Shane Holcomb is a CFP® certificant affiliated with JVL Wealth Strategies in Wyoming, MI, with two years of industry experience. Prior to joining JVL Wealth Strategies, he worked briefly at Fidelity Investments and at Calderone Golf Club. JVL Wealth Strategies is a team of eight advisors serving individuals, trusts, estates, charitable organizations, and certain business entities. The firm provides discretionary portfolio management and comprehensive financial planning, employing a mix of passive and active investment strategies along with a formal manager selection process for separately managed accounts.

Kevin Toler is a financial advisor with Hill Island Financial LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Hill Island Financial in 2021, he worked at Ameriprise Financial Services, Inc. for 16 years. He serves on the Board of Directors for the East Congregational Church of Christ as Director of the Endowment Board and is also a board member of Spectrum Health Hospice. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers ERISA fiduciary services including IPS design and 3(21) investment oversight.

James Moerdyk is a Series 65-credentialed advisor with 11 years of industry experience. He is currently with Capital Advisor Network, where he has worked since 2019, and previously worked at Brookstone Capital Management. Moerdyk is also the owner of Bills Sharpening, LLC, a blade sharpening service unrelated to investment advisory. Capital Advisor Network is a six-advisor team that manages approximately $99.5 million in client assets, serving individuals, institutions, charitable organizations, government entities, and trusts. The firm employs data-driven, algorithmic investment strategies with a focus on tactical asset allocation, utilizing a range of investment vehicles and technology tools to support portfolio management and consulting services.

Heather Elve is a CFP® professional with nine years of experience in the financial industry, currently serving at NPF Investment Advisors since 2017. Prior to joining NPF, she worked for two years at Old National Bank. NPF Investment Advisors provides financial planning, portfolio management, and consulting services to individual and institutional clients, including high-net-worth individuals, foundations, and charitable organizations. The firm manages discretionary client portfolios using fundamental security analysis and asset allocation strategies, and also sponsors the NPF Core Equity ETF.

Larry Andreano is a financial advisor with Advisory Advocates LLC in Grand Rapids, MI, holding a Series 66 designation and 20 years of industry experience. His prior firms include L.M. Kohn & Company, Royal Securities Co, Oppenheimer, and UBS Financial Services. Outside of his advisory role, he controls a majority interest in SAIL, LLC, a property ownership business. Advisory Advocates LLC is a seven-advisor team managing approximately $158.6 million for about 243 clients, offering financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes individualized portfolio management and may recommend third-party advisers as part of its client service approach.

Kurt Arvidson is a CFA® charterholder with 16 years of industry experience. He is affiliated with NPF Investment Advisors in Grand Rapids, MI, and has been with Norris Perne & French LLP since 2000. NPF Investment Advisors is a fee-only, SEC-registered firm serving individuals and institutional clients such as foundations, pension plans, and charitable organizations. The firm emphasizes client-specific objectives through fundamental analysis, long-term holdings, and customized performance reporting, managing approximately $2.5 billion in discretionary assets.

Thomas Price is a financial advisor with Hungerford Financial LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has held roles at Comerica Securities and other financial firms, and he owns Genesis Financial, a non-investment entity used for personal tax preparation. Hungerford Financial serves individuals, charities, and employer retirement plans with financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation with tactical adjustments, emphasizing value, safety, and risk control, supported by AI-enabled analytics alongside human oversight.

Stephen Wilbur is a CFP® professional with one year of experience in financial advising. He is currently with Cambient Family Office, LLC and previously worked at Greenleaf Trust and Lowe’s Corporation. He also spent four years at Hope College. Cambient Family Office serves high-net-worth and ultra-high-net-worth clients, offering wealth management, family office, and financial planning services. The firm employs a customized, long-term investment strategy that includes discretionary portfolio management and access to alternative investments and digital-asset advisory services.

Matthew Kunnen is a CFP® and CFA® with 12 years of industry experience. He has worked at JVL Associates, LLC since 2013 and is currently part of the eight-advisor team at JVL Wealth Strategies in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients. The firm serves individuals, charitable organizations, trusts, estates, and business entities, employing a blend of passive and active investment strategies alongside access to private funds and separate account solutions.

Jeffrey Stukey is a financial advisor with Wealthspan Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at several firms, including AI Alpha, LLC, Strategic Navigators Private Wealth, FormulaFolio Investments LLC, and Retirement Wealth Advisors, Inc. Outside of advisory roles, he serves as president of two independent insurance-related businesses focused on financial planning and insurance agent support. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering financial planning, consulting, and discretionary portfolio management through active and passive model portfolios. The firm uses fundamental and technical analysis and manages sub-advisers to align client objectives with model strategies.

Rebecka Pratt is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding Series 63 and Series 66 designations with 17 years of industry experience. She has worked at Hill Island Financial since 2021 and previously at Ameriprise Financial Services from 2018 to 2021; she has also operated her own business since 2016. Pratt is a licensed insurance professional, dedicating less than 10% of her business time to this activity. Hill Island Financial serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using ETFs and mutual funds, combining fundamental and technical analysis with occasional short-term adjustments, and emphasizes ongoing personal contact with clients.

Thomas Proos is a financial advisor with Straight Path Wealth Management in Jenison, MI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial and Cetera Advisor Networks. He is also involved in the sale of life insurance, fixed and indexed annuities, and long-term care insurance to support comprehensive financial and estate planning. Straight Path Wealth Management serves individuals, corporate retirement plans, non-profits, and insurance company clients, offering discretionary portfolio management and integrated financial planning services. The firm employs a diversified investment approach that incorporates academic, fundamental, economic, and technical analysis, actively managing portfolios with strategies such as short selling and options, and distinguishes itself with an affiliated accounting practice and service to insurance clients.

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.

Patrick Sokol is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, Inc., and MEA Financial Services since 2016. Prior to his financial advisory career, he worked 25 years with Kelloggsville Public Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored recommendations based on client objectives.

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. Bloemers is involved with Maestro, a cash management system for business and corporate clients. Hill Island Financial serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations with discretionary investment management, financial planning, and retirement-plan advisory services. The firm primarily uses a long-term portfolio approach based on ETFs and mutual funds, combining fundamental and technical analysis with occasional short-term adjustments.

Aaron Ritsema is a CFP® with 21 years of industry experience, currently serving at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI. He has worked at Charles Schwab Bank and Charles Schwab since 2007. Outside of his advisory role, he is the owner of Erfstuk LLC, a business involved in managing a vacation rental property in Fort Beach, Florida. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals, trusts, and estates, along with pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental analysis and active, concentrated equity portfolios, implementing strategies mainly through individual stocks and bonds, while also managing firm-directed equity strategies and acting as an ERISA/IRC fiduciary.

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.