Jay Greer is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Blue Water Asset Management since 2015 and also serves as president and managing member of Jay Greer & Co, LLC, a financial planning and investment company. Outside of finance, he is a partner and board-level contributor to Renucell Group, a healthcare skincare business. Blue Water Asset Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and insurance companies, offering discretionary portfolio management and consulting services. The firm employs a tailored investment process that incorporates Modern Portfolio Theory and utilizes sub-advisers and model portfolios across various asset classes.

Daniel Bloemers is a financial advisor at Hill Island Financial LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Ameriprise, Comerica Securities, and Flagstar Bank. Outside of advisory work, he is involved with Maestro, a cash management system for business and corporate clients. Hill Island Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, focusing on long-term portfolio construction using ETFs and mutual funds with a blend of fundamental and technical analysis.

Aaron Ritsema is a CFP® professional at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI, with 21 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab since 2007. Outside of his advisory role, he is the owner of Erfstuk LLC, which manages a vacation rental condo in Fort Beach, Florida. LaFleur & Godfrey provides wealth management and portfolio management primarily for individuals and their trusts and estates, as well as pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs an investment approach focused on fundamental analysis and active, concentrated equity portfolios, utilizing individual stocks and bonds alongside ETFs, mutual funds, and private funds as appropriate.

Jay Kadlec is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Forefront in Grand Rapids, MI, and has a background that includes roles in mortgage lending and financial planning. Outside of his advisory work, he is involved with Grayson Subaru as a Subaru specialist. Forefront Wealth Partners is a team-based SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing customized portfolios and a multi-advisor structure that includes integrated related businesses.

Madelyn Rozeboom is a CFP® with three years of industry experience, currently serving at Straight Path Wealth Management. Her prior experience includes roles at Morgan Stanley and Straight Path Tax and Accounting Solutions Inc. She holds a Series 65 license and has an educational background that includes Calvin University. Straight Path Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporate and nonprofit accounts. The firm employs a blend of academic, fundamental, economic, and technical analysis and actively manages portfolios using a range of securities and tactical strategies.

Zachary Falconer is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2015. He is based in Grand Rapids, MI, and is part of the six-advisor team at LaFleur & Godfrey Private Wealth Management. 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 uses a fundamental analysis-driven approach with active, concentrated equity portfolios, managing diverse equity strategies and serving as an ERISA/IRC fiduciary for retirement accounts.

David Hodge is a financial advisor at NPF Investment Advisors with 15 years of industry experience. He holds the CFP® and CFA® designations and has worked at NPF since 2018. Prior to that, he spent 14 years with DMA Group, Inc. (dba Gimbal Capital Management). NPF Investment Advisors is a fee-only, SEC-registered firm serving individuals and institutional clients with portfolio management and financial planning. The firm emphasizes client-specific objectives, fundamental analysis, and long-term holdings, managing approximately $2.5 billion in discretionary assets.

Ian Rampersad is a financial advisor at StreamSong Advisors, LLC with a Series 65 credential and one year of industry experience. Before joining StreamSong, he worked at Conpoto for four years and has held various positions in brewing, fulfillment, and education sectors. 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 uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios aligned with client goals and risk profiles.

George Racette is a financial advisor with Calder Financial Group in Ada, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Calder Investment Advisors since 2007. 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 managed model portfolios with tactical rebalancing and offers pension consulting and third-party administration services through an affiliated business.

Miles Kuperus is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Aspen Investment Management Inc. since 2020 and previously at Plant Moran for one year. 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 utilizes a combination of fundamental and technical analysis, model asset allocations, and tactical adjustments to construct portfolios using individual securities, mutual funds, and ETFs.

Nicholas Somers is a financial advisor at Financial Advisory Corporation with the designations ChFC® and Series 66. He has two years of industry experience, previously working at Collaborative Wealth Strategies and Royal Alliance Associates, INC., as well as several years at Tyson Foods, Inc. Financial Advisory Corporation provides integrated wealth management services to individual clients, employer retirement plans, and nonprofit/endowment clients, managing approximately $972 million in discretionary assets. The firm employs a multi-advisor team approach with an investment process focused on asset allocation and tailored portfolios, including mutual funds, ETFs, bonds, and cash.

Elizabeth Burgess is a financial advisor at Advisory Advocates LLC in Grand Rapids, MI, holding a Series 66 designation with nine years of industry experience. She has previously worked at Voya Financial Advisors and Legacy Planning & Associates, Inc. In addition to her advisory role, she is an independent insurance agent and serves as the managing member of Goldfinch Wealth Management, an LLC with ownership ties to Advisory Advocates. Advisory Advocates LLC is a team of seven advisors serving individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, employing a process that includes goal identification, risk assessment, and individualized portfolio management with ongoing reviews and third-party manager oversight.

Glenn Hefner is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Norris Perne & French LLP since 2016. Hefner is based in Grand Rapids, MI, and is part of a 12-advisor team at NPF Investment Advisors. 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, and pension plans. The firm manages discretionary portfolios using fundamental security analysis and asset-allocation strategies and sponsors the NPF Core Equity ETF, providing broad equity exposure.

Nicholas Moser is a financial advisor with Mattson Financial Services, LLC and holds a Series 65 designation. He has one year of industry experience, including prior work at Northwestern Mutual. 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 investment approach using equities, ETFs, fixed income, and cash, integrating fundamental, quantitative, and technical analyses.

Joel Vander Meyden is a CFP® with 16 years of industry experience and has been with Financial Advisory Corporation since 2005. He holds the Series 63 designation and is 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 nonprofit/endowment clients. The firm manages client accounts on a discretionary basis using an asset-allocation approach tailored to client objectives and risk tolerance.

David Doppel is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at NPF Investment Advisors since 2021 and was previously with USA Financial Securities from 2016 to 2021. He is based in Grand Rapids, MI. NPF Investment Advisors is a fee-only, SEC-registered investment adviser managing approximately $2.5 billion in discretionary assets. The firm provides portfolio management and financial planning services to individuals and institutional clients, emphasizing fundamental analysis, long-term holdings, and client-specific objectives.

Jacob Vanden Bosch is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. He previously worked at ISAM Securities for six years and has additional experience outside the financial industry. Hill Island Financial serves individuals, families, trusts, businesses, retirement plans, and charitable organizations with discretionary investment management and financial planning. The firm employs a long-term, ETF- and mutual fund-based portfolio construction approach and emphasizes personal client contact and tax-conscious custodial arrangements.

David Sponhauer is a financial advisor at Mattson Financial Services, LLC with 11 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at LPL Financial, Lakeview Financial Group, LLC, and Waddell & Reed Inc. Outside of advising, he is involved in insurance sales through his sole proprietorship and Lakeview Financial Group. 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, utilizing equities, ETFs, fixed income, and cash, and provides additional services including tax preparation and insurance solutions through affiliated entities.

Michael O'farrell is a financial advisor at StreamSong Advisors, LLC in Grand Rapids, MI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America and Merrill. StreamSong Advisors provides financial planning, consulting, certified divorce financial analysis, and investment management services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios aligned with client goals and risk profiles.

Charles Dutcher is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Norris Perne & French LLP since 2007. NPF Investment Advisors is a fee-only, SEC-registered firm that provides portfolio management and financial planning to individuals and institutional clients, including foundations, pension plans, trusts, and charitable organizations. 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.