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.

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.

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.

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 works at Voisard Asset Management Group in Grand Rapids, MI, where he has been employed since 2022 following a decade as a full-time student. Voisard Asset Management Group is a SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plans. The firm manages approximately $589 million in assets across 446 client relationships, employing a multi-disciplinary investment approach focused on diversified portfolios with mutual funds and ETFs tailored to client objectives and risk tolerance.

Gerald Green Jr. is a financial advisor with Mattson Financial Services, LLC in Kentwood, MI, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at Mattson Financial Services since 2017 and is also associated with Lakeview Financial Group, LLC, where he spends a portion of his time as an insurance agent. 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 approach using equities, ETFs, fixed income, and cash, combined with fundamental, quantitative, and technical analyses, and offers integrated investment management as well as standalone financial planning services.

Kerby Wallick is a CFA® charterholder with 12 years of industry experience, currently serving at StreamSong Advisors, LLC since 2014. He is based in Grand Rapids, MI, and works as part of a five-advisor team. StreamSong Advisors provides financial planning, consulting, certified divorce financial analysis, and investment management services to individuals, including high-net-worth clients, as well as retirement plan sponsors. The firm employs a portfolio approach that combines fundamental, technical, and cyclical analysis, tailoring allocations across various asset classes to clients’ goals and risk profiles.

Riley Ruff is a financial advisor with Mattson Financial Services, LLC, holding a Series 65 designation and one year of industry experience. He has worked with both Mattson Financial Services and Lakeview Financial Group, LLC, where he is also active as an insurance agent. 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 utilizes third-party model managers, coordinating with affiliated tax and insurance entities.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, holding a Series 66 designation with 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for eight years before joining Henrickson Nauta Wealth Advisors in 2018. Henrickson Nauta Wealth Advisors 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, and businesses. The firm manages approximately $998.5 million in assets for about 527 clients through a team of ten advisors, employing a long-term investment approach based on modern portfolio theory and offering a range of portfolio management options, including 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-licensed financial advisor with three years of industry experience. He has been with LVZ, Inc. since 2022 and previously worked six years at Greenridge Fruit. Outside of his advisory role, Wood owns Nate Wood Enterprises, LLC, a camper rental business. LVZ, Inc. is a team-based firm with 17 advisors serving over 2,400 client relationships. The firm provides investment management, financial planning, consulting, and manager selection for a range of clients, employing a variety of portfolio strategies primarily using ETFs and mutual funds, with additional options like Biblically Responsible Investments and direct indexing.

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.

Heather Elve is a CFP® professional with nine years of experience in the financial industry, currently serving at NPF Investment Advisors since 2017. Prior to joining NPF, she worked for two years at Old National Bank. NPF Investment Advisors provides financial planning, portfolio management, and consulting services to individual and institutional clients, including high-net-worth individuals, foundations, and charitable organizations. The firm manages discretionary client portfolios using fundamental security analysis and asset allocation strategies, and also sponsors the NPF Core Equity ETF.

Larry Andreano is a financial advisor at Advisory Advococates LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at L.M. Kohn & Company and Royal Securities Co. Outside of his advisory work, he has a controlling interest in SAIL, LLC, a company that owns apartments and is managed by a third party. 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 portfolio management, including tactical asset allocation and option-protected overlays, and utilizes affiliated sub-advisory arrangements in its investment approach.

Kurt Arvidson is a CFA® charterholder with 16 years of industry experience. He is affiliated with NPF Investment Advisors in Grand Rapids, MI, and has been with Norris Perne & French LLP since 2000. NPF Investment Advisors is a fee-only, SEC-registered firm serving individuals and institutional clients such as foundations, pension plans, and charitable organizations. The firm emphasizes client-specific objectives through fundamental analysis, long-term holdings, and customized performance reporting, managing approximately $2.5 billion in discretionary assets.

Thomas Price is a financial advisor with Hungerford Financial LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has held roles at Comerica Securities and other financial firms, and he owns Genesis Financial, a non-investment entity used for personal tax preparation. Hungerford Financial serves individuals, charities, and employer retirement plans with financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation with tactical adjustments, emphasizing value, safety, and risk control, supported by AI-enabled analytics alongside human oversight.

Stephen Wilbur is a CFP® professional with one year of experience in financial advising. He is currently with Cambient Family Office, LLC and previously worked at Greenleaf Trust and Lowe’s Corporation. He also spent four years at Hope College. Cambient Family Office serves high-net-worth and ultra-high-net-worth clients, offering wealth management, family office, and financial planning services. The firm employs a customized, long-term investment strategy that includes discretionary portfolio management and access to alternative investments and digital-asset advisory services.

Rebecka Pratt is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding Series 63 and Series 66 designations with 17 years of industry experience. She has worked at Hill Island Financial since 2021 and previously at Ameriprise Financial Services from 2018 to 2021; she has also operated her own business since 2016. Pratt is a licensed insurance professional, dedicating less than 10% of her business time to this activity. Hill Island Financial serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using ETFs and mutual funds, combining fundamental and technical analysis with occasional short-term adjustments, and emphasizes ongoing personal contact with clients.

Thomas Proos is a financial advisor with Straight Path Wealth Management in Jenison, MI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial and Cetera Advisor Networks. He is also involved in the sale of life insurance, fixed and indexed annuities, and long-term care insurance to support comprehensive financial and estate planning. Straight Path Wealth Management serves individuals, corporate retirement plans, non-profits, and insurance company clients, offering discretionary portfolio management and integrated financial planning services. The firm employs a diversified investment approach that incorporates academic, fundamental, economic, and technical analysis, actively managing portfolios with strategies such as short selling and options, and distinguishes itself with an affiliated accounting practice and service to insurance clients.