Jeffrey Perkins is a financial advisor with West Michigan Advisors and holds a Series 66 designation. He has 11 years of industry experience, including nine years at Raymond James & Associates and current roles at West Michigan Advisors and Level Four Financial, LLC. Outside of his advisory work, he is involved in a non-investment related family business, Rebecca Perkins Homes, where he oversees taxes, purchasing, and marketing. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers or banks. The firm offers discretionary investment management and comprehensive financial planning, building customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that balances long-term strategy and tactical adjustments.

David Wilson is a CFP® professional with 31 years of industry experience. He has worked at Generational Wealth Management since 2015 and previously held roles at First Allied Securities, Inc. and First Allied Advisory Services, Inc. In addition to his advisory duties, he is an insurance agent involved in fixed, life, health, and property and casualty insurance. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and other services such as tax preparation and family-office bill pay. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and manages portfolios through multiple platforms combining active and passive strategies.

Nathan Lowe is a CFP® with 11 years of industry experience, currently serving as an advisor at JVL Wealth Strategies. Prior to joining JVL Wealth Strategies in 2022, he worked for eight years at Plante Moran Financial Advisors. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for a diverse client base including individuals, charitable organizations, trusts, estates, and business entities. The firm employs a blend of passive and active investment strategies, offers discretionary portfolio management, and provides specialized services such as trustee and executor support.

Nathan Baumann is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is affiliated with LVZ, Inc., where he has worked since 2007, and previously spent ten years with Next Financial Group Inc. Baumann serves on the investment committee for Resthaven, a nonprofit organization. LVZ, Inc. manages approximately $1.125 billion in assets across more than 2,400 client relationships through a team of 17 advisors. The firm offers a range of investment management and financial planning services, including customized portfolio strategies and third-party manager selection for individuals, trusts, charitable organizations, and qualified retirement plans.

John Bouws is a financial advisor at Generational Wealth, Inc. He holds a Series 65 designation and has been with Generational Wealth since 2024. Prior to his advisory role, he worked in construction and various positions while completing his education at Hope College. Generational Wealth, Inc. serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and retirement-plan education. The firm uses asset-allocation frameworks and Modern Portfolio Theory to build customized portfolios, combining active and passive strategies and incorporating third-party institutional strategists.

David Doppel is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at NPF Investment Advisors since 2021 and was previously with USA Financial Securities from 2016 to 2021. He is based in Grand Rapids, MI. NPF Investment Advisors is a fee-only, SEC-registered investment adviser managing approximately $2.5 billion in discretionary assets. The firm provides portfolio management and financial planning services to individuals and institutional clients, emphasizing fundamental analysis, long-term holdings, and client-specific objectives.

Jacob Vanden Bosch is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. He previously worked at ISAM Securities for six years and has additional experience outside the financial industry. Hill Island Financial serves individuals, families, trusts, businesses, retirement plans, and charitable organizations with discretionary investment management and financial planning. The firm employs a long-term, ETF- and mutual fund-based portfolio construction approach and emphasizes personal client contact and tax-conscious custodial arrangements.

Matthew Hogg is a financial advisor at West Michigan Advisors with six years of industry experience. He previously worked at Raymond James & Associates from 2019 to 2022. Outside of his advisory role, he serves on multiple community boards, including the City of Cedar Springs Planning Commission, the Comstock Park Education Foundation, the Grand Rapids Chamber of Commerce Ambassador Council, and the Rotary Club of Grand Rapids. West Michigan Advisors serves individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, retirement plan advisory services, and family office support. The firm employs a customized portfolio approach using ETFs, mutual funds, equities, bonds, and alternative investments, combining fundamental and technical analysis with regular account reviews.

David Sponhauer is a financial advisor at Mattson Financial Services, LLC with 11 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at LPL Financial, Lakeview Financial Group, LLC, and Waddell & Reed Inc. Outside of advising, he is involved in insurance sales through his sole proprietorship and Lakeview Financial Group. 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, utilizing equities, ETFs, fixed income, and cash, and provides additional services including tax preparation and insurance solutions through affiliated entities.

Gerald Vanderlugt is a CFP® professional with 15 years of industry experience, currently serving at JVL Wealth Strategies. He has been with JVL Associates since 1994. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients through an eight-advisor team. The firm serves individuals, charitable organizations, trusts, estates, and business entities, offering financial planning, wealth management, and discretionary portfolio management with access to private funds and separate account solutions. Their investment approach combines passive and active strategies, asset allocation, and third-party research, with additional services including trustee and executor functions and accounting for family investment LLCs.

Michael O'farrell is a financial advisor at StreamSong Advisors, LLC in Grand Rapids, MI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America and Merrill. 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 employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios aligned with client goals and risk profiles.

Charles Dutcher is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Norris Perne & French LLP since 2007. NPF Investment Advisors is a fee-only, SEC-registered firm that provides portfolio management and financial planning to individuals and institutional clients, including foundations, pension plans, trusts, and charitable organizations. 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.

Victoria Buffum is a Series 65-licensed advisor with Straight Path Wealth Management, where she has worked since 2019. She has five years of industry experience and is also a partner and officer at Straight Path Tax and Accounting Solutions, an affiliated tax and accounting firm. Prior to her current roles, she worked at Columbian Logistics from 2015 to 2017. Straight Path Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporate and non-profit accounts. The firm uses a blend of academic, fundamental, economic, and technical analysis to actively manage portfolios with a range of strategies including ETFs, mutual funds, individual securities, and tactical trading approaches.

Kristine Pattison is a financial advisor at CapTrust Wealth Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CapTrust Wealth Advisors since 2015. In addition to her advisory role, she is licensed to provide fixed, variable, life, and general insurance policies to clients. CapTrust Wealth Advisors offers 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 combines fundamental and technical analysis with a long-term investment orientation and employs a variety of portfolio construction strategies, including allocations to independent managers and use of derivatives for eligible clients.

Samuel Vasiu is a financial advisor at StreamSong Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Legacy Financial. Outside of his advisory role, no additional business activities are noted. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.

Shanon Tate is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation and 20 years of industry experience. She has been with 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 employs a range of investment strategies including fundamental and technical analysis, derivative and options strategies, and allocates assets across mutual funds, ETFs, individual securities, and privately placed vehicles.

Cynthia Mangmoun is a financial advisor at Generational Wealth, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Allied Securities, Inc. and Gen-Wealth Partners, Inc. Generational Wealth, Inc. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and retirement-plan participant education. The firm emphasizes customized portfolios using asset-allocation frameworks and Modern Portfolio Theory, combining active and passive strategies and offering additional services such as tax preparation, insurance administration, and family-office support.

Joshua Bergsma is a financial advisor at LVZ, Inc. with one year of industry experience and a Series 65 credential. His prior work history includes roles at National Corporate Housing, Belden Brick & Supply, and Hope College. He also serves as a non-registered sales assistant with Harbour Investments. LVZ, Inc. is a multi-office firm serving over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, charitable organizations, corporations, and retirement plans, utilizing a range of portfolio styles and sub-strategies that combine fundamental and technical analysis within a top-down framework.

Aaron Clark is a financial advisor at West Michigan Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates and West Michigan Advisors prior to his current role at Tamarisk Financial, LLC. Clark serves as President of the Holland Free Health Clinic, a nonprofit organization. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers with discretionary investment management, financial planning, and retirement plan advisory services. The firm constructs customized portfolios using a range of investment vehicles and combines fundamental and technical analysis in its long-term investment approach.

Brian Johnson is a financial advisor at Cornerstone Wealth Partners, LLC with Series 65 credentials. He has six years of experience through his role at Thrive With Money LLC and fifteen years of prior work with Lacks Enterprises, Inc. Cornerstone Wealth Partners is a team-based, SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an academic, evidence-based investment approach using globally diversified mutual fund and ETF models and provides financial planning, portfolio management, and retirement and college-savings guidance.