Kyle Grevengoed

Eric Gritter is a CFP®, CFA®, and Series 66-licensed financial advisor with 18 years of industry experience. He is the owner of Gritter Financial, LLC, which operates under the name Clearview Capital. His prior roles include positions at USA Financial Corporation and Strategic Financial Group. In addition to his advisory work, he is a licensed insurance agent and occasionally offers commissionable insurance products. Clearview Capital provides portfolio management and financial planning services to individual and high-net-worth clients, using a tailored Investment Policy Statement for each engagement. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios that include mutual funds, ETFs, equities, fixed income, real estate funds, TIPS, and insurance products.

Brent Bowen is the sole advisor at Bowen Financial Planning LLC in Holland, MI, holding a Series 65 license with 11 years of industry experience. He has operated his independent firm since 2014. The firm provides fee-only financial planning and investment management for individuals, couples, and families, focusing on retirement planning, tax and estate considerations, college funding, and workplace accounts. Bowen Financial Planning uses modern portfolio theory to recommend diversified allocations primarily through low-cost ETFs, no-load mutual funds, and closed-end funds, and offers both ongoing asset management and hourly consulting services.

John Knight is a financial advisor at Lamberson Knight Wealth Management LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Lamberson Knight Wealth Management since 2016. In addition to his advisory role, he is an independent insurance agent licensed in life and health insurance. Lamberson Knight Wealth Management provides personalized investment management and advisory services to individuals, high-net-worth clients, charities, pension and profit-sharing plans, and business entities. The firm employs a tactical, model-based investment approach with a generally long-term horizon and offers predominantly non-discretionary asset management, requiring client approval before trade execution.

Joel Genzink is a financial advisor at Magna Advisors with a Series 66 designation and two years of industry experience. He previously worked at Capital Harbor Advisors, LPL Financial, and Securities America, and has a background in real estate brokerage with RE/MAX Lakeshore. Outside of his advisory role, he is involved in mortgage and real estate services through a separate business entity. Magna Advisors provides investment management and financial planning services to individuals, high-net-worth families, family offices, and corporate clients. The firm delivers personalized portfolio management using a combination of mutual funds, ETFs, and other securities, guided by asset-allocation principles and multiple analysis methods, generally managing accounts on a discretionary basis.

Daniel Gillett is a financial advisor at Branch Capital Management with a Series 65 credential and one year of industry experience. He has served in various roles outside finance, including long-term involvement with the Ottawa County Sheriff, Holland Township Fire Department, and the Singers Crusaders Chorus. He also provides counseling and stress management services for first responders through his sole proprietorship, Heritage Support Services. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis. The firm employs a proprietary, technically oriented investment approach with frequent asset-allocation adjustments and provides more frequent reporting than typical advisory firms.