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Alexa R

CFP®, Series 65

Grand Rapids, MI

Plante Moran financial advisors

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.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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George P

CFP®, Series 63, Series 65

Grand Rapids, MI

Innovia Wealth, LLC

George Pantlind is a CFP® with 20 years of experience in the financial industry. He is currently with Innovia Wealth, LLC and previously worked at Bank of America, NA, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 emphasizes customized, diversified portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis.

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Private / alternative investments Founder/Business Owner Executive
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Joshua W

Series 66

Holland, MI

Summit Wealth Group

Joshua Willink is a financial advisor at Summit Wealth Group in Holland, MI, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 12 years. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment allocations based on client profiles and employs a variety of analytical methods, often using third-party money managers and sub-advised models.

General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
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Jason B

CFP®, Series 63

Grand Rapids, MI

Oxford Financial Group, Ltd

Jason Brinks is a CFP® professional with 17 years of industry experience, currently serving at Oxford Financial Group, Ltd since 2011. He holds the Series 63 designation and is based in Grand Rapids, MI. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients with family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation and operates dedicated investment teams to source and monitor managers, managing approximately $23.3 billion in assets across discretionary and non-discretionary arrangements.

Private / alternative investments Business exit / sale strategy Business ownership considerations Family Business Wealth management Founder/Business Owner
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Mark O

Series 63, Series 65

Holland, MI

Advisory Alpha, LLC

Mark Oneil is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Advisors National, LLC and Cetera Advisors LLC. Outside of his advisory role, he serves as Managing Director of O'Neil Insurance Agency, where he is involved in insurance sales, education, consulting, and coaching, and he is also owner and member of Successful Retirements, LLC, a business management firm. Advisory Alpha serves individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions including retirement plans, 529 and HSA platforms, donor-advised funds, and 1031 exchanges. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a diverse investment approach with a broad menu of managed portfolio series.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Samantha D

Series 65

Grand Rapids, MI

Innovia Wealth, LLC

Samantha Doletzky is a financial advisor at Innovia Wealth, LLC with a Series 65 credential and two years of industry experience. Prior to joining Innovia Wealth, she held various roles including positions at East Grand Rapids Highschool and Total Quality Logistics. Innovia Wealth serves high-net-worth individuals, business owners, institutional clients, and retirement plans, providing discretionary investment management, comprehensive financial planning, retirement-plan fiduciary services, and family office support. The firm is notable for its active involvement in private fund management and pooled vehicle administration.

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Private / alternative investments Founder/Business Owner Executive
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Ryan H

Series 65

Grand Rapids, MI

Fifth Third Wealth Advisors LLC

Ryan Haartman is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has previously worked at MainStreet Advisors and Fifth Third Bank. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jared A

Series 65

Holland, MI

Advisory Alpha, LLC

Jared Aulick is a Series 65 licensed financial advisor with Advisory Alpha, LLC, where he has worked since 2023. He has three years of industry experience and previously held roles at Consolidated Electrical Distributors, Meijer Inc, Spectrum Health, and Shipt Inc. Outside of his advisory work, he serves as an assistant coach for the West Ottawa Boys Varsity Lacrosse Team. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors, managing portfolios with a range of strategies including fund-of-funds, individual securities, and structured products.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Bradley H

Series 66

Grand Rapids, MI

Fiduciary Financial Advisors

Bradley Hunter is a financial advisor at Fiduciary Financial Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and JP Morgan Securities. Outside of advising, he serves as a City Commissioner in East Grand Rapids, Michigan. Fiduciary Financial Advisors serves a diverse range of clients, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning with an investment process that combines fundamental, quantitative, and technical analysis, and it is notable for its digital-asset advisory capabilities and outsourced CFO services.

Private / alternative investments Retirement income strategy Business Financial Management Founder/Business Owner Retired
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John V

Series 66

Grand Rapids, MI

Innovia Wealth, LLC

John Vande Guchte is a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI, holding a Series 66 designation with 10 years of industry experience. Prior to joining Innovia Wealth, he worked at Strategies Wealth Advisors, LLC, and ValMark Advisers, Inc. He serves on the advisory finance council of the Assumption of the Blessed Virgin Mary nonprofit and holds board and committee roles at Samaritas, a not-for-profit organization. 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 emphasizes tailored portfolios using multiple analytical approaches and actively manages private fund and pooled investment vehicles.

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Private / alternative investments Founder/Business Owner Executive
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Jason K

Series 63, Series 66

Grand Rapids, MI

Fiduciary Financial Advisors

Jason Kooistra is a financial advisor at Fiduciary Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lake Michigan Credit Union, LPL Financial LLC, and Compound Holdings, LLC. Outside of his advisory role, Mr. Kooistra serves as Vice President of the Board of Directors for ReNew Upscale Thrift Store, a nonprofit organization. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and legacy position management to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a variety of analytical approaches, supporting both liquid and alternative investments, and provides professional trustee services for complex trust administration.

Private / alternative investments Retirement income strategy Business Financial Management Founder/Business Owner Retired
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Brenden D

Series 65

Holland, MI

Advisory Alpha, LLC

Brenden De Wys is a Series 65-licensed advisor with Advisory Alpha, LLC, based in Holland, MI, and has three years of industry experience. Prior to joining Advisory Alpha, he worked at Adecco and Skylark Machine Inc. and spent over two decades in full-time education. 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 also provides subadvisory and co-advisory services to other registered investment advisors, managing a diverse range of managed portfolio strategies with an emphasis on discretionary management and a broad menu of specialty investment options.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Jacob P

CFP®, Series 65

Grand Rapids, MI

Innovia Wealth, LLC

Jacob Petrick is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Innovia Wealth, LLC and previously spent time at Plante Moran Financial Advisors. His background includes roles outside of finance, such as positions at Kellogg's and educational institutions. 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 that incorporates fundamental, technical, quantitative, and efficient-market analysis.

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Private / alternative investments Founder/Business Owner Executive
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Kyon P

Series 66

Byron Center, MI

Signal Advisors Wealth, LLC

Kyon Pannill is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning / Alternative Wealth, Wealthspan Investment Management, and Retirement Wealth Advisors, among other firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Eric H

CFP®, Series 63, Series 65

Hudsonville, MI

G. A. Repple & Company

Eric Hoogstra is a CFP® with over 32 years of industry experience. He has been with G. A. Repple & Company since 2004. Outside of his advisory role, Hoogstra is involved in several charitable and educational activities, including serving on the board of Kuyper College and teaching at multiple universities. He is also a vice president at Centennial Coatings and volunteers as an amateur radio operator for the Ottawa County Emergency Communications. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to tailor portfolios according to client goals and risk tolerances and offers a range of investment programs, including ETF-focused and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
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Joseph K

Series 66

Jenison, MI

Centennial Securities Company, Inc.

Joseph Klunder is a Series 66-licensed financial advisor with three years of industry experience. He has worked at Northwestern Mutual and has been involved with Grand Valley State University since 2018. Outside of finance, he has experience with Masterpiece Flower Company and Calvin Christian High School. He is affiliated with Centennial Securities Company, Inc., a multi-team advisory firm managing approximately $1.15 billion in assets and serving a diverse client base including individuals, trusts, retirement plans, and foundations. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Options & derivatives strategies
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Justin C

Series 65

Holland, MI

Advisory Alpha, LLC

Justin Chase is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at firms including Sift and Member First Mortgage. Advisory Alpha manages 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 employs a centralized Investment Team that uses a fund-of-funds approach across diversified managed portfolios.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Riley A

Series 66

Holland, MI

Advisory Alpha, LLC

Riley Aalderink is a financial advisor with Advisory Alpha, LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Vision Financial Group, Cambridge Investment Research Advisors, and Merrill. He is also active as an insurance agent, selling fixed and traditional insurance products. Advisory Alpha serves a diverse 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 fund offerings. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a broad range of managed portfolio strategies.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Danielle G

Series 65, Series 63

Grand Rapids, MI

Gradient Securities, LLC

Danielle Gray is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 credentials and having one year of industry experience. She previously worked with Primerica Advisors and the Escal Institute of Advanced Technology. Gray also teaches a financial literacy class through Gull Lake Virtual Partnership. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary model, combining fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Daniel R

CFP®, Series 65

Holland, MI

Advisory Alpha, LLC

Daniel Ribbink is a CFP® professional with six years of industry experience, currently serving at Advisory Alpha, LLC since 2019. Prior to his current role, he has held positions at Amazon, AXA Advisors, and several other organizations. Outside of finance, he is the head bowling coach at Grand Valley State University, managing players and coordinating tournaments. Advisory Alpha is a multi-team SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach guided by a centralized Investment Team and is notable for its subadvisory roles with other RIAs and specialized retirement-plan solutions.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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