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.

Chassity Kania is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Clearview Investments, LLC and has previously worked at Ameriprise Financial Services, LLC, Lake Michigan Credit Union, LPL Financial LLC, The Huntington National Bank, Fifth Third Bank, and JPMorgan Securities LLC. Kania provides pro bono financial planning services to women who are victims of domestic violence through the Women's Resource Center. Clearview Investments, LLC offers investment management and financial planning to individual and high-net-worth clients, focusing on passive, asset-allocation portfolios using index mutual funds and ETFs. The firm emphasizes diversification, tax considerations, and structured client education within tiered planning engagements.

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.

Michael Macpherson is a financial advisor at MDRN Capital with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining MDRN Capital, he worked at Huntington National Bank for 12 years and has experience in insurance sales as a licensed insurance agent. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm uses a multi-advisor team model and combines allocations to independent managers with low-cost mutual funds and ETFs, employing both fundamental and technical analysis.

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.

Kurt Holzhueter is a financial advisor with Clearview Investments, LLC, holding a Series 65 designation and 16 years of industry experience. He has worked with Clearview Financial, LLC since 2010 and has been a high school teacher at Thornapple-Kellogg School since 1987. In addition to his advisory role, Holzhueter is a licensed insurance agent and maintains an active teaching career. Clearview Investments, LLC provides investment management and financial planning services to individual and high-net-worth clients, focusing on passive, asset-allocation portfolios using index mutual funds and ETFs. The firm emphasizes diversification, tax considerations, and a structured client-education workflow, serving accounts held at Betterment or Altruist.

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.

Gabriel Newhof is a financial advisor with JVL Wealth Strategies in Wyoming, Michigan. He holds a Series 65 designation and has one year of industry experience. Prior to joining JVL Wealth Strategies, Gabriel worked at James Madison University and Spring Arbor University, and was involved with Basics Sports. JVL Wealth Strategies is a team-based firm serving individuals, trusts, estates, charitable organizations, and certain business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a combination of passive and active investment strategies alongside a formal manager selection and monitoring process.

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.

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.

Michael Cohen is a financial advisor at Mattson Financial Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC and Fidelity Investments. In addition to his advisory role, he is also involved as an insurance agent through LA&H Insurance Licenses. Mattson Financial Services, LLC provides fee-based financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, estates, and business clients. The firm’s investment management is asset-allocation driven and uses a combination of equities, ETFs, fixed income, and cash, employing fundamental, quantitative, and technical analyses.

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.

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.