Daniel Vandenberg is a financial advisor at Eastown Financial Advisors, LLC in Grand Rapids, MI, holding a Series 66 credential with 16 years of industry experience. He has worked at Eastown Financial Advisors since 2019 and previously spent nine years with Money Concepts Advisory Service and Money Concepts Capital Corp. Outside of advising, he is involved with Eastown Financial Services, providing tax preparation, payroll, and accounting services. Eastown Financial Advisors serves individual and high-net-worth clients, offering portfolio management and financial planning through model allocations on Charles Schwab’s platform. The firm follows a long-term investment approach based on modern portfolio theory and maintains affiliations with accounting and insurance services.

Robert Nabulere is a financial advisor at Personal Legacy Planners with a Series 65 credential and one year of industry experience. His prior roles include positions at Retirement Lifestyle Advocates, Three Rivers FCU, and Huntington University. Personal Legacy Planners serves individuals, trusts, estates, charities, retirement plans, and business entities by providing financial planning and tailored advice without directly managing client assets. The firm employs model portfolios and third-party sub-advisers for investment execution while maintaining ongoing client monitoring and advice.

Michelle Hoexum is a financial advisor at Revalue LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Revalue since 2019. Prior to this, she was with Centennial Securities Company from 2015 to 2017. Outside of her advisory role, she serves as Chief Growth Officer for Propeller LLC, assisting non-profits and start-ups with revenue strategies related to sales and donations. Revalue LLC provides services to individual investors and mission-driven institutional clients, offering financial consulting, portfolio management, and educational resources. The firm employs a values-driven, fundamental, value-oriented investment approach with an ESG overlay and emphasizes community investments within its asset allocation.

Bobby Tsironis is a financial advisor with Burnham & Company LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Burnham & Company since 2022 and previously held positions at Centennial Securities Company, Inc. and Burnham & Dells Advisors. Burnham & Company provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm’s investment approach primarily relies on fundamental analysis for long-term growth, supplemented by technical analysis for timing and risk management, and includes a diversified toolkit that spans equities, fixed income, mutual funds, ETFs, options, and less-liquid instruments.

Phillip Mitchell is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Kroon & Mitchell Asset Management LLC since 2013. He holds the Series 65 license and works out of Grand Rapids, MI. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension and retirement-plan consulting, and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $193 million in discretionary assets and employs a client-specific investment approach grounded in fundamental and quantitative analysis within a modern-portfolio-theory framework.

Daniel Shuart is a financial advisor at Eagle Point Capital LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Blackford Capital and Amway Corporation. In addition to his advisory role, he serves as a consultant to the investment committee at Lakewood Hughes, LLC, a family office focused on private business investments. Eagle Point Capital provides discretionary investment management primarily through separately managed accounts to individuals, high-net-worth clients, corporations, and pooled investment vehicles. The firm employs a concentrated, largely unconstrained long-equity strategy based on fundamental research and manages accounts to align with a proprietary model portfolio, offering a performance fee option and acting as sub-advisor to a private fund.

James Nutter is a financial advisor with IM Wealth in Ada, MI, holding Series 65 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Commonwealth Financial Network and MassMutual. He also engages in fixed insurance sales as part of his professional activities. IM Wealth provides fiduciary financial planning and individual portfolio management services to individuals and high-net-worth clients through a tiered consulting structure. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation and offers fixed-fee planning alongside discretionary portfolio management.

Adam Skedgell is a Series 65-licensed advisor at Swartz Wealth Management LLC with one year of industry experience. He previously worked at Adfam LLC for a total of four years, interspersed with periods of unemployment. Swartz Wealth Management LLC is a newly established registered investment adviser that provides portfolio management and financial planning services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm emphasizes passive, long-term investment strategies using low-cost index funds and ETFs, supported by fundamental analysis and strategic asset allocation.

Robert Roper is a financial advisor at Kroon & Mitchell Asset Management LLC with three years of industry experience. He holds a Series 65 designation and is also a certified public accountant. His prior experience includes roles at Crowe and Odl, Inc. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental and quantitative analysis within a modern portfolio theory framework and offers a range of investment instruments under discretionary authority.

Zachary Overweg is a financial advisor at Thatcher Wealth Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Kingdom Financial Group, Fullerton Financial, and several other firms. Thatcher Wealth Management provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, using a mix of ETFs, mutual funds, fixed income, equities, annuities, and alternative investments. The firm conducts discretionary trading and integrates estate-planning guidance via a third-party platform.

