West Michigan Advisors

Heather Mosher is a financial advisor with West Michigan Advisors, holding a Series 66 designation and 17 years of industry experience. She previously worked at Raymond James & Associates for 12 years before joining West Michigan Advisors in 2022. Outside of her advisory role, she manages a YouTube channel where she creates and edits videos. West Michigan Advisors serves individuals, families, trusts, retirement plans, and other advisers, offering discretionary investment management and financial planning. The firm constructs customized portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, employing both fundamental and technical analysis within a primarily long-term investment approach.

Caleb Schoon is a financial advisor at West Michigan Advisors with a Series 65 credential and three years of industry experience. His prior roles include positions at Gasaway Investment Advisors, Inc., Northwestern Mutual, and Hope College. West Michigan Advisors serves a diverse clientele including individuals, high-net-worth families, family offices, and charitable organizations, offering discretionary investment management, financial planning, and family office services. The firm customizes portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, employing both fundamental and technical analysis with a primarily long-term investment approach.

Kevin Clark is a financial advisor at West Michigan Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Cantella & Co., Inc., Raymond James & Associates, and West Michigan Community Bank. Clark is also the author of a book titled *The Great Economic Train Wreck*. 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, financial planning, and family office services, employing a primarily long-term investment approach that utilizes ETFs, mutual funds, individual securities, and alternative investments as appropriate.

Shane Ailes is a financial advisor at West Michigan Advisors with 29 years of industry experience. He previously worked at Raymond James & Associates, Lakeshore Financial Group, and Commonwealth Financial Network. Outside of advising, he serves as Vice President of the Rolling Oaks Condominium Association, a local nonprofit organization. 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, financial planning, retirement plan advisory services, family office services, and model/research services, using a primarily long-term investment approach that incorporates ETFs, mutual funds, individual securities, and alternative investments where appropriate.

Brent Rhoads is a financial advisor with West Michigan Advisors who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior work includes ten years at Regulus, LLC and thirteen years at Regal Investment Advisors. In addition to his advisory role, he works as a risk management specialist and sells various insurance products tailored to financial planning and business protection. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers or banks. The firm provides discretionary investment management and comprehensive financial planning, employing a primarily long-term investment approach with options for alternative investments and independent managers.

Samuel Sikkel is a financial advisor at West Michigan Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Specialty Concrete Construction. West Michigan Advisors serves a range of clients including individuals, high-net-worth families, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm employs a primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by both fundamental and technical analysis.

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.

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.

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.

Ryan Gorman is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at West Michigan Advisors. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. He serves as an Investment Committee Member for the nonprofit Resthaven. West Michigan Advisors serves a diverse client base including individuals, high-net-worth families, family offices, trusts, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, using a combination of fundamental and technical analysis to construct customized portfolios.

Kurt Jolly is an Investment Advisor Representative with West Michigan Advisors and holds a Series 66 designation. He has three years of industry experience, including roles at Raymond James Financial Services and Level Four Financial, LLC. Outside of his advisory work, he coaches and officiates regional and national swimming events, serves as a junior varsity golf coach for the West Ottawa School District, and participates in community service as a board member of the Holland Education Foundation and a member of the Kiwanis Club. West Michigan Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and charitable organizations. The firm provides discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a primarily long-term investment approach supported by both fundamental and technical analysis.

Stephanie Smith is a Series 66 registered advisor with West Michigan Advisors, LLC, bringing 14 years of industry experience. She has previously worked at Raymond James & Associates and Cantella & Co., Inc. In addition to her advisory role, she serves as a Client Operations Specialist at West Michigan Advisors. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, using customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that combines fundamental and technical analysis.

Jacqueline Antone is a financial advisor with West Michigan Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, with a primarily long-term investment approach supported by fundamental and technical analysis.

Kenneth Bauman is a financial advisor with West Michigan Advisors and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including roles at Level Four Financial, Cantella & Co., and Wells Fargo Advisors. Outside of advising, Bauman co-owns a hunting camp and serves on investment committees for Holland Home, Camp Geneva, and Western Seminary. West Michigan Advisors serves individuals, high-net-worth families, trusts, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, and family office services. The firm employs a customized, primarily long-term investment approach that integrates fundamental and technical analysis.

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.