Alex Blick is a CFP® professional affiliated with Henrickson Nauta Wealth Advisors, Inc. He has two years of experience in the financial advisory industry, including prior roles at The Connable Office and Henrickson Nauta Wealth Advisors. Before entering the advisory field, he held positions outside finance at Onix Painting and The Pump House Frozen Yogurt. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and various organizations. The firm employs a long-term investment approach based on modern portfolio theory, managing nearly $1 billion in assets through a team of ten advisors offering services ranging from portfolio management to family office solutions.

Beau Redfield is a CFP® with seven years of industry experience. He has worked at Blue Water Asset Management since 2016, with a brief period at Redfield Financial Group from 2016 to 2019 before returning to Blue Water Asset Management in 2019. Blue Water Asset Management provides discretionary portfolio management, financial planning, and consulting services to both individual and institutional clients. The firm uses a tailored investment process that includes Modern Portfolio Theory, model portfolios, and third-party sub-advisers to manage assets across various instruments.

Andrew Roberts is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has been with Financial Advisory Corporation since 2001, totaling 25 years at the firm. Financial Advisory Corporation provides wealth management services combining investment management and comprehensive financial planning for individuals, including high-net-worth clients, retirement plans, and nonprofit/endowment clients. The firm uses an asset-allocation approach with discretionary portfolio management, incorporating mutual funds, ETFs, individual bonds, and regular rebalancing tailored to client objectives and risk tolerance.

Michael Lovell is a financial advisor at MDRN Capital with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Prudential Financial Planning Services. Lovell also engages in insurance sales as a secondary business activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and utilizes unaffiliated Independent Managers alongside low-cost mutual funds and ETFs, focusing primarily on long-term portfolio construction with flexibility for short-term adjustments.

Andrew Vander Schaaf is a Series 65-credentialed financial advisor with nine years of industry experience. He currently works at Aspire Wealth and Advisor123 LLC, where he holds roles including Director of Business Development. Vander Schaaf previously worked at Retirement Wealth Advisors and FormulaFolios. Aspire Wealth is a team advisory firm serving individuals, corporations, charities, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm utilizes a multi-strategy investment approach based on asset allocation, tactical adjustments, and proprietary model portfolios.

Thomas Braun is a financial advisor at StreamSong Advisors, LLC in Grand Rapids, MI, with 15 years of industry experience. He holds the Series 66 designation and has been with StreamSong Advisors since 2014. Braun serves as a for-profit board member of Change Parts, a private company. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, investment management, and consulting services. The firm combines fundamental, technical, and cyclical analysis in its investment process and tailors portfolios to clients’ risk tolerance, time horizon, and liquidity needs.

John Hoogland is a financial advisor at Aspen Investment Management Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Aspen Investment Management since 2011. Outside of his advisory role, he holds a 10% interest in a self-storage limited partnership. Aspen Investment Management provides portfolio management services primarily on a discretionary basis 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 to construct portfolios using individual securities, mutual funds, and ETFs.

Michael Haskell is a Series 65-registered advisor with 13 years of industry experience, currently affiliated with SimplyRIA Advisor Network. He owns and operates Haskell Enterprises Inc., a life insurance agency, and has worked in benefits consulting with Senior Benefits Group/Alberland Partners LLC. He has been involved with Caitlin John, LLC since 2013. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, offering a range of investment management and financial planning services. The firm employs a multi-office, team-based model with a mix of active and passive management options and distinctive consulting capabilities, including retirement-plan participant education and private investment due diligence.

Alan Tubbergen is a financial advisor with Advisory Advocates LLC and holds a Series 65 designation. He has 15 years of industry experience and has worked at several firms, including PLG Planning, LLC and PLP Advisors, LLC. Outside of his advisory work, he is involved with Growth Management Group, where he assists businesses with cost savings. 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 more active approaches such as tactical asset allocation, sector rotation, and option-protected overlay models, often utilizing affiliated sub-advisers.

