Benjamin Smith is a Series 65 licensed advisor at Simplicity Wealth with one year of experience in the financial industry. Prior to joining Simplicity Wealth, he worked at SBC Financial and held roles in construction equipment, catering, and rental businesses. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offering discretionary portfolio management and a managed account platform with various overlays and a formal due diligence process for third-party managers.

David Radde is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior work includes roles at Doordash Inc., Kanai Wealth Management Group, and USA Financial Corporation. Centennial Securities Company, Inc. provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate plans, trusts, and foundations. The firm’s investment advice is delivered through its advisor representatives with portfolios tailored using fundamental and technical analysis, strategic asset allocation, and a range of proprietary and third-party solutions.

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.

Paul Savage is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Cambridge Investment Research Advisor, Inc., Lutheran Financial Services, and Regulus Financial Group. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of unaffiliated advisers, serving individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering trade execution, rebalancing, and overlay management within its sub-advisory platform.

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.

Brett Kalsbeek is a financial advisor at Centennial Securities Company, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial LLC and Bosveld Inc. Before entering financial services, he worked in landscaping for four years. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts and estates, retirement plans, foundations, endowments, and other business entities. The firm offers discretionary and non-discretionary investment management, financial planning, a sponsored wrap-fee program, and access to third-party manager programs, employing a mix of fundamental and technical analysis to develop customized portfolios.

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.

Cassandra Bezeau is a financial advisor at Regal Investment Advisors LLC with five years of industry experience. She holds a Series 66 designation and has worked at Regulus Financial Group, Edward Jones, and Monroe County Community Credit Union. She serves on the subcommittee for the Woman's Leadership Initiative of Habitat for Humanity of Monroe County, where she helps plan and organize fundraising events. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and serves a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios, allowing advisers to select and manage strategies tailored to client needs.

Thomas Kowalkoski is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Regulus Financial Group, Interactive Brokers, J.P. Morgan Securities, and Fidelity Investments. Outside of finance, he has experience working in hospitality and entertainment, including at Mojos Dueling Piano Bar and Boyne Mountain Resorts. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

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.

James Smith is a financial advisor with Lifeworks Advisors, LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at Consumers Credit Union and University Christian Outreach. Lifeworks Advisors serves a diverse client base including individual investors, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers wealth management, financial planning, and retirement plan advisory services using a planning-based tranche framework combined with a risk-based investment approach that incorporates low-cost diversified funds, third-party managers, and artificial-intelligence tools for research support.

Jonathan Wyngarden is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Centennial Securities since 2005 and has concurrently served at Ferris State University since 2006. Outside of his advisory work, Jonathan guides group pheasant hunts at Fruit Ridge Pheasant Farm and Blodgett Creek Hunt Club during the hunting season. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts and estates, retirement plan sponsors, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, developing customized portfolios through fundamental and technical analysis.

Jonathan Peddie is a financial advisor at Centennial Securities Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centennial Securities since 2001. Outside of his advisory role, he has been involved with Grand Office Supply since 1994. Centennial Securities Company is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plans, foundations, endowments, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs, utilizing a mix of mutual funds, ETFs, individual securities, and options.

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.

Paul Kitzrow is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 20 years of industry experience. He has held various roles since 2010, including positions at PK Capital Management II, PK Capital Advisors, and Lyons Kitzrow Wealth Management. Outside of advisory work, he is involved as a managing partner and insurance agent for private fund limited partnerships, providing investment advice and selling life and disability insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, and option-based approaches, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Daniel Vandermolen is a financial advisor at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Centennial Securities since 1985. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, corporate plans, trusts, foundations, and other business entities. The firm delivers personalized portfolio management through its investment adviser representatives, employing a range of strategies and model solutions tailored to client objectives.