David Rasch is a financial advisor with ValMark Advisers, Inc. based in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining ValMark, he worked at Harvest Wealth Advisors, U.S. Bancorp Investments, U.S. Bank, and Charles Schwab & Co. He maintains a minority interest in Harvest Wealth Advisors, where he is involved in wealth management. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing supported by an investment committee.

Duncan White is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation. He has five years of prior experience with AE Betencourt and four years with Judson Group before joining his current firm. Fiduciary Financial Advisors serves a diverse client base including individuals, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and comprehensive financial services, notably combining digital-asset advisory capabilities with formal trust arrangements and outsourced CFO services.

Ryan Lind is a financial advisor with RFG Advisory, LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Financial Engines Advisors, TD Ameritrade Investment Management, and Scottrade. He is the founder of Lind Wealth Management, a wealth advisory firm he operates alongside his role at RFG Advisory. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans and participants, as well as institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Isaiah Bleiler is a CFP® with four years of industry experience currently at Innovia Wealth, LLC. He has worked at Innovia Wealth and its predecessor firms since 2022 and previously held roles at Simplified Investments and SpendMend. Innovia Wealth serves high-net-worth individuals, business owners, institutional clients, and retirement plans with discretionary investment management, comprehensive financial planning, and family office support. The firm combines fundamental, technical, and quantitative analysis while actively managing private funds and pooled investment vehicles.

Andrea Command is a ChFC® credentialed financial advisor with two years of industry experience. She is currently with Innovia Wealth, LLC, where she has worked since 2022. Prior to that, she spent five years at Keating Investment Counselors, Inc. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans. The firm offers discretionary investment management, comprehensive financial planning, retirement-plan fiduciary services, and family office support, with a notable focus on private fund management and pooled vehicle administration.

Peter Ross is a CFP®-certified financial advisor with four years of industry experience, currently serving at Innovia Wealth, LLC. His background includes roles at Deloitte Tax, LP, and involvement with Strategies Wealth Advisors, LLC prior to its transition to Innovia Wealth. He is a member of the Association of Corporate Growth Western Michigan, a middle-market M&A deal-making community. 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.

Jared Stauffer is a CFP® professional with 24 years of experience in the financial services industry. He has been with Eagle Strategies (NY Life) since 2006 and holds registrations with Nylife Securities LLC and New York Life Insurance Company since 2002. He is based in Grand Rapids, MI. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored recommendations through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Michael Nguyen is a financial advisor at PNC Wealth Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work history includes roles at PNC Investments LLC, Huntington National Bank, and JPMorgan Chase Bank. Before entering financial services, he worked in the hospitality sector at Carrabba's Italian Grill and Jaku Sushi Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Chad Rayborn is a financial advisor with J.W. Cole Advisors, Inc. in Grand Rapids, MI, holding the ChFC® designation and Series 63 and 66 registrations. He has 18 years of industry experience, including prior roles at LPL Financial and Waddell & Reed. Outside of his advisory work, he co-owns IFLY & Associates, a business pass-through entity, and is involved with Navigate Financial Group in marketing activities. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary strategies, utilizing fundamental and technical analysis as well as model- and manager-based approaches.

Scott Goldman is a financial advisor with Eagle Strategies (New York Life) based in Grand Rapids, Michigan. He holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, he worked at firms including LPL Financial, CUNA Brokerage Services, and Hill Island Financial. Outside of his advisory role, he works as a delivery driver for DoorDash, Uber Eats, and Instacart. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm offers a range of advisory programs, emphasizing tailored recommendations and managing primarily non-discretionary assets.

Collin Dawes is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and 27 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has prior experience at Independent Financial Partners and LPL Financial. His other business activities include operating Dawes Wealth Management as a DBA within his LPL business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance asset aggregation and digital estate planning.

Christopher Hendryx is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at TIAA-CREF and TIAA since 2018 and previously at Stifel from 2016 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Alonte White Davis is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Bankers Life Securities, Inc. since 2018 and at Bankers Life & Casualty, Inc. since 2016, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Additionally, he is Treasurer of the Vantage Point Association, managing condo association funds and related administrative responsibilities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients' goals and risk tolerances.

Todd Brandstadt is a CFP® with over 31 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2014, following prior roles at Raymond James & Associates and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a trustee for the Rocklin G. Brandstadt Living Trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with more than 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, employing proprietary and third-party investment strategies across equity and fixed income portfolios.

Sammy Salas Salinas is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill for ten years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Mandie Rayborn is a financial advisor with J.W. Cole Advisors, Inc. in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and LPL Financial. She is a co-founder of Navigate Financial Group, a client-focused brand identity venture. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives, offering portfolio management, financial planning, and access to multiple managed account solutions.

Ryan Hallowell is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Connor Gillis is a CFP® with four years of industry experience, currently an advisor at Mariner Wealth Advisors. He has previously worked at Rockefeller Financial LLC, Bank of America, and Merrill. Outside of his advisory role, he serves as President-Elect of the Grand Valley State University Young Alumni Council. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and is notable for its integrated tax and accounting services as well as operational CFO and financial wellness platforms.

Michael Kreger is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lincoln Investment since 2026. His prior experience includes roles at Agia and VALIC Financial Advisors, where he worked for four and twelve years respectively. Outside of his advisory work, he is involved as an insurance agent with Agia, focusing on non-securities insurance products. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team, with an emphasis on advisor-led relationships and a variety of platform options.

Jonathan Lund is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and previously worked at Bank of America, NA, and Merrill. Outside of his advisory work, he is a one-third owner of an LLC that holds a condo at a ski and golf resort in Michigan. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, and operates as a registered broker-dealer with additional placement and investment banking capabilities.