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.

Ryan Haartman is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has previously worked at MainStreet Advisors and Fifth Third Bank. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and affiliated model strategies.

Bradley Hunter is a financial advisor at Fiduciary Financial Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and JP Morgan Securities. Outside of advising, he serves as a City Commissioner in East Grand Rapids, Michigan. Fiduciary Financial Advisors serves a diverse range of clients, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning with an investment process that combines fundamental, quantitative, and technical analysis, and it is notable for its digital-asset advisory capabilities and outsourced CFO services.

John Vande Guchte is a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI, holding a Series 66 designation with 10 years of industry experience. Prior to joining Innovia Wealth, he worked at Strategies Wealth Advisors, LLC, and ValMark Advisers, Inc. He serves on the advisory finance council of the Assumption of the Blessed Virgin Mary nonprofit and holds board and committee roles at Samaritas, a not-for-profit organization. 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 emphasizes tailored portfolios using multiple analytical approaches and actively manages private fund and pooled investment vehicles.

Jason Kooistra is a financial advisor at Fiduciary Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lake Michigan Credit Union, LPL Financial LLC, and Compound Holdings, LLC. Outside of his advisory role, Mr. Kooistra serves as Vice President of the Board of Directors for ReNew Upscale Thrift Store, a nonprofit organization. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and legacy position management to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a variety of analytical approaches, supporting both liquid and alternative investments, and provides professional trustee services for complex trust administration.

Joel Broersma is a financial advisor with HBW Advisory Services LLC in Grand Rapids, MI. He holds the CFP® designation and has 30 years of industry experience. His prior firms include Silver Oak Securities, Inc. and CETERA Advisor Networks LLC. Broersma is also CEO of Pathway Financial Design LLC, a financial planning business. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party money managers and offers sub-advisory and subscription services, serving a diverse client base that includes retail, institutional, and intermediary relationships.

Jacob Petrick is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Innovia Wealth, LLC and previously spent time at Plante Moran Financial Advisors. His background includes roles outside of finance, such as positions at Kellogg's and educational institutions. 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 employs a customized investment approach that incorporates fundamental, technical, quantitative, and efficient-market analysis.

Kyon Pannill is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning / Alternative Wealth, Wealthspan Investment Management, and Retirement Wealth Advisors, among other firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Danielle Gray is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 credentials and having one year of industry experience. She previously worked with Primerica Advisors and the Escal Institute of Advanced Technology. Gray also teaches a financial literacy class through Gull Lake Virtual Partnership. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary model, combining fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Trey Gilbert is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has one year of industry experience, including prior roles at Ameriprise and Equitable Advisors LLC. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent investment adviser representatives and other registered advisers. The firm serves a diverse client base, including individual, charitable, and corporate clients, offering proprietary and third-party model portfolio strategies with discretionary implementation and rebalancing.

Scott Carano is a CFP® at Plante Moran Financial Advisors with 16 years of industry experience. He has been with Plante Moran, PLLC and its affiliated financial advisory firm since 1988. Carano 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 high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model and offers both discretionary and non-discretionary portfolio management.

Cornelius Boerkoel is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Centennial Securities Company. Outside of his advisory work, Boerkoel is a shareholder in an accounting and tax preparation firm, Boerkoel & Boerkoel Ltd, and serves as treasurer on the board of the Edison Christian Foundation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages a sub-advisory platform with approximately $2.88 billion in assets, offering proprietary and third-party investment strategies while allowing Primary Advisors to maintain client relationships and fiduciary responsibilities.

Matthew Eilers is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including Foundations Investment Advisors, AE Wealth Management, and Medalist Wealth Management, where he is also an owner and financial advisor. Outside of his advisory work, Eilers operates a licensed firearms sales business and facilitates access to estate planning document services. He is also involved in promoting financial literacy through free educational workshops with the Association of Financial Consultants. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a multi-strategy investment approach combining third-party strategists, adviser-managed models, and direct indexing, supported by a third-party services platform for trading and compliance.

Josip Jurkovic is a CFP® and Series 65-registered financial advisor with Plante Moran Financial Advisors in Grand Rapids, MI, bringing three years of industry experience. His career includes roles at Plante Moran Financial Advisors since 2022, as well as prior positions within Plante & Moran, PLLC and Maner Costerisan. Josip also worked at Grand Valley State University, Delta Dental of Michigan, and Michigan State University earlier in his career. 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 uses a combination of fundamental, technical, and cyclical analysis integrated with proprietary market valuation models, often employing third-party managers and alternative investments.

Gregory Bosch is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Innovia Wealth, LLC and has previously worked at LIV Communities, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he manages a collective investment into a car wash franchise through TCW Capital, LLC. 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’s investment approach focuses on customized, diversified portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis.

Natalie Bennett is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. She holds the Series 66 designation and previously worked at Robert W. Baird for 17 years before joining Oxford Financial Group in 2022. Oxford Financial Group, Ltd serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach that includes both discretionary and non-discretionary management.

Connor Baker is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 credential and three years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and United Wholesale Mortgage. In addition to his advisory role, Baker is licensed as an insurance agent involved in life insurance, fixed and indexed annuity sales, as well as group medical, life, and disability insurance sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment process emphasizes strategic asset allocation using quantitative methods and offers services that include employer-sponsored retirement account advice and portfolio financing options.

Trevor Herin is a financial advisor with Lifeworks Advisors, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Northwestern Mutual and Mass Mutual before joining Lifeworks Advisors in 2017. 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 preparation and accounting support through affiliated entities and employs a planning-based tranche approach combined with factor-based and smart-beta investment strategies.

Christopher Streng is a financial advisor at ON Investment Management Company with six years of industry experience. He holds a Series 66 designation and has worked previously at JSJ Corporation for fourteen years. Outside of his advisory role, he is involved with Streng Financial Group, a life and health insurance business. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides comprehensive financial planning, portfolio management, and access to various third-party investment programs through a dual-registration model.

Reese Pustover is a financial advisor at Innovia Wealth, LLC with certifications including Series 63 and Series 65. He has six years of experience at Invesco Ltd and has also worked at Nuveen Securities, LLC and Ventura Manufacturing. Reese is based in Grand Rapids, MI. Innovia Wealth serves high-net-worth individuals, business owners, institutional clients, and retirement plans, providing discretionary investment management, comprehensive financial planning, and family office support. The firm offers tailored portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis, and is notable for its active role in private fund management and pooled vehicle administration.