Thomas Glover is a CFP® professional with 15 years of industry experience. He is currently with Centennial Securities Company, Inc., where he has worked since 2024, and previously worked at Calder Investment Advisors. 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 and estates, foundations, endowments, and other business entities. The firm offers tailored portfolios through a range of strategies using fundamental and technical analysis, proprietary and third-party models, and serves a diverse client base including institutional and less-common client types.

Kurt Van Dyken is a financial advisor at Lifeworks Advisors, LLC with 19 years of industry experience. He has served at Lifeworks Advisors since 2016 and previously worked at Northwestern Mutual Investment Management, Mass Mutual Life Insurance Company, and MML Investors Services. He holds Series 63 and Series 65 licenses and is also involved in life and health insurance, long-term care, disability, and fixed annuities sales. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and risk-based investment approaches using model strategies that include factor-based equity, ETFs, options, and third-party managers, supported by quantitative and fundamental analysis and proprietary software tools.

Christopher Ralph is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Eagle Strategies, 2M Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Caden Peddie is a financial advisor at Centennial Securities Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Centennial Securities, he worked at Play Builders LLC and held roles at Western Michigan University and Grandville Public Schools. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, and institutional entities. The firm’s investment approach involves tailored portfolios using fundamental and technical analysis, strategic asset allocation, and a range of management strategies delivered by its investment adviser representatives.

Bradley Laninga is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Eagle Strategies LLC, Peak Financial LLC, NYLIFE Securities LLC, New York Life Insurance Co, and Assurea Insurance Services. He is also a licensed independent insurance agent in Michigan, primarily to recommend and sell insurance products incidental to his advisory work. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a mix of active and passive investment strategies and offers a variety of services including asset management, financial planning, and ERISA plan advisory.

James Shuster is a financial advisor at Fiduciary Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc, Oppenheimer, and Edward Jones. Fiduciary Financial Advisors serves a diverse client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm integrates strategic and tactical asset allocation with a combination of fundamental, quantitative, technical, and model-manager analysis, and is noted for its digital-asset advisory capabilities and outsourced CFO services.

John Kailunas II is a financial advisor at Regal Investment Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Regulus Financial Group, LLC since 2015 and at Regal Investment Advisors, LLC since 2010. Outside of advisory work, he owns a restaurant through Courtres, LLC and operates a sales consulting business called Catalyst4Growth. 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 portfolios with discretionary implementation and rebalancing.

Scott Davison is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealthcare Capital Management LLC since 2014. He is based in Grand Rapids, MI. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, utilizing model portfolios supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee and evidence-based quantitative tools.

Duncan White is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation. He has five years of prior experience with AE Betencourt and four years with Judson Group before joining his current firm. Fiduciary Financial Advisors serves a diverse client base including individuals, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and comprehensive financial services, notably combining digital-asset advisory capabilities with formal trust arrangements and outsourced CFO services.

Lee Cole is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI, holding Series 63, 65, and 66 credentials and bringing 17 years of industry experience. He has worked at Regal Investment Advisors and Regulus Financial Group since 2015. Outside of his advisory work, he coaches middle school wrestling and assists with a family business selling puppies. 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 through proprietary and third-party strategies on an enterprise-scale sub-advisory platform.

Ryan Lind is a financial advisor with RFG Advisory, LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Financial Engines Advisors, TD Ameritrade Investment Management, and Scottrade. He is the founder of Lind Wealth Management, a wealth advisory firm he operates alongside his role at RFG Advisory. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans and participants, as well as institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Isaiah Bleiler is a CFP® with four years of industry experience currently at Innovia Wealth, LLC. He has worked at Innovia Wealth and its predecessor firms since 2022 and previously held roles at Simplified Investments and SpendMend. Innovia Wealth serves high-net-worth individuals, business owners, institutional clients, and retirement plans with discretionary investment management, comprehensive financial planning, and family office support. The firm combines fundamental, technical, and quantitative analysis while actively managing private funds and pooled investment vehicles.

Andrea Command is a ChFC® credentialed financial advisor with two years of industry experience. She is currently with Innovia Wealth, LLC, where she has worked since 2022. Prior to that, she spent five years at Keating Investment Counselors, Inc. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans. The firm offers discretionary investment management, comprehensive financial planning, retirement-plan fiduciary services, and family office support, with a notable focus on private fund management and pooled vehicle administration.

Peter Ross is a CFP®-certified financial advisor with four years of industry experience, currently serving at Innovia Wealth, LLC. His background includes roles at Deloitte Tax, LP, and involvement with Strategies Wealth Advisors, LLC prior to its transition to Innovia Wealth. He is a member of the Association of Corporate Growth Western Michigan, a middle-market M&A deal-making community. 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.

Jeffrey Wierenga is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, having been with Centennial Securities since 2003. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and 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, utilizing a blend of fundamental and technical analysis to develop customized portfolios.

Anthony Stumpo is a financial advisor with First Heartland Consultants, Inc. in Grandville, MI, holding a Series 66 designation and bringing seven years of industry experience. His prior work includes roles at Fifth Third Bancorp and Drummond Capital. Outside of his advisory work, he serves on the board of the National Dodgeball Association, an organization that promotes competitive dodgeball in the U.S. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.

Christopher Peterson is a CFP® professional with 23 years of industry experience, currently serving at Regal Investment Advisors LLC since 2014. He holds Series 63 and Series 66 licenses and is based in Kentwood, MI. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management to independent advisers and serves a range of client types, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, with financial advisers selecting allocations while Regal implements and manages the strategies.

Jason Swiatlowski is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and 16 years of industry experience. He has worked at Williams & Co dba Williams and Company Financial Services since 2010 and has been involved with the Michigan Association of Retired School Personnel providing educational seminars on retirement planning since 2016. He is also the owner of Jallens Corp, a banking entity. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Brett Beimers is a financial advisor with Money Concepts Capital Corp in Grandville, MI, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Money Concepts Capital Corp since 2021 and also operates Beimers Financial Services LLC, where he provides CPA and tax preparation services. Additionally, he is involved in teaching and coaching at Federal Benefits Academy. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, and operates in conjunction with a registered broker-dealer and insurance agency structure.

Timothy Potjer is a CFP® and ChFC® with 34 years of industry experience, currently an advisor with Eagle Strategies (NY Life) since 2009. He has also been associated with Potjer Financial Resources since 2000 and Nylife Securities Inc. and New York Life Insurance Company since 1991. Outside of his advisory roles, he serves as an officer with the Byron Center Downtown Development Authority. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.