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.

Jordan Powers is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding a Series 66 designation and nine years of industry experience. He has been with Centennial Securities since 2016. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, corporate plans, trusts, and institutions. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, utilizing proprietary and third-party models to tailor portfolios to client objectives.

Donald Carlson is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Regal Investment Advisors and affiliated firms since 2010. Outside of his advisory roles, he is a co-founder and volunteer leader of a charity called It’s Gotta Be The Shoes. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

David Rasch is a financial advisor with ValMark Advisers, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with ValMark Advisers since 2010 and has additional experience with Valmark Securities since 2007. Outside of his advisory work, he is involved in farming through GreenTree Orchards, where he leases farmland to his brother. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and sub-advisory services.

Scott Sjoerdsma is a financial advisor at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Centennial Securities since 2001. Centennial Securities Company, Inc. is a multi-team advisory firm with approximately 30 advisors and $1.15 billion in assets under management, serving individuals, trusts, estates, retirement plan sponsors, foundations, and business entities. The firm provides discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Melissa Clements is a CFP® professional with 21 years of industry experience. She is currently with Regal Investment Advisors LLC and has been associated with Regulus Financial Group, LLC since 2015. In addition to her advisory roles, she provides financial and insurance services as an insurance agent and registered assistant through Riverbank Wealth Management. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party strategies, granting advisers discretionary authority to implement and manage client portfolios.

Devan Dekker is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Regulus Financial Group, Bank of America, Wells Fargo Advisors, NYLIFE Securities LLC, New York Life Insurance Company, as well as employment outside finance at Grand Valley State University and Weed Man Lawncare. Additionally, Dekker serves as a referee for Michigan Sports Academies, an organized group sports program. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, supporting their high-net-worth and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

There is something we have in common. We all have financial resources that we have to figure out how to steward. As you journey in your financial life, it can be difficult to make decisions along the way. Having a trusted advisor is essential to navigating the now and planning for the future. As your advisor, I specialize in helping clients develop a plan that fits their unique situation. We will consider all areas of your financial life as we work together to chart a course forward. Income tax planning Investment planning Retirement planning Charitable giving Cash flow planning Insurance planning Education planning Estate planning It is my desire to be a guide along the journey and help you make your plan a reality. If you would like clarity and direction in your financial life, or someone to help keep you on course, I’d love to have a conversation about working together.

Benjamin Verwys is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Fiduciary Financial Advisors since 2014. Outside of his advisory role, he serves as the Managing Member of BAMF Investors, LLC, a pooled funding vehicle investing in a privately held healthcare company. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using fundamental, technical, and quantitative analysis, and also offers individual professional trustee services and access to private and non-liquid alternative funds.

William Boersma is a financial advisor with ValMark Advisers, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at ValMark Advisers since 2022 and has owned Lawson Insurance Services since 1996. Outside of his advisory role, he owns Opportunity Concepts LLC, providing insurance consulting and expert witness services related to fixed life insurance. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering investment management, financial planning, and retirement plan advisory services. The firm utilizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and provides back-office support and due diligence for its advisors.

Terry Seely is a financial advisor with Fiduciary Financial Advisors who holds the Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Delong & Brower, Cetera Investment Advisers, and other firms, and he has been involved with insurance sales and fixed insurance services through his own business, Capital Ideas, LLC. Outside of finance, he serves as a registered basketball official for the Michigan High School Athletic Association. Fiduciary Financial Advisors serves a broad client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a comprehensive investment approach that includes discretionary management, financial planning, and specialized services such as digital-asset portfolio management and outsourced CFO engagements.