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.

Daniel Vantimmeren is a financial advisor at LaFleur & Godfrey Private Wealth Management with 15 years of industry experience. He has been with LaFleur & Godfrey LLC since 2013. He holds Series 63 and Series 65 designations. LaFleur & Godfrey provides wealth management and portfolio management primarily for individuals, trusts, and estates, as well as pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental analysis and active, concentrated equity portfolios, managing several firm-directed equity strategies and acting as an ERISA/IRC fiduciary for retirement accounts.

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.

Tamara Snable is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Vision Capital Partners, Inc. since 2008 and Triad Advisors, Inc. from 2008 to 2024. Outside of her advisory role, she serves as a Notary Public for the State of Michigan without collecting fees. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm that provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and organizations. The firm manages approximately $998.5 million in assets, employs a long-term investment approach based on modern portfolio theory, and offers portfolio management alongside plan and family office services.

Adam Waleskowski is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with two years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Bankers Life Advisory Services and Bankers Life & Casualty. In addition to his advisory role, he is involved as an insurance agent with Henrickson Nauta Insurance Advisors, LLC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on modern portfolio theory and offers comprehensive wealth management, financial planning, and private pooled investment vehicles through a team of ten advisors managing approximately $998.5 million in assets.

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.

Shawn Healy is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Henrickson Nauta in 2023, he worked at Fifth Third Securities for 21 years. Healy is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm that provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages nearly $1 billion in assets with a team of ten advisors, employing a long-term investment approach based on modern portfolio theory and offering both individual and pooled investment solutions.

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.

Ryan Deters is a CFP® with five years of industry experience, currently serving at Grand Wealth Management, LLC. He previously worked at Fiduciary Financial Advisors and spent over a decade at Steelcase. Outside of his advisory role, Ryan serves as Vice President and Director on the board of the South Haven Vacation Rental Alliance. Grand Wealth Management provides fee-only wealth management, financial planning, and institutional investment management services to individuals, families, foundations, and employer-sponsored plans. The firm uses a systematic process based on Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

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.