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.

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.

Jade Rossback is a financial advisor at Wealthspan Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including FormulaFolio Investments LLC and Retirement Wealth Advisors. Rossback is also self-employed, occasionally selling annuities and life insurance on a very limited basis to acquaintances. Wealthspan serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors with financial planning, consulting, and discretionary portfolio management. The firm employs a range of active and passive model portfolios and integrates fundamental and technical analysis, sometimes using third-party signals, while also recommending outside managers when appropriate.

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.

Andrew Meyers is a CFP® and Series 65-registered advisor at LaFleur & Godfrey Private Wealth Management with seven years of industry experience. He previously worked at Mercantile Bank and has been with LaFleur & Godfrey since 2023. The firm serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses with comprehensive financial planning and discretionary investment management. LaFleur & Godfrey emphasizes fundamental analysis and active, concentrated equity portfolios, managing various firm-directed equity strategies and serving as an ERISA/IRC fiduciary for retirement accounts.

Daniel Rausch is a financial advisor at Cambient Family Office, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Greenleaf Trust, Northern Trust, JP Morgan Chase, and Cedarville University. Cambient Family Office serves high-net-worth and ultra-high-net-worth clients, providing wealth management, family office, and financial planning services. The firm employs a customized, long-term investment approach using fundamental and technical analysis, discretionary portfolio management, and access to independent managers, with offerings that include a wrap-fee program and digital-asset advisory services.

Lauren Brennan is a financial advisor at NPF Investment Advisors with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Goldman Sachs & Co. LLC and Wells Fargo Clearing. NPF Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as foundations and pension plans. The firm manages discretionary client portfolios and serves as the investment adviser to the NPF Core Equity ETF, which offers broad equity exposure.

Ryan Allen is a CFP® and CFA® with 15 years of industry experience. He has been with Financial Advisory Corporation since 2015. The firm provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients, managing approximately $972 million in discretionary assets. Financial Advisory Corporation employs a multi-advisor team approach, focusing on asset allocation and tailored portfolios with periodic rebalancing and quarterly reviews.

Tyler Rayman is a CFP® at StreamSong Advisors, LLC with one year of experience at the firm and a total of ten years in the financial industry. His prior experience includes roles at Greenleaf Trust, Mercantile Bank, and Eastern Michigan. 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 emphasizes tailored portfolios using a mix of fundamental, technical, and cyclical analysis, with long-term allocation targets adjusted tactically in response to market conditions.

Taylor Steward is a financial advisor with Mattson Financial Services, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Mattson Financial Services since 2019 and has prior experience with Fred Haight Insurance Agency and Lakeview Financial Group, where he also serves 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 incorporates third-party model managers, while also providing educational seminars and workshops for clients.

Nathaniel Bryers is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, holding the Series 66 designation with one year of industry experience. Prior to joining Hungerford Financial, he has held roles at United Planners Financial Services and Morgan Stanley. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, retirement plan consulting, and third-party investment adviser selection and monitoring. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics, emphasizing value, safety, quality, and risk control.

Jackson Van Dyke is a CFP® professional at Financial Advisory Corporation with one year of industry experience. He has been with Financial Advisory Corporation since 2022 and has previous experience in transportation and self-employment ventures. Financial Advisory Corporation serves individuals, retirement plans, and non-profit clients by combining investment management with comprehensive financial planning. The firm employs an asset-allocation approach using mutual funds, ETFs, and individual bonds, managing approximately $1.1 billion in discretionary assets for around 258 clients.

Amanda Bassford is a financial advisor at Hill Island Financial LLC with three years of industry experience. She holds a Series 65 designation and has worked at Hill Island Financial since 2021, following prior roles at Kevin Toler & Associates, Kelly Services, the Michigan Army National Guard, and Staples. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, high-net-worth families, trusts, estates, and businesses. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers ERISA fiduciary services, managing approximately $537 million for about 198 clients.

Arian Nelson is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Hill Island Financial LLC since 2022 and previously spent over a decade at Fifth Third Securities and Fifth Third Private Bank. Nelson is also involved in insurance sales on a limited basis. Hill Island Financial LLC serves individuals, families, trusts, businesses, retirement plans, and charitable organizations with discretionary investment management and financial planning. The firm focuses on long-term portfolio construction using ETFs and mutual funds and emphasizes ongoing personal contact and tax-efficient custodial arrangements.

Andrew Roberts is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has been with Financial Advisory Corporation since 2001, totaling 25 years at the firm. Financial Advisory Corporation provides wealth management services combining investment management and comprehensive financial planning for individuals, including high-net-worth clients, retirement plans, and nonprofit/endowment clients. The firm uses an asset-allocation approach with discretionary portfolio management, incorporating mutual funds, ETFs, individual bonds, and regular rebalancing tailored to client objectives and risk tolerance.

Chad Soukup is a CFP® and CFA® with 15 years of experience in financial advising. He has worked at JVL Associates, LLC since 2019 and was previously with Plante Moran Financial Advisors, LLC for 12 years. Soukup is based in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm serving individuals, charitable organizations, trusts, estates, and business entities. The firm employs a combination of passive and active investment strategies, offers discretionary portfolio management, and provides access to private funds and separate account solutions.

Jordan Buffum is a CFP® with 10 years of industry experience, currently serving at Voisard Asset Management Group in Grand Rapids, MI. He has been with Voisard Asset Management Group since 2015. Voisard Asset Management Group advises individuals, including high-net-worth clients, as well as sponsors and participants of employer retirement plans, providing portfolio management, financial planning, and ERISA-related consulting. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis across a wide range of investment strategies and regularly monitors client accounts with detailed reporting.

Andrew Vander Schaaf is a Series 65-credentialed financial advisor with nine years of industry experience. He currently works at Aspire Wealth and Advisor123 LLC, where he holds roles including Director of Business Development. Vander Schaaf previously worked at Retirement Wealth Advisors and FormulaFolios. Aspire Wealth is a team advisory firm serving individuals, corporations, charities, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm utilizes a multi-strategy investment approach based on asset allocation, tactical adjustments, and proprietary model portfolios.

Joshua Moeller is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding a Series 65 license with four years of industry experience. He previously worked at Kevin Toler & Associates for four years and spent eight years at Fitness Together. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, and businesses. The firm manages approximately $537 million and employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals.

Thomas Braun is a financial advisor at StreamSong Advisors, LLC in Grand Rapids, MI, with 15 years of industry experience. He holds the Series 66 designation and has been with StreamSong Advisors since 2014. Braun serves as a for-profit board member of Change Parts, a private company. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, investment management, and consulting services. The firm combines fundamental, technical, and cyclical analysis in its investment process and tailors portfolios to clients’ risk tolerance, time horizon, and liquidity needs.