Brandon Bauer is a CFP® with 10 years of industry experience, currently serving at Voisard Asset Management Group in Grand Rapids, MI. He has been with Voisard Asset Management Group since 2015 and is also an advisor and minor interest partner at Adventis CG. Voisard Asset Management Group is an SEC-registered advisory firm managing approximately $589 million in assets for individuals, high-net-worth clients, and retirement plans. The firm employs a multi-disciplinary investment approach focusing on diversified portfolios primarily using mutual funds and ETFs, alongside specialized retirement plan services including ERISA-focused management and participant education.

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.

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.

Derek Prusa is a CFP® and CFA® with 10 years of industry experience. He is a managing partner at Advisor 123 LLC and a managing member of Aspire Wealth, where he serves as a principal and Chief Compliance Officer. His prior roles include positions at Retirement Wealth Advisory and FormulaFolio Investments. Aspire Wealth serves individuals, corporations, charities, and retirement plans with comprehensive financial planning, portfolio management, and consulting services. The firm utilizes an asset-allocation framework combined with tactical asset allocation, fundamental and technical analysis, and proprietary model portfolios to manage investments under discretionary authority.

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.

Shane Holcomb is a CFP® certificant affiliated with JVL Wealth Strategies in Wyoming, MI, with two years of industry experience. Prior to joining JVL Wealth Strategies, he worked briefly at Fidelity Investments and at Calderone Golf Club. JVL Wealth Strategies is a team of eight advisors serving individuals, trusts, estates, charitable organizations, and certain business entities. The firm provides discretionary portfolio management and comprehensive financial planning, employing a mix of passive and active investment strategies along with a formal manager selection process for separately managed accounts.

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.

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.

Bruce Edger is a financial advisor with Summit Advisors, LLC in Hastings, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has held roles at firms including Pension Systems LLC and Northpointe Bancshares Inc, where he serves on the board of directors. Outside of advisory work, Edger is involved in fixed insurance sales as a sole proprietor. Summit Advisors, LLC provides discretionary portfolio management services to individuals, trusts, estates, corporations, non-profits, and small businesses. The firm employs fundamental, technical, and cyclical analysis to tailor portfolios according to client objectives and risk tolerance, managing accounts through both in-house trading and platform relationships.

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.

Matthew Kunnen is a CFP® and CFA® with 12 years of industry experience. He has worked at JVL Associates, LLC since 2013 and is currently part of the eight-advisor team at JVL Wealth Strategies in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients. The firm serves individuals, charitable organizations, trusts, estates, and business entities, employing a blend of passive and active investment strategies alongside access to private funds and separate account solutions.

Jeffrey Stukey is a financial advisor with Wealthspan Investment Management, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and with 18 years of industry experience. His prior affiliations include AI Alpha, LLC, Strategic Navigators Private Wealth, FormulaFolio Investments LLC, and Retirement Wealth Advisors, Inc. He is also president of two non-investment related firms focused on independent financial planning and insurance marketing support, and a member of an insurance product and financial technology development company. Wealthspan Investment Management serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management across active and passive model-based strategies. The firm integrates fundamental and technical analysis, uses a range of concentrated U.S. equity models, and may engage third-party advisers to meet client objectives.