Brian Vandenbrink is a financial advisor with CapTrust Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with CapTrust since 2015. Outside of advisory work, he serves on the board of DISHER Corporation and is involved with a real estate holding company and an insurance agency. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis with a generally long-term orientation and provides both discretionary and non-discretionary portfolio management.

Brent Rhoads is a financial advisor with West Michigan Advisors who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior work includes ten years at Regulus, LLC and thirteen years at Regal Investment Advisors. In addition to his advisory role, he works as a risk management specialist and sells various insurance products tailored to financial planning and business protection. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers or banks. The firm provides discretionary investment management and comprehensive financial planning, employing a primarily long-term investment approach with options for alternative investments and independent managers.

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.

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.

William Herweyer is a financial advisor at LVZ, Inc. with a Series 65 credential and one year of industry experience. His prior work includes roles at King Company, Nelson Steel, Holland Auto Exchange, and educational positions at West Ottawa High School and Harbor Lights Middle School. LVZ, Inc. serves over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets. The firm provides investment management, financial planning, consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering a range of portfolio styles and strategies that combine fundamental and technical analysis within a top-down framework.

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.

Patrick Sokol is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, Inc., and MEA Financial Services since 2016. Prior to his financial advisory career, he worked 25 years with Kelloggsville Public Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored recommendations based on client objectives.

Shawn Pacanowski is a Series 66-licensed financial advisor with 21 years of industry experience. He has been with CapTrust Wealth Advisors since 2015, currently working as part of their team based in Holland, MI. 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 provides both integrated and standalone planning and portfolio management across a range of investment vehicles, combining fundamental and technical analysis with a long-term orientation and specialized options strategies for eligible clients.

Daniel Bloemers is a financial advisor at Hill Island Financial LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Ameriprise, Comerica Securities, and Flagstar Bank. Outside of advisory work, he is involved with Maestro, a cash management system for business and corporate clients. Hill Island Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, focusing on long-term portfolio construction using ETFs and mutual funds with a blend of fundamental and technical analysis.

Kaileigh Eddy is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at DB & C Advisors since 2016, following seven years at LPL Financial. Eddy is also a senior manager at DeBoer, Baumann & Company, PLC, a full-service CPA firm offering tax, consulting, and financial statement services. DB & C Advisors provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a varied investment approach, including fundamental, technical, and cyclical analysis, and incorporates strategies such as options and private placements tailored to clients’ objectives and risk tolerances.

Jay Kadlec is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Forefront in Grand Rapids, MI, and has a background that includes roles in mortgage lending and financial planning. Outside of his advisory work, he is involved with Grayson Subaru as a Subaru specialist. Forefront Wealth Partners is a team-based SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing customized portfolios and a multi-advisor structure that includes integrated related businesses.

Madelyn Rozeboom is a CFP® with three years of industry experience, currently serving at Straight Path Wealth Management. Her prior experience includes roles at Morgan Stanley and Straight Path Tax and Accounting Solutions Inc. She holds a Series 65 license and has an educational background that includes Calvin University. Straight Path Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporate and nonprofit accounts. The firm employs a blend of academic, fundamental, economic, and technical analysis and actively manages portfolios using a range of securities and tactical strategies.

David Hodge is a financial advisor at NPF Investment Advisors with 15 years of industry experience. He holds the CFP® and CFA® designations and has worked at NPF since 2018. Prior to that, he spent 14 years with DMA Group, Inc. (dba Gimbal Capital Management). NPF Investment Advisors is a fee-only, SEC-registered firm serving individuals and institutional clients with portfolio management and financial planning. The firm emphasizes client-specific objectives, fundamental analysis, and long-term holdings, managing approximately $2.5 billion in discretionary assets.

Samuel Sikkel is a financial advisor at West Michigan Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Specialty Concrete Construction. West Michigan Advisors serves a range of clients including individuals, high-net-worth families, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm employs a primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by both fundamental and technical analysis.

Ryan Tyler is a Series 66-licensed financial advisor at CapTrust Wealth Advisors with 19 years of industry experience. He has worked at CapTrust since 2015. 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 employs a combination of fundamental and technical analysis with a generally long-term orientation, offering both discretionary and non-discretionary services.

Glenn Hefner is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Norris Perne & French LLP since 2016. Hefner is based in Grand Rapids, MI, and is part of a 12-advisor team at NPF Investment Advisors. 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, and pension plans. The firm manages discretionary portfolios using fundamental security analysis and asset-allocation strategies and sponsors the NPF Core Equity ETF, providing broad equity exposure.

Jeffrey Perkins is a financial advisor with West Michigan Advisors and holds a Series 66 designation. He has 11 years of industry experience, including nine years at Raymond James & Associates and current roles at West Michigan Advisors and Level Four Financial, LLC. Outside of his advisory work, he is involved in a non-investment related family business, Rebecca Perkins Homes, where he oversees taxes, purchasing, and marketing. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers or banks. The firm offers discretionary investment management and comprehensive financial planning, building customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that balances long-term strategy and tactical adjustments.

David Wilson is a CFP® professional with 31 years of industry experience. He has worked at Generational Wealth Management since 2015 and previously held roles at First Allied Securities, Inc. and First Allied Advisory Services, Inc. In addition to his advisory duties, he is an insurance agent involved in fixed, life, health, and property and casualty insurance. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and other services such as tax preparation and family-office bill pay. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and manages portfolios through multiple platforms combining active and passive strategies.

Nathan Lowe is a CFP® with 11 years of industry experience, currently serving as an advisor at JVL Wealth Strategies. Prior to joining JVL Wealth Strategies in 2022, he worked for eight years at Plante Moran Financial Advisors. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for a diverse client base including individuals, charitable organizations, trusts, estates, and business entities. The firm employs a blend of passive and active investment strategies, offers discretionary portfolio management, and provides specialized services such as trustee and executor support.