Joseph Bonadies is a financial advisor with Advisory Advocates LLC in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. Before joining Advisory Advocates in 2025, he worked at L.M. Kohn & Company and held various roles outside finance, including as owner and consulting sommelier of Palissage, LLC, a wine and beverage consulting business. He also serves on the City of Holland International Relations Commission. Advisory Advocates LLC provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a process combining fundamental and technical analysis with strategic and tactical asset allocation, managing approximately $158.6 million across about 243 clients.

Brian Platte is a financial advisor at Aspire Wealth in Caledonia, MI, with 10 years of industry experience. He holds a Series 65 designation and has worked with firms including Full Spectrum Retirement Services and Retirement Wealth Advisors. Outside of advisory roles, he serves as president of a technology company, Fynch, Inc., where he oversees operations. Aspire Wealth serves individuals, corporations, charities, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios incorporating tactical asset allocation, fundamental and technical analysis, and modern portfolio theory.

Aaron Sal is a CFP® and holds a Series 66 license with four years of industry experience. He is currently a wealth advisor at Hungerford Financial LLC and has been a shareholder at Hungerford Nichols CPA's + Advisors since 2002. Sal serves on the board of the Byron Center Christian Schools Foundation. Hungerford Financial serves individuals, charities, and employer retirement plans, providing financial planning, portfolio management, retirement plan consulting, and third-party adviser oversight. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics and maintains human oversight of all investment decisions.

Daniel Vantimmeren is a financial advisor at LaFleur & Godfrey Private Wealth Management with 15 years of industry experience. He has been with LaFleur & Godfrey LLC since 2013. He holds Series 63 and Series 65 designations. LaFleur & Godfrey provides wealth management 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 several firm-directed equity strategies and acting as an ERISA/IRC fiduciary for retirement accounts.

Tamara Snable is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Osaic Wealth, Inc., Vision Capital Partners, Inc., and Triad Advisors, Inc. She also serves as a Notary Public for the State of Michigan. Henrickson Nauta Wealth Advisors manages approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm uses a long-term, Modern Portfolio Theory–based approach to create customized portfolios and provides services including wealth management, financial planning, and private fund management.

Adam Waleskowski is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Bankers Life Advisory Services, Inc., Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. He is also active as an insurance agent through Henrickson Nauta Insurance Advisors, LLC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, trusts, estates, defined contribution plans, and businesses. The firm provides financial planning, discretionary portfolio management, and consulting, with a long-term investment approach based on modern portfolio theory that includes managing pooled investment vehicles and private funds.

Jade Rossback is a financial advisor at Wealthspan Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including FormulaFolio Investments LLC and Retirement Wealth Advisors. Rossback is also self-employed, occasionally selling annuities and life insurance on a very limited basis to acquaintances. Wealthspan serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors with financial planning, consulting, and discretionary portfolio management. The firm employs a range of active and passive model portfolios and integrates fundamental and technical analysis, sometimes using third-party signals, while also recommending outside managers when appropriate.

Andrew Meyers is a CFP® and Series 65-registered advisor at LaFleur & Godfrey Private Wealth Management with seven years of industry experience. He previously worked at Mercantile Bank and has been with LaFleur & Godfrey since 2023. The firm serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses with comprehensive financial planning and discretionary investment management. LaFleur & Godfrey emphasizes fundamental analysis and active, concentrated equity portfolios, managing various firm-directed equity strategies and serving as an ERISA/IRC fiduciary for retirement accounts.

Shawn Healy is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 28 years of industry experience. He previously worked at Fifth Third Securities for 21 years before joining Henrickson Nauta Wealth Advisors in 2023. He holds Series 63 and Series 65 licenses and is involved in insurance sales outside of his advisory role. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, retirement plans, and corporate clients. The firm uses a long-term, Modern Portfolio Theory–informed approach to create customized portfolios and offers additional services such as family office support and business succession planning.

Daniel Rausch is a financial advisor at Cambient Family Office, LLC with a Series 65 designation and seven years of industry experience. His prior roles include positions at Greenleaf Trust, Northern Trust, JP Morgan Chase, and Cedarville University. Cambient Family Office serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses with wealth management, family office, and financial planning services. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis, discretionary portfolio management, and offers strategies including mutual funds, ETFs, individual securities, alternative investments, cryptocurrency, and direct indexing.

