Curtis Wells is a CFP® at Aspire Wealth with six years of industry experience. He previously worked at Brookstone Capital Management and Regal Financial Group. Curtis also serves as Head of Planning and Investment Adviser Representative at Advisor 123, LLC. Aspire Wealth serves individuals, corporations, charities, and retirement plans with comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and modern portfolio theory, employing proprietary model portfolios under discretionary authority.

Drew Bowen is a financial advisor with International Assets Investment Management, LLC and holds the Series 66 credential. He has two years of industry experience, including prior roles at Ameriprise and New York Life. Outside of advising, he works as an accounting analyst at Nestle. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Heath Biller is a financial advisor at Fiduciary Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Fiduciary Financial Advisors since 2021. In addition to his advisory role, Mr. Biller is a registered nurse and maintains a part-time position at Mary Free Bed hospital. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a range of investment strategies, including the use of third-party managers and private alternative funds.

Tyler Suing is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Parsec Financial Management and several other firms. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services such as wealth management, portfolio management, retirement plan consulting, and tax planning.

Curtis Cottle is a financial advisor at Simplicity Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including IAMS Wealth Management and Compass Insurance Agency. Outside of his advisory role, he is involved in estate planning software services through Legacy Lock. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, offering a range of advisory services from financial planning to managed accounts. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisors.

Micah Broersma is a financial advisor at HBW Advisory Services LLC in Grand Rapids, MI, holding a Series 65 credential with over eight years of experience. His work history includes roles at Pathway Financial Design and Broersma & Associates. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting for a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and model portfolios, and is notable for its high client load per advisor and its institutional and intermediary service roles.

Garrett Von Behren is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with three years of industry experience. His prior roles include positions at Notre Dame Investment Office, United Parcel Service, Michigan State University, and St. Joseph High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analyses to guide investments, managing a significant portion of its approximately $23.15 billion in assets on a non-discretionary basis.

Jonathan Smith is a financial advisor with Impact Partnership Wealth, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Medalist Wealth Management, Lake Michigan Credit Union/Max Wealth Management, LPL Financial LLC, Secure Asset Management, Drake & Associates, and Horace Mann Companies. Jonathan also serves as an associate advisor with Medalist Wealth Management, focusing on life insurance and annuity sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of 89 advisors. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services, employing both firm-managed and advisor-managed investment strategies.

Joshua Fox is a financial advisor with Founders Financial Securities LLC in Caledonia, MI, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sigma Financial Corporation. Fox also operates Fox Wealth Solutions, providing investment management and life insurance services. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a network of adviser representatives. The firm employs various investment programs and combines advisory, brokerage, and insurance services within its platform.

Kevin Fifield is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at SAGEPOINT FINANCIAL and Innovation Partners LLC, and he has owned Byron Center Financial Services, Inc. since 1998. He serves as a board member of the Byron Historical Society. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and often uses discretionary authority to manage customized portfolios, with a focus on non-high-net-worth individuals.

Christopher Bowman is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Lifeworks Advisors, LLC and has previously worked at LPL Financial, J.P. Morgan Chase, JPMORGAN Securities, and USANA Health Sciences. Outside of his advisory role, Bowman serves as treasurer for a local elementary school parent-teacher organization. Lifeworks Advisors serves a diverse client base, including individuals, trusts, estates, and businesses, offering a range of wealth management and financial planning services. The firm integrates a planning-based tranche framework with a risk-based investment approach, employing diversified mutual funds, ETFs, third-party managers, and artificial-intelligence tools alongside traditional analysis.

Benjamin Carlson is a CFA® charterholder and financial advisor at Ritholtz Wealth Management in Grand Rapids, MI, where he has worked since 2015. He has 11 years of industry experience. Carlson is a partial owner of Wealthcast Media LLC, a content marketing company, and author of the A Wealth of Common Sense blog. He also holds ownership interests in several investment-related ventures including a media company producing podcasts and minority stakes in financial technology firms. Ritholtz Wealth Management serves both individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The multi-team firm manages approximately $9.4 billion in client assets and uses a goal-based investment approach with diversified, low-cost ETFs complemented by tactical overlays, structured products, and alternatives. It offers digital platforms for model portfolio implementation and incorporates automated risk profiling and tax-loss harvesting tools.

Benjamin Smith is a financial advisor at Simplicity Wealth in Grand Rapids, MI, holding a Series 65 designation. He has recently begun his advisory career, with one year at Simplicity Wealth and prior experience in various other businesses including construction and catering. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational support for other advisers.

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.