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.

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.

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.

Benjamin Webster is a CFP® professional with 11 years of experience in the financial advisory industry. He is currently a managing member and investment adviser representative at Aspire Wealth and also serves as managing partner of Advisor 123 LLC, where he provides model signals to other advisers. His work history includes roles at Retirement Wealth Advisors, FormulaFolios, and LPL Financial. Aspire Wealth serves individuals, corporations, charities, and retirement plans with financial planning, portfolio management, and retirement-plan consulting. The firm uses an asset-allocation framework combined with tactical allocation, fundamental and technical analysis, and proprietary model portfolios, offering services on a fixed-fee, hourly, or asset-based basis.

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.