Paul Anthes is a CFP® with 16 years of industry experience and has been with Financial Advisory Corporation since 1988. He serves on the board of Logical Choice Technologies, a company focused on technology for schools. Financial Advisory Corporation provides wealth management services that combine investment management and comprehensive financial planning for individuals, retirement plans, and nonprofit clients. The firm manages discretionary accounts using an asset-allocation approach with mutual funds, ETFs, and individual bonds, tailoring recommendations to client objectives and risk tolerance.

Daren Shavell is a CFA® charterholder with a Series 66 license and 19 years of experience in the financial industry. He previously worked at Centennial Securities Company from 2014 to 2019 and The Enterprise Investment Company from 2010 to 2014. Shavell is based in Ada, MI, and is part of the five-advisor team at Calder Financial Group. Calder Financial Group provides discretionary investment supervisory services and comprehensive financial planning to individual clients, including high-net-worth households, as well as institutional sponsors such as 401(k), 403(b), and defined-benefit plans. The firm’s approach emphasizes target asset allocations with periodic tactical rebalancing and active manager selections across five model portfolios, operating as a 3(38) fiduciary and offering additional employee-benefit consulting and third-party administration services.

Mark Redfield is a financial advisor at Blue Water Asset Management with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Silver Oak Securities, LPL Financial, and INVEST Financial Corporation, and he has operated Redfield Financial Group since 1986. Outside of his advisory work, he is involved in managing timber land and carbon trading through Grass Lake East Properties LLC. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm employs tailored, discretionary strategies incorporating model portfolios, third-party sub-advisers, and a range of investment vehicles such as REITs, structured notes, and variable annuities, alongside pension consulting and affiliated insurance activities.

Christopher Still is a CFP® professional with 10 years of experience at Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 2013 and also maintains a part-time role as Director of Research and Technology at Backyard Marketing, Inc., a business supporting Convention and Visitors Bureaus. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and nonprofit clients through a multi-advisor team. The firm manages approximately $972 million in discretionary assets and emphasizes asset allocation and tailored portfolios with periodic rebalancing and quarterly reviews.

Sahana Madhanagopal is a CFA® charterholder with three years of industry experience, currently serving at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI. Prior to joining LaFleur & Godfrey, she worked at Macquarie Capital (USA) Inc. and LVM Capital Management Ltd. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals and their trusts and estates, offering services that include comprehensive financial planning and discretionary investment management. The firm emphasizes active, concentrated equity portfolios through fundamental analysis and integrates affiliated resources to support its retirement-plan and insurance-related offerings.

Richard Knoor is a financial advisor with Aspen Investment Management Inc. in Grand Rapids, MI. He holds the Series 65 and Series 66 designations and has 15 years of industry experience, all with Aspen since 2011. Aspen Investment Management Inc. provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth clients, trusts, estates, and charitable institutions. The firm employs a combination of fundamental and technical analysis and uses model asset allocations with tactical adjustments, managing portfolios that include individual securities, mutual funds, and ETFs.

Matthew Graham is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at VestGen Advisors, TIAA-CREF, Fidelity Investments, and Strategic Advisers, Inc. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines fundamental investment analysis with access to third-party sub-advisers and provides family office and concierge services alongside institutional retirement fiduciary offerings.

David Teroller is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Blue Water Asset Management since 2015 and is also associated with Redfield Financial Group, where he has worked since 1990. Outside of advisory work, he is involved with DTL Enterprise, LLC, a company engaged in internet distribution of consumer products. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm employs tailored, discretionary strategies using model portfolios and third-party sub-advisers and offers a broad range of investment types along with pension consulting and insurance-related services.

Andrew Fabiano is a CFA® charterholder with 27 years of industry experience. He is currently an advisor at Cambient Family Office, LLC, where he has worked since 2025. Prior to that, he was with Greenleaf Trust for three years and Northern Trust for 23 years. Cambient Family Office provides wealth management, family office, and financial planning services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis, discretionary portfolio management, and may allocate to independent managers. It also offers digital-asset advisory services and oversees a direct-indexing strategy.

