James Louwerse is a financial advisor at GPS Financial Group, LLC in Grand Rapids, MI, holding CFP® and Series 63 designations with 15 years of industry experience. He has been with GPS Financial Group since 2015. Outside of his advisory role, Louwerse serves as Treasurer for the Thrive Learning Center Foundation, a private school, where he oversees budgets and financial statements. GPS Financial Group provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and pension or profit-sharing plans. The firm manages approximately $64 million in assets in-house using a long-term, discretionary approach based on modern portfolio theory.

Mark Vanderpol is a CFP® and CFA® with 12 years of industry experience. He is the managing member of Vanderpol Investments L.L.C., where he has worked since 2013. Outside of his advisory role, he is also the managing member of Celestial Divide, a SaaS company focused on inheritance division assistance, and holds a health and life insurance license for advisory purposes only. VanderPol Investments L.L.C. offers investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension/profit-sharing plans. The firm utilizes a range of model portfolios and a Pastor–Stambaugh framework emphasizing value-oriented, small-cap, and relatively illiquid equities, alongside tax optimization, estate, and charitable planning services.

Edward Perry is a financial advisor at LifePoint Planning with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Advize Wealth Management, WealthSource Partners, and Waddell & Reed. In addition to his advisory role, he is a licensed insurance professional and may receive commissions from insurance product sales separate from his work at LifePoint Planning. LifePoint Planning serves individual and high-net-worth clients, corporations, and retirement plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation-driven portfolios based on Modern Portfolio Theory, combining passive index and active quantitative strategies, and employs third-party digital platforms such as Betterment and Altruist.

Adam Minor is a financial advisor at RBS Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and several other firms. Outside of his advisory role, he is active as a Realtor with United Realty Services. RBS Wealth Management provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm employs a range of investment strategies and asset classes, combining fundamental and technical analysis to tailor portfolios to client objectives.

Shawn Fair is a financial advisor with EFG Financial, LLC in Grand Rapids, MI, holding Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Thrivent Financial and New York Life Insurance Co. He is also co-founder and business manager of FAIR ORGANICS LLC, a company focused on producing additive-free healthcare and food products. EFG Financial, LLC serves individuals, high-net-worth clients, and businesses with retirement planning and non-discretionary portfolio management. The firm emphasizes modern portfolio theory, tax efficiency, and concentration management while advising on assets held with third-party managers.

Tyler Kotlarz is a financial advisor at Synergy Wealth Management, LLC in Grand Rapids, MI, holding a Series 66 designation with 11 years of industry experience. He has been with Synergy Wealth Management since 2014. Outside of his advisory role, Kotlarz is involved in several business ventures including an auto body shop where he assists with front office operations, ownership of a storage facility company, and a partnership in a used car dealership. Synergy Wealth Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is based on academic research and strategic asset allocation, primarily using no-load mutual funds and Modern Portfolio Theory, with ongoing portfolio monitoring and periodic rebalancing.

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.

Emily Wetter is a financial advisor at Schwallier Wealth Management with five years of industry experience. She holds the CFP® and Series 66 designations and has worked at firms including Morgan Stanley and Mosaic Planners and Advisors. Outside of her advisory role, she is involved with Holistiplan LLC, a company specializing in advanced planning software solutions, and owns Monoceros Consultants LLC, which provides tax planning services. Schwallier Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering portfolio management, financial planning, and institutional retirement advisory services. The firm uses individualized asset allocation and a combination of fundamental, technical, and tactical approaches, primarily employing exchange-traded funds, with both discretionary and non-discretionary client engagements.

Joseph Harmon is a financial advisor with RCPlanners in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Camelot Advisors LLC d/b/a Harmon Wealth Management and Cambridge Investment Research Advisors, INC. Outside of advising, Harmon plays the bagpipes, dedicating about two hours per week to this activity. RCPlanners provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis along with a proprietary retirement income model that addresses multiple retirement risks, employing a range of investment vehicles including securities, mutual funds, ETFs, and private real-estate offerings for accredited investors.

Logan Fields is a financial advisor with Connected Financial Strategies LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Connected Financial Strategies in 2026, he worked at Eagle Strategies and NYLIFE Securities LLC from 2023 to 2026, and Brookstone Capital Management from 2021 to 2023. He operates under the DBA name of Connected Financial Strategies, LLC for the purpose of selling New York Life products and services. Connected Financial Strategies LLC provides investment advisory, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management primarily using exchange-traded funds, supplemented by mutual funds, individual securities, and cash, employing both fundamental and technical analysis with a long-term orientation.

Ryan Huyser is a financial advisor at Synergy Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Synergy since 2016, following seven years at Wells Fargo Advisors. Outside of his advisory role, he serves as an endowment committee member for the West Michigan Environmental Action Committee. Synergy Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and qualified plan consulting. The firm uses proprietary portfolios based on academic research and Strategic Asset Allocation, primarily employing no-load mutual funds, and provides regular portfolio reviews and client education seminars.

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.

Kyle Schwallier is a CFP® with seven years of industry experience, currently serving as an advisor at Schwallier Wealth Management. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab. Schwallier Wealth Management serves individual and high-net-worth clients as well as corporate and institutional retirement plan sponsors, providing portfolio management, financial planning, retirement-plan consulting, participant account management, and employee education. The firm’s investment approach focuses on individualized asset-allocation models and combines fundamental, technical, and tactical analyses, primarily implemented through exchange-traded funds and other common securities.

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.

Hunter Lewis is a CFA® charterholder with seven years of industry experience. He has worked at Brooktree Capital Management Inc. since 2018 and previously spent four years at Legacy Trust. Hunter is based in Grand Rapids, MI. Brooktree Capital Management provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, corporations, and other business entities. The firm employs a range of investment strategies, combining fundamental and technical analysis, and manages accounts on a discretionary basis tailored to clients’ individual circumstances.

Matthew Thomas is a financial advisor with GreenRock Wealth Management, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. His prior roles include positions at FLT Academy, Young Powersports, and Principal Life Insurance Company. GreenRock Wealth Management primarily serves individual clients as well as corporations and small-business retirement plans, providing discretionary portfolio management and tiered financial planning on a subscription basis. The firm emphasizes personalized asset allocation and offers investment management that is included within certain financial planning subscriptions.

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.

Mary Britenfeld is a financial advisor at Schwallier Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked previously at True Blue Financial and LPL Financial. Outside of her advisory role, she serves as an adjunct instructor at Lake Michigan College. Schwallier Wealth Management serves individual and high-net-worth clients, as well as corporate and institutional retirement plan sponsors, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs individualized asset-allocation models and combines fundamental, technical, and tactical analyses, primarily implementing strategies through exchange-traded funds and common securities.

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.