Travis Peltz is a financial advisor at Regal Investment Advisors LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Regal Investment Advisors LLC and Regulus Financial Group, LLC since 2015, and REP Enterprises LLC since 2010. Outside of advising, he is a partner at Peltz Inc, a holding company. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios with discretionary implementation and rebalancing managed through Financial Advisers.

Phillip Owens is a ChFC® with 39 years of industry experience, currently serving at Regal Investment Advisors LLC since 2023. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Owens is an executive board member of Lincoln Lake Baptist Youth Camp and serves on several nonprofit and community boards. Regal Investment Advisors, operating under the LionShare brand, provides model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across a range of proprietary and third-party investment strategies.

Benjamin Lex is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Fiduciary Financial Advisors in 2023, he worked at Videojet Technologies and Keyence Corporation of America. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and offers professional trustee services as well as access to private and non-liquid alternative funds.

Ian Grohman is a financial advisor at Simplicity Wealth with two years of industry experience. He holds a Series 65 designation and previously worked at IAMS Wealth Management and Security Benefits Center. Outside of his advisory role, he is the owner and CEO of IJG, