My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 credentials and has 16 years of industry experience, including 17 years at Financial Architechs prior to founding his current firm in 2018. Derrin Leigh LLC provides comprehensive investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in managing discretionary portfolios that include ETFs, equities, mutual funds, bonds, and REITs, and routinely employs short-term trading and covered-call option strategies.

Andrew Wentworth is a CFA® charterholder and financial advisor at Wentworth Wealth Group with nine years of industry experience. Before founding his independent firm, he worked at Northwestern Mutual, Empower, and TD Ameritrade. Wentworth Wealth Group serves individuals and high-net-worth clients by providing ongoing portfolio management guided by fundamental analysis, modern portfolio theory, and quantitative methods. The firm employs a long-term trading approach tailored to each client’s goals and typically manages accounts on a discretionary basis using mutual funds, ETFs, equities, fixed income, and select non-U.S. securities.

Andrew Howard is the principal of Howard Fiduciary Investments in Rockford, MI, holding a Series 65 designation with nine years of industry experience. He previously worked for Fiduciary Financial Advisors for ten years and held a position at Van Andel Research Institute for five years. Outside of advisory services, he is involved in a separate equity investment entity and operates a business coaching venture. Howard Fiduciary Investments offers discretionary investment management and financial planning to individuals, families, trusts, estates, retirement accounts, business entities, and nonprofit organizations. The firm employs a multi-method analysis framework and manages portfolios using diversified ETF and rules-based trend-following strategies, tailoring allocations to each client’s objectives, risk tolerance, time horizon, and tax situation.

Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

James Louwerse is a financial advisor at GPS Financial Group, LLC in Grand Rapids, MI, holding CFP® and Series 63 designations with 15 years of industry experience. He has been with GPS Financial Group since 2015. Outside of his advisory role, Louwerse serves as Treasurer for the Thrive Learning Center Foundation, a private school, where he oversees budgets and financial statements. GPS Financial Group provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and pension or profit-sharing plans. The firm manages approximately $64 million in assets in-house using a long-term, discretionary approach based on modern portfolio theory.

Donald Price III is a financial advisor with Mitch Lyons Wealth LLC in Rockford, MI. He holds a Series 65 designation and has been with the firm since 2022, previously working for Geek Squad from 2016 to 2022. Mitch Lyons Wealth LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, offering tailored investment strategies and written policy statements. The firm employs a blend of analytical methods and utilizes both long-term and options trading strategies.

Dennis Tubbergen is a financial advisor with Personal Legacy Planners in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with PLP Advisors, LLC since 2020 and is involved with PLP Metals, LLC, which buys and sells precious metals. Tubbergen’s other business activities include work in case design for wholesale fixed life and annuity products and management consulting. Personal Legacy Planners serves individuals, trusts, estates, charities, retirement plans, and business entities by providing financial planning, tailored advice, and access to investment management. The firm offers written financial plans and consultations but does not directly manage client assets, instead implementing recommendations through model portfolios and third-party sub-advisers.

Robert Nabulere is a financial advisor at Personal Legacy Planners with a Series 65 credential and one year of industry experience. His prior roles include positions at Retirement Lifestyle Advocates, Three Rivers FCU, and Huntington University. Personal Legacy Planners serves individuals, trusts, estates, charities, retirement plans, and business entities by providing financial planning and tailored advice without directly managing client assets. The firm employs model portfolios and third-party sub-advisers for investment execution while maintaining ongoing client monitoring and advice.

Adam Skedgell is a Series 65-licensed advisor at Swartz Wealth Management LLC with one year of industry experience. He previously worked at Adfam LLC for a total of four years, interspersed with periods of unemployment. Swartz Wealth Management LLC is a newly established registered investment adviser that provides portfolio management and financial planning services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm emphasizes passive, long-term investment strategies using low-cost index funds and ETFs, supported by fundamental analysis and strategic asset allocation.

Frederick Gearhart is a financial advisor with Personal Legacy Planners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and serves as managing member of several related entities including PLP Advisors, LLC, and PLP Services, LLC. He is also trustee of a trust owning interests in multiple investment firms and is involved in an insurance agent marketing business. PLP Advisors, LLC provides financial planning and tailored advice for individuals, trusts, estates, charities, retirement plans, and business entities. The firm utilizes model portfolios and third-party sub-advisers for investment management and emphasizes a combination of macro-economic, technical, and charting analysis in its planning and allocation work.

Nicolle Rumsey is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding a Series 65 credential and seven years of industry experience. She has worked at LPL Financial and INVEST Financial in prior roles. Outside of advising, she works as an independent contractor for a cleaning business. Blue Water Asset Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a tailored, discretionary investment approach utilizing Modern Portfolio Theory and a mix of long- and short-term strategies implemented through model portfolios and sub-advisers.

Jason Main is a financial advisor at MDRN Capital with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Huntington Financial Advisors, The Huntington Investment Company, and J.P. Morgan Securities LLC. Outside of finance, he is involved as a server and bartender at Grill 111 in Rockford, Michigan. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services through a multi-advisor team model. The firm constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, employing both fundamental and technical analysis with a primarily long-term focus.

Mark Moerdyk is a financial advisor at Cornerstone Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for Allstate Insurance Company. Moerdyk owns and operates Keystone Financial Coaching, a personal finance and budgeting consulting service. 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 uses an academic, evidence-based investment approach with globally diversified mutual fund and ETF models, offering financial planning and portfolio management to approximately 429 client households.

William Alphenaar is a financial advisor with Aspen Investment Management Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Aspen Investment Management since 1993. Aspen Investment Management provides discretionary and some non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, and charitable institutions. The firm uses a combination of fundamental and technical analysis, model asset allocations, and tactical adjustments, and offers participant account management through a third-party platform.

Sara Lewis is a CFP® professional with nine years of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. since 2017. Prior to this, she worked at Watkins Ross for three years. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm providing wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm manages approximately $998.5 million in assets and emphasizes a long-term investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, individual securities, and alternative investments where appropriate.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, Michigan, with 21 years of industry experience. She holds a Series 66 designation and has worked at Henrickson Nauta since 2018, following eight years at Ameriprise Financial Services. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $998.5 million in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, offering portfolio management using mutual funds, ETFs, individual securities, and alternative investments.

Matthew Leskovar is a CFP®, PFS™, and Series 65 licensed advisor with 13 years of industry experience. He is currently affiliated with MPM Wealth Advisors and is the owner of Leskovar Financial, where he provides tax and accounting services. His prior work includes roles at Doeren Mayhew and Beene Garter, LLP. MPM Wealth Advisors offers investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm manages over $1 billion in assets, emphasizing diversified portfolios primarily composed of low-expense mutual funds and ETFs, with investment strategies guided by client suitability and risk profiles.

Nathan Wood is a CFP® and Series 65 credentialed advisor at LVZ, Inc. in Grand Rapids, MI, with four years of industry experience. Prior to joining LVZ, he worked six years at Greenridge Fruit. Outside of his advisory role, Wood owns Nate Wood Enterprises, LLC, a camper rental business. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers a range of portfolio strategies using ETFs, mutual funds, and other vehicles, combining fundamental and technical analysis within a top-down framework.