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.

Frederick Gearhart is a financial advisor with Personal Legacy Planners in Grand Rapids, MI, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His career includes roles at Illuminated Insurance Services, Luminist Capital, and Advisory Advocates. He serves as a trustee of a trust that owns part of Luminist Capital and Advisory Advocates and is involved in insurance sales and the sale of precious metals through affiliated entities. Personal Legacy Planners provides financial planning and investment advisory services to individuals, trusts, estates, charities, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocation and a co-adviser relationship with a third-party sub-adviser for portfolio management while maintaining client oversight.

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.

Angela Brooks is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Family Capital Management in Grand Rapids, MI. She has worked at Family Capital Management since 2014, with a period at American Portfolios Financial Services, Inc. from 2014 to 2024. Outside of her advisory role, she is also an independent insurance agent. Family Capital Management provides discretionary portfolio management and modular financial consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm integrates wealth-planning advice with investment management and uses a mix of fundamental and technical analysis across a range of investment vehicles, monitoring accounts continuously to adjust for market and client changes.

Richard Toth is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with VanderPol Investments L.L.C. since 2021 and previously worked at Comfort Finance Group CFG. His compensation includes a bonus based on firm-wide assets under management growth. VanderPol Investments LLC provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension/profit-sharing plans. The firm employs a range of strategies including discretionary portfolio management, tax-aware placement, and alternative investments, and offers educational seminars and workshops as part of its client services.

Andrew Bos is a CFP® professional with 27 years of industry experience. He is currently with Eastown Financial Advisors, LLC, where he has worked since 2019, following nearly two decades at Money Concepts Advisory Service and Money Concepts Capital Corp. Bos is also president of Eastown Financial Services Inc., which provides tax preparation, accounting, and insurance services. Eastown Financial Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing model allocations on Charles Schwab’s platform. The firm’s approach is based on modern portfolio theory and long-term trading, with a distinctive combination of advisory, accounting, and insurance services.

Nathan Boot is a financial advisor at Thatcher Wealth Management in Grand Rapids, MI, holding a Series 65 designation. He has one year of industry experience and has previously worked at Marketlab, Bissell Inc, Comfort Research, and Steelcase Inc. Thatcher Wealth Management provides discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm’s investment approach includes ETFs, mutual funds, fixed income, equities, annuities, and may incorporate private placements and venture capital, using both fundamental and technical analysis.

Fredrick Iacovoni is a financial advisor at Synergy Wealth Management, LLC in Grand Rapids, MI, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors for five years. Outside of advising, he owns and operates Mitten State Guide Service, a fishing guide business. Synergy Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and qualified plan consulting. The firm employs proprietary portfolios based on academic research and strategic asset allocation, primarily using no-load mutual funds, and provides educational seminars for clients and plan participants.

Justin Hales is a financial advisor at Greenrock Wealth Management, LLC in East Grand Rapids, MI, holding Series 63 and Series 66 licenses with 15 years of industry experience. He founded Greenrock Wealth Management in 2015 and is involved in an affiliated insurance practice through Greenrock Advisory, where he is a licensed insurance agent. Greenrock Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, managing approximately $35.6 million in client assets. The firm focuses on tailored investment management using individualized asset-allocation strategies and primarily invests in mutual funds and diversified portfolios.

Gary Mattson is a financial advisor with Mattson Financial Services, LLC in Kentwood, MI, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Mattson Financial Services since 2010 and is also involved in fixed insurance sales through Lakeview Financial Group, LLC and Mattson Insurance Agency LLC. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation-centered investment approach and coordinates with affiliated tax and insurance entities.

Brett Bauman is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Hungerford Financial LLC in Grand Rapids, MI and has previously worked at The Vanguard Group. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, and retirement plan consulting. The firm’s investment strategy emphasizes strategic asset allocation with tactical adjustments, focusing on value, safety, quality, and risk control, supported by AI-enabled analytics alongside human oversight.

Nicolle Rumsey is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding a Series 65 credential and seven years of industry experience. She has worked at LPL Financial and INVEST Financial in prior roles. Outside of advising, she works as an independent contractor for a cleaning business. Blue Water Asset Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a tailored, discretionary investment approach utilizing Modern Portfolio Theory and a mix of long- and short-term strategies implemented through model portfolios and sub-advisers.

Jason Main is a financial advisor at MDRN Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Huntington Financial Advisors, The Huntington Investment Company, and J.P. Morgan Securities. Outside of finance, he also works as a server and bartender at Grill 111 in Rockford, Michigan. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and typically constructs portfolios using independent managers alongside low-cost mutual funds and ETFs, focusing primarily on long-term investment strategies.

Laurel Steward is a financial advisor at Mattson Financial Services, LLC with five years of industry experience. She holds a Series 65 designation and has been with Mattson Financial Services and Lakeview Financial Group since 2014. Outside of her advisory role, she is involved in insurance sales and serves as Director of Operations for Lakeview Financial Group. Mattson Financial Services, LLC provides fee-based financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, estates, and businesses. The firm employs an asset-allocation driven investment approach using equities, ETFs, fixed income, and cash, supported by fundamental, quantitative, and technical analyses, and offers services through wrap-fee programs and third-party platforms.

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.