Daniel Vanskiver is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial and ValMark Advisers, Inc. Outside of his advisory work, he serves as Dream Team Director for Make A Wish of Michigan and is president of the Forest Hills Central High School Crew Board. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized portfolio management and financial planning solutions, often employing mutual funds, ETFs, equities, and fixed income to meet client objectives.

Shiqi Wang is a financial advisor at Regal Investment Advisors LLC with two years of industry experience. Wang holds the Series 66 designation and has worked at several firms including Regulus Financial Group, Private Advisor Group, LPL Financial, and Aspect Wealth Management. Prior to entering the financial industry, Wang was employed at the University of Texas at San Antonio and Jiangsu Normal University. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management to independent advisers and subadvisor clients, serving a mix of individual, charitable, and corporate/business clients. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal discretionary authority for implementation and rebalancing.

Ronald Bullis is a financial advisor at Lifeworks Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Management, Mass Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory role, he serves on the board of the Ella Bullis Foundation, which raises funds to support families affected by premature birth, and acts as treasurer for the Traffic Squad Fund volunteer unit. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management using a planning-based or risk-based investment approach, incorporating low-cost funds, individual securities, options, and third-party managers. Lifeworks integrates tax and accounting services, operates a proprietary client portal, and provides insurance implementation through affiliated businesses.

Colby Robbe is a financial advisor at Regal Investment Advisors LLC with a Series 66 designation and one year of industry experience. His background includes roles at Regulus Financial Group and employment at Michigan State University. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform, focusing on day-to-day trading discretion while primary advisors retain responsibility for client relationships.

Isaiah Peterson is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Lifeworks Advisors, he worked in various roles including four years at Grand Valley State University and three years at Burgess Concrete. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management. The firm utilizes both planning-based and traditional risk-based investment approaches, combining low-cost funds, individual securities, options, and third-party managers, supported by quantitative and fundamental analysis and artificial intelligence tools.

Jordan Fischer is a CFP® with nine years of industry experience, currently serving at Regal Investment Advisors LLC. His prior work includes roles at NYLIFE Securities LLC, Michael Michalak, and Principal Financial Services. In addition to his advisory duties, he is appointed with outside carriers to broker non-registered insurance products. Regal Investment Advisors operates as a multi-team firm providing model portfolio implementation and discretionary investment management through a network of primary advisers. The firm manages approximately $2.88 billion across proprietary and third-party strategies, focusing on sub-advisory services rather than direct client relationships.

Dustin Leach is a financial advisor at Regal Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Regulus, LLC, Regal Investment Advisors, and Fifth Third Securities, Inc. Leach is a trustee of the E. & H. K. Scholarship Foundation and serves as an advisory board member for Great Lakes Coils. 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 offers proprietary and third-party investment strategies, managing approximately $2.88 billion through a sub-advisory platform serving high-net-worth and corporate clients via a network of primary advisors.

Robert Boerkoel is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Centennial Securities Company and operating Boerkoel & Boerkoel, Ltd., an accounting and tax preparation firm where he serves as an Enrolled Agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion through proprietary and third-party strategies, working primarily with a network of investment advisor representatives and primary advisors rather than directly with end clients.

John Derbin Jr. is a CFP® and holds a Series 66 license with 27 years of experience in the financial industry. He has been with Lifemark Securities Corp. since 2018 and has extensive experience with Grand River Wealth Management and Foresters Equity Services. Outside of his advisory role, he serves as a general partner at D&L Partners, LLC, which works to recruit board members for nonprofit organizations, and he is active in his community as an Assistant Scoutmaster for a Boy Scouts troop and a voting member of the Trinity Lutheran Church Council. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice and a range of managed account solutions, managing accounts on both discretionary and non-discretionary bases with custody maintained by third-party custodians.

Dominic Niewald is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Centennial Securities Company, Inc. in Grand Rapids, MI, where he has worked since 2014. Centennial Securities Company, Inc. is a multi-team advisory firm with approximately $1.15 billion in assets under management and about 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations and endowments, and other business entities, offering customized portfolio management, financial planning, and access to third-party manager programs.

Benjamin Ruiter is a financial advisor with HBW Advisory Services LLC, holding a Series 65 designation and three years of industry experience. He has worked at HBW Advisory Services since 2022 and has been involved with Pathway Financial Design since 2016. He is also engaged in trust creation through Encorestate Plans. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes multi-manager diversification and downside protection, while serving a broad client base that includes retail, institutional, and intermediary relationships.

Alex Hossink is a financial advisor at Regal Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation. Prior to joining Regal Financial in 2018, he worked in landscaping and financial services roles. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Justin Toole is a financial advisor at Regal Investment Advisors LLC with four years of industry experience. He holds a Series 66 designation and has worked at Regal Investment Advisors since 2024. His prior roles include positions at Regulus Financial Group, Regal Holdings, the Internal Revenue Service, and Farmers Insurance Exchange. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Thomas Petzold is a financial advisor at Centennial Securities Company, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centennial Securities since 2000. Outside of his advisory role, he serves as president of Pathway Benefit Services, a third-party employee benefits firm he has been involved with since 1992. Centennial Securities Company 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, financial planning, and access to third-party manager programs, utilizing a range of securities and both discretionary and non-discretionary approaches.

Ryan Diepstra is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Centennial Securities since 2003. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate pensions, trusts, foundations, and various business entities. The firm delivers tailored investment advice through its advisers, employing a range of strategies and solutions including proprietary and third-party models.

Thomas Turner is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has worked at Consolidated Portfolio Review Corp since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. In addition to his advisory work, he has been involved in Turner Auto since 1982. Consolidated Portfolio Review Corp serves individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans, through a multi-advisor platform. The firm offers tailored investment management and financial planning services, combining strategic asset allocation with fundamental and technical analysis, and provides access to proprietary model portfolios and third-party sub-advisors.

James Klunder is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Centennial Securities for 30 years, joining the firm in 1996. Outside of his advisory role, Mr. Klunder provides education and guidance to employees of 401(k) plans and serves as co-trustee of the Goodale 2009 Generational Trust. Centennial Securities Company, Inc. offers 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 tailored investment advice through its representatives, utilizing fundamental and technical analysis, strategic asset allocation, and a combination of proprietary and third-party model solutions.

Thomas Glover is a CFP® professional with 15 years of industry experience. He is currently with Centennial Securities Company, Inc., where he has worked since 2024, and previously worked at Calder Investment Advisors. 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 and estates, foundations, endowments, and other business entities. The firm offers tailored portfolios through a range of strategies using fundamental and technical analysis, proprietary and third-party models, and serves a diverse client base including institutional and less-common client types.

Kurt Van Dyken is a financial advisor at Lifeworks Advisors, LLC with 19 years of industry experience. He has served at Lifeworks Advisors since 2016 and previously worked at Northwestern Mutual Investment Management, Mass Mutual Life Insurance Company, and MML Investors Services. He holds Series 63 and Series 65 licenses and is also involved in life and health insurance, long-term care, disability, and fixed annuities sales. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and risk-based investment approaches using model strategies that include factor-based equity, ETFs, options, and third-party managers, supported by quantitative and fundamental analysis and proprietary software tools.

Christopher Ralph is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Eagle Strategies, 2M Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.