Paul Anthes is a CFP® with 16 years of industry experience and has been with Financial Advisory Corporation since 1988. He serves on the board of Logical Choice Technologies, a company focused on technology for schools. Financial Advisory Corporation provides wealth management services that combine investment management and comprehensive financial planning for individuals, retirement plans, and nonprofit clients. The firm manages discretionary accounts using an asset-allocation approach with mutual funds, ETFs, and individual bonds, tailoring recommendations to client objectives and risk tolerance.

Daren Shavell is a CFA® charterholder with 18 years of industry experience. He is currently with Calder Financial Group, where he has worked since 2014. 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 target asset allocations through managed model portfolios and maintains an affiliated pension consulting and third-party administration business.

Mark Redfield is a financial advisor at Blue Water Asset Management with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Silver Oak Securities, LPL Financial, and INVEST Financial Corporation, and he has operated Redfield Financial Group since 1986. Outside of his advisory work, he is involved in managing timber land and carbon trading through Grass Lake East Properties LLC. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm employs tailored, discretionary strategies incorporating model portfolios, third-party sub-advisers, and a range of investment vehicles such as REITs, structured notes, and variable annuities, alongside pension consulting and affiliated insurance activities.

Christopher Still is a CFP® professional with 10 years of experience at Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 2013 and also maintains a part-time role as Director of Research and Technology at Backyard Marketing, Inc., a business supporting Convention and Visitors Bureaus. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and nonprofit clients through a multi-advisor team. The firm manages approximately $972 million in discretionary assets and emphasizes asset allocation and tailored portfolios with periodic rebalancing and quarterly reviews.

David Lutz is a financial advisor at Straight Path Wealth Management with five years of industry experience. Prior to joining Straight Path Wealth Management in 2021, he spent 31 years at Herman Miller in various roles. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Lutz serves as a trustee for the Great Lakes Regional Board of Administration of the Wesleyan Church. 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 and non-profit organizations. The firm employs a blend of academic, fundamental, economic, and technical analysis and actively manages portfolios using a range of strategies including ETFs, mutual funds, individual securities, and derivatives.

Sahana Madhanagopal is a CFA® charterholder with three years of industry experience, currently serving at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI. Prior to joining LaFleur & Godfrey, she worked at Macquarie Capital (USA) Inc. and LVM Capital Management Ltd. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals and their trusts and estates, offering services that include comprehensive financial planning and discretionary investment management. The firm emphasizes active, concentrated equity portfolios through fundamental analysis and integrates affiliated resources to support its retirement-plan and insurance-related offerings.

Connor Price is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, with six years of industry experience. He holds a Series 66 designation and is the owner of Red Elk Tax Services, a tax preparation and accounting business. Connor has worked with Hungerford Financial since 2020 and previously with United Planners Financial Services of America and SCI Advisors. Hungerford Financial serves individuals, including high-net-worth clients, charities, and employer retirement plans, providing financial planning, portfolio management, retirement plan consulting, and third-party advisor oversight. The firm applies a strategic asset allocation approach with tactical adjustments focused on value, safety, and risk control, utilizing AI-enabled analytics alongside human oversight.

Stephen Witte is a CFP® with eight years of industry experience, currently affiliated with Equita Financial Network, Inc. He has held positions at several firms, including Midwest Capital Advisors, LLC, and has a background in real estate with Coldwell Banker Schmidt Real Estate. Outside of his advisory role, he serves as Senior Manager of Compliance at Mission Driven Finance, focusing on impact investing private funds. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives.

Richard Knoor is a financial advisor with Aspen Investment Management Inc. in Grand Rapids, MI. He holds the Series 65 and Series 66 designations and has 15 years of industry experience, all with Aspen since 2011. Aspen Investment Management Inc. provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth clients, trusts, estates, and charitable institutions. The firm employs a combination of fundamental and technical analysis and uses model asset allocations with tactical adjustments, managing portfolios that include individual securities, mutual funds, and ETFs.

Matthew Graham is a financial advisor at Bay Colony Advisors with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Fidelity Investments and TIAA-CREF Individual & Institutional Services. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is notable for its broad fiduciary services and developed concierge offerings.

David Teroller is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Blue Water Asset Management since 2015 and is also associated with Redfield Financial Group, where he has worked since 1990. Outside of advisory work, he is involved with DTL Enterprise, LLC, a company engaged in internet distribution of consumer products. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm employs tailored, discretionary strategies using model portfolios and third-party sub-advisers and offers a broad range of investment types along with pension consulting and insurance-related services.

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.

Benjamin Redfield is a financial advisor with Blue Water Asset Management in Grand Rapids, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Water, he worked at Redfield Financial Group and has experience in education roles at Spring Arbor University and Northpointe Christian High School. Blue Water Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs tailored strategies using model portfolios and third-party sub-advisers and provides a broad range of investment services including pension consulting and advisory services to insurance-company clients.

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.

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 at Grand Wealth Management, LLC with one year of industry experience. His prior work includes roles at Northern Trust, Morgan Stanley, Hungerford Valuation, and Willis Consulting. Outside of financial advising, he has experience working with Blythefield Memory Gardens for eight years and at Grand Valley State University for four years. Grand Wealth Management advises individuals, families, and institutional clients through discretionary wealth and portfolio management, retirement plan advisory, and standalone financial planning on a fee-only, fiduciary basis. The firm employs a systematic, Modern Portfolio Theory-based approach, constructing globally diversified portfolios primarily from low-cost mutual funds and ETFs.

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 11 years of industry experience. Johnson has been with Grand Wealth Management since 2012. Grand Wealth Management serves select individuals, families, and institutions, including business owners, professionals, executives, retirees, and foundations. The firm offers wealth management, institutional investment management, retirement plan advisory, portfolio management, and financial planning services, using a fee-only fiduciary model with an investment approach grounded in Modern Portfolio Theory and globally diversified, low-cost funds.

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.