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.

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.

Samuel Sikkel is a financial advisor at West Michigan Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Specialty Concrete Construction. West Michigan Advisors serves a range of clients including individuals, high-net-worth families, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm employs a primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by both fundamental and technical analysis.

Ryan Tyler is a Series 66-licensed financial advisor at CapTrust Wealth Advisors with 19 years of industry experience. He has worked at CapTrust 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 combination of fundamental and technical analysis with a generally long-term orientation, offering both discretionary and non-discretionary services.

Jeffrey Perkins is a financial advisor with West Michigan Advisors and holds a Series 66 designation. He has 11 years of industry experience, including nine years at Raymond James & Associates and current roles at West Michigan Advisors and Level Four Financial, LLC. Outside of his advisory work, he is involved in a non-investment related family business, Rebecca Perkins Homes, where he oversees taxes, purchasing, and marketing. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers or banks. The firm offers discretionary investment management and comprehensive financial planning, building customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that balances long-term strategy and tactical adjustments.

David Wilson is a CFP® professional with 31 years of industry experience. He has worked at Generational Wealth Management since 2015 and previously held roles at First Allied Securities, Inc. and First Allied Advisory Services, Inc. In addition to his advisory duties, he is an insurance agent involved in fixed, life, health, and property and casualty insurance. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and other services such as tax preparation and family-office bill pay. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and manages portfolios through multiple platforms combining active and passive strategies.

Christopher Myers is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Fairway Investment Group since 2020 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Prior to his current roles, Myers spent 25 years with Hamilton Community Schools. 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 offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs and operates predominantly on a non-discretionary basis.

Andrew Flack is a Series 66-credentialed financial advisor with 14 years of industry experience. He has been with Cross State Financial Group LLC in Grand Haven, MI, since 2016. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $188 million in discretionary assets through an eight-advisor team. The firm employs a combination of fundamental analysis and tactical asset allocation to construct portfolios tailored to client needs.

Nathan Baumann is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is affiliated with LVZ, Inc., where he has worked since 2007, and previously spent ten years with Next Financial Group Inc. Baumann serves on the investment committee for Resthaven, a nonprofit organization. LVZ, Inc. manages approximately $1.125 billion in assets across more than 2,400 client relationships through a team of 17 advisors. The firm offers a range of investment management and financial planning services, including customized portfolio strategies and third-party manager selection for individuals, trusts, charitable organizations, and qualified retirement plans.

John Bouws is a financial advisor at Generational Wealth, Inc. He holds a Series 65 designation and has been with Generational Wealth since 2024. Prior to his advisory role, he worked in construction and various positions while completing his education at Hope College. Generational Wealth, Inc. serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and retirement-plan education. The firm uses asset-allocation frameworks and Modern Portfolio Theory to build customized portfolios, combining active and passive strategies and incorporating third-party institutional strategists.

Matthew Hogg is a financial advisor at West Michigan Advisors with six years of industry experience. He previously worked at Raymond James & Associates from 2019 to 2022. Outside of his advisory role, he serves on multiple community boards, including the City of Cedar Springs Planning Commission, the Comstock Park Education Foundation, the Grand Rapids Chamber of Commerce Ambassador Council, and the Rotary Club of Grand Rapids. West Michigan Advisors serves individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, retirement plan advisory services, and family office support. The firm employs a customized portfolio approach using ETFs, mutual funds, equities, bonds, and alternative investments, combining fundamental and technical analysis with regular account reviews.

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.