Ashley Ketchum is a financial advisor at CapTrust Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining CapTrust, Ashley was a full-time student and worked at Albion College. CapTrust Wealth Advisors is a team of 19 advisors providing wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm offers both integrated wealth planning and standalone guidance, employing a range of investment strategies including mutual funds, ETFs, individual securities, and options strategies for eligible clients.

Shannon Simon is a financial advisor with DB & C Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at DB & C Advisors since 2018 and previously held roles at LPL Financial and Securities America. Simon serves as chairman of the board for Grand Rapids AMBUCS, an organization that provides mobility devices to individuals with mobility challenges, and is a participating member of the Grand Rapids Round Table. DB & C Advisors offers financial planning, consulting, and investment management services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a blend of fundamental, technical, and cyclical investment analysis and employs independent managers or sub-advisers as part of its tailored investment approach.

Daniel O’Mealey is a CFP® professional at DB & C Advisors, LLC with 30 years of experience in financial advisory services. He has been with DB & C Advisors since 2011 and has also worked with LPL Financial. Outside of his advisory work, he holds a role as an insurance agent, focusing on investment-related insurance products. DB & C Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm employs a range of investment strategies and customizes its services based on client objectives and risk tolerances.

Richard Veenhoven is a ChFC®-designated financial advisor with 16 years of industry experience. He is a member of the four-advisor team at S.A. Mason, LLC and has held roles at Infinex Investments, Inc. and West Michigan Community Bank, where he serves as Senior Vice President of Wealth Management. Outside of advising, Veenhoven is president and treasurer of the Van Raalte Farm Civil War Muster organization. S.A. Mason, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs both fundamental and technical analysis, allowing for long-term asset allocation and short-term trading using tools such as options, short sales, and margin transactions under documented controls.

Levi Van Dam is a financial advisor at Generational Wealth, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Private Client Services and Gen-Wealth Partners, Inc., as well as work at Calvin University and Holland Christian High School. Generational Wealth, Inc. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and retirement-plan participant education. The firm employs asset-allocation frameworks and Modern Portfolio Theory to build customized portfolios, combining active and passive strategies and utilizing custodial platforms alongside third-party institutional strategists.

Ryan Gorman is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at West Michigan Advisors. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. He serves as an Investment Committee Member for the nonprofit Resthaven. West Michigan Advisors serves a diverse client base including individuals, high-net-worth families, family offices, trusts, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, using a combination of fundamental and technical analysis to construct customized portfolios.

Jonathon Coffey is a Series 65-licensed advisor with DB & C Advisors, LLC, based in Holland, MI, with one year of industry experience. He is also a partner at De Boer, Baumann & Company, PLC, an accounting firm affiliated with the investment advisor, where he spends more than half of his time during trading hours. Additionally, he holds a partnership in DB & C Solar, a business involved in owning and renting solar panels. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm utilizes a combination of fundamental, technical, and cyclical investment analysis methods and often engages independent managers or sub-advisers to manage client portfolios.

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.

Mark Veenstra is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with DB & C Advisors since 2011, previously working at LPL Financial and Deboer Baumann & Company. Outside of advisory work, he is involved in the ownership, installation, and management of solar panels on DeBoer, Baumann & Company property. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm uses a range of investment strategies and independent managers tailored to clients’ objectives and risk tolerances, with ongoing monitoring and quarterly reviews.

Kurt Jolly is an Investment Advisor Representative at West Michigan Advisors with a Series 66 license and three years of industry experience. He previously worked at Raymond James Financial Services Advisors and Northwestern Mutual. Outside of his advisory role, Mr. Jolly is involved in swim coaching and officiating, serves as a junior varsity golf coach for West Ottawa School District, and holds board and community service positions with the Holland Education Foundation and Kiwanis Club. West Michigan Advisors serves individuals, high-net-worth families, trusts, and charitable organizations with discretionary investment management and financial planning. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, equities, and bonds, and provides ongoing client contact and periodic reviews.

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.

Benjamin Anderson is a CFP® with nine years of industry experience, currently serving as an advisor at CapTrust Wealth Advisors. He previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC for four years. Outside of his advisory role, he is involved in insurance sales on a limited basis. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm employs a combination of fundamental and technical analysis with a long-term orientation, offering portfolios that include mutual funds, ETFs, individual securities, and privately placed investment vehicles, along with strategies such as derivatives and options for eligible clients.

Daniel Lupo is a CFA® charterholder with nine years of experience in the financial industry. He has been with Norris Perne & French LLP since 2012. NPF Investment Advisors is a fee-only, SEC-registered firm managing approximately $2.5 billion in discretionary assets. The firm serves individuals and institutional clients, focusing on personalized portfolio management and financial planning driven by client-specific objectives and an asset-allocation framework.

Calvin Chanski is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with CapTrust Wealth Advisors since 2015, currently serving as part of their team in Holland, MI. Outside of his financial advisory work, he is the treasurer and a board member of Higher Ground at Lake Louise, where he oversees camp finances. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm employs a combination of fundamental and technical analysis with a generally long-term orientation and offers both integrated wealth planning and portfolio management on discretionary and non-discretionary bases.

Nicholas Gookin is a financial advisor with Balance Wealth and holds a Series 65 credential. He has eight years of industry experience, including previous roles at WealthSource Partners, OneDigital Investment Advisors, and Retirement Outfitters. His background also includes work in higher education at Colorado Mesa University. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients as well as defined contribution and defined benefit plans. The firm manages diversified, risk-based portfolios using a variety of investment vehicles and employs fundamental analysis, modern portfolio theory, and quantitative methods in its approach.

Stephanie Smith is a Series 66 registered advisor with West Michigan Advisors, LLC, bringing 14 years of industry experience. She has previously worked at Raymond James & Associates and Cantella & Co., Inc. In addition to her advisory role, she serves as a Client Operations Specialist at West Michigan Advisors. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, using customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that combines fundamental and technical analysis.

Jacqueline Antone is a financial advisor with West Michigan Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, with a primarily long-term investment approach supported by fundamental and technical analysis.

Lukas Lindhout is a financial advisor at NPF Investment Advisors with a Series 65 credential and one year of industry experience. Prior to joining NPF, he worked at Legacy Wealth Partners and Thatcher Wealth Management, and has entrepreneurial experience through Affordable Flooring Installation LLC and DJ's Landscape Management. Before entering finance, he spent 15 years in full-time education. NPF Investment Advisors is a fee-only, SEC-registered firm that provides portfolio management and financial planning to individuals and institutional clients. 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.

Ashton Anderson is a financial advisor at Straight Path Wealth Management in Jenison, MI, holding a Series 65 designation. He has one year of experience in the financial industry, joining Straight Path Wealth Management in 2026. Prior to his advisory role, Ashton was involved in landscaping through Integrity Landscaping LLC for six years. Straight Path Wealth Management provides investment advisory and financial planning services to individuals, corporate retirement plans, non-profits, and insurance company clients. The firm employs a diversified investment approach combining academic, fundamental, economic, and technical analysis, and offers tailored strategies that include the use of derivatives and short selling.

Daniel Michaud is a financial advisor at NPF Investment Advisors in Grand Rapids, MI, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lake Michigan Credit Union, LPL Financial, and Fidelity Investments. Michaud also maintained non-variable insurance activities alongside his advisory roles. NPF Investment Advisors offers financial planning, portfolio management, and consulting services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages discretionary client portfolios using fundamental security analysis and asset-allocation strategies and serves as the investment adviser to the NPF Core Equity ETF.