Stephen Witte is a CFP® with eight years of industry experience, currently affiliated with Equita Financial Network, Inc. He has held positions at several firms, including Midwest Capital Advisors, LLC, and has a background in real estate with Coldwell Banker Schmidt Real Estate. Outside of his advisory role, he serves as Senior Manager of Compliance at Mission Driven Finance, focusing on impact investing private funds. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives.

Ashley Ketchum is a financial advisor at CapTrust Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining CapTrust, Ashley was a full-time student and worked at Albion College. CapTrust Wealth Advisors is a team of 19 advisors providing 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 both integrated wealth planning and standalone guidance, employing a range of investment strategies including mutual funds, ETFs, individual securities, and options strategies for eligible clients.

Shannon Simon is a financial advisor with DB & C Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at DB & C Advisors since 2018 and previously held roles at LPL Financial and Securities America. Simon serves as chairman of the board for Grand Rapids AMBUCS, an organization that provides mobility devices to individuals with mobility challenges, and is a participating member of the Grand Rapids Round Table. DB & C Advisors offers financial planning, consulting, and investment management services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a blend of fundamental, technical, and cyclical investment analysis and employs independent managers or sub-advisers as part of its tailored investment approach.

Daniel O’Mealey is a CFP® professional at DB & C Advisors, LLC with 30 years of experience in financial advisory services. He has been with DB & C Advisors since 2011 and has also worked with LPL Financial. Outside of his advisory work, he holds a role as an insurance agent, focusing on investment-related insurance products. DB & C Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm employs a range of investment strategies and customizes its services based on client objectives and risk tolerances.

Richard Veenhoven is a ChFC®-designated financial advisor with 16 years of industry experience. He is a member of the four-advisor team at S.A. Mason, LLC and has held roles at Infinex Investments, Inc. and West Michigan Community Bank, where he serves as Senior Vice President of Wealth Management. Outside of advising, Veenhoven is president and treasurer of the Van Raalte Farm Civil War Muster organization. S.A. Mason, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs both fundamental and technical analysis, allowing for long-term asset allocation and short-term trading using tools such as options, short sales, and margin transactions under documented controls.

Levi Van Dam is a financial advisor at Generational Wealth, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Private Client Services and Gen-Wealth Partners, Inc., as well as work at Calvin University and Holland Christian High School. Generational Wealth, Inc. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and retirement-plan participant education. The firm employs asset-allocation frameworks and Modern Portfolio Theory to build customized portfolios, combining active and passive strategies and utilizing custodial platforms alongside third-party institutional strategists.

Ryan Gorman is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at West Michigan Advisors. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. He serves as an Investment Committee Member for the nonprofit Resthaven. West Michigan Advisors serves a diverse client base including individuals, high-net-worth families, family offices, trusts, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, using a combination of fundamental and technical analysis to construct customized portfolios.

Jonathon Coffey is a Series 65-licensed advisor with DB & C Advisors, LLC, based in Holland, MI, with one year of industry experience. He is also a partner at De Boer, Baumann & Company, PLC, an accounting firm affiliated with the investment advisor, where he spends more than half of his time during trading hours. Additionally, he holds a partnership in DB & C Solar, a business involved in owning and renting solar panels. 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 utilizes a combination of fundamental, technical, and cyclical investment analysis methods and often engages independent managers or sub-advisers to manage client portfolios.

Mark Veenstra is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with DB & C Advisors since 2011, previously working at LPL Financial and Deboer Baumann & Company. Outside of advisory work, he is involved in the ownership, installation, and management of solar panels on DeBoer, Baumann & Company property. 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 uses a range of investment strategies and independent managers tailored to clients’ objectives and risk tolerances, with ongoing monitoring and quarterly reviews.

Kurt Jolly is an Investment Advisor Representative at West Michigan Advisors with a Series 66 license and three years of industry experience. He previously worked at Raymond James Financial Services Advisors and Northwestern Mutual. Outside of his advisory role, Mr. Jolly is involved in swim coaching and officiating, serves as a junior varsity golf coach for West Ottawa School District, and holds board and community service positions with the Holland Education Foundation and Kiwanis Club. West Michigan Advisors serves individuals, high-net-worth families, trusts, and charitable organizations with discretionary investment management and financial planning. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, equities, and bonds, and provides ongoing client contact and periodic reviews.

Benjamin Anderson is a CFP® with nine years of industry experience, currently serving as an advisor at CapTrust Wealth Advisors. He previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC for four years. Outside of his advisory role, he is involved in insurance sales on a limited basis. 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 portfolios that include mutual funds, ETFs, individual securities, and privately placed investment vehicles, along with strategies such as derivatives and options for eligible clients.

Calvin Chanski is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with CapTrust Wealth Advisors since 2015, currently serving as part of their team in Holland, MI. Outside of his financial advisory work, he is the treasurer and a board member of Higher Ground at Lake Louise, where he oversees camp finances. 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 generally long-term orientation and offers both integrated wealth planning and portfolio management on discretionary and non-discretionary bases.

Nicholas Gookin is a financial advisor with Balance Wealth and holds a Series 65 credential. He has eight years of industry experience, including previous roles at WealthSource Partners, OneDigital Investment Advisors, and Retirement Outfitters. His background also includes work in higher education at Colorado Mesa University. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients as well as defined contribution and defined benefit plans. The firm manages diversified, risk-based portfolios using a variety of investment vehicles and employs fundamental analysis, modern portfolio theory, and quantitative methods in its approach.

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.

Ashton Anderson is a financial advisor at Straight Path Wealth Management in Jenison, MI, holding a Series 65 designation. He has one year of experience in the financial industry, joining Straight Path Wealth Management in 2026. Prior to his advisory role, Ashton was involved in landscaping through Integrity Landscaping LLC for six years. Straight Path Wealth Management provides investment advisory and financial planning services to individuals, corporate retirement plans, non-profits, and insurance company clients. The firm employs a diversified investment approach combining academic, fundamental, economic, and technical analysis, and offers tailored strategies that include the use of derivatives and short selling.

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.