Christopher Bowman is a CFP® professional with 13 years of industry experience, currently serving at Lifeworks Advisors, LLC since 2023. His prior experience includes roles at LPL Financial, LLC, J.P. Morgan Chase, Bank, N.A., JPMORGAN Securities, LLC, and USANA Health Sciences. Outside of his advisory work, he serves as Treasurer for the Douglas Elementary Parent Teacher Organization. Lifeworks Advisors, LLC serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers comprehensive wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing both planning-based and risk-based investment approaches that incorporate quantitative and fundamental analysis along with a variety of model strategies.

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 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® professional with 16 years of industry experience, currently serving at Fiduciary Financial Advisors since 2020. His previous roles include positions at Strategies Wealth Advisors, Legacy Trust, Wealth Dimensions Group, Osaic FA, Inc., and Mass Mutual Investors Services. He is also involved in several nonprofit organizations, including serving on the boards of Friends of Grand Rapids Parks and Widowed Persons Service, and participating in finance and education-related committees. Fiduciary Financial Advisors serves a diverse client base ranging from individual investors to charitable foundations, offering discretionary investment management, financial planning, and outsourced CFO services. The firm employs a multi-faceted investment approach combining fundamental, quantitative, and technical analysis, and is notable for integrating digital-asset advisory with formal trust arrangements.

Brett Kalsbeek is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds a Series 66 designation and has two years of industry experience. Prior to joining Centennial Securities in 2024, he worked at LPL Financial LLC and Bosveld Inc., and earlier held a position at Rose Landscaping. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, corporate pension plans, trusts, foundations, and other entities. The firm’s investment advice is delivered through its adviser representatives, utilizing a range of strategies and model solutions tailored to client objectives.

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 previously worked at Mainstreet Advisors. Outside of his advisory role, he is involved as an owner and partner in two real estate investment companies. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm employs a household-level investment policy approach with a mix of in-house oversight and third-party managers, and benefits from integration with Fifth Third Bank and its affiliated entities.

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 Series 65-licensed advisor with Lifeworks Advisors, LLC in Grand Rapids, MI, where he has worked since 2026. Prior to joining Lifeworks, he was employed at Consumers Credit Union and spent seven years with University Christian Outreach. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management through a combination of planning-based and risk-based investment approaches, integrating tax and accounting services to support coordinated financial solutions.

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 with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Centennial Securities since 2001. In addition to his advisory role, he has been involved with Grand Office Supply since 1994. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, foundations, and other entities. The firm delivers customized portfolios through its investment adviser representatives using a range of strategies and also serves various institutional clients including banking and insurance institutions.

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 with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 65 and Series 66 licenses and bringing six years of industry experience. His prior work includes roles at Crowe, Kid's Food Basket, Chase Investment Services Corp., and Ameriprise. He serves as Treasurer for Camp Blodgett, a nonprofit organization. Fiduciary Financial Advisors serves a diverse client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, retirement consulting, digital-asset portfolio management, and outsourced CFO services, employing a range of analytical approaches tailored to client needs.

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.