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 licenses and has 15 years of industry experience, including prior work at Financial Architechs. Before founding his current practice in 2018, he founded and sold a larger wealth-management business. Derrin Leigh LLC provides comprehensive investment advisory services and financial planning primarily for individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in its investment approach and regularly employs short-term trading and covered-call option strategies alongside longer-term positions.

Andrew Wentworth is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Wentworth Wealth Group in Rockford, MI, having previously worked at Northwestern Mutual, Empower, and TD Ameritrade. Wentworth Wealth Group provides individualized portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term, ETF-based portfolios tailored to clients' goals and risk tolerance.

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.

Matthew Gusky is a financial advisor at Ardent Wealth Management in Rockford, MI, with five years of industry experience. He holds a Series 65 designation and previously worked at Lifeworks Advisors, LLC and Regal Holdings, LLC. Outside of his advisory role, he is involved in insurance sales through affiliations with Regal Financial Group and Commission Crosswise Insurance Agency. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including pension plans, trusts, charitable organizations, businesses, and individuals. The firm employs a planning-based and risk-based investment approach that integrates factor-based equity and ETF strategies, options hedging, and systematic rebalancing, combining quantitative and fundamental research with technical analysis.

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.

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.

Jason Main is a financial advisor at MDRN Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Huntington Financial Advisors, The Huntington Investment Company, and J.P. Morgan Securities LLC. Outside of his advisory role, he serves as a server and bartender at Grill 111, a restaurant in Rockford, MI. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term orientation, utilizing independent managers, mutual funds, ETFs, and individual securities.

Sara Lewis is a CFP® professional with nine years of industry experience. She has been with Henrickson Nauta Wealth Advisors, Inc. since 2017 and previously worked at Watkins Ross for three years. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm serving individuals, trusts, estates, defined contribution plans, and businesses. The firm employs a long-term investment approach informed by modern portfolio theory, managing diversified portfolios primarily through mutual funds and ETFs, and offers family office–style services along with discretionary portfolio management.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Henrickson Nauta since 2018, following eight years at Ameriprise Financial Services, Inc. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–informed approach and offers customized portfolios using mutual funds, ETFs, individual securities, and independent managers, while providing fiduciary discretionary investment management and additional services such as family office support and business succession planning.

Douglas Henrickson is a financial advisor with Henrickson Nauta Wealth Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been associated with Vision Capital Partners, Inc. and Triad Advisors, Inc. since 2006. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–based approach, offering customized portfolios and discretionary investment management, along with private fund management and additional wealth planning services.

Tamara Snable is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Osaic Wealth, Inc., Vision Capital Partners, Inc., and Triad Advisors, Inc. She also serves as a Notary Public for the State of Michigan. Henrickson Nauta Wealth Advisors manages approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm uses a long-term, Modern Portfolio Theory–based approach to create customized portfolios and provides services including wealth management, financial planning, and private fund management.

Adam Waleskowski is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Bankers Life Advisory Services, Inc., Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. He is also active as an insurance agent through Henrickson Nauta Insurance Advisors, LLC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, trusts, estates, defined contribution plans, and businesses. The firm provides financial planning, discretionary portfolio management, and consulting, with a long-term investment approach based on modern portfolio theory that includes managing pooled investment vehicles and private funds.

Shawn Healy is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 28 years of industry experience. He previously worked at Fifth Third Securities for 21 years before joining Henrickson Nauta Wealth Advisors in 2023. He holds Series 63 and Series 65 licenses and is involved in insurance sales outside of his advisory role. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, retirement plans, and corporate clients. The firm uses a long-term, Modern Portfolio Theory–informed approach to create customized portfolios and offers additional services such as family office support and business succession planning.

Jeffery Nauta is a CFP® and CFA® with 22 years of industry experience. He has worked at Henrickson Nauta Wealth Advisors, Inc. since 2015 and previously spent 12 years with Triad Advisors, Inc. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm serving individuals, trusts, estates, defined contribution plans, and businesses. The firm employs a long-term, diversified investment approach informed by modern portfolio theory and offers services including financial planning, discretionary portfolio management, family office–style support, and management of private pooled funds.

Anna Maria Astor is a CFP® professional with one year of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. She has previously worked at the Sanford Center for Financial Planning and Fisher Investment House. Astor also spent four years at Western Michigan University. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–based approach, offering customized portfolios and discretionary management, and serves as general partner and investment manager to private pooled investment vehicles.

Alex Blick is a CFP® professional currently with Henrickson Nauta Wealth Advisors, Inc., bringing two years of industry experience. Prior to joining the firm, he worked at The Connable Office and has a background that includes roles outside finance, such as at Onix Painting and The Pump House Frozen Yogurt. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm serving individuals, trusts, estates, plans, and businesses. The firm employs a long-term investment approach grounded in modern portfolio theory and offers discretionary portfolio management, family office services, and oversight of private pooled funds.

Michael Lovell is a financial advisor at MDRN Capital with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Prudential Financial Planning Services. Lovell also engages in insurance sales as a secondary business activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and utilizes unaffiliated Independent Managers alongside low-cost mutual funds and ETFs, focusing primarily on long-term portfolio construction with flexibility for short-term adjustments.

Mark Henley is a CFP® professional with one year of industry experience. He joined Henrickson Nauta Wealth Advisors, Inc. in 2024 after nine years at BDO USA PC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm serving individuals—including high-net-worth clients—trusts, estates, defined contribution plans, and businesses. The firm provides financial planning, discretionary portfolio management, and consulting, employing a long-term investment approach based on modern portfolio theory and offering additional services such as family office support and management of private pooled funds.