Matthew Kunnen is a CFP® and CFA® with 12 years of industry experience. He has worked at JVL Associates, LLC since 2013 and is currently part of the eight-advisor team at JVL Wealth Strategies in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients. The firm serves individuals, charitable organizations, trusts, estates, and business entities, employing a blend of passive and active investment strategies alongside access to private funds and separate account solutions.

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.

Madelyn Rozeboom is a CFP® with three years of industry experience, currently serving at Straight Path Wealth Management. Her prior experience includes roles at Morgan Stanley and Straight Path Tax and Accounting Solutions Inc. She holds a Series 65 license and has an educational background that includes Calvin University. Straight Path Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporate and nonprofit accounts. The firm employs a blend of academic, fundamental, economic, and technical analysis and actively manages portfolios using a range of securities and tactical strategies.

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.

Nathan Lowe is a CFP® with 11 years of industry experience, currently serving as an advisor at JVL Wealth Strategies. Prior to joining JVL Wealth Strategies in 2022, he worked for eight years at Plante Moran Financial Advisors. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for a diverse client base including individuals, charitable organizations, trusts, estates, and business entities. The firm employs a blend of passive and active investment strategies, offers discretionary portfolio management, and provides specialized services such as trustee and executor support.

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.

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.

Gerald Vanderlugt is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is associated with JVL Wealth Strategies and has been involved with JVL Associates since 1994. JVL Wealth Strategies provides comprehensive financial planning, wealth management, and investment advisory services to individuals, trusts, estates, charitable organizations, and certain business entities. The firm employs a disciplined investment approach combining asset allocation, fundamental and technical analysis, and both active and passive strategies, managing approximately $784 million in assets for a select client base.

Victoria Buffum is a financial advisor with Straight Path Wealth Management and holds a Series 65 designation. She has six years of industry experience, including her current role at Straight Path Wealth Management since 2019 and her involvement as a partner and officer at Straight Path Tax and Accounting Solutions, Inc. from 2017 to present. Straight Path Wealth Management provides investment advisory and financial planning services to individuals, corporate retirement plans, non-profits, and insurance company clients. The firm uses a combination of academic, fundamental, economic, and technical analysis to manage diversified portfolios and employs strategies such as short selling and derivatives, supported by an affiliated accounting practice that offers tax and accounting services.

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.

Brian Johnson is a financial advisor at Cornerstone Wealth Partners, LLC with Series 65 credentials. He has six years of experience through his role at Thrive With Money LLC and fifteen years of prior work with Lacks Enterprises, Inc. Cornerstone Wealth Partners is a team-based, SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an academic, evidence-based investment approach using globally diversified mutual fund and ETF models and provides financial planning, portfolio management, and retirement and college-savings guidance.

Schyuler Wilson is a financial advisor at Generational Wealth, Inc. in Zeeland, MI, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Generational Wealth, Inc. since 2016, as well as prior roles at First Allied Advisory Services and First Allied Securities. In addition to his advisory duties, Wilson provides notary services for clients as needed. Generational Wealth, Inc. serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, retirement education, and various family-office services. The firm employs customized portfolios based on asset-allocation frameworks and Modern Portfolio Theory, combining active and passive strategies and utilizing third-party institutional strategists through established custodial platforms.

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.

David Lutz is a financial advisor at Straight Path Wealth Management with five years of industry experience. Prior to joining Straight Path Wealth Management in 2021, he spent 31 years at Herman Miller in various roles. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Lutz serves as a trustee for the Great Lakes Regional Board of Administration of the Wesleyan Church. 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 and actively manages portfolios using a range of strategies including ETFs, mutual funds, individual securities, and derivatives.

Stephen Witte is a CFP® with nine years of industry experience currently associated with Equita Financial Network, Inc. He has held roles at several firms including Midwest Capital Advisors, Mission Driven Finance, and Astraea Wealth Management. Witte also serves as Senior Manager of Compliance for Mission Driven Finance, where he manages compliance programs related to impact investing. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and consulting services. The firm employs a market efficiency and strategic asset allocation approach and operates a network model with legal DBAs, providing paraplanning support and community resources for advisors.

Benjamin Cairns is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Essex LLC since 2014. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management strategies informed by fundamental, technical, and sector analysis, offering both discretionary and non-discretionary services along with financial planning.

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.

Nicholas Gookin is a financial advisor with Balance Wealth and holds a Series 65 credential. He has eight years of industry experience, including previous roles at WealthSource Partners, OneDigital Investment Advisors, and Retirement Outfitters. His background also includes work in higher education at Colorado Mesa University. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients as well as defined contribution and defined benefit plans. The firm manages diversified, risk-based portfolios using a variety of investment vehicles and employs fundamental analysis, modern portfolio theory, and quantitative methods in its approach.