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.

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.

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.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Henrickson Nauta since 2018, following eight years at Ameriprise Financial Services, Inc. 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–informed approach and offers customized portfolios using mutual funds, ETFs, individual securities, and independent managers, while providing fiduciary discretionary investment management and additional services such as family office support and business succession planning.

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.

Matthew Leskovar is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with MPM Wealth Advisors and is also the owner and CPA 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 is an SEC-registered firm serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers managed accounts, model portfolios, financial planning, and educational seminars.

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.

Shane Holcomb is a financial advisor at JVL Wealth Strategies with one year of industry experience. He holds a Series 65 designation and has previously worked at Fidelity Investments and Calderone Golf Club. JVL Wealth Strategies is an SEC-registered advisory firm serving individuals, charitable organizations, trusts, estates, and business entities. The firm manages portfolios through a combination of passive and active strategies, employs third-party research, and offers access to private funds and separate account solutions.

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.