David Wilson is a CFP® professional with 31 years of industry experience. He has worked at Generational Wealth Management since 2015 and previously held roles at First Allied Securities, Inc. and First Allied Advisory Services, Inc. In addition to his advisory duties, he is an insurance agent involved in fixed, life, health, and property and casualty insurance. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and other services such as tax preparation and family-office bill pay. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and manages portfolios through multiple platforms combining active and passive strategies.

Nathan Lowe is a CFP® with 11 years of industry experience, currently serving as an advisor at JVL Wealth Strategies. Prior to joining JVL Wealth Strategies in 2022, he worked for eight years at Plante Moran Financial Advisors. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for a diverse client base including individuals, charitable organizations, trusts, estates, and business entities. The firm employs a blend of passive and active investment strategies, offers discretionary portfolio management, and provides specialized services such as trustee and executor support.

John Bouws is a financial advisor at Generational Wealth, Inc. He holds a Series 65 designation and has been with Generational Wealth since 2024. Prior to his advisory role, he worked in construction and various positions while completing his education at Hope College. Generational Wealth, Inc. serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and retirement-plan education. The firm uses asset-allocation frameworks and Modern Portfolio Theory to build customized portfolios, combining active and passive strategies and incorporating third-party institutional strategists.

David Doppel is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at NPF Investment Advisors since 2021 and was previously with USA Financial Securities from 2016 to 2021. He is based in Grand Rapids, MI. NPF Investment Advisors is a fee-only, SEC-registered investment adviser managing approximately $2.5 billion in discretionary assets. The firm provides portfolio management and financial planning services to individuals and institutional clients, emphasizing fundamental analysis, long-term holdings, and client-specific objectives.

Jacob Vanden Bosch is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. He previously worked at ISAM Securities for six years and has additional experience outside the financial industry. Hill Island Financial serves individuals, families, trusts, businesses, retirement plans, and charitable organizations with discretionary investment management and financial planning. The firm employs a long-term, ETF- and mutual fund-based portfolio construction approach and emphasizes personal client contact and tax-conscious custodial arrangements.

David Sponhauer is a financial advisor at Mattson Financial Services, LLC with 11 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at LPL Financial, Lakeview Financial Group, LLC, and Waddell & Reed Inc. Outside of advising, he is involved in insurance sales through his sole proprietorship and Lakeview Financial Group. 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, utilizing equities, ETFs, fixed income, and cash, and provides additional services including tax preparation and insurance solutions through affiliated entities.

Gerald Vanderlugt is a CFP® professional with 15 years of industry experience, currently serving at JVL Wealth Strategies. He has been with JVL Associates since 1994. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients through an eight-advisor team. The firm serves individuals, charitable organizations, trusts, estates, and business entities, offering financial planning, wealth management, and discretionary portfolio management with access to private funds and separate account solutions. Their investment approach combines passive and active strategies, asset allocation, and third-party research, with additional services including trustee and executor functions and accounting for family investment LLCs.

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.

Victoria Buffum is a Series 65-licensed advisor with Straight Path Wealth Management, where she has worked since 2019. She has five years of industry experience and is also a partner and officer at Straight Path Tax and Accounting Solutions, an affiliated tax and accounting firm. Prior to her current roles, she worked at Columbian Logistics from 2015 to 2017. Straight Path Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporate and non-profit accounts. The firm uses a blend of academic, fundamental, economic, and technical analysis to actively manage portfolios with a range of strategies including ETFs, mutual funds, individual securities, and tactical trading approaches.

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.

Cynthia Mangmoun is a financial advisor at Generational Wealth, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Allied Securities, Inc. and Gen-Wealth Partners, Inc. Generational Wealth, Inc. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and retirement-plan participant education. The firm emphasizes customized portfolios using asset-allocation frameworks and Modern Portfolio Theory, combining active and passive strategies and offering additional services such as tax preparation, insurance administration, and family-office support.

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.

Ralph Wood II is a financial advisor at LVZ, Inc. in Grand Rapids, MI, holding the ChFC® and Series 63 designations with 39 years of industry experience. He has worked at LVZ, Inc. since 2017 and previously held roles at Harbour Investments, Inc. and Next Financial Group Inc. He is also the owner of Wood Wealth Management, a DBA investment advisory business. LVZ, Inc. serves over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets. The firm provides investment management, financial planning, consulting, and third-party manager selection for a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, and offers multi-strategy portfolio options with both fundamental and technical analysis.

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.

Schyuler Wilson is a financial advisor at Generational Wealth, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Wilson has worked at Generational Wealth since 2016 and previously held roles at First Allied Advisory Services and First Allied Securities. He also provides notary services and life insurance sales as part of his responsibilities. Generational Wealth, Inc. serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and retirement-plan participant education. The firm employs asset-allocation frameworks and Modern Portfolio Theory to create customized portfolios, combining active and passive strategies with ongoing due diligence of third-party Institutional Strategists.

Mark Redfield is a financial advisor at Blue Water Asset Management with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Silver Oak Securities, LPL Financial, and INVEST Financial Corporation, and he has operated Redfield Financial Group since 1986. Outside of his advisory work, he is involved in managing timber land and carbon trading through Grass Lake East Properties LLC. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm employs tailored, discretionary strategies incorporating model portfolios, third-party sub-advisers, and a range of investment vehicles such as REITs, structured notes, and variable annuities, alongside pension consulting and affiliated insurance activities.

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.

David Lutz is a financial advisor at Straight Path Wealth Management with five years of industry experience. Prior to joining Straight Path Wealth Management in 2021, he spent 31 years at Herman Miller in various roles. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Lutz serves as a trustee for the Great Lakes Regional Board of Administration of the Wesleyan Church. Straight Path Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporate retirement plans and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis and actively manages portfolios using a range of strategies including ETFs, mutual funds, individual securities, and derivatives.

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.