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.

Philip Devries is a financial advisor at RBS Wealth Management with a Series 65 designation and one year of industry experience. He has been involved with Michigan Outdoor Properties, LLC since 2006. RBS Wealth Management provides personalized financial planning and investment management services to individuals and entities, including high net worth clients and family offices. The firm uses both fundamental and technical analysis to tailor portfolios, combining various asset types and external managers to meet client objectives.

William Blackston is a Series 65 licensed financial advisor with 15 years of industry experience. He is currently with Pearl Wealth Group, where he has worked since 2021, and previously held roles at Sandy Morris Financial and Royal Fund Management. In addition to his advisory work, Blackston is a licensed insurance agent in Florida, offering life insurance, Medicare, annuities, and related services. Pearl Wealth Group provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients, using a combination of investment methodologies and tailored Investment Policy Statements. The firm offers discretionary portfolio management, modular and full financial plans, and may delegate day-to-day management to sub-advisors.

Ryan Stephen is a financial advisor at RBS Wealth Management with 16 years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and Edward Jones. Outside of his advisory role, he is involved in NXT Ventures LLC, an entity he created to support his children’s startup businesses by providing capital and business oversight. RBS Wealth Management offers personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices and trusts. The firm manages portfolios using a mix of mutual funds, ETFs, equities, bonds, options, and alternative investments, employing fundamental and technical analysis with a focus on long-term strategies while accommodating shorter-term trades when appropriate.

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.

Noah Hoekstra is a financial advisor at VanderPol Investments L.L.C. with a Series 65 designation and three years of industry experience. He has worked at VanderPol Investments since 2022 and previously spent six years at Hoekstra Electric. VanderPol Investments LLC provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension plans. The firm uses a model-based approach with an emphasis on small-cap, value-oriented equities and incorporates tax optimization, estate, and charitable planning for larger accounts.

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.

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 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.

Curtis Lehnert is a CFA® charterholder with two years of industry experience. He is the principal of Cedar Ridge Investment Management LLC, where he has worked since 2023. Prior to this, he held positions at DAE Capital Advisors, Smartkarma Innovations, and Starlight Capital Group, and managed his personal investment account from 2014 to 2017. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm combines quantitative models with fundamental, technical, cyclical, and economic analysis to guide investment decisions and offers both discretionary and non-discretionary accounts with asset-based fees.

Daniel Thompson is a financial advisor at Integrity Financial Advisors, LLC in Grand Rapids, MI. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he spent over a decade working at Crossroads Bible Church. Integrity Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small businesses. The firm utilizes third-party platform providers and model managers for day-to-day portfolio management and offers a wrap-program service combining advisory, trade execution, custody, and reporting under a single fee.

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.

Phyllis Wordhouse is a CFP® professional with 41 years of experience in financial advising. She has led Wordhouse Wealth Coaching since 2008, focusing on wealth coaching and financial education. Wordhouse Wealth Coaching serves individual clients with a range of financial situations, offering ongoing coaching, education classes, portfolio analyses, and third-party adviser recommendations. The firm employs a Free Market philosophy and a proprietary FMIA/MRI process to guide evidence-based, globally diversified portfolios managed by a third-party RIA.

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.