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.

Rhonda Carter is a financial advisor at CapTrust Wealth Advisors with 13 years of industry experience. She holds a Series 66 credential and has been with CapTrust since 2016. 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 combines fundamental and technical analysis in portfolio construction and employs both discretionary and non-discretionary approaches, including specialized strategies like derivatives and options for eligible clients.

George Gardner Jr. is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with DB & C Advisors since 2011. Gardner is also a partner at DeBoer, Baumann & Company PLC, an accounting firm. Additionally, he is involved in DB & C Solar, which manages the installation and operation of solar panels on company properties. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm tailors its services to client objectives and risk tolerances, employing a mix of fundamental, technical, and cyclical investment analysis methods.

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.

Kevin Clark is a financial advisor with West Michigan Advisors who holds Series 63 and Series 65 designations and has 43 years of industry experience. His career includes roles at West Michigan Advisors and Raymond James & Associates, among others. He is also an author, having written a book titled *The Great Economic Train Wreck* from which he receives royalties. West Michigan Advisors serves individuals, families, trusts, charitable organizations, and businesses with discretionary investment management and financial planning. The firm offers customized, primarily long-term portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, combining fundamental and technical analysis with internal due diligence.

Scott Demaagd is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with CapTrust Wealth Advisors. He has been with CapTrust in various roles since 2015. Outside of his advisory work, Demaagd serves as a volunteer board member and committee participant for nonprofit healthcare and educational organizations, including Trillium Living and The Potters House Christian School. 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 combines fundamental and technical analysis with a long-term approach and offers both integrated wealth planning and standalone guidance through discretionary and non-discretionary arrangements.

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.

Jason Kooyer is a financial advisor at CapTrust Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CapTrust Wealth Advisors since 2015. 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 utilizes a combination of fundamental and technical analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and derivatives strategies for eligible clients.

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.

Bryan Linn is a financial advisor with CapTrust Wealth Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with CapTrust Wealth Advisors since 2015 in various capacities. Outside of his advisory role, he serves as President of the Board of Directors of Gateway Mission, where he provides financial advice on budgeting, audits, and accountability. 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 utilizes a combination of fundamental and technical analysis with a long-term investment orientation while providing access to a range of investment vehicles and third-party managers under ongoing oversight.

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.

Samuel Starks is a Series 65-licensed financial advisor with CapTrust Wealth Advisors in Holland, MI, bringing four years of industry experience. His prior work includes roles at Worksighted, Inc., Northwestern University, and Portage Lake Bible Camp. CapTrust Wealth Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans, offering wealth planning, investment management, and retirement plan advisory services. The firm uses a combination of fundamental and technical analysis with a long-term focus and employs a variety of investment vehicles and strategies, including derivatives and options for eligible clients.