Benjamin Redfield is a financial advisor with Blue Water Asset Management in Grand Rapids, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Water, he worked at Redfield Financial Group and has experience in education roles at Spring Arbor University and Northpointe Christian High School. Blue Water Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs tailored strategies using model portfolios and third-party sub-advisers and provides a broad range of investment services including pension consulting and advisory services to insurance-company clients.

Douglas Henrickson is a financial advisor with Henrickson Nauta Wealth Advisors, Inc. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. Henrickson has been affiliated with Vision Capital Partners, Inc. and Triad Advisors, Inc. since 2006. Henrickson Nauta Wealth Advisors, Inc. provides wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $998.5 million in assets with a team of ten advisors and employs a long-term investment approach based on modern portfolio theory, including diversified portfolios comprised of mutual funds, ETFs, and alternative investments.

Patrick Newcombe is a CFP® with 19 years of experience in the financial industry. He is part of the Calder Financial Group team based in Ada, MI, which includes five advisors. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm offers fiduciary services as a 3(38) investment manager and utilizes model portfolios with tactical rebalancing, supported by regular investment committee oversight and detailed account monitoring.

Cameron Clemens is a financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI, with one year of industry experience. His prior roles include positions at Northern Trust and Morgan Stanley, as well as experience in valuation and consulting. Grand Wealth Management provides fee-only wealth management and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic approach grounded in Modern Portfolio Theory, emphasizing globally diversified, low-cost mutual funds and ETFs, and serves a high-net-worth and institutional client base.

Joseph Bonadies is a financial advisor at Advisory Advocates LLC with a Series 66 credential and three years of industry experience. Prior to joining Advisory Advocates in 2025, he worked at L.M. Kohn & Company. Outside of financial advising, he owns Palissage, LLC, a wine and beverage consulting business, and serves on the City of Holland International Relations Commission. Advisory Advocates LLC provides financial planning, consulting, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a structured discovery process followed by individualized portfolio management and may recommend third-party advisers as part of its services.

Douglas Johnson is a financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI. He holds a Series 65 designation and has 12 years of industry experience. Johnson has been with Grand Wealth Management since 2012. Grand Wealth Management provides fee-only wealth management and advisory services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm uses a systematic, written wealth management process focused on globally diversified, low-cost mutual funds and ETFs, serving primarily high-net-worth and institutional clients.

Daniel Vantimmeren is a financial advisor at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LaFleur & Godfrey since 2010. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals, trusts, and estates, as well as pension plans, charitable organizations, and small businesses. The firm employs an investment approach focused on fundamental analysis with active, concentrated equity portfolios implemented mainly through individual stocks and bonds.

Daniel Lupo is a CFA® charterholder with nine years of experience in the financial industry. He has been with Norris Perne & French LLP since 2012. NPF Investment Advisors is a fee-only, SEC-registered firm managing approximately $2.5 billion in discretionary assets. The firm serves individuals and institutional clients, focusing on personalized portfolio management and financial planning driven by client-specific objectives and an asset-allocation framework.

Tamara Snable is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Vision Capital Partners, Inc. since 2008 and Triad Advisors, Inc. from 2008 to 2024. Outside of her advisory role, she serves as a Notary Public for the State of Michigan without collecting fees. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm that provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and organizations. The firm manages approximately $998.5 million in assets, employs a long-term investment approach based on modern portfolio theory, and offers portfolio management alongside plan and family office services.

Adam Waleskowski is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bankers Life and Henrickson Nauta Wealth Advisors. Outside of advising, he is also an insurance agent affiliated with Henrickson Nauta Insurance Advisors, LLC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $998.5 million in assets for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, utilizes a range of investment vehicles, and offers services including portfolio management, financial planning, and family office support.

Lukas Lindhout is a financial advisor at NPF Investment Advisors with a Series 65 credential and one year of industry experience. Prior to joining NPF, he worked at Legacy Wealth Partners and Thatcher Wealth Management, and has entrepreneurial experience through Affordable Flooring Installation LLC and DJ's Landscape Management. Before entering finance, he spent 15 years in full-time education. NPF Investment Advisors is a fee-only, SEC-registered firm that provides portfolio management and financial planning to individuals and institutional clients. The firm manages approximately $2.5 billion in discretionary assets and emphasizes client-specific objectives, fundamental analysis, and long-term holdings in its investment approach.