial planning, consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering a range of portfolio styles and strategies that combine fundamental and technical analysis within a top-down framework.

Thomas Proos is a financial advisor with Straight Path Wealth Management in Jenison, MI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial and Cetera Advisor Networks. He is also involved in the sale of life insurance, fixed and indexed annuities, and long-term care insurance to support comprehensive financial and estate planning. Straight Path Wealth Management serves individuals, corporate retirement plans, non-profits, and insurance company clients, offering discretionary portfolio management and integrated financial planning services. The firm employs a diversified investment approach that incorporates academic, fundamental, economic, and technical analysis, actively managing portfolios with strategies such as short selling and options, and distinguishes itself with an affiliated accounting practice and service to insurance clients.

Patrick Sokol is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, Inc., and MEA Financial Services since 2016. Prior to his financial advisory career, he worked 25 years with Kelloggsville Public Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored recommendations based on client objectives.

Shawn Pacanowski is a Series 66-licensed financial advisor with 21 years of industry experience. He has been with CapTrust Wealth Advisors since 2015, currently working as part of their team based in Holland, MI. 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 provides both integrated and standalone planning and portfolio management across a range of investment vehicles, combining fundamental and technical analysis with a long-term orientation and specialized options strategies for eligible clients.

Kaileigh Eddy is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at DB & C Advisors since 2016, following seven years at LPL Financial. Eddy is also a senior manager at DeBoer, Baumann & Company, PLC, a full-service CPA firm offering tax, consulting, and financial statement services. DB & C Advisors provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a varied investment approach, including fundamental, technical, and cyclical analysis, and incorporates strategies such as options and private placements tailored to clients’ objectives and risk tolerances.