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.

Amy Butterfield is a CFP® and Series 65 licensed financial advisor with Plante Moran Financial Advisors. She has 16 years of industry experience and has worked with Plante Moran Financial Advisors since 2008. Amy is currently affiliated with P&M Holding Group as well. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse range of clients, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

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.

Alex Smith is a CFP®, CFA®, and Series 65-registered financial advisor with eight years of industry experience. He has worked with Plante Moran Financial Advisors since 2017 and previously was affiliated with Purdue University. Plante Moran Financial Advisors, LLC 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 multi-faceted investment process that includes fundamental, technical, and cyclical analysis combined with a proprietary equity market valuation model.

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.

John Bush is a CFP® professional with nine years of experience in the financial advisory industry, currently serving at CGN Advisors, LLC. His prior roles include positions at Mark Prielipp Greenhouse & Mohr and Schwallier Wealth Management. Outside of his advisory work, he owns Bush Consultants, a business consulting firm that assists with various business and marketing tasks, and he also supports a family business selling power lift recliners. CGN Advisors provides comprehensive advisory services to individuals, families, plans, businesses, and charitable organizations. The firm employs a long-term, globally diversified investment approach combining Modern Portfolio Theory, core-plus-satellite, and active management, with a focus on fiduciary duty and regular portfolio reviews.

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.

Michael Martin is a Series 65 licensed financial advisor with seven years of industry experience, currently practicing at Fiduciary Financial Advisors in Grand Rapids, MI. His professional background includes seven years at Fiduciary Financial Advisors following a decade as a student. Fiduciary Financial Advisors serves a diverse client base ranging from individual investors to corporations and charitable foundations. The firm provides discretionary investment management, written financial planning, and outsourced CFO services, among other offerings, with a distinctive emphasis on digital-asset advisory supported by formal trust arrangements through a South Dakota-chartered trust company.

Olivia Geiger is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI. She holds Series 63 and Series 66 licenses and has six years of industry experience. Her prior work includes positions at JP Morgan Securities and Stifel. Outside of advising, she owns and operates Geigerhaus Gardens LLC. Regal Investment Advisors, operating as LionShare, provides sub-advisory services to SEC- and state-registered advisers, managing model portfolios and discretionary investment strategies on their behalf, serving high-net-worth and corporate clients through a network of primary advisors.

William Sims is a financial advisor at MissionSquare Retirement with 27 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at ICMA RC and AXA Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through multiple channels to over 40,000 participants.