Patrick Brunner is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Fiduciary Financial Advisors and has prior experience at NYLIFE Securities LLC, 2M Financial Group, New York Life Insurance Company, and United Wholesale Mortgage. His background also includes service in the Marine Corps Reserve and employment at Michigan State University. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with discretionary management and emphasizes both traditional and digital-asset portfolios, supported by formal trust arrangements and outsourced CFO services.

Douglas Fisher is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Lake Michigan Credit Union and LPL Financial for 11 years each. Mr. Fisher also operates as an independent insurance agent specializing in life, annuity, and health products. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning with a focus on strategic and tactical asset allocation, incorporating fundamental, quantitative, and technical analysis tailored to client needs. It also provides digital-asset portfolio management and outsourced CFO services, combining traditional and alternative investment approaches.

Steven Starnes is a CFP® professional with 19 years of industry experience. He is currently with Fiduciary Financial Advisors and previously worked for nine years at Grand Wealth Management, LLC. Fiduciary Financial Advisors serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations, offering discretionary investment management, financial planning, and legacy position management. The firm employs a combination of strategic asset allocation and tactical adjustments, using various analysis methods and third-party managers, and provides individual professional trustee services as well as advisory services for private and non-liquid alternative funds.

Kristen Lindahl is a CFP® professional with eight years of industry experience, currently serving as an advisor at Fiduciary Financial Advisors since 2024. Prior to this role, she was not employed in the financial industry. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines discretionary investment management with services such as outsourced CFO engagements and digital-asset portfolio management, using a blend of fundamental, quantitative, and technical analysis tailored to client needs.

Jacob Hansma is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Schipper & Oosterink and New York Life. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments across a range of investment vehicles and offers professional trustee services as well as access to private and non-liquid alternative funds for qualified investors.

Brenda Baier is a CFP® professional with 23 years of experience in the financial advisory industry. She is currently with Fiduciary Financial Advisors and previously worked at Shoreline Asset Management, LLC for eight years. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and a variety of analytical approaches, and it provides unique trustee services and access to private alternative funds for qualified investors.

Guido Jaramillo Blum is a financial advisor at Fiduciary Financial Advisors with Series 65 credentials and one year of industry experience. Prior to joining Fiduciary Financial Advisors in 2026, he worked at Prospect Financial Group LLC for one year and spent 17 years at Johnson & Johnson. Outside of his advisory role, he owns and manages a real estate business involved in property maintenance and tenant management. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning, with an investment approach that combines strategic and tactical asset allocation using fundamental, quantitative, and technical analysis tailored to client needs.

James Shuster is a financial advisor at Fiduciary Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc, Oppenheimer, and Edward Jones. Fiduciary Financial Advisors serves a diverse client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm integrates strategic and tactical asset allocation with a combination of fundamental, quantitative, technical, and model-manager analysis, and is noted for its digital-asset advisory capabilities and outsourced CFO services.

Validmir Kats is a financial advisor with Fiduciary Financial Advisors in Baltimore, MD, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Five Doors and Legacy, and he has been involved in business consulting through his private practice. Kats serves on the advisory board of Alchemy of Money and holds a Maryland real estate license. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and legacy position management to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments using fundamental, technical, and quantitative analysis, and offers services including individual professional trustee roles and access to private alternative funds.

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds the Series 65 designation and has a background in manufacturing windows and doors through his work with Renewal by Andersen Corporation and Andersen Corporation. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a mix of fundamental, technical, and quantitative analysis, while also advising on private and non-liquid alternative funds.

Duncan White is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation. He has five years of prior experience with AE Betencourt and four years with Judson Group before joining his current firm. Fiduciary Financial Advisors serves a diverse client base including individuals, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and comprehensive financial services, notably combining digital-asset advisory capabilities with formal trust arrangements and outsourced CFO services.