Tyler Suing is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Parsec Financial Management and several other firms. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services such as wealth management, portfolio management, retirement plan consulting, and tax planning.

Jaden Elenbaas is a Series 65-licensed financial advisor with three years of industry experience, currently working at Advisory Alpha, LLC. Prior to joining Advisory Alpha, he held roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. In addition to his advisory work, Elenbaas is involved in insurance sales and provides financial and consulting services through Vision Financial Group. Advisory Alpha is an SEC-registered multi-team firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other RIAs, offering specialized retirement-plan solutions and discretionary portfolio management.

Garrett Von Behren is a financial advisor at Plante Moran Financial Advisors with CFP® and Series 65 credentials and four years of industry experience. His prior roles include positions at Notre Dame Investment Office and United Parcel Service. He has also worked in educational settings at Michigan State University and St. Joseph High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.

Kevin Fifield is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at SAGEPOINT FINANCIAL and Innovation Partners LLC, and he has owned Byron Center Financial Services, Inc. since 1998. He serves as a board member of the Byron Historical Society. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and often uses discretionary authority to manage customized portfolios, with a focus on non-high-net-worth individuals.

Benjamin Carlson is a CFA® charterholder and financial advisor at Ritholtz Wealth Management in Grand Rapids, MI, where he has worked since 2015. He has 11 years of industry experience. Carlson is a partial owner of Wealthcast Media LLC, a content marketing company, and author of the A Wealth of Common Sense blog. He also holds ownership interests in several investment-related ventures including a media company producing podcasts and minority stakes in financial technology firms. Ritholtz Wealth Management serves both individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The multi-team firm manages approximately $9.4 billion in client assets and uses a goal-based investment approach with diversified, low-cost ETFs complemented by tactical overlays, structured products, and alternatives. It offers digital platforms for model portfolio implementation and incorporates automated risk profiling and tax-loss harvesting tools.

Michael Berkemeier is a financial advisor with Innovia Wealth, LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes positions at Mutual Securities, ValMark Advisers, Inc., and Valmark Securities, Inc. He is a member of Legatus International, an organization of Catholic business leaders, and serves as an ambassador for the Jandernoa Entrepreneurial Mentoring program. Berkemeier also contributes as an investment committee member for the Catholic Foundation of West Michigan. Innovia Wealth serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering investment management, financial planning, fiduciary services, and family office support. The firm employs a diverse investment approach that includes private market opportunities and manages pooled private investment vehicles and affiliated fund structures.

Mark Ghafari is a financial advisor at Innovia Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an advisory board member for DWH Corp, a consulting firm focused on private business services, and is an owner of MCCG Enterprises LLC, a family-owned entity engaged in private market investments. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients by providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm emphasizes customized, diversified portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis tailored to each client’s circumstances.

Thomas Blower is a CFP® with 15 years of experience in financial advising. He is currently with Fiduciary Financial Advisors in Grand Rapids, MI, where he has worked since 2020. His previous roles include positions at Strategies Wealth Advisors, LLC and Legacy Trust. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including Friends of Grand Rapids Parks and Widowed Persons Service. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a variety of investment analyses, offering services such as individual professional trustee administration and access to private alternative funds.

Travis Thompson is a financial advisor at Fiduciary Financial Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. Travis also has a seven-year background with Hewlett Packard Enterprise and has held roles at Nimble Storage and RDV Corporation. 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 combines strategic and tactical asset allocation with fundamental, quantitative, technical, and model-manager analysis, and it offers distinctive services such as digital-asset portfolio management, private alternative investments, and outsourced CFO engagements.

Philip Vergunst is a CFA® charterholder with five years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has prior experience at Mainstreet Advisors and Fifth Third Bank. Outside of his advisory role, he is an owner and partner in two real estate investment companies, Ada Companies, LLC and Beckley Farms, LLC. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often utilizes third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Nicole Crandell is a Series 65-licensed financial advisor with eight years of experience, currently with Advisory Alpha, LLC since 2018. Prior to joining Advisory Alpha, she worked at GNS America from 2016 to 2018. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and serving as a subadvisor and co-advisor to other registered investment advisers. The firm uses a centralized investment team applying a fund-of-funds approach across managed portfolio series and maintains ongoing asset-allocation oversight and systematic rebalancing.

Tyler De Moss is a financial advisor with Innovia Wealth, LLC in Grand Rapids, MI, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill and Churchill Mortgage and has held roles at both Cornerstone University and Wheaton College. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, comprehensive financial planning, fiduciary services, and family office support. The firm employs a blend of analytical approaches and provides access to private market investments through affiliated structures and pooled investment vehicles.

Hans Kronsbein is a CFP® and Series 63 credentialed advisor with 18 years of industry experience. He has been with Plante Moran Financial Advisors since 2001 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and commonly uses third-party managers and alternative investments.

Andrew Wessell is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, with six years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Fiduciary Financial Advisors in 2019, he worked at Crowe and Kid's Food Basket. He serves as Treasurer at Camp Blodgett, a nonprofit organization. Fiduciary Financial Advisors serves a wide range of clients, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a comprehensive investment approach that integrates strategic and tactical asset allocation with various analytical methods, and it offers specialized services such as digital-asset management, outsourced CFO engagements, and professional trustee roles.

Kevin Udy is a financial advisor with Fiduciary Financial Advisors located in Grand Rapids, MI. He holds a Series 65 designation and has been working professionally since 2016, including roles at Iron Bridge Tools and Bissell Home Care. Fiduciary Financial Advisors serves a diverse client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers a range of services from discretionary investment management to outsourced CFO engagements and is notable for its digital-asset advisory capabilities combined with formal trust arrangements.

Ryan Elenbaas is a financial advisor with Advisory Alpha, LLC and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of advising, he is a partner in a flight school business. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm manages portfolios through a variety of managed strategies and also provides subadvisory and co-advisory services to other registered investment advisors.

Ethan Heiden is a financial advisor at Fiduciary Financial Advisors with five years of industry experience. He holds a Series 65 designation and has concurrently worked as a Powertrain Manufacturing Engineer at Ford Motor Company since 2013. In addition to his advisory role, Heiden’s engineering position involves designing and implementing complex manufacturing systems for high-volume precision powertrain components. Fiduciary Financial Advisors serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management and financial planning. The firm employs a blend of strategic asset allocation, tactical adjustments, and various analytical methods, and offers specialized trustee services and access to private alternative funds.

Connor Mcdevitt is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, with six years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Innovia Wealth, LLC, Strategies Wealth Advisors, LLC, EP Wealth Advisors, and Sentry Insurance. 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 strategic and tactical asset allocation using multiple analytic methods and offers specialized services such as digital-asset portfolio management, outsourced CFO engagements, and access to private and non-liquid alternative investments.

Bernard Bowhuis is a financial advisor at Founders Financial Securities LLC with 41 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to his current role since 2010, he has been associated with Benchmark Financial Design Group since 1999 and serves as President and Owner of Benchmark Financial Services, which involves the sale of life and health insurance products. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various advisory platforms and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth programs.

Alexa Reder is a CFP® and Series 65 credentialed financial advisor at Plante Moran Financial Advisors with three years of industry experience. She has worked at Plante Moran Financial Advisors since 2021 and has prior experience at Michigan State University and Latitude 42 Brewing Co. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and frequently utilizes third-party managers and alternative investments.