Calvin Wiersma is a CFP® with seven years of industry experience, currently serving as an advisor at Grand Wealth Management, LLC in Grand Rapids, MI. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. Grand Wealth Management provides fee-only wealth management, portfolio management, financial planning, institutional investment management, and retirement plan advisory services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm follows a systematic, written wealth management process based on Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Daniel Haines is a CFP® and CFA® with eight years of industry experience, currently serving at Voisard Asset Management Group since 2024. His prior roles include positions at Summitview Advisors, Zhang Financial LLC, and Greenleaf Trust. Voisard Asset Management Group is a SEC-registered advisory firm serving individuals—including high-net-worth clients—and retirement plans, managing approximately $589 million in assets across 446 client relationships. The firm employs a multi-disciplinary investment approach emphasizing diversified portfolios built with mutual funds, ETFs, and tailored asset allocation, and provides specialized ERISA-focused retirement plan services.

Michael Mac Gillivray is a CFP® and Series 65-registered advisor with Voisard Asset Management Group, bringing one year of industry experience. Prior to joining Voisard, he held roles at Calvin University, Cooper Davis Financial Group, Strategies Wealth Advisors, Wegmans Food Markets, and Whitinsville Christian School. Voisard Asset Management Group serves individuals—including high-net-worth clients—and retirement plans, managing approximately $589 million in assets across 446 client relationships. The firm employs a multi-disciplinary investment approach focused on diversified portfolios tailored to client objectives and risk tolerance, with specialized services for ERISA retirement plans.

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.

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.

Blake Appell is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Hill Island Financial LLC, where he has worked since 2024. His prior experience includes roles at Henrickson Nauta Wealth Advisors, AE Wealth Management, TriFound Financial, Merrill Lynch, and Fifth Third Bank. 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, with a portfolio approach focused on long-term holdings in ETFs and mutual funds combined with fundamental and technical analysis.

Paul Damon is a CFP® and ChFC® with 45 years of experience in financial advisory services. He is currently with 724 Capital, LLC and has held roles at Stewardship Planning Partners, Family Capital Management, and American Portfolios Financial Services, Inc. Damon is the owner and president of Paul Damon & Associates, Inc., an RIA focused on comprehensive financial planning and asset management. He also owns Strategic Stewardship Partners, which provides family wealth counseling outside of securities. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, providing portfolio management, pension consulting, and financial planning. The firm integrates model allocations with various analysis methods and conducts monthly account reviews, using a diverse range of investment strategies and instruments.

Douglas Voisard is a CFP® professional with 16 years of industry experience. He has been with Voisard Asset Management Group since 2002. The firm serves individuals, including high-net-worth clients, and retirement plans, managing approximately $589 million in assets across about 446 client relationships. Voisard Asset Management Group employs a multi-disciplinary investment approach combining fundamental, technical, quantitative, and qualitative analysis to build diversified portfolios with an emphasis on mutual funds, ETFs, and tailored asset allocation. The firm offers services including discretionary and non-discretionary portfolio management, financial planning, and advisory support for employee benefit plans, with notable expertise in ERISA-focused retirement plan services.

Drew Bowen is a financial advisor with International Assets Investment Management, LLC and holds the Series 66 credential. He has two years of industry experience, including prior roles at Ameriprise and New York Life. Outside of advising, he works as an accounting analyst at Nestle. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Heath Biller is a financial advisor at Fiduciary Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Fiduciary Financial Advisors since 2021. In addition to his advisory role, Mr. Biller is a registered nurse and maintains a part-time position at Mary Free Bed hospital. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a range of investment strategies, including the use of third-party managers and private alternative funds.

Tyler Suing is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Parsec Financial Management and several other firms. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services such as wealth management, portfolio management, retirement plan consulting, and tax planning.

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.

Garrett Von Behren is a financial advisor at Plante Moran Financial Advisors with CFP® and Series 65 credentials and four years of industry experience. His prior roles include positions at Notre Dame Investment Office and United Parcel Service. He has also worked in educational settings at Michigan State University and St. Joseph High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.

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.

Benjamin Carlson is a CFA® charterholder and financial advisor at Ritholtz Wealth Management in Grand Rapids, MI, where he has worked since 2015. He has 11 years of industry experience. Carlson is a partial owner of Wealthcast Media LLC, a content marketing company, and author of the A Wealth of Common Sense blog. He also holds ownership interests in several investment-related ventures including a media company producing podcasts and minority stakes in financial technology firms. Ritholtz Wealth Management serves both individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The multi-team firm manages approximately $9.4 billion in client assets and uses a goal-based investment approach with diversified, low-cost ETFs complemented by tactical overlays, structured products, and alternatives. It offers digital platforms for model portfolio implementation and incorporates automated risk profiling and tax-loss harvesting tools.

Michael Berkemeier is a financial advisor with Innovia Wealth, LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes positions at Mutual Securities, ValMark Advisers, Inc., and Valmark Securities, Inc. He is a member of Legatus International, an organization of Catholic business leaders, and serves as an ambassador for the Jandernoa Entrepreneurial Mentoring program. Berkemeier also contributes as an investment committee member for the Catholic Foundation of West Michigan. Innovia Wealth serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering investment management, financial planning, fiduciary services, and family office support. The firm employs a diverse investment approach that includes private market opportunities and manages pooled private investment vehicles and affiliated fund structures.

Mark Ghafari is a financial advisor at Innovia Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an advisory board member for DWH Corp, a consulting firm focused on private business services, and is an owner of MCCG Enterprises LLC, a family-owned entity engaged in private market investments. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients by providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm emphasizes customized, diversified portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis tailored to each client’s circumstances.

Thomas Blower is a CFP® with 15 years of experience in financial advising. He is currently with Fiduciary Financial Advisors in Grand Rapids, MI, where he has worked since 2020. His previous roles include positions at Strategies Wealth Advisors, LLC and Legacy Trust. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including Friends of Grand Rapids Parks and Widowed Persons Service. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a variety of investment analyses, offering services such as individual professional trustee administration and access to private alternative funds.

Travis Thompson is a financial advisor at Fiduciary Financial Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. Travis also has a seven-year background with Hewlett Packard Enterprise and has held roles at Nimble Storage and RDV Corporation. Fiduciary Financial Advisors serves a diverse client base including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm’s investment approach combines strategic and tactical asset allocation with fundamental, quantitative, technical, and model-manager analysis, and it offers distinctive services such as digital-asset portfolio management, private alternative investments, and outsourced CFO engagements.