Leanne Rahn is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 credential with seven years of industry experience. Her work history includes a nine-year tenure at Vision Financial and a role at Action Point Financial Planning starting in 2009. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, and charitable foundations. The firm combines strategic and tactical asset allocation with multiple analysis techniques and is notable for its digital-asset advisory capabilities and outsourced CFO services.

Mark Whitman is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Centennial Securities since 2009. 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, estates, retirement plan sponsors, foundations, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Travis Peltz is a financial advisor at Regal Investment Advisors LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Regal Investment Advisors LLC and Regulus Financial Group, LLC since 2015, and REP Enterprises LLC since 2010. Outside of advising, he is a partner at Peltz Inc, a holding company. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios with discretionary implementation and rebalancing managed through Financial Advisers.

Phillip Owens is a ChFC® with 39 years of industry experience, currently serving at Regal Investment Advisors LLC since 2023. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Owens is an executive board member of Lincoln Lake Baptist Youth Camp and serves on several nonprofit and community boards. Regal Investment Advisors, operating under the LionShare brand, provides model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across a range of proprietary and third-party investment strategies.

Benjamin Lex is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Fiduciary Financial Advisors in 2023, he worked at Videojet Technologies and Keyence Corporation of America. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and offers professional trustee services as well as access to private and non-liquid alternative funds.

Ian Grohman is a Series 65-licensed advisor at Simplicity Wealth with two years of industry experience. He previously worked at IAMS Wealth Management and has been involved with Security Benefits Center since 2019. Outside of his advisory role, he is the owner and CEO of IJG, LLC, where he coaches soccer. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and optional overlays such as tax optimization.

Spencer Miller is a financial advisor at Fiduciary Financial Advisors with a Series 65 designation and three years of industry experience. He previously worked for Lake Michigan Credit Union for ten years before joining his current firm. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning with an investment approach that incorporates multiple analytical methods and includes digital-asset advisory services and outsourced CFO engagements.

Vinh Ma is a CFP® professional with 25 years of industry experience, currently affiliated with Regal Investment Advisors LLC. He previously worked at Edward Jones for nine years. 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 proprietary and third-party investment strategies through a sub-advisory platform serving individual, high-net-worth, and corporate clients.

Julie Burton is a Series 66-licensed financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2003. She has 11 years of industry experience. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets across about 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, endowments, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Melissa Stewart is a CFP® with 19 years of industry experience, currently affiliated with Dynamic. She previously spent ten years with Raymond James & Associates before joining Dynamic Wealth Advisors, doing business as ClearVista Advisors, where she has worked for the past five years. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management, financial planning, and sub-advisory support.

Tadd Strabbing is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Regulus Financial Group, Northwestern Mutual Investment Services, and Gentex. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, using a range of proprietary and third-party model portfolios.

Jill Veenstra is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at The Huntington Investment Company and My RIA Lawyer. She is also the owner of Cherrywood Smokehouse, LLC, a catering business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individual, charitable, and corporate clients. The firm offers a range of proprietary and third-party investment strategies, with advisers selecting allocations and granting Regal discretionary authority to manage accounts accordingly.

Richard Wagner is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Centennial Securities since 1992. Outside of his advisory role, he is involved in operating a restaurant, contributing to baking and inventory management. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plans, foundations, and other entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Robert Barcelona is a financial advisor at Fiduciary Financial Advisors with 12 years of industry experience. He has previously worked at HB Wealth Management, Bank of America, and Merrill. He serves as an advisory board member for the Van Andel Institute, a nonprofit charitable organization, where he contributes to coordinating the Winterfest celebration. 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 a mix of analytical approaches and offers specialized services such as digital-asset portfolio management and outsourced CFO engagements.

John Sweeney is a financial advisor at ON Investment Management Co with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ON Investment Management Co since 2014. In addition to his advisory role, he owns JMS Financial Resource, LLC, which is involved in insurance sales including fixed life and equity-indexed annuities. ON Investment Management Co is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of service options, including access to third-party investment programs and a mix of discretionary and non-discretionary account management.

Michael Henke is a financial advisor at Fifth Third Wealth Advisors LLC with five years of industry experience. He holds a Series 65 designation and previously worked at MainStreet Advisors, Fifth Third Bank, and Greenleaf Trust. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements and combines in-house oversight with third-party managers and model providers to construct and rebalance portfolios.

Bruce Elder is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Centennial Securities since 2019 and has concurrent experience with Noyes Advisors LLC and David A Noyes & Company dating back to 2000. Outside of his advisory work, he volunteers as a lacrosse coach at East Grand Rapids High School. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets for individuals, trusts, retirement plans, foundations, and business entities. The firm offers customized investment management and financial planning services through a combination of fundamental and technical analysis, utilizing mutual funds, ETFs, individual securities, and options.

Connor Mc Dowell is a Series 65-licensed financial advisor at Fiduciary Financial Advisors with six years of industry experience. He previously worked at Action Point Financial Planning and has a background that includes four years at Hope College. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, corporations, and charitable foundations. The firm combines discretionary investment management, financial planning, and outsourced CFO services with a focus on strategic and tactical asset allocation and digital-asset portfolio management.

Micah Kinde is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Innovia Wealth, LLC. He has three years of industry experience and has previously worked at Acrisure, LLC and S.A. Mason LLC. Outside of his advisory role, he owns a small business that sells solid cologne, where he provides business advice and collaborates on new ideas. 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 is notable for its active management of private funds and pooled investment vehicles, utilizing a blend of analytical approaches and access to private market investments.

Tyler Owczarski is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses. He has three years of industry experience, including nine years at West Michigan Community Bank prior to joining his current firm. Fiduciary Financial Advisors serves a diverse client base ranging from individuals and families to corporations and charitable foundations, offering discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services. The firm integrates strategic asset allocation with fundamental, quantitative, and technical analysis, and is noted for its digital-asset advisory capabilities combined with formal trust arrangements.