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 at Fiduciary Financial Advisors in Grand Rapids, MI, with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Crowe and Kid's Food Basket. He serves as Treasurer for Camp Blodgett, a nonprofit organization. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services, incorporating strategic and tactical asset allocation along with digital-asset portfolio management and formal trust arrangements.

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.

Paul Kitzrow is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 20 years of industry experience. He has held various roles since 2010, including positions at PK Capital Management II, PK Capital Advisors, and Lyons Kitzrow Wealth Management. Outside of advisory work, he is involved as a managing partner and insurance agent for private fund limited partnerships, providing investment advice and selling life and disability insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, and option-based approaches, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Daniel Vandermolen is a financial advisor at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Centennial Securities since 1985. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, corporate plans, trusts, foundations, and other business entities. The firm delivers personalized portfolio management through its investment adviser representatives, employing a range of strategies and model solutions tailored to client objectives.

Ethan Heiden is a financial advisor at Fiduciary Financial Advisors with five years of industry experience. He holds a Series 65 designation and previously worked at Personal Finance Engineered LLC for three years. Outside of advising, Heiden is employed full-time as a Powertrain Manufacturing Engineer at Ford Motor Company. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic and tactical asset allocation with fundamental, quantitative, and technical analysis, and offers specialized services such as digital-asset portfolio management, private alternative investments, and outsourced CFO engagements.

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 at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has been with Centennial Securities Co., LLC since 2012. Centennial Securities Company, Inc. offers 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 delivers investment advice through its representatives using a variety of strategies and model solutions tailored to client objectives.

Thomas Herin is a financial advisor at Lifeworks Advisors, LLC with Series 65 credentials and two years of experience in the industry. Prior to joining Lifeworks Advisors, he worked at Corewell Health for eight years and at Amway Hotel Corporation for six years. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a blend of planning-based and risk-based investment approaches supported by quantitative and fundamental analysis.

Connor Mcdevitt is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI. He holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Fiduciary Financial Advisors, he worked at Innovia Wealth, LLC, Strategies Wealth Advisors, LLC, and EP Wealth Advisors. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a comprehensive investment process that integrates fundamental, quantitative, technical, and model-manager analysis, and it is notable for its digital-asset advisory services combined with formal trust arrangements and outsourced CFO offerings.

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® practitioner with eight years of industry experience, currently serving at Lifeworks Advisors, LLC since 2018. Prior to joining Lifeworks, he worked for University Christian Outreach for four years. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and portfolio management, utilizing both planning-based and risk-based investment approaches with a combination of low-cost funds, individual securities, and third-party managers.

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.