Mark Henley is a CFP® professional at Henrickson Nauta Wealth Advisors, Inc. with one year of industry experience. Prior to joining Henrickson Nauta, he worked nine years at BDO USA PC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, managing approximately $998.5 million in assets through a team of ten advisors.

Curtis Wells is a CFP® professional with three years of industry experience. He currently serves as an advisor at Aspire Wealth and is also head of planning and an investment adviser representative at Advisor 123, LLC. His prior experience includes six years at Brookstone Capital Management and a year at Regal Financial Group. Aspire Wealth serves individuals, corporations, charities, and retirement plans with comprehensive financial planning, discretionary portfolio management, and consulting services. The firm uses an asset-allocation framework combined with proprietary model portfolios, tactical asset allocation, and regular account reviews to manage client investments.

Curtis Cottle is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds a Series 65 designation and has previously worked at IAMS Wealth Management, LLC, Compass Insurance Agency, Gradient Securities, LLC, and Gradient Advisors, LLC. Outside of his advisory role, he is involved in estate planning software services through Legacy Lock. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers.

Micah Broersma is a financial advisor at HBW Advisory Services LLC in Grand Rapids, MI, holding a Series 65 credential with over eight years of experience. His work history includes roles at Pathway Financial Design and Broersma & Associates. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting for a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and model portfolios, and is notable for its high client load per advisor and its institutional and intermediary service roles.

Jonathan Smith is a financial advisor with Impact Partnership Wealth, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Medalist Wealth Management, Lake Michigan Credit Union/Max Wealth Management, LPL Financial LLC, Secure Asset Management, Drake & Associates, and Horace Mann Companies. Jonathan also serves as an associate advisor with Medalist Wealth Management, focusing on life insurance and annuity sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of 89 advisors. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services, employing both firm-managed and advisor-managed investment strategies.

Joshua Fox is a financial advisor with Founders Financial Securities LLC in Caledonia, MI, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sigma Financial Corporation. Fox also operates Fox Wealth Solutions, providing investment management and life insurance services. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a network of adviser representatives. The firm employs various investment programs and combines advisory, brokerage, and insurance services within its platform.

Christopher Bowman is a CFP® professional with 13 years of industry experience, currently serving at Lifeworks Advisors, LLC since 2023. His prior experience includes roles at LPL Financial, LLC, J.P. Morgan Chase, Bank, N.A., JPMORGAN Securities, LLC, and USANA Health Sciences. Outside of his advisory work, he serves as Treasurer for the Douglas Elementary Parent Teacher Organization. Lifeworks Advisors, LLC serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers comprehensive wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing both planning-based and risk-based investment approaches that incorporate quantitative and fundamental analysis along with a variety of model strategies.

Benjamin Smith is a Series 65 licensed advisor at Simplicity Wealth with one year of experience in the financial industry. Prior to joining Simplicity Wealth, he worked at SBC Financial and held roles in construction equipment, catering, and rental businesses. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offering discretionary portfolio management and a managed account platform with various overlays and a formal due diligence process for third-party managers.

David Radde is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior work includes roles at Doordash Inc., Kanai Wealth Management Group, and USA Financial Corporation. Centennial Securities Company, Inc. provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate plans, trusts, and foundations. The firm’s investment advice is delivered through its advisor representatives with portfolios tailored using fundamental and technical analysis, strategic asset allocation, and a range of proprietary and third-party solutions.

Paul Savage is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Cambridge Investment Research Advisor, Inc., Lutheran Financial Services, and Regulus Financial Group. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of unaffiliated advisers, serving individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering trade execution, rebalancing, and overlay management within its sub-advisory platform.

Brett Kalsbeek is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds a Series 66 designation and has two years of industry experience. Prior to joining Centennial Securities in 2024, he worked at LPL Financial LLC and Bosveld Inc., and earlier held a position at Rose Landscaping. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, corporate pension plans, trusts, foundations, and other entities. The firm’s investment advice is delivered through its adviser representatives, utilizing a range of strategies and model solutions tailored to client objectives.