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.

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.

Zachary Grusell is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Eagle Strategies (NY Life) and other financial firms. Outside of his advisory role, he coaches lacrosse in Grand Rapids, Michigan. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies tailored to client objectives and is notable for its scale in institutional work and use of various analytical and operational tools.

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.

Daylen Dye is a financial advisor at Regal Investment Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments from 2012 to 2023. 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 approximately $2.88 billion across proprietary and third-party strategies and focuses on supporting a network of primary advisors rather than maintaining direct client relationships.

Jacob Uithoven is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with four years of industry experience. Prior to joining Fiduciary Financial Advisors in 2022, he worked at Central Michigan University and the University of Notre Dame. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutional clients. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing a range of investment vehicles and third-party managers, and offers specialized trustee services and access to private alternative funds.

Michael Potter is a Series 65-licensed advisor with Gradient Securities, LLC and has three years of industry experience. He has worked at Gradient Securities since 2023 and concurrently serves as Director of Client Relations at O'Neill Asset Management, LLC. His prior experience includes roles at VanderPloeg Bergakker & Associates and BDO. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, pension plans, trusts, and business entities. The firm emphasizes a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining detailed disclosure of its revenue-sharing and incentive arrangements.

James Bland is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding the Series 65 designation. He has experience previously working at Basin Oil and Gas and has been self-employed intermittently since 2016. Bland joined Fiduciary Financial Advisors in 2025. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments using a mix of fundamental, technical, and quantitative analysis and offers unique services such as professional trustee administration and advising on private and non-liquid alternative funds.

Kevin Kelly is a financial advisor with Centennial Securities Company, Inc. in Jenison, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Centennial Securities since 1997. Outside of his advisory role, he provides education and enrollment assistance to employees of 401(k) plans through a separate business activity. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Anne Melle is a Series 66-licensed advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2022. She has two years of industry experience and also serves as a staff accountant at the accounting firm Vander Ploeg, Bergakker & Associates, focusing on tax preparation and payroll processing. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing a combination of fundamental and technical analysis to develop customized portfolios.