Ryan Allen is a CFP® and CFA® with 15 years of industry experience. He has been with Financial Advisory Corporation since 2015. The firm provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients, managing approximately $972 million in discretionary assets. Financial Advisory Corporation employs a multi-advisor team approach, focusing on asset allocation and tailored portfolios with periodic rebalancing and quarterly reviews.

Taylor Steward is a financial advisor with Mattson Financial Services, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Mattson Financial Services since 2019 and has prior experience with Fred Haight Insurance Agency and Lakeview Financial Group, where he also serves 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 approach and incorporates third-party model managers, while also providing educational seminars and workshops for clients.

Nathaniel Bryers is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, holding the Series 66 designation with one year of industry experience. Prior to joining Hungerford Financial, he has held roles at United Planners Financial Services and Morgan Stanley. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, retirement plan consulting, and third-party investment adviser selection and monitoring. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics, emphasizing value, safety, quality, and risk control.

Bradley Laffrey is a financial advisor at Aspen Investment Management Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Tamarack Capital Management, Hawthorn Family Wealth, PNC Bank, and Fifth Third Private Bank. Aspen Investment Management Inc. provides portfolio management services to individuals, high-net-worth clients, trusts, estates, and charitable institutions, utilizing fundamental and technical analysis alongside model asset allocations. The firm also manages held-away defined contribution plan participant accounts through a third-party platform and maintains a custodian relationship with Schwab Advisor Services.

Jeffery Nauta is a CFP® and CFA® with 22 years of industry experience. He has worked at Henrickson Nauta Wealth Advisors, Inc. since 2015 and previously spent 12 years with Triad Advisors, Inc. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm serving individuals, trusts, estates, defined contribution plans, and businesses. The firm employs a long-term, diversified investment approach informed by modern portfolio theory and offers services including financial planning, discretionary portfolio management, family office–style support, and management of private pooled funds.

Theodore Terzian Jr. is a financial advisor with Blue Water Asset Management and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Silver Oak Securities, LPL Financial, and Invest Financial Corporation. In addition to his advisory work, he is involved in sales of non-variable life insurance. Blue Water Asset Management provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm utilizes tailored, discretionary strategies with model portfolios and third-party sub-advisers, serving a diverse client base that includes pension plans, banks, and insurance companies.

Jackson Van Dyke is a CFP® at Financial Advisory Corporation in Grand Rapids, MI, with one year of experience in the financial advisory industry. Prior to joining Financial Advisory Corporation, he held roles in transportation and warehousing and engaged in various self-employment endeavors. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients, managing approximately $972 million in discretionary assets. The firm uses a multi-advisor team approach with a focus on tailored asset allocation and periodic portfolio reviews.

Anna Maria Astor is a CFP® professional with one year of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. She has previously worked at the Sanford Center for Financial Planning and Fisher Investment House. Astor also spent four years at Western Michigan University. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–based approach, offering customized portfolios and discretionary management, and serves as general partner and investment manager to private pooled investment vehicles.

Alex Blick is a CFP® professional currently with Henrickson Nauta Wealth Advisors, Inc., bringing two years of industry experience. Prior to joining the firm, he worked at The Connable Office and has a background that includes roles outside finance, such as at Onix Painting and The Pump House Frozen Yogurt. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm serving individuals, trusts, estates, plans, and businesses. The firm employs a long-term investment approach grounded in modern portfolio theory and offers discretionary portfolio management, family office services, and oversight of private pooled funds.

Beau Redfield is a CFP® with seven years of industry experience. He has worked at Blue Water Asset Management since 2016, with a brief period at Redfield Financial Group from 2016 to 2019 before returning to Blue Water Asset Management in 2019. Blue Water Asset Management provides discretionary portfolio management, financial planning, and consulting services to both individual and institutional clients. The firm uses a tailored investment process that includes Modern Portfolio Theory, model portfolios, and third-party sub-advisers to manage assets across various instruments.