Clayton Edger is a financial advisor at Summit Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Summit Advisors since 2017. Edger is also co-owner of Apple Street LLC, a non-investment business involved in office building rental. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, estates, corporations, non-profits, and small businesses. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios, managing accounts on a discretionary basis with access to third-party money managers and independent custodians.

Ralph Wood II is a financial advisor at LVZ, Inc. in Grand Rapids, MI, holding the ChFC® and Series 63 designations with 39 years of industry experience. He has worked at LVZ, Inc. since 2017 and previously held roles at Harbour Investments, Inc. and Next Financial Group Inc. He is also the owner of Wood Wealth Management, a DBA investment advisory business. 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 a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, and offers multi-strategy portfolio options with both fundamental and technical analysis.

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.

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.

Connor Price is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, with six years of industry experience. He holds a Series 66 designation and is the owner of Red Elk Tax Services, a tax preparation and accounting business. Connor has worked with Hungerford Financial since 2020 and previously with United Planners Financial Services of America and SCI Advisors. Hungerford Financial serves individuals, including high-net-worth clients, charities, and employer retirement plans, providing financial planning, portfolio management, retirement plan consulting, and third-party advisor oversight. The firm applies a strategic asset allocation approach with tactical adjustments focused on value, safety, and risk control, utilizing AI-enabled analytics alongside human oversight.

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.

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.

Marcus Grost is a financial advisor at Mattson Financial Services, LLC with a Series 65 credential and three years of industry experience. He has worked previously at Lakeview Financial Group, Plante Moran Financial Advisors, and Jackson National Life Insurance. Outside of advisory work, he has experience 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 approach and uses third-party model managers, while also providing tax preparation and insurance solutions through affiliated entities.

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.

Brian Platte is a financial advisor at Aspire Wealth in Caledonia, MI, with 10 years of industry experience. He holds a Series 65 designation and has worked with firms including Full Spectrum Retirement Services and Retirement Wealth Advisors. Outside of advisory roles, he serves as president of a technology company, Fynch, Inc., where he oversees operations. Aspire Wealth serves individuals, corporations, charities, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios incorporating tactical asset allocation, fundamental and technical analysis, and modern portfolio theory.

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.

Aaron Sal is a CFP® and holds a Series 66 license with four years of industry experience. He is currently a wealth advisor at Hungerford Financial LLC and has been a shareholder at Hungerford Nichols CPA's + Advisors since 2002. Sal serves on the board of the Byron Center Christian Schools Foundation. Hungerford Financial serves individuals, charities, and employer retirement plans, providing financial planning, portfolio management, retirement plan consulting, and third-party adviser oversight. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics and maintains human oversight of all investment decisions.

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.

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.

Jade Rossback is a financial advisor at Wealthspan Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including FormulaFolio Investments LLC and Retirement Wealth Advisors. Rossback is also self-employed, occasionally selling annuities and life insurance on a very limited basis to acquaintances. Wealthspan serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors with financial planning, consulting, and discretionary portfolio management. The firm employs a range of active and passive model portfolios and integrates fundamental and technical analysis, sometimes using third-party signals, while also recommending outside managers when appropriate.