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.

Samuel Vasiu is a financial advisor at StreamSong Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Legacy Financial. Outside of his advisory role, no additional business activities are noted. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.

Brian Johnson is a financial advisor at Cornerstone Wealth Partners, LLC with Series 65 credentials. He has six years of experience through his role at Thrive With Money LLC and fifteen years of prior work with Lacks Enterprises, Inc. Cornerstone Wealth Partners is a team-based, SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an academic, evidence-based investment approach using globally diversified mutual fund and ETF models and provides financial planning, portfolio management, and retirement and college-savings guidance.

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.

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 18 years of industry experience. He is currently with Calder Financial Group, where he has worked since 2014. 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 target asset allocations through managed model portfolios and maintains an affiliated pension consulting and third-party administration business.

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.

Stephen Witte is a CFP® with eight years of industry experience, currently affiliated with Equita Financial Network, Inc. He has held positions at several firms, including Midwest Capital Advisors, LLC, and has a background in real estate with Coldwell Banker Schmidt Real Estate. Outside of his advisory role, he serves as Senior Manager of Compliance at Mission Driven Finance, focusing on impact investing private funds. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives.

Matthew Graham is a financial advisor at Bay Colony Advisors with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Fidelity Investments and TIAA-CREF Individual & Institutional Services. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is notable for its broad fiduciary services and developed concierge 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 with Advisory Advocates LLC in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. Before joining Advisory Advocates in 2025, he worked at L.M. Kohn & Company and held various roles outside finance, including as owner and consulting sommelier of Palissage, LLC, a wine and beverage consulting business. He also serves on the City of Holland International Relations Commission. Advisory Advocates LLC provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a process combining fundamental and technical analysis with strategic and tactical asset allocation, managing approximately $158.6 million across about 243 clients.

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.