Leonard Debraber is a financial advisor with ClearView Investments, LLC, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked at HBW Advisory Services LLC and HBW Insurance & Financial Services, Inc. Outside of advising, he has worked as an independent contractor running the clock at Sparta High School basketball games since 1979. ClearView Investments serves individual and institutional clients, providing financial and retirement planning along with tailored portfolio management. The firm emphasizes passive investment strategies using index funds and ETFs, employs third-party managers when appropriate, and focuses on low turnover and tax efficiency.

Karl Holzhueter is a financial advisor with ClearView Investments, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with ClearView Financial LLC since 2007 and also has experience at HBW Insurance and Financial Services, Inc. since 2003. Holzhueter previously served in the Grand Rapids Police Department for 25 years. Outside of advising, he is an owner of CVI Properties. ClearView Investments serves individual and institutional clients, including high-net-worth individuals, offering investment advisory, financial and retirement planning, and assistance with account setup and outside manager selection. The firm primarily uses passive investment management with diversified portfolios of index funds and ETFs, incorporates fundamental and technical analysis, and generally manages accounts on a discretionary basis with periodic reviews.

Timothy Devries is a financial advisor with Clearview Investments, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Clearview Financial LLC since 2007 and previously worked for the City of Grand Rapids for 27 years. Outside of his advisory role, he is an owner of CVI Properties. Clearview Investments serves individual clients, including high-net-worth individuals, as well as institutional and plan clients. The firm focuses on passive investment management through asset-class weighted portfolios using index funds and ETFs, while also incorporating fundamental and technical analysis tailored to client goals and risk tolerance.

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 at IM Wealth with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Commonwealth Financial Network and MassMutual. Outside of his advisory role, he spends a portion of his time involved in fixed insurance sales. IM Wealth offers 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 provides fixed-fee planning alongside optional asset-based 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.

John Wierenga II is a financial advisor at Stewardship Trust Advisors with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Pilgrims Capital Advisors, Inc. since 2014. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks by providing asset management, financial planning, and retirement-plan fiduciary services. The firm employs a fundamental, primarily long-term investment approach while allowing opportunistic short-term trades across various asset classes and offers both discretionary and non-discretionary portfolio management.

Robert Roper is a financial advisor at Kroon & Mitchell Asset Management LLC with two years of industry experience. He holds a Series 65 designation and is also a certified public accountant, earning an annual salary in that capacity. His prior experience includes roles at Crowe and Odl, Inc. Kroon & Mitchell Asset Management provides discretionary portfolio management, retirement-plan consulting, and financial planning services to individuals, pension plans, and business entities. The firm manages approximately $193 million in assets and emphasizes client-specific investment policies, a combination of fundamental and quantitative analysis, and a long-term buy-and-hold investment approach.

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 in Grand Rapids, MI, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His career includes roles at Illuminated Insurance Services, Luminist Capital, and Advisory Advocates. He serves as a trustee of a trust that owns part of Luminist Capital and Advisory Advocates and is involved in insurance sales and the sale of precious metals through affiliated entities. Personal Legacy Planners provides financial planning and investment advisory services to individuals, trusts, estates, charities, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocation and a co-adviser relationship with a third-party sub-adviser for portfolio management while maintaining client oversight.

Jordan Alvarez is a financial advisor with Connected Financial Strategies LLC in Allendale, MI, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory role, Alvarez coaches wrestling for Jenison public schools. Connected Financial Strategies LLC provides investment advisory, financial planning, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers customized discretionary portfolio management using ETFs, mutual funds, individual securities, and cash, employing both fundamental and technical analysis with a generally long-term approach.

Jacob Ekkens is a financial advisor at Stewardship Trust Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Stewardship Advisory Group and operated his own firm, Jacob Ekkens LLC. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks with asset management, financial planning, and retirement-plan fiduciary services. The firm’s investment approach focuses on fundamental analysis with a long-term orientation while allowing opportunistic short-term trades across various asset classes.

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.

Brandon Graetz is a financial advisor at Graetz Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Retirement Wealth Advisors, Inc., and Altruistic Retirement Planning, LLC. In addition to his advisory role, he serves as treasurer for two local community organizations in Rockford, Michigan. Graetz Wealth serves individual clients, including high-net-worth individuals, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a combination of passive and tactical investment strategies, employing both fundamental and technical analysis, and incorporates third-party model tools while maintaining full discretionary trading authority.

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.