Aaron Veldheer is a financial advisor with Innovia Wealth, LLC, holding a Series 66 credential and bringing 11 years of industry experience. His prior roles include positions at Bank of America, N.A. - Merrill Lynch and Strategies Wealth Advisors, LLC. He is a member of the Young Presidents’ Organization, West Michigan Chapter, where he collaborates with other business owners on leadership and business development ideas. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm employs a customized investment approach utilizing fundamental, technical, quantitative, and efficient-market analysis, and manages multi-million dollar portfolios with access to private equity and specialized fund options.

Jennifer Beach is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience, currently serving at Plante Moran Financial Advisors since 2017. Prior to joining Plante Moran, she held positions at Grand Valley State University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment process and offers both discretionary and non-discretionary portfolio management.

Jaimee Figueiredo is a financial advisor with Plante Moran Financial Advisors in Grand Rapids, MI. She holds a Series 65 designation and has recently started her career in the industry. Prior to joining Plante Moran, she has worked at various businesses including Fruition Acai & Juice Bar and Mercantile Bank. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity market valuation models.

Andrew Boatright is a CFP® with seven years of industry experience, currently serving as a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI. He has previously held roles at Strategies Wealth Advisors, Bank of America, and Merrill. He serves on the Finance Department Advisory Board at Davenport University, providing guidance to faculty and students. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, financial planning, fiduciary services, and family office support. The firm distinguishes itself through active private fund management and access to private market investments alongside traditional portfolio strategies.

John Derbin Jr. is a CERTIFIED FINANCIAL PLANNER™ at Lifemark Securities Corp. with 26 years of industry experience. He has worked at Lifemark since 2018 and also co-manages Grand River Wealth Management, where he is involved in the sales and service of life insurance and fixed annuities. Outside of his financial advisory work, Derbin serves as an Assistant Scoutmaster for a Boy Scouts troop and holds a voting position on the council of Trinity Lutheran Church. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing tailored, suitability-driven strategies across various managed account programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, supporting discretionary and non-discretionary account management with compliance controls separating advisory and commission activities.

Timothy Ketelhut is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds a Series 65 designation and has been with Fiduciary Financial Advisors since 2023. He also has a background with Team Life, Inc, where he has been involved since 2016. Fiduciary Financial Advisors serves a wide range of clients including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm’s investment approach incorporates strategic and tactical asset allocation using various analysis methods and offers specialized services such as digital-asset portfolio management, professional trustee roles, and outsourced CFO engagements.

Patrick Brunner is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Fiduciary Financial Advisors and has prior experience at NYLIFE Securities LLC, 2M Financial Group, New York Life Insurance Company, and United Wholesale Mortgage. His background also includes service in the Marine Corps Reserve and employment at Michigan State University. 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 fundamental, quantitative, and technical analysis with discretionary management and emphasizes both traditional and digital-asset portfolios, supported by formal trust arrangements and outsourced CFO services.

Douglas Fisher is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Lake Michigan Credit Union and LPL Financial for 11 years each. Mr. Fisher also operates as an independent insurance agent specializing in life, annuity, and health products. 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 a focus on strategic and tactical asset allocation, incorporating fundamental, quantitative, and technical analysis tailored to client needs. It also provides digital-asset portfolio management and outsourced CFO services, combining traditional and alternative investment approaches.

John Spears is a financial advisor at Gradient Securities, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise and Pruco Securities LLC. Prior to his financial services career, he was involved with Beach Boys, LLC for four years. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and extensive use of third-party managers.

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.

Steven Starnes is a CFP® professional with 19 years of industry experience. He is currently with Fiduciary Financial Advisors and previously worked for nine years at Grand Wealth Management, LLC. Fiduciary Financial Advisors serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations, offering discretionary investment management, financial planning, and legacy position management. The firm employs a combination of strategic asset allocation and tactical adjustments, using various analysis methods and third-party managers, and provides individual professional trustee services as well as advisory services for private and non-liquid alternative funds.

Shannan Denison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with International Assets Advisory since 2013. Outside of her advisory role, Denison serves as Vice President on the Board of Directors for the West Michigan Jazz Society and is a children's book author. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers or wrap programs as part of its strategies.

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.

Jacob Watson is a CFP® with three years of industry experience, currently serving as a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI. He previously worked at Oxford Financial Group, Ltd from 2005 to 2021. 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, diversified investment approach that incorporates fundamental, technical, quantitative, and efficient-market analysis.

Jacob Hansma is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Schipper & Oosterink and New York Life. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments across a range of investment vehicles and offers professional trustee services as well as access to private and non-liquid alternative funds for qualified investors.

James Shuster is a financial advisor at Fiduciary Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc, Oppenheimer, and Edward Jones. Fiduciary Financial Advisors serves a diverse client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm integrates strategic and tactical asset allocation with a combination of fundamental, quantitative, technical, and model-manager analysis, and is noted for its digital-asset advisory capabilities and outsourced CFO services.

Scott Davison is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealthcare Capital Management LLC since 2014. He is based in Grand Rapids, MI. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, utilizing model portfolios supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee and evidence-based quantitative tools.

David Rasch is a financial advisor with ValMark Advisers, Inc. based in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining ValMark, he worked at Harvest Wealth Advisors, U.S. Bancorp Investments, U.S. Bank, and Charles Schwab & Co. He maintains a minority interest in Harvest Wealth Advisors, where he is involved in wealth management. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing supported by an investment committee.

Duncan White is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation. He has five years of prior experience with AE Betencourt and four years with Judson Group before joining his current firm. Fiduciary Financial Advisors serves a diverse client base including individuals, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and comprehensive financial services, notably combining digital-asset advisory capabilities with formal trust arrangements and outsourced CFO services.

Ryan Lind is a financial advisor with RFG Advisory, LLC, based in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Financial Engines Advisors, TD Ameritrade Investment Management, and Scottrade. Lind is also the founder and wealth advisor of Lind Wealth Management, a separate advisory business. RFG Advisory is a multi-team registered investment adviser with about 178 advisors managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a broad range of clients with portfolio management, financial planning, and alternative investment options.