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.

Richard Toth is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with VanderPol Investments L.L.C. since 2021 and previously worked at Comfort Finance Group CFG. His compensation includes a bonus based on firm-wide assets under management growth. VanderPol Investments LLC provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension/profit-sharing plans. The firm employs a range of strategies including discretionary portfolio management, tax-aware placement, and alternative investments, and offers educational seminars and workshops as part of its client services.

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.

John Hopkins is a financial advisor at Cedar Ridge Investment Management LLC with two years of industry experience. He has been a partner in the income tax firm where he works and has spent 12 years at Prospect Financial Solutions, LLC. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm employs a variety of analytical approaches combined with professional judgment and offers strategies focused on both long-term holdings and more dynamic rebalancing.

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.

Douglas Plamondon is a financial advisor with DB & C Advisors, LLC, holding a Series 65 designation and 16 years of industry experience. He has been with DB & C Advisors since 2011 and is also associated with Deboer, Baumann & Company, a CPA and tax preparation firm, where he has involvement beyond investment activities. DB & C Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a variety of investment analysis methods and offers tailored portfolio management with ongoing monitoring and regular reviews.

Heather Mosher is a financial advisor with West Michigan Advisors, holding a Series 66 designation and 17 years of industry experience. She previously worked at Raymond James & Associates for 12 years before joining West Michigan Advisors in 2022. Outside of her advisory role, she manages a YouTube channel where she creates and edits videos. West Michigan Advisors serves individuals, families, trusts, retirement plans, and other advisers, offering discretionary investment management and financial planning. The firm constructs customized portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, employing both fundamental and technical analysis within a primarily long-term investment approach.

Maria Kuiper is a CFA® charterholder and Series 66 licensee with six years of industry experience. She is currently an associate investment advisor at NPF Investment Advisors and previously worked at Stifel and Michael A. Tawney & Co. Kuiper has also held roles outside of finance, including positions at Calvin College. NPF Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as foundations and pension plans. The firm manages discretionary client portfolios with a focus on fundamental security analysis and asset allocation, and it sponsors the NPF Core Equity ETF launched in 2026.

Brendon Johnson is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation and 14 years of industry experience. He has been with CapTrust in various roles since 2015. Outside of his advisory work, Johnson serves as treasurer for Zeeland Christian Schools, a local nonprofit. 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 mix of fundamental and technical analysis with a long-term investment orientation, offering discretionary and non-discretionary management across a range of securities and strategies.

Kirsen Doolittle is a financial advisor with West Michigan Advisors holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Macatawa Bank and its related brokerage services, infinex Investments, and West Michigan Financial Services. West Michigan Advisors serves a range of clients including individuals, high-net-worth families, trusts, and businesses, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm constructs customized, primarily long-term portfolios using a mix of ETFs, mutual funds, equities, bonds, and alternative investments, and maintains ongoing client contact with periodic reviews.

Michael Macpherson is a financial advisor at MDRN Capital with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Huntington National Bank for 12 years. Outside of advising, he is a licensed insurance agent involved in insurance sales and implementation. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team model. The firm allocates portfolios to unaffiliated independent managers and low-cost mutual funds and ETFs, focusing primarily on long-term investment approaches with flexibility for shorter-term adjustments.

Pedro Gomes is a financial advisor at NPF Investment Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Catholic Charities West Michigan and Grand Valley State University. NPF Investment Advisors provides financial planning, portfolio management, and consulting services to both individual and institutional clients, including management of the NPF Core Equity ETF. The firm develops individualized investment policies and typically manages accounts on a discretionary basis using fundamental security analysis and conventional asset-allocation strategies.

Caleb Schoon is a financial advisor at West Michigan Advisors with a Series 65 credential and three years of industry experience. His previous roles include positions at Gasaway Investment Advisors, Inc. and Northwestern Mutual, as well as teaching experience at Hope College. West Michigan Advisors serves individuals, families, trusts, estates, charitable organizations, and businesses by providing discretionary investment management, financial planning, and family office services. The firm constructs customized long-term portfolios using a variety of investment vehicles and applies both fundamental and technical analysis in its approach.

Bradley Weber is a financial advisor at DB & C Advisors, LLC and holds the Series 65 designation. He has been with DB & C Advisors since 2025 and has prior experience at De Boer Baumann & Company dating back to 2011. DB & C Advisors provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a variety of investment strategies and regularly reviews client portfolios to align with their objectives and risk tolerance.

Mark Rougas is a CFP® with four years of industry experience, currently serving as a financial advisor at Grand Wealth Management, LLC. His prior roles include positions at Brookstone Capital Management and Huntington National Bank. Outside his advisory work, he operates Planscape LLC, a consulting business focused on financial data management and report preparation for Campbell Wealth Advisors LLC. Grand Wealth Management offers fee-only wealth management, portfolio management, and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic investment approach based on Modern Portfolio Theory, emphasizing globally diversified, low-cost mutual funds and ETFs.

Gabriel Newhof is a financial advisor with JVL Wealth Strategies in Wyoming, Michigan. He holds a Series 65 designation and has one year of industry experience. Prior to joining JVL Wealth Strategies, Gabriel worked at James Madison University and Spring Arbor University, and was involved with Basics Sports. JVL Wealth Strategies is a team-based firm serving individuals, trusts, estates, charitable organizations, and certain business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a combination of passive and active investment strategies alongside a formal manager selection and monitoring process.

Emma Fabiano is a financial advisor at Grand Wealth Management, LLC in Grand Rapids, MI, holding a Series 65 credential. She has been in the industry since 2024 and has previous experience with Stifel Nicolaus and Huntington National Bank. Outside of finance, she owns and operates Emma With a Camera LLC, a photography business. Grand Wealth Management provides fee-only wealth management, portfolio management, and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm follows a systematic investment process grounded in Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Rhonda Carter is a financial advisor at CapTrust Wealth Advisors with 13 years of industry experience. She holds a Series 66 credential and has been with CapTrust since 2016. 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 in portfolio construction and employs both discretionary and non-discretionary approaches, including specialized strategies like derivatives and options for eligible clients.