Andrew Fabiano is a CFA® charterholder with 27 years of industry experience. He is currently an advisor at Cambient Family Office, LLC, where he has worked since 2025. Prior to that, he was with Greenleaf Trust for three years and Northern Trust for 23 years. Cambient Family Office provides wealth management, family office, and financial planning services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis, discretionary portfolio management, and may allocate to independent managers. It also offers digital-asset advisory services and oversees a direct-indexing strategy.

Marcus Grost is a financial advisor at Mattson Financial Services, LLC with a Series 65 credential and three years of industry experience. He has worked previously at Lakeview Financial Group, Plante Moran Financial Advisors, and Jackson National Life Insurance. Outside of advisory work, he has experience 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 uses third-party model managers, while also providing tax preparation and insurance solutions through affiliated entities.

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.

Patrick Newcombe is a CFP® with 19 years of experience in the financial industry. He is part of the Calder Financial Group team based in Ada, MI, which includes five advisors. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm offers fiduciary services as a 3(38) investment manager and utilizes model portfolios with tactical rebalancing, supported by regular investment committee oversight and detailed account monitoring.

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.

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.

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.

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.

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.