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.

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.

Brian Yarch is a ChFC® credentialed financial advisor with 25 years of industry experience, currently serving at Regal Investment Advisors LLC. His work history includes roles at Regulus Financial Group, Bright Owl Investment Advisors, and Regal Investment Advisors dating back to 2000. Outside of advising, he is involved in bookkeeping and business coaching for a holistic wellness company. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering both proprietary and third-party portfolio strategies across a range of client types including individuals, charitable organizations, and businesses.

Donald Beesley is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses. He has 40 years of industry experience, all with Centennial Securities where he has worked since 1986. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, estates, foundations, endowments, and other entities. The firm’s investment advice is delivered by its representatives through tailored portfolios using a variety of strategies and model solutions.

Stephen Hendrickson is a financial advisor at Centennial Securities Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centennial Securities since 1997. Outside of his advisory role, he officiates high school and small college football games during the fall season. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets for individuals, trusts, retirement plans, foundations, and businesses. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Jason Brinks is a CFP® professional with 17 years of industry experience, currently serving at Oxford Financial Group, Ltd since 2011. He holds the Series 63 designation and is based in Grand Rapids, MI. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients with family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation and operates dedicated investment teams to source and monitor managers, managing approximately $23.3 billion in assets across discretionary and non-discretionary arrangements.

Joshua Haywood is a financial advisor with ON Investment Management Company in Grand Rapids, MI, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2016 and previously at Haywood & Associates, Inc. from 2011 to 2018. Outside of his advisory role, he is involved in health, life, and disability insurance through VFG Solutions LLC and Strategic Diverse Ventures LLC. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a variety of investment programs and operates a dual-registration model combining advisory and broker-dealer activities.

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.

Eric Hoogstra is a CFP® with over 32 years of industry experience. He has been with G. A. Repple & Company since 2004. Outside of his advisory role, Hoogstra is involved in several charitable and educational activities, including serving on the board of Kuyper College and teaching at multiple universities. He is also a vice president at Centennial Coatings and volunteers as an amateur radio operator for the Ottawa County Emergency Communications. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to tailor portfolios according to client goals and risk tolerances and offers a range of investment programs, including ETF-focused and Biblically-Responsible Investing models.

Joseph Klunder is a Series 66-licensed financial advisor with three years of industry experience. He has worked at Northwestern Mutual and has been involved with Grand Valley State University since 2018. Outside of finance, he has experience with Masterpiece Flower Company and Calvin Christian High School. He is affiliated with Centennial Securities Company, Inc., a multi-team advisory firm managing approximately $1.15 billion in assets and serving a diverse client base including individuals, trusts, retirement plans, and foundations. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

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.