Isaiah Peterson is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Lifeworks Advisors, he worked in various roles including four years at Grand Valley State University and three years at Burgess Concrete. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management. The firm utilizes both planning-based and traditional risk-based investment approaches, combining low-cost funds, individual securities, options, and third-party managers, supported by quantitative and fundamental analysis and artificial intelligence tools.

Jordan Fischer is a CFP® with nine years of industry experience, currently serving at Regal Investment Advisors LLC. His prior work includes roles at NYLIFE Securities LLC, Michael Michalak, and Principal Financial Services. In addition to his advisory duties, he is appointed with outside carriers to broker non-registered insurance products. Regal Investment Advisors operates as a multi-team firm providing model portfolio implementation and discretionary investment management through a network of primary advisers. The firm manages approximately $2.88 billion across proprietary and third-party strategies, focusing on sub-advisory services rather than direct client relationships.

Dustin Leach is a financial advisor at Regal Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Regulus, LLC, Regal Investment Advisors, and Fifth Third Securities, Inc. Leach is a trustee of the E. & H. K. Scholarship Foundation and serves as an advisory board member for Great Lakes Coils. 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 offers proprietary and third-party investment strategies, managing approximately $2.88 billion through a sub-advisory platform serving high-net-worth and corporate clients via a network of primary advisors.

Robert Boerkoel is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Centennial Securities Company and operating Boerkoel & Boerkoel, Ltd., an accounting and tax preparation firm where he serves as an Enrolled Agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion through proprietary and third-party strategies, working primarily with a network of investment advisor representatives and primary advisors rather than directly with end clients.

Andrew Boatright is a CFP® with seven years of industry experience, currently serving as a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI. He has previously held roles at Strategies Wealth Advisors, Bank of America, and Merrill. He serves on the Finance Department Advisory Board at Davenport University, providing guidance to faculty and students. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, financial planning, fiduciary services, and family office support. The firm distinguishes itself through active private fund management and access to private market investments alongside traditional portfolio strategies.

John Derbin Jr. is a CFP® and holds a Series 66 license with 27 years of experience in the financial industry. He has been with Lifemark Securities Corp. since 2018 and has extensive experience with Grand River Wealth Management and Foresters Equity Services. Outside of his advisory role, he serves as a general partner at D&L Partners, LLC, which works to recruit board members for nonprofit organizations, and he is active in his community as an Assistant Scoutmaster for a Boy Scouts troop and a voting member of the Trinity Lutheran Church Council. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice and a range of managed account solutions, managing accounts on both discretionary and non-discretionary bases with custody maintained by third-party custodians.

Timothy Ketelhut is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds a Series 65 designation and has been with Fiduciary Financial Advisors since 2023. He also has a background with Team Life, Inc, where he has been involved since 2016. Fiduciary Financial Advisors serves a wide range of clients including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm’s investment approach incorporates strategic and tactical asset allocation using various analysis methods and offers specialized services such as digital-asset portfolio management, professional trustee roles, and outsourced CFO engagements.

Patrick Brunner is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Fiduciary Financial Advisors and has prior experience at NYLIFE Securities LLC, 2M Financial Group, New York Life Insurance Company, and United Wholesale Mortgage. His background also includes service in the Marine Corps Reserve and employment at Michigan State University. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with discretionary management and emphasizes both traditional and digital-asset portfolios, supported by formal trust arrangements and outsourced CFO services.

Douglas Fisher is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Lake Michigan Credit Union and LPL Financial for 11 years each. Mr. Fisher also operates as an independent insurance agent specializing in life, annuity, and health products. 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 a focus on strategic and tactical asset allocation, incorporating fundamental, quantitative, and technical analysis tailored to client needs. It also provides digital-asset portfolio management and outsourced CFO services, combining traditional and alternative investment approaches.

Dominic Niewald is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Centennial Securities Company, Inc. in Grand Rapids, MI, where he has worked since 2014. Centennial Securities Company, Inc. is a multi-team advisory firm with approximately $1.15 billion in assets under management and about 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations and endowments, and other business entities, offering customized portfolio management, financial planning, and access to third-party manager programs.

John Spears is a financial advisor at Gradient Securities, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise and Pruco Securities LLC. Prior to his financial services career, he was involved with Beach Boys, LLC for four years. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and extensive use of third-party managers.

Alex Hossink is a financial advisor at Regal Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation. Prior to joining Regal Financial in 2018, he worked in landscaping and financial services roles. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Justin Toole is a financial advisor at Regal Investment Advisors LLC with four years of industry experience. He holds a Series 66 designation and has worked at Regal Investment Advisors since 2024. His prior roles include positions at Regulus Financial Group, Regal Holdings, the Internal Revenue Service, and Farmers Insurance Exchange. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Steven Starnes is a CFP® professional with 19 years of industry experience. He is currently with Fiduciary Financial Advisors and previously worked for nine years at Grand Wealth Management, LLC. Fiduciary Financial Advisors serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations, offering discretionary investment management, financial planning, and legacy position management. The firm employs a combination of strategic asset allocation and tactical adjustments, using various analysis methods and third-party managers, and provides individual professional trustee services as well as advisory services for private and non-liquid alternative funds.

Thomas Petzold is a financial advisor at Centennial Securities Company, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centennial Securities since 2000. Outside of his advisory role, he serves as president of Pathway Benefit Services, a third-party employee benefits firm he has been involved with since 1992. Centennial Securities Company 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, financial planning, and access to third-party manager programs, utilizing a range of securities and both discretionary and non-discretionary approaches.

Ryan Diepstra is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Centennial Securities since 2003. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate pensions, trusts, foundations, and various business entities. The firm delivers tailored investment advice through its advisers, employing a range of strategies and solutions including proprietary and third-party models.

Shannan Denison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with International Assets Advisory since 2013. Outside of her advisory role, Denison serves as Vice President on the Board of Directors for the West Michigan Jazz Society and is a children's book author. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers or wrap programs as part of its strategies.

Jacob Watson is a CFP® with three years of industry experience, currently serving as a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI. He previously worked at Oxford Financial Group, Ltd from 2005 to 2021. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm employs a customized, diversified investment approach that incorporates fundamental, technical, quantitative, and efficient-market analysis.

Jacob Hansma is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Schipper & Oosterink and New York Life. Fiduciary Financial Advisors serves a diverse client base including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic and tactical asset allocation with fundamental, quantitative, technical, and model-manager analysis, and offers distinctive services such as digital-asset portfolio management and outsourced CFO engagements.

James Klunder is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Centennial Securities for 30 years, joining the firm in 1996. Outside of his advisory role, Mr. Klunder provides education and guidance to employees of 401(k) plans and serves as co-trustee of the Goodale 2009 Generational Trust. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, foundations, endowments, and other business entities. The firm delivers tailored investment advice through its representatives, utilizing fundamental and technical analysis, strategic asset allocation, and a combination of proprietary and third-party model solutions.