William Boersma is a financial advisor with ValMark Advisers, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at ValMark Advisers since 2022 and has owned Lawson Insurance Services since 1996. Outside of his advisory role, he owns Opportunity Concepts LLC, providing insurance consulting and expert witness services related to fixed life insurance. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering investment management, financial planning, and retirement plan advisory services. The firm utilizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and provides back-office support and due diligence for its advisors.

Terry Seely is a financial advisor with Fiduciary Financial Advisors who holds the Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Delong & Brower, Cetera Investment Advisers, and other firms, and he has been involved with insurance sales and fixed insurance services through his own business, Capital Ideas, LLC. Outside of finance, he serves as a registered basketball official for the Michigan High School Athletic Association. Fiduciary Financial Advisors serves a broad client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a comprehensive investment approach that includes discretionary management, financial planning, and specialized services such as digital-asset portfolio management and outsourced CFO engagements.

Leanne Rahn is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 credential with seven years of industry experience. Her work history includes a nine-year tenure at Vision Financial and a role at Action Point Financial Planning starting in 2009. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, and charitable foundations. The firm combines strategic and tactical asset allocation with multiple analysis techniques and is notable for its digital-asset advisory capabilities and outsourced CFO services.

Benjamin Lex is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Fiduciary Financial Advisors in 2023, he worked at Videojet Technologies and Keyence Corporation of America. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and offers professional trustee services as well as access to private and non-liquid alternative funds.

Spencer Miller is a financial advisor at Fiduciary Financial Advisors with a Series 65 designation and three years of industry experience. He previously worked for Lake Michigan Credit Union for ten years before joining his current firm. 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 incorporates multiple analytical methods and includes digital-asset advisory services and outsourced CFO engagements.

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.

Amy Butterfield is a CFP® and Series 65 licensed financial advisor with Plante Moran Financial Advisors. She has 16 years of industry experience and has worked with Plante Moran Financial Advisors since 2008. Amy is currently affiliated with P&M Holding Group as well. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse range of clients, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Robert Barcelona is a financial advisor at Fiduciary Financial Advisors with 12 years of industry experience. He has previously worked at HB Wealth Management, Bank of America, and Merrill. He serves as an advisory board member for the Van Andel Institute, a nonprofit charitable organization, where he contributes to coordinating the Winterfest celebration. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic and tactical asset allocation with a mix of analytical approaches and offers specialized services such as digital-asset portfolio management and outsourced CFO engagements.

Alex Smith is a CFP®, CFA®, and Series 65-registered financial advisor with eight years of industry experience. He has worked with Plante Moran Financial Advisors since 2017 and previously was affiliated with Purdue University. Plante Moran Financial Advisors, LLC 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 multi-faceted investment process that includes fundamental, technical, and cyclical analysis combined with a proprietary equity market valuation model.

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.

Michael Henke is a financial advisor at Fifth Third Wealth Advisors LLC with five years of industry experience. He holds a Series 65 designation and previously worked at MainStreet Advisors, Fifth Third Bank, and Greenleaf Trust. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements and combines in-house oversight with third-party managers and model providers to construct and rebalance portfolios.

Connor Mc Dowell is a Series 65-licensed financial advisor at Fiduciary Financial Advisors with six years of industry experience. He previously worked at Action Point Financial Planning and has a background that includes four years at Hope College. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, corporations, and charitable foundations. The firm combines discretionary investment management, financial planning, and outsourced CFO services with a focus on strategic and tactical asset allocation and digital-asset portfolio management.

Micah Kinde is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Innovia Wealth, LLC. He has three years of industry experience and has previously worked at Acrisure, LLC and S.A. Mason LLC. Outside of his advisory role, he owns a small business that sells solid cologne, where he provides business advice and collaborates on new ideas. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, comprehensive financial planning, and family office support. The firm is notable for its active management of private funds and pooled investment vehicles, utilizing a blend of analytical approaches and access to private market investments.

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.

Tyler Owczarski is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses. He has three years of industry experience, including nine years at West Michigan Community Bank prior to joining his current firm. Fiduciary Financial Advisors serves a diverse client base ranging from individuals and families to corporations and charitable foundations, offering discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services. The firm integrates strategic asset allocation with fundamental, quantitative, and technical analysis, and is noted for its digital-asset advisory capabilities combined with formal trust arrangements.

Michael Martin is a Series 65 licensed financial advisor with seven years of industry experience, currently practicing at Fiduciary Financial Advisors in Grand Rapids, MI. His professional background includes seven years at Fiduciary Financial Advisors following a decade as a student. Fiduciary Financial Advisors serves a diverse client base ranging from individual investors to corporations and charitable foundations. The firm provides discretionary investment management, written financial planning, and outsourced CFO services, among other offerings, with a distinctive emphasis on digital-asset advisory supported by formal trust arrangements through a South Dakota-chartered trust company.

William Sims is a financial advisor at MissionSquare Retirement with 27 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at ICMA RC and AXA Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through multiple channels to over 40,000 participants.

Douglas Kadison is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Innovia Wealth, LLC (formerly Strategies Wealth Advisors, LLC) since 2020 and previously held positions at Bank of America, Merrill Lynch, and Nuveen Investments. Kadison is based in Grand Rapids, MI. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm employs a customized investment approach utilizing a range of strategies and asset types, including private market investments and third-party research.

Alex Timmer is a financial advisor with Innovia Wealth, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Innovia Wealth (formerly Strategies Wealth Advisors) since 2018 and previously held positions at Mutual Securities and ValMark Securities. Outside of his advisory role, he serves as a volunteer Deacon on the Board of First Reformed Church of Grandville. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, comprehensive financial planning, retirement-plan fiduciary services, and family office support. The firm is notable for its active role in private fund management, pooled vehicle administration, and access to private market investments through affiliated structures.

Sean Morris is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of five years in the industry. His prior experience includes roles at Hantz Financial, Grand Valley State University and Athletics, the Detroit Lions, Selcra, and Washtenaw Community College. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a broad client base that includes individuals, institutions, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, utilizing both third-party managers and alternative investments.