Julie Devisser is a financial advisor at LVZ, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at LVZ, Inc. since 2002, with prior experience at NEXT Financial Group Inc. and Harbour Investments, Inc. Outside of her advisory role, she owns DUTCHBEINGME, LLC, a genealogy and photography freelance business, and serves as Vice President of Membership on the board of the Michigan Association of Calligraphers. LVZ, Inc. provides investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm serves over 2,400 client relationships through a team of 17 advisors managing approximately $1.125 billion in assets, offering diverse portfolio strategies that include Classic and Specialty options, with an emphasis on ETFs, mutual funds, and a combination of fundamental and technical analysis.

Joshua Franken is a financial advisor at LVZ, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Bayside Capital Management. Outside of advising, he serves as Vice President and Board Member of Jubilee Ministries, Inc., a nonprofit organization. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, and other entities with investment management, financial planning, and consulting services. The firm manages approximately $1.125 billion across a team of 17 advisors and offers a range of portfolio styles, including Biblically Responsible Investment variants and a combination of fundamental and technical analysis.

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.

Braden Proctor is a financial advisor at S.A. Mason, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with S.A. Mason since 2013. S.A. Mason provides investment management and financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm combines fundamental and technical analysis to implement long-term asset allocation plans while maintaining flexibility for shorter-term trading, and it manages approximately $636 million in client assets with a focus on active portfolio implementation techniques.

Kenneth Bauman is a financial advisor with West Michigan Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Level Four Financial, Cantella & Co., and Wells Fargo Advisors. Outside of advising, he is a hunting camp co-owner and serves on investment committees for several local nonprofits, including Holland Home, Camp Geneva, and Western Seminary. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, individual equities, and bonds, applying fundamental and technical analysis and maintaining ongoing client contact and periodic 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.

Kyle Bross is a financial advisor at West Michigan Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates from 2019 to 2023. West Michigan Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, retirement plans, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan advisory services, and family office services, employing a primarily long-term investment approach that includes customized portfolios with ETFs, mutual funds, individual securities, and alternative investments.

Samuel Genzink is a financial advisor at Straight Path Wealth Management with a Series 65 designation and two years of industry experience. His prior work includes roles at Thatcher Wealth Management, Grand Rapids Christian Schools, and Calvin University. 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, corporate investment accounts, and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis, actively managing portfolios with ETFs, mutual funds, individual securities, and tactical strategies including derivatives and short selling.

Luke Mason is a financial advisor with S.A. Mason, LLC in Holland, MI, holding Series 65 and Series 63 designations and four years of industry experience. He previously worked at Cleveland Research Company and Craig-Hallum Capital Group. Mason is part of a four-advisor team at S.A. Mason, LLC. S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis to guide long-term asset allocation with flexibility for short-term trading, using strategies that may include options, short sales, margin transactions, derivatives, and borrowing under client authorization.

Jennifer Archambault is a financial advisor at Generational Wealth Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Allied Securities, Inc. from 2010 to 2021 before joining Generational Wealth Management in 2016. In addition to her advisory role, she is involved with Gen-Wealth Insurance Solutions, assisting clients with health and life insurance applications and enrollments. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and insurance administration. The firm employs a Modern Portfolio Theory approach and offers a combination of active and passive investment strategies through institutional platforms.

Eric Sale is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at LVZ, Inc. since 2009 and has held prior roles at Harbour Investments, Inc. and Next Financial Group Inc. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across a team of 17 advisors. The firm offers investment management, financial planning, consulting, and third-party manager selection, employing a two-style portfolio approach with multiple sub-strategies and combines fundamental and technical analysis in a top-down framework.

Jacob Reemtsma is a financial advisor at DB & C Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in various roles including Andy Mast Greenhouses and Walters Gardens Inc. DB & C Advisors offers financial planning, consulting, and investment management services to individuals, trusts, charitable organizations, and business clients. The firm uses a combination of fundamental, technical, and cyclical investment analysis and employs a range of strategies including options and private placements, tailoring services according to client objectives and risk tolerances.

Richard Bowling is a financial advisor at ISC Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Institutional Securities Corp since 2016. Bowling has a rental property business in Cape Coral, Florida, which he manages on a limited basis outside of office hours. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm offers portfolio management, financial planning, and pension consulting, with investment decisions overseen by an internal Investment Committee and implemented through various advisory options, including managed-account programs and third-party money managers.

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.

Jonathan Klett is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Well Done, LLC dba CapTrust Wealth Advisors since 2019, following prior work at Menards. 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 both discretionary and non-discretionary portfolio management.

Lauren Truer is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 65 credential and six years of industry experience. She has worked at CapTrust Wealth Advisors since 2015. 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 offers integrated and standalone guidance on both discretionary and non-discretionary bases, using a variety of investment vehicles and strategies, including allocation to independent managers and derivatives for eligible clients.

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.

Matthew Boersen is a CFP® with 15 years of industry experience and has been with Straight Path Wealth Management since 2013. He serves as a board director for a nonprofit organization providing health care and religious services in Africa. Boersen is also a 50% owner of Consensus Settlement Partners, LLC, a consulting firm that refers investment advisory business to Straight Path Wealth Management. Straight Path Wealth Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporate and nonprofit accounts. The firm employs a blend of academic, fundamental, economic, and technical analysis and actively manages portfolios using a variety of strategies including ETFs, mutual funds, individual securities, and tactical trading approaches.

Jordan Buffum is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Voisard Asset Management Group in Grand Rapids, MI. He has been with Voisard since 2015. Voisard Asset Management Group is a SEC-registered advisory firm that serves individuals, including high-net-worth clients, and retirement plans, managing approximately $589 million across 446 client relationships. The firm employs a multi-disciplinary investment approach focused on diversified portfolios primarily using mutual funds and ETFs, with specialized ERISA retirement plan services and detailed disclosures for plan sponsors.