Esteban Hernandez is a financial advisor at Measured Strategies LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avant-Garde Capital LLC and WealthSource Partners, LLC. Hernandez has been involved in academia, teaching at Grand Valley State University and Florida Atlantic University. He is also a non-managing member of FH Investments LLC, a family investment partnership. Measured Strategies LLC serves individuals and high net worth clients with discretionary portfolio management and financial planning. The firm employs a diverse investment approach combining cyclical, fundamental, quantitative, and technical analysis, managing portfolios that include traditional and alternative asset classes.

Ross Bush is a financial advisor at Graetz Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Brookstone Wealth Advisors, LLC, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, he is an owner of an insurance sales business. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of passive index exposures and tactical adjustments in its investment process and employs model portfolios while maintaining ongoing monitoring responsibilities.

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 at Burnham & Company LLC in Grand Rapids, MI, with 34 years of industry experience. He has held positions at Burnham & Company since 2022 and previously worked at Centennial Securities Company, Inc. for eight years. He holds Series 65 and Series 63 designations. 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 emphasizes fundamental analysis for long-term growth and supplements that with technical analysis for timing and risk management, managing a broad range of investment instruments primarily on a discretionary basis.

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.

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.

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 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.

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.

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.