Vinh Ma is a CFP® professional with 25 years of industry experience, currently affiliated with Regal Investment Advisors LLC. He previously worked at Edward Jones for nine years. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages proprietary and third-party investment strategies through a sub-advisory platform serving individual, high-net-worth, and corporate clients.

Julie Burton is a Series 66-licensed financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2003. She has 11 years of industry experience. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets across about 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, endowments, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Melissa Stewart is a CFP® with 19 years of industry experience, currently affiliated with Dynamic. She previously spent ten years with Raymond James & Associates before joining Dynamic Wealth Advisors, doing business as ClearVista Advisors, where she has worked for the past five years. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management, financial planning, and sub-advisory support.

Matthew Graham is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at VestGen Advisors, TIAA-CREF, Fidelity Investments, and Strategic Advisers, Inc. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines fundamental investment analysis with access to third-party sub-advisers and provides family office and concierge services alongside institutional retirement fiduciary offerings.

Tadd Strabbing is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Regulus Financial Group, Northwestern Mutual Investment Services, and Gentex. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, using a range of proprietary and third-party model portfolios.

Jill Veenstra is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at The Huntington Investment Company and My RIA Lawyer. She is also the owner of Cherrywood Smokehouse, LLC, a catering business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individual, charitable, and corporate clients. The firm offers a range of proprietary and third-party investment strategies, with advisers selecting allocations and granting Regal discretionary authority to manage accounts accordingly.

Richard Wagner is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Centennial Securities since 1992. Outside of his advisory role, he is involved in operating a restaurant, contributing to baking and inventory management. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plans, foundations, and other entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

John Sweeney is a financial advisor at ON Investment Management Co with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ON Investment Management Co since 2014. In addition to his advisory role, he owns JMS Financial Resource, LLC, which is involved in insurance sales including fixed life and equity-indexed annuities. ON Investment Management Co is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of service options, including access to third-party investment programs and a mix of discretionary and non-discretionary account management.

John Bush is a CFP® professional with nine years of experience in the financial advisory industry, currently serving at CGN Advisors, LLC. His prior roles include positions at Mark Prielipp Greenhouse & Mohr and Schwallier Wealth Management. Outside of his advisory work, he owns Bush Consultants, a business consulting firm that assists with various business and marketing tasks, and he also supports a family business selling power lift recliners. CGN Advisors provides comprehensive advisory services to individuals, families, plans, businesses, and charitable organizations. The firm employs a long-term, globally diversified investment approach combining Modern Portfolio Theory, core-plus-satellite, and active management, with a focus on fiduciary duty and regular portfolio reviews.

Bruce Elder is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Centennial Securities since 2019 and has concurrent experience with Noyes Advisors LLC and David A Noyes & Company dating back to 2000. Outside of his advisory work, he volunteers as a lacrosse coach at East Grand Rapids High School. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets for individuals, trusts, retirement plans, foundations, and business entities. The firm offers customized investment management and financial planning services through a combination of fundamental and technical analysis, utilizing mutual funds, ETFs, individual securities, and options.

Matthew Lake is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and with five years of industry experience. His prior roles include positions at GLP Investment Services, LLC, GLP & Associates, Inc., Gill Staffing, and Huntington National Bank. In addition to his advisory work, he is also licensed as a life insurance agent, providing life insurance and fixed/index annuity sales and servicing clients. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and model portfolios, and it provides specialized portfolio financing options tailored to clients’ risk and liquidity profiles.

Olivia Geiger is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI. She holds Series 63 and Series 66 licenses and has six years of industry experience. Her prior work includes positions at JP Morgan Securities and Stifel. Outside of advising, she owns and operates Geigerhaus Gardens LLC. Regal Investment Advisors, operating as LionShare, provides sub-advisory services to SEC- and state-registered advisers, managing model portfolios and discretionary investment strategies on their behalf, serving high-net-worth and corporate clients through a network of primary advisors.

William Sims is a financial advisor with MissionSquare Retirement in Ada, Michigan, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at ICMA-RC, AXA Advisors, and TD Ameritrade. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans with a multi-team advisory structure. The firm offers Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, supported by investment advice and model portfolios developed by Morningstar Investment Management.

Anthony Burek is a financial advisor at Regal Investment Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Regal since 2013. Outside of his advisory role, he serves as a board member and treasurer for The Sight Center of Northwest Ohio and is an officer and director of the Northern Buckeye United Soccer Club. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management through independent advisers to a diverse client base, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with a range of strategies that incorporate mutual funds, ETFs, equities, fixed income, and option overlays.

Randall Hansen is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 designations and has 43 years of industry experience, including 31 years at Centennial Securities. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, foundations, endowments, and other business entities. The firm delivers customized portfolios through its investment adviser representatives using fundamental and technical analysis, strategic asset allocation, and both proprietary and third-party models.

Kyle Lott is a financial advisor at Centennial Securities Company, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior career includes service in the United States Marine Corps and the Michigan State Police. Kyle also operates the Kyle Lott Agency. Centennial Securities Company provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate pension plans, trusts, foundations, and other entities. The firm delivers customized portfolios through its investment adviser representatives using a range of strategies and offers access to third-party manager programs and plan advisory services.

Heather Christmann is a financial advisor at Regal Investment Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Regulus Financial Group, LLC since 2014 while also being affiliated with Regal Investment Advisors since 2012. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered advisers. The firm serves a range of clients, including individual, charitable, and corporate/business clients, offering proprietary strategies alongside third-party model portfolios.

Christopher Gervat is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 66 designation with nine years of industry experience. His prior experience includes three years with Baird and five years with True Lacrosse LLC. He is also an independent insurance agent. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management through discretionary and non-discretionary services. The firm employs both planning-based and risk-based investment approaches, integrating tax and accounting capabilities and maintaining an affiliated insurance business within a multi-advisor platform managing approximately $1 billion in assets.

James Dempsey is a financial advisor at Centennial Securities Company, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Centennial since 2019. Prior to that, he spent 17 years at Fb Equity Sales Corporation of Michigan and has been involved with Farm Bureau Insurance since 2002, where he serves as an Advanced Planning Specialist focusing on retirement planning and business succession. Centennial Securities Company, Inc. is a multi-team advisory firm with approximately $1.15 billion in assets under management serving individuals, trusts and estates, retirement plan sponsors, foundations, and other business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, delivering customized portfolios through a combination of fundamental and technical analysis.

Ryan Goosen is a Series 66-licensed financial advisor with nine years of industry experience. He has been with Mutual Advisors, LLC since 2021 and previously worked at 2M Financial Group, LLC and New York Life affiliates from 2017 to 2021. Outside of his advisory role, he is an independent insurance agent assisting clients with risk management through life insurance. Mutual Advisors, LLC serves a broad client base including individuals, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive strategies and utilizes multiple analytical approaches and third-party platforms to tailor portfolio allocations to client objectives.