Douglas Kadison is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Innovia Wealth, LLC (formerly Strategies Wealth Advisors, LLC) since 2020 and previously held positions at Bank of America, Merrill Lynch, and Nuveen Investments. Kadison is based in Grand Rapids, MI. 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 investment approach utilizing a range of strategies and asset types, including private market investments and third-party research.

Randall Hansen is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 designations and has 43 years of industry experience, including 31 years at Centennial Securities. Centennial Securities Company, Inc. provides 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 customized portfolios through its investment adviser representatives using fundamental and technical analysis, strategic asset allocation, and both proprietary and third-party models.

Kyle Lott is a financial advisor at Centennial Securities Company, Inc. based in Grand Rapids, MI. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles with the Michigan State Police and the United States Marine Corps. He also operates the Kyle Lott Agency. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, foundations, and other entities. The firm delivers investment advice through its representatives with tailored portfolios using fundamental and technical analysis, strategic asset allocation, and model solutions, serving a diverse client base including less-common institutional types.

Alex Timmer is a financial advisor with Innovia Wealth, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Innovia Wealth (formerly Strategies Wealth Advisors) since 2018 and previously held positions at Mutual Securities and ValMark Securities. Outside of his advisory role, he serves as a volunteer Deacon on the Board of First Reformed Church of Grandville. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, comprehensive financial planning, retirement-plan fiduciary services, and family office support. The firm is notable for its active role in private fund management, pooled vehicle administration, and access to private market investments through affiliated structures.

Christopher Gervat is a financial advisor at Lifeworks Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Baird and True Lacrosse LLC. In addition to his advisory role, he operates as an independent insurance agent. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach combined with factor-based equity strategies and third-party managers.

James Dempsey is a financial advisor at Centennial Securities Company, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Centennial since 2019. Prior to that, he spent 17 years at Fb Equity Sales Corporation of Michigan and has been involved with Farm Bureau Insurance since 2002, where he serves as an Advanced Planning Specialist focusing on retirement planning and business succession. Centennial Securities Company, Inc. is a multi-team advisory firm with approximately $1.15 billion in assets under management serving individuals, trusts and estates, retirement plan sponsors, foundations, and other business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, delivering customized portfolios through a combination of fundamental and technical analysis.

Sean Morris is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of five years in the industry. His prior experience includes roles at Hantz Financial, Grand Valley State University and Athletics, the Detroit Lions, Selcra, and Washtenaw Community College. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a broad client base that includes individuals, institutions, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, utilizing both third-party managers and alternative investments.

Daniel Vanskiver is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and ValMark Advisers, Inc. Outside of his advisory work, he serves as Dream Team Director for Make A Wish of Michigan, is President of the Board for Forest Hills Central High School Crew, and Treasurer on the Board of Directors for CUES4SUCCESS. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s network of independent advisers offers customized, long-term portfolio management using a range of investment vehicles and also provides financial planning and access to third-party manager programs.

Jeffrey Olsson is a financial advisor with Wedbush Securities Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining Wedbush in 2016, he worked at Raymond James Financial Services from 2010 to 2016 and has operated the Olsson Investment Group since 2008. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services, including both discretionary and non-discretionary portfolio management.

Tyler Saint Amour is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation and seven years of industry experience. He has a background as a student since 2008. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and retirement services to a diverse client base including individuals, high-net-worth families, trusts, and charitable foundations. The firm integrates strategic asset allocation with tactical adjustments and employs a range of investment vehicles, while also providing trustee services and advising on private alternative funds.

Ronald Bullis is a financial advisor at Lifeworks Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual, Mass Mutual, and MML Investors Services. Outside of his advisory role, he serves on the board of the Ella Bullis Foundation, which supports families affected by premature birth, and volunteers as treasurer for the Traffic Squad Fund with the Kent County Sheriff Department. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines a planning-based tranche approach with risk-based models and employs factor-based equity strategies, ETFs, hedged models, and third-party managers, while integrating tax and accounting services through affiliated entities.

Aaron Veldheer is a financial advisor with Innovia Wealth, LLC, holding a Series 66 credential and bringing 11 years of industry experience. His prior roles include positions at Bank of America, N.A. - Merrill Lynch and Strategies Wealth Advisors, LLC. He is a member of the Young Presidents’ Organization, West Michigan Chapter, where he collaborates with other business owners on leadership and business development ideas. 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 utilizing fundamental, technical, quantitative, and efficient-market analysis, and manages multi-million dollar portfolios with access to private equity and specialized fund options.

Isaiah Peterson is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI. He holds a Series 65 license and has one year of industry experience. Prior to joining Lifeworks Advisors, he worked in various roles including positions at Grand Valley State University and Burgess Concrete. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach utilizing factor-based strategies, ETFs, and third-party managers.

Jennifer Beach is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience, currently serving at Plante Moran Financial Advisors since 2017. Prior to joining Plante Moran, she held positions at Grand Valley State University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment process and offers both discretionary and non-discretionary portfolio management.

Jaimee Figueiredo is a financial advisor with Plante Moran Financial Advisors in Grand Rapids, MI. She holds a Series 65 designation and has recently started her career in the industry. Prior to joining Plante Moran, she has worked at various businesses including Fruition Acai & Juice Bar and Mercantile Bank. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity market valuation models.

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 CERTIFIED FINANCIAL PLANNER™ at Lifemark Securities Corp. with 26 years of industry experience. He has worked at Lifemark since 2018 and also co-manages Grand River Wealth Management, where he is involved in the sales and service of life insurance and fixed annuities. Outside of his financial advisory work, Derbin serves as an Assistant Scoutmaster for a Boy Scouts troop and holds a voting position on the council of Trinity Lutheran Church. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing tailored, suitability-driven strategies across various managed account programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, supporting discretionary and non-discretionary account management with compliance controls separating advisory and commission activities.

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.