Stephanie Smith is a Series 66 registered advisor with West Michigan Advisors, LLC, bringing 14 years of industry experience. She has previously worked at Raymond James & Associates and Cantella & Co., Inc. In addition to her advisory role, she serves as a Client Operations Specialist at West Michigan Advisors. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, using customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that combines fundamental and technical analysis.

Jacqueline Antone is a financial advisor with West Michigan Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, with a primarily long-term investment approach supported by fundamental and technical analysis.

Julie Devisser is a financial advisor at LVZ, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at LVZ, Inc. since 2002, with prior experience at NEXT Financial Group Inc. and Harbour Investments, Inc. Outside of her advisory role, she owns DUTCHBEINGME, LLC, a genealogy and photography freelance business, and serves as Vice President of Membership on the board of the Michigan Association of Calligraphers. LVZ, Inc. provides investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm serves over 2,400 client relationships through a team of 17 advisors managing approximately $1.125 billion in assets, offering diverse portfolio strategies that include Classic and Specialty options, with an emphasis on ETFs, mutual funds, and a combination of fundamental and technical analysis.

Joshua Franken is a financial advisor at LVZ, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Bayside Capital Management. Outside of advising, he serves as Vice President and Board Member of Jubilee Ministries, Inc., a nonprofit organization. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, and other entities with investment management, financial planning, and consulting services. The firm manages approximately $1.125 billion across a team of 17 advisors and offers a range of portfolio styles, including Biblically Responsible Investment variants and a combination of fundamental and technical analysis.

Braden Proctor is a financial advisor at S.A. Mason, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with S.A. Mason since 2013. S.A. Mason provides investment management and financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm combines fundamental and technical analysis to implement long-term asset allocation plans while maintaining flexibility for shorter-term trading, and it manages approximately $636 million in client assets with a focus on active portfolio implementation techniques.

Kenneth Bauman is a financial advisor with West Michigan Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Level Four Financial, Cantella & Co., and Wells Fargo Advisors. Outside of advising, he is a hunting camp co-owner and serves on investment committees for several local nonprofits, including Holland Home, Camp Geneva, and Western Seminary. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, individual equities, and bonds, applying fundamental and technical analysis and maintaining ongoing client contact and periodic reviews.

Kyle Bross is a financial advisor at West Michigan Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates from 2019 to 2023. West Michigan Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, retirement plans, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan advisory services, and family office services, employing a primarily long-term investment approach that includes customized portfolios with ETFs, mutual funds, individual securities, and alternative investments.

William Griffin Jr. is a financial advisor with Resurgent Advisors, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Resurgent Financial Advisors in 2020. Outside of finance, he operates a fine art photography business, exhibiting his work in galleries and museums. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning and investment management using a fundamental analysis approach, employing mutual funds, ETFs, selected Sub-Advisors, and other investment vehicles.

Luke Mason is a financial advisor with S.A. Mason, LLC in Holland, MI, holding Series 65 and Series 63 designations and four years of industry experience. He previously worked at Cleveland Research Company and Craig-Hallum Capital Group. Mason is part of a four-advisor team at S.A. Mason, LLC. S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis to guide long-term asset allocation with flexibility for short-term trading, using strategies that may include options, short sales, margin transactions, derivatives, and borrowing under client authorization.

Jennifer Archambault is a financial advisor at Generational Wealth Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Allied Securities, Inc. from 2010 to 2021 before joining Generational Wealth Management in 2016. In addition to her advisory role, she is involved with Gen-Wealth Insurance Solutions, assisting clients with health and life insurance applications and enrollments. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and insurance administration. The firm employs a Modern Portfolio Theory approach and offers a combination of active and passive investment strategies through institutional platforms.

Eric Sale is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at LVZ, Inc. since 2009 and has held prior roles at Harbour Investments, Inc. and Next Financial Group Inc. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across a team of 17 advisors. The firm offers investment management, financial planning, consulting, and third-party manager selection, employing a two-style portfolio approach with multiple sub-strategies and combines fundamental and technical analysis in a top-down framework.

Jacob Reemtsma is a financial advisor at DB & C Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in various roles including Andy Mast Greenhouses and Walters Gardens Inc. DB & C Advisors offers financial planning, consulting, and investment management services to individuals, trusts, charitable organizations, and business clients. The firm uses a combination of fundamental, technical, and cyclical investment analysis and employs a range of strategies including options and private placements, tailoring services according to client objectives and risk tolerances.

Jonathan Klett is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Well Done, LLC dba CapTrust Wealth Advisors since 2019, following prior work at Menards. 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 long-term orientation, offering both discretionary and non-discretionary portfolio management.

Lauren Truer is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 65 credential and six years of industry experience. She has worked at 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 offers integrated and standalone guidance on both discretionary and non-discretionary bases, using a variety of investment vehicles and strategies, including allocation to independent managers and derivatives for eligible clients.

Steven Darrow is a financial advisor with DB & C Advisors, LLC, holding a Series 65 designation and five years of industry experience. He is also a partner and owner of DeBoer, Baumann & Company PLC, a tax preparation and accounting firm. Additionally, he is involved with DB&C Solar, LLC, which focuses on the installation and management of solar equipment. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm employs a variety of investment strategies and offers services tailored to clients’ objectives and risk tolerances.

Thomas Bosch is a financial advisor at West Michigan Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates, Inc. for 15 years. Bosch is also a licensed insurance agent involved in non-securities insurance sales. West Michigan Advisors serves individuals, high-net-worth families, trusts, and businesses with discretionary investment management, financial planning, and family office services. The firm constructs customized long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its management approach.

Jonas Rees is a financial advisor at CapTrust Wealth Advisors in Holland, MI, with three years of industry experience and a Series 65 designation. He serves as a board member and treasurer for Freedom for Men, a nonprofit providing addiction support and counseling. 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, combining fundamental and technical analysis with a generally long-term orientation while employing a range of investment strategies tailored to client needs.

Ryan Vanderzwart is a CFP® with over 31 years of experience in the financial services industry. He has been with LVZ, Inc. since 1995 and previously worked at NEXT Financial Group and Harbour Investments, Inc. In addition to his advisory role, he owns LVZ Consulting, which offers administrative services, tax preparation, and notary public services. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets through a team of 17 advisors. The firm offers a range of portfolio styles that combine fundamental and technical analysis, with options including Biblically Responsible Investing and direct indexing, and provides investment management and consulting services to a broad client base.

Joel Palmbos is a financial advisor at Advisory Alpha, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Vision Financial Group as a wealth advisor and insurance agent. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning and specialized retirement-plan solutions. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Elijah Beckwith is a financial advisor at Advisory Alpha, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Computer Aid, Inc. for five years. In addition to his advisory role, he serves as Director of Client Experience at Schipper and Osterink, providing financial management, consulting, and insurance services. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team that employs a fund-of-funds approach across various managed portfolio series. The firm also offers specialized retirement plan solutions and serves as a subadvisor and co-advisor to other registered investment advisers.