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.

Michael Cook is a financial advisor at Advisory Advocates LLC in Grand Rapids, MI, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Legacy Planning & Associates, Inc. and BetterTrades, Inc. Outside of his advisory work, he is president and owner of Trendlogic, Inc., a non-investment related business. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and active approaches such as tactical asset allocation, sector rotation, and option-protected overlay hedged models.

Mark Moerdyk is a financial advisor at Cornerstone Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for Allstate Insurance Company. Moerdyk owns and operates Keystone Financial Coaching, a personal finance and budgeting consulting service. Cornerstone Wealth Partners is a team-based SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm uses an academic, evidence-based investment approach with globally diversified mutual fund and ETF models, offering financial planning and portfolio management to approximately 429 client households.

Craig Rayment is a CFP® and Series 63-registered advisor with Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 2023 and previously worked for the Great Lakes Region of the Wesleyan Church and Red Cedar Church. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients. The firm manages approximately $972 million in discretionary assets and employs a multi-advisor team approach with an emphasis on asset allocation and tailored portfolios.

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.

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.

William Alphenaar is a financial advisor with Aspen Investment Management Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Aspen Investment Management since 1993. Aspen Investment Management provides discretionary and some non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, and charitable institutions. The firm uses a combination of fundamental and technical analysis, model asset allocations, and tactical adjustments, and offers participant account management through a third-party platform.

Sara Lewis is a CFP® professional with nine years of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. since 2017. Prior to this, she worked at Watkins Ross for three years. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm providing wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm manages approximately $998.5 million in assets and emphasizes a long-term investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, individual securities, and alternative investments where appropriate.

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.

Loran Filson is a CFP® with 16 years of industry experience, currently serving at Financial Advisory Corporation since 1998. He holds a Series 63 license and works as part of a nine-advisor team based in Grand Rapids, MI. Financial Advisory Corporation provides wealth management services that combine investment management with comprehensive financial planning for individuals, retirement plans, and non-profit/endowment clients. The firm employs an asset-allocation approach with discretionary management, using mutual funds, ETFs, individual bonds, and periodic rebalancing tailored to client objectives and risk tolerance.

Tyler Bosgraaf is a CFA® charterholder with eight years of industry experience. He has been with Norris Perne & French LLP since 2014. He is based in Grand Rapids, MI. NPF Investment Advisors offers financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as foundations, endowments, pension plans, trusts, charitable organizations, and businesses. The firm manages discretionary client portfolios using fundamental security analysis and asset-allocation strategies and serves as the investment adviser to the NPF Core Equity ETF.

Brandon Bauer is a CFP® professional with 10 years of experience in financial advising, currently with Voisard Asset Management Group since 2015. He is also an advisor and minor interest partner at Adventis CG, a non-investment related business. Voisard Asset Management Group serves individual and high-net-worth clients as well as employer retirement plan sponsors and participants, offering portfolio management, financial planning, and ERISA-related consulting. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis across a broad range of investment strategies and manages approximately $589 million in client assets with a six-advisor team.

Kelly Eggleston is a financial advisor at Calder Financial Group with five years of industry experience. She holds a Series 65 designation and has been with Calder Investment Advisors since 2016. Prior to that, she worked at Grand Management Group from 2005 to 2016. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm employs a structured investment approach using managed model portfolios and offers pension consulting and third-party administration services through affiliated businesses.

John Koczara is a CFA® charterholder with 32 years of industry experience, currently serving at Lafleur & Godfrey Private Wealth Management since 2013. He holds Series 63 and Series 65 licenses and works from Grand Rapids, MI. Lafleur & Godfrey provides wealth and portfolio management primarily for individuals, trusts, and estates, as well as pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental analysis and active, concentrated equity portfolios, managing multiple firm-directed equity strategies while acting as an ERISA/IRC fiduciary for retirement accounts.

Jordan Katje is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Voisard Asset Management Group since 2022, following a decade as a full-time student. Voisard Asset Management Group serves individual clients, including high-net-worth individuals, as well as sponsors and participants of employer retirement plans. The firm employs a variety of investment strategies and provides discretionary and non-discretionary portfolio management, financial planning, and ERISA-related consulting.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, Michigan, with 21 years of industry experience. She holds a Series 66 designation and has worked at Henrickson Nauta since 2018, following eight years at Ameriprise Financial Services. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $998.5 million in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, offering portfolio management using mutual funds, ETFs, individual securities, and alternative investments.

Matthew Leskovar is a CFP®, PFS™, and Series 65 licensed advisor with 13 years of industry experience. He is currently affiliated with MPM Wealth Advisors and is the owner of Leskovar Financial, where he provides tax and accounting services. His prior work includes roles at Doeren Mayhew and Beene Garter, LLP. MPM Wealth Advisors offers investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm manages over $1 billion in assets, emphasizing diversified portfolios primarily composed of low-expense mutual funds and ETFs, with investment strategies guided by client suitability and risk profiles.

Nathan Wood is a CFP® and Series 65 credentialed advisor at LVZ, Inc. in Grand Rapids, MI, with four years of industry experience. Prior to joining LVZ, he worked six years at Greenridge Fruit. Outside of his advisory role, Wood owns Nate Wood Enterprises, LLC, a camper rental business. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers a range of portfolio strategies using ETFs, mutual funds, and other vehicles, combining fundamental and technical analysis within a top-down framework.

Kevin Toler is a financial advisor with Hill Island Financial LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Hill Island Financial in 2021, he worked at Ameriprise Financial Services, Inc. for 16 years. He serves on the Board of Directors for the East Congregational Church of Christ as Director of the Endowment Board and is also a board member of Spectrum Health Hospice. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers ERISA fiduciary services including IPS design and 3(21) investment oversight.

James Moerdyk is a Series 65-credentialed advisor with 11 years of industry experience. He is currently with Capital Advisor Network, where he has worked since 2019, and previously worked at Brookstone Capital Management. Moerdyk is also the owner of Bills Sharpening, LLC, a blade sharpening service unrelated to investment advisory. Capital Advisor Network is a six-advisor team that manages approximately $99.5 million in client assets, serving individuals, institutions, charitable organizations, government entities, and trusts. The firm employs data-driven, algorithmic investment strategies with a focus on tactical asset allocation, utilizing a range of investment vehicles and technology tools to support portfolio management and consulting services.