Jeffery Greene is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Family Capital Management since 2017 and also operates JW Greene & Associates LLC. Greene serves as president and a board member of God's Gift Foundation, a Michigan-based nonprofit started by his grandfather that assists struggling ministries. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and modular financial consulting, combining fundamental and technical analysis with tailored allocations and a range of investment instruments.

Frederick Gearhart is a financial advisor with Personal Legacy Planners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and serves as managing member of several related entities including PLP Advisors, LLC, and PLP Services, LLC. He is also trustee of a trust owning interests in multiple investment firms and is involved in an insurance agent marketing business. PLP Advisors, LLC provides financial planning and tailored advice for individuals, trusts, estates, charities, retirement plans, and business entities. The firm utilizes model portfolios and third-party sub-advisers for investment management and emphasizes a combination of macro-economic, technical, and charting analysis in its planning and allocation work.

Peter Bos is a financial advisor with Eastown Financial Advisors, LLC, holding a Series 65 credential and one year of industry experience. He has previously worked at Katerberg Verhage and Calvin University. In addition to his advisory role, Peter is employed as a tax preparer and bookkeeper at Eastown Financial Services. Eastown Financial Advisors serves individual and high-net-worth clients by providing portfolio management and financial planning, using model allocations on Charles Schwab’s platform. The firm’s investment approach is based on modern portfolio theory and long-term trading, with individualized asset allocation tailored to clients’ goals and risk tolerances.

Angela Brooks is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Family Capital Management in Grand Rapids, MI. She has worked at Family Capital Management since 2014, with a period at American Portfolios Financial Services, Inc. from 2014 to 2024. Outside of her advisory role, she is also an independent insurance agent. Family Capital Management provides discretionary portfolio management and modular financial consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm integrates wealth-planning advice with investment management and uses a mix of fundamental and technical analysis across a range of investment vehicles, monitoring accounts continuously to adjust for market and client changes.

Andrew Bos is a CFP® professional with 27 years of industry experience. He is currently with Eastown Financial Advisors, LLC, where he has worked since 2019, following nearly two decades at Money Concepts Advisory Service and Money Concepts Capital Corp. Bos is also president of Eastown Financial Services Inc., which provides tax preparation, accounting, and insurance services. Eastown Financial Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing model allocations on Charles Schwab’s platform. The firm’s approach is based on modern portfolio theory and long-term trading, with a distinctive combination of advisory, accounting, and insurance services.

Nathan Boot is a financial advisor at Thatcher Wealth Management in Grand Rapids, MI, holding a Series 65 designation. He has one year of industry experience and has previously worked at Marketlab, Bissell Inc, Comfort Research, and Steelcase Inc. Thatcher Wealth Management provides discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm’s investment approach includes ETFs, mutual funds, fixed income, equities, annuities, and may incorporate private placements and venture capital, using both fundamental and technical analysis.

Fredrick Iacovoni is a financial advisor at Synergy Wealth Management, LLC in Grand Rapids, MI, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors for five years. Outside of advising, he owns and operates Mitten State Guide Service, a fishing guide business. 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 employs proprietary portfolios based on academic research and strategic asset allocation, primarily using no-load mutual funds, and provides educational seminars for clients and plan participants.

Justin Hales is a financial advisor at Greenrock Wealth Management, LLC in East Grand Rapids, MI, holding Series 63 and Series 66 licenses with 15 years of industry experience. He founded Greenrock Wealth Management in 2015 and is involved in an affiliated insurance practice through Greenrock Advisory, where he is a licensed insurance agent. Greenrock Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, managing approximately $35.6 million in client assets. The firm focuses on tailored investment management using individualized asset-allocation strategies and primarily invests in mutual funds and diversified portfolios.

Nicolle Rumsey is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding a Series 65 credential and seven years of industry experience. She has worked at LPL Financial and INVEST Financial in prior roles. Outside of advising, she works as an independent contractor for a cleaning business. Blue Water Asset Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a tailored, discretionary investment approach utilizing Modern Portfolio Theory and a mix of long- and short-term strategies implemented through model portfolios and sub-advisers.

Jason Main is a financial advisor at MDRN Capital with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Huntington Financial Advisors, The Huntington Investment Company, and J.P. Morgan Securities LLC. Outside of finance, he is involved as a server and bartender at Grill 111 in Rockford, Michigan. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services through a multi-advisor team model. The firm constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, employing both fundamental and technical analysis with a primarily long-term focus.