Ethan Heiden is a financial advisor at Fiduciary Financial Advisors with five years of industry experience. He holds a Series 65 designation and has concurrently worked as a Powertrain Manufacturing Engineer at Ford Motor Company since 2013. In addition to his advisory role, Heiden’s engineering position involves designing and implementing complex manufacturing systems for high-volume precision powertrain components. Fiduciary Financial Advisors serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management and financial planning. The firm employs a blend of strategic asset allocation, tactical adjustments, and various analytical methods, and offers specialized trustee services and access to private alternative funds.

Aimee Capatanos is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Centennial Securities since 2003. In addition to her advisory role, she advises on 401(k) plans and performs administration work through Pathway Benefit Services. 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 customized investment management, financial planning, and access to third-party manager programs.

William Roth is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 65 and Series 63 licenses and has 14 years of industry experience, all with Centennial Securities. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, foundations, endowments, and other business entities. The firm’s investment advice is delivered through its representatives and uses fundamental and technical analysis along with proprietary and third-party models tailored to client objectives.

Thomas Herin is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 65 designation. He joined Lifeworks Advisors in 2024 and previously worked at Corewell Health and Amway Hotel Corporation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities through related entities and employs a planning-based tranche approach combined with factor-based and smart-beta investment strategies.

Connor Mcdevitt is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, with six years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Innovia Wealth, LLC, Strategies Wealth Advisors, LLC, EP Wealth Advisors, and Sentry Insurance. 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 strategic and tactical asset allocation using multiple analytic methods and offers specialized services such as digital-asset portfolio management, outsourced CFO engagements, and access to private and non-liquid alternative investments.

Bernard Bowhuis is a financial advisor at Founders Financial Securities LLC with 41 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to his current role since 2010, he has been associated with Benchmark Financial Design Group since 1999 and serves as President and Owner of Benchmark Financial Services, which involves the sale of life and health insurance products. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various advisory platforms and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth programs.

Joseph Kindig is a financial advisor at Regal Investment Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Regulus Financial Group, Bankers Life Securities, and Bankers Life and Casualty. Outside of his advisory role, he provides insurance services through AKA Retirement, LLC. Regal Investment Advisors LLC offers discretionary investment management to independent advisers and serves a range of clients including individuals, charitable organizations, and businesses. The firm provides proprietary and third-party investment strategies, allowing advisers to select and manage allocations on behalf of their clients.

Eric Olivero is a CFP® with seven years of industry experience, currently serving as a financial advisor at Lifeworks Advisors, LLC since 2018. Prior to joining Lifeworks, he worked with University Christian Outreach for four years. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm integrates tax and accounting capabilities through affiliated entities and employs a planning-based tranche approach combined with factor-based and smart-beta investment strategies.

Max Kuperus is a financial advisor at HBW Advisory Services LLC in Grand Rapids, MI, holding a Series 65 credential. He has recently entered the financial industry and has prior experience in various roles including with Pathway Financial Design and Ride Your Way LLC. Outside of his advisory role, he is involved in health insurance sales, estate plan consulting, and tax preparation as an enrolled agent. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, and institutional clients. The firm uses a blended investment approach, combining tactical asset allocation with third-party money managers, and offers services such as sub-advisory arrangements and retirement plan subscription options.

Emily Bustraan is a CFP® with 15 years of industry experience, currently serving as an advisor at Regal Investment Advisors LLC. Her prior roles include positions at Regulus Financial Group, LLC and Fidelity, where she worked in both advisory and brokerage capacities. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios across various asset classes. The firm serves a diverse client base including individual, charitable, and corporate clients through its network of financial advisers.

James White is a financial advisor at Regal Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities for 13 years. In addition to his advisory role, James serves as president of the Society of St. Vincent De Paul in Grand Rapids, a nonprofit charity. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary implementation through Financial Advisers.

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.

Shawn White is a financial advisor at EverSource Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rogan & Associates, Inc. for 18 years. Since 2018, he has been a licensed insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and other RIAs, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and operates a private markets platform, delivering advice through a national network of investment advisor representatives.

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.

Brian Yarch is a ChFC® credentialed financial advisor with 25 years of industry experience, currently serving at Regal Investment Advisors LLC. His work history includes roles at Regulus Financial Group, Bright Owl Investment Advisors, and Regal Investment Advisors dating back to 2000. Outside of advising, he is involved in bookkeeping and business coaching for a holistic wellness company. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering both proprietary and third-party portfolio strategies across a range of client types including individuals, charitable organizations, and businesses.

Donald Beesley is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses. He has 40 years of industry experience, all with Centennial Securities where he has worked since 1986. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, estates, foundations, endowments, and other entities. The firm’s investment advice is delivered by its representatives through tailored portfolios using a variety of strategies and model solutions.

Stephen Hendrickson is a financial advisor at Centennial Securities Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centennial Securities since 1997. Outside of his advisory role, he officiates high school and small college football games during the fall season. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets for individuals, trusts, retirement plans, foundations, and businesses. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

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.

Andrew Goodenough is a financial advisor at The London Company of Virginia with 19 years of industry experience. He holds a Series 66 designation and has worked at Advisors Asset Management, Inc. since 2009 before joining his current firm in 2024. The London Company of Virginia manages discretionary portfolios for individual and institutional clients through various vehicles, including separately managed accounts and collective investment trusts. The firm employs a conservative, long-term equity strategy focused on quantitative and fundamental analysis, managing approximately $14.9 billion in assets with a team of around 30 investment professionals.

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.