Mark Rougas is a CFP® professional with four years of industry experience. He is currently with Grand Wealth Management, LLC and previously worked at Brookstone Capital Management and Huntington National Bank. Outside of his advisory role, he operates a sole proprietorship called Planscape LLC, providing financial data consulting services without direct client involvement. Grand Wealth Management advises individuals, families, and institutional clients with discretionary wealth management, retirement plan advisory, and financial planning services on a fee-only, fiduciary basis. The firm employs a systematic approach grounded in Modern Portfolio Theory and offers access to third-party managers and alternative investments when appropriate.

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.

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 Series 65-licensed financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI. She has one year of industry experience, including prior roles at Stifel Nicolaus and Huntington National Bank. Outside of finance, Emma owns and operates Emma With a Camera LLC, a photography business. Grand Wealth Management serves individuals, families, and institutions with wealth management, portfolio management, and financial planning services. The firm employs a fee-only, fiduciary approach emphasizing globally diversified, low-cost investments and combines discretionary management with written financial plans.

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.

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.

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.

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.

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.