Rhonda Carter is a financial advisor at CapTrust Wealth Advisors with 13 years of industry experience. She holds a Series 66 credential and has been with CapTrust since 2016. CapTrust Wealth Advisors offers 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 combines fundamental and technical analysis in portfolio construction and employs both discretionary and non-discretionary approaches, including specialized strategies like derivatives and options for eligible clients.

George Gardner Jr. is a Series 66-credentialed financial advisor at DB & C Advisors, LLC with 27 years of industry experience. He has been with DB & C Advisors since 2011 and previously worked at LPL Financial. Gardner is also a partner at DeBoer, Baumann & Company PLC, an accounting firm. Additionally, he is involved in the ownership, installation, and management of solar equipment through DB&C Solar in Holland, MI. DB & C Advisors provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm customizes services based on clients’ objectives and risk tolerances, employing a variety of investment strategies and maintaining ongoing portfolio reviews.

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.

Joshua Walther is a CFP® with two years of industry experience, currently serving as an advisor at Straight Path Wealth Management. His prior experience includes roles at Zhang Financial LLC and Empower. Straight Path Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporate retirement plans and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis to actively manage portfolios, incorporating strategies such as short selling and asset-backed options in certain accounts.

Kevin Clark is a financial advisor with West Michigan Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including roles at Cantella & Co., Inc., Raymond James & Associates, Inc., and West Michigan Community Bank. Clark is also the author of a book titled *The Great Economic Train Wreck*. West Michigan Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, and businesses with discretionary investment management, financial planning, and family office services. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, equities, and bonds, applying fundamental and technical analysis combined with an internal due-diligence process.

Scott Demaagd is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with CapTrust Wealth Advisors. He has been with CapTrust in various roles since 2015. Outside of his advisory work, Demaagd serves as a volunteer board member and committee participant for nonprofit healthcare and educational organizations, including Trillium Living and The Potters House Christian School. 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 combines fundamental and technical analysis with a long-term approach and offers both integrated wealth planning and standalone guidance through discretionary and non-discretionary arrangements.

Jason Kooyer is a financial advisor at CapTrust Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CapTrust Wealth Advisors since 2015. CapTrust Wealth Advisors offers 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 utilizes a combination of fundamental and technical analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and derivatives strategies for eligible clients.

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.

Bryan Linn is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors from 2011 to 2015 before joining CapTrust, where he has been employed since 2015. Linn serves as President of the Board of Directors of Gateway Mission, providing financial guidance to the nonprofit. CapTrust Wealth Advisors offers 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 mix of fundamental and technical analysis with a long-term orientation and uses a variety of investment vehicles, including mutual funds, ETFs, and privately placed collective investment vehicles, while providing discretionary and non-discretionary portfolio management.

Shirell Mcnee is a financial advisor at Generational Wealth, Inc. with 36 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes long-term roles at Cardinal Rule, SPC, and Sigma Financial Corporation. Mcnee serves as a trustee on the board of the Fraternal Order of Eagles Earie 4321 Auxiliary in Greenville, MI. Generational Wealth, Inc. provides financial planning and discretionary portfolio management to individual and high-net-worth clients, also offering tax preparation, insurance administration, and family-office services. The firm uses asset-allocation frameworks and Modern Portfolio Theory, combining active and passive strategies within a multi-strategy platform.

Kenneth Cook is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He is also associated with Paradigm Equities, Inc. and MEA Financial Services, where he serves as a financial services representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, tailoring recommendations to clients’ objectives and operating mostly on a non-discretionary basis.

Kenneth Welch is a financial advisor at Straight Path Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Straight Path Wealth Management since 2021. Prior to that, he was involved with Straight Path Tax and Accounting Solutions Inc and PACE of Southwest Michigan Inc. Straight Path Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporate retirement plans, corporate investment accounts, and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis and uses a variety of strategies including ETFs, mutual funds, individual securities, short selling, and option strategies in certain managed 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.

Samuel Starks is a Series 65-licensed financial advisor with CapTrust Wealth Advisors in Holland, MI, bringing four years of industry experience. His prior work includes roles at Worksighted, Inc., Northwestern University, and Portage Lake Bible Camp. CapTrust Wealth Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans, offering wealth planning, investment management, and retirement plan advisory services. The firm uses a combination of fundamental and technical analysis with a long-term focus and employs a variety of investment vehicles and strategies, including derivatives and options for eligible clients.

Randall Nederveld is a financial advisor at Generational Wealth Management with 15 years of industry experience. He holds a Series 65 designation and previously operated Nederveld Capital Management, LLC for 22 years, alongside running his own CPA practice for over three decades. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, retirement education, and various non-advisory services such as tax preparation and family-office bill-pay. The firm uses Modern Portfolio Theory to build customized asset-allocation models and combines active and passive strategies through institutional platforms.

Adam Suwyn is a CFP® professional with four years of experience in the financial industry. He has worked at JVL Wealth Strategies since 2023 and previously held positions at JPMorgan Chase and Greenleaf Trust. JVL Wealth Strategies provides financial planning, wealth management, and investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and certain business entities. The firm employs a disciplined investment process that includes asset allocation, fundamental and technical analysis, and a combination of passive and active strategies, managing approximately $784 million in assets for about 186 clients.

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.

Shane Ailes is a financial advisor at West Michigan Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Lakeshore Financial Group, and Commonwealth Financial Network. He is the founder and vice president of the Rolling Oaks Condominium Association, a nonprofit organization in Holland, MI. West Michigan Advisors is a team of 17 professionals serving individuals, families, trusts, estates, charitable organizations, and businesses with discretionary investment management, financial planning, and family office services. The firm builds customized, primarily long-term portfolios and applies fundamental and technical analysis, managing accounts on a discretionary basis with ongoing client contact and periodic reviews.

Ronald Price Jr. is a CFP® with eight years of industry experience, currently serving with CapTrust Wealth Advisors. He has been with CapTrust for nine years in total and previously worked at Henkel for five years. CapTrust Wealth Advisors offers 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 combines fundamental and technical analysis with a long-term orientation, incorporating a range of investment vehicles and strategies, including derivatives and options for eligible clients.

Jason Bruxvoort is a financial advisor at CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation with 19 years of industry experience. He has been with CapTrust Wealth Advisors since 2016. 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 offers integrated and standalone planning engagements using a range of investment strategies and vehicles, including mutual funds, ETFs, individual securities, and privately placed collective investment vehicles.