Matthew Eilers is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including Foundations Investment Advisors, AE Wealth Management, and Medalist Wealth Management, where he is also an owner and financial advisor. Outside of his advisory work, Eilers operates a licensed firearms sales business and facilitates access to estate planning document services. He is also involved in promoting financial literacy through free educational workshops with the Association of Financial Consultants. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a multi-strategy investment approach combining third-party strategists, adviser-managed models, and direct indexing, supported by a third-party services platform for trading and compliance.

Gregory Bosch is a CFA® charterholder with 13 years of industry experience. He is currently with Innovia Wealth, LLC and has previously worked at LIV Communities, Bank of America, N.A., and Merrill. Outside of his advisory role, he manages a collective investment into a car wash franchise through TCW Capital, LLC. 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 employs a blend of fundamental, technical, quantitative, and efficient-market analysis, and is notably active in private fund management and pooled vehicle administration.

Natalie Bennett is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. She holds the Series 66 designation and previously worked at Robert W. Baird for 17 years before joining Oxford Financial Group in 2022. Oxford Financial Group, Ltd serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach that includes both discretionary and non-discretionary management.

Trevor Herin is a financial advisor with Lifeworks Advisors, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Lifeworks Advisors since 2017, following prior roles at MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual Wealth Management Company. Lifeworks Advisors serves a diverse range of clients, including individuals, charitable organizations, trusts and estates, retirement plans, and businesses, offering discretionary and non-discretionary wealth management, financial planning, and portfolio management. The firm employs both planning-based and risk-based investment approaches, integrates tax and accounting services through affiliated entities, and operates a proprietary client portal to support coordinated financial planning and reporting.

Christopher Streng is a financial advisor at ON Investment Management Company with six years of industry experience. He holds a Series 66 designation and has worked previously at JSJ Corporation for fourteen years. Outside of his advisory role, he is involved with Streng Financial Group, a life and health insurance business. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides comprehensive financial planning, portfolio management, and access to various third-party investment programs through a dual-registration model.

Reese Pustover is a financial advisor at Innovia Wealth, LLC with certifications including Series 63 and Series 65. He has six years of experience at Invesco Ltd and has also worked at Nuveen Securities, LLC and Ventura Manufacturing. Reese is based in Grand Rapids, MI. Innovia Wealth serves high-net-worth individuals, business owners, institutional clients, and retirement plans, providing discretionary investment management, comprehensive financial planning, and family office support. The firm offers tailored portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis, and is notable for its active role in private fund management and pooled vehicle administration.

Daylen Dye is a financial advisor at Regal Investment Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments from 2012 to 2023. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and focuses on supporting a network of primary advisors rather than maintaining direct client relationships.

Jacob Uithoven is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with four years of industry experience. Prior to joining Fiduciary Financial Advisors in 2022, he worked at Central Michigan University and the University of Notre Dame. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutional clients. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing a range of investment vehicles and third-party managers, and offers specialized trustee services and access to private alternative funds.

Michael Potter is a Series 65-licensed advisor with Gradient Securities, LLC and has three years of industry experience. He has worked at Gradient Securities since 2023 and concurrently serves as Director of Client Relations at O'Neill Asset Management, LLC. His prior experience includes roles at VanderPloeg Bergakker & Associates and BDO. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, pension plans, trusts, and business entities. The firm emphasizes a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining detailed disclosure of its revenue-sharing and incentive arrangements.

James Bland is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding the Series 65 designation. He has experience previously working at Basin Oil and Gas and has been self-employed intermittently since 2016. Bland joined Fiduciary Financial Advisors in 2025. 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 combines strategic asset allocation with tactical adjustments using a mix of fundamental, technical, and quantitative analysis and offers unique services such as professional trustee administration and advising on private and non-liquid alternative funds.

Kevin Kelly is a financial advisor with Centennial Securities Company, Inc. in Jenison, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Centennial Securities since 1997. Outside of his advisory role, he provides education and enrollment assistance to employees of 401(k) plans through a separate business activity. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Anne Melle is a Series 66-licensed advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2022. She has two years of industry experience and also serves as a staff accountant at the accounting firm Vander Ploeg, Bergakker & Associates, focusing on tax preparation and payroll processing. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing a combination of fundamental and technical analysis to develop customized portfolios.

Jordan Powers is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding a Series 66 designation and nine years of industry experience. He has been with Centennial Securities since 2016. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, corporate plans, trusts, and institutions. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, utilizing proprietary and third-party models to tailor portfolios to client objectives.

Donald Carlson is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Regal Investment Advisors and affiliated firms since 2010. Outside of his advisory roles, he is a co-founder and volunteer leader of a charity called It’s Gotta Be The Shoes. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Scott Sjoerdsma is a financial advisor at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Centennial Securities since 2001. Centennial Securities Company, Inc. is a multi-team advisory firm with approximately 30 advisors and $1.15 billion in assets under management, serving individuals, trusts, estates, retirement plan sponsors, foundations, and business entities. The firm provides discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Melissa Clements is a CFP® professional with 22 years of industry experience. She is currently with Regal Investment Advisors LLC and has prior experience at Regulus Financial Group, LLC and FIFTH THIRD SECURITIES, Inc. She also provides financial and insurance services through Riverbank Wealth Management as an Insurance Agent and Registered Assistant. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform serving primarily individual, high-net-worth, and corporate clients.

Devan Dekker is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Regulus Financial Group, Bank of America, Wells Fargo Advisors, NYLIFE Securities LLC, New York Life Insurance Company, as well as employment outside finance at Grand Valley State University and Weed Man Lawncare. Additionally, Dekker serves as a referee for Michigan Sports Academies, an organized group sports program. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, supporting their high-net-worth and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

There is something we have in common. We all have financial resources that we have to figure out how to steward. As you journey in your financial life, it can be difficult to make decisions along the way. Having a trusted advisor is essential to navigating the now and planning for the future. As your advisor, I specialize in helping clients develop a plan that fits their unique situation. We will consider all areas of your financial life as we work together to chart a course forward. Income tax planning Investment planning Retirement planning Charitable giving Cash flow planning Insurance planning Education planning Estate planning It is my desire to be a guide along the journey and help you make your plan a reality. If you would like clarity and direction in your financial life, or someone to help keep you on course, I’d love to have a conversation about working together.

Benjamin Verwys is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Oppenheimer from 2009 to 2014 before joining Fiduciary Financial Advisors in 2014. Outside of advisory work, Verwys serves as the managing member of BAMF Investors, LLC, a pooled funding vehicle investing in a privately held healthcare company. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and foundations. The firm employs a strategic and tactical asset allocation approach incorporating multiple analytical methods and offers specialized services such as digital-asset portfolio management, private investment access, and outsourced CFO engagements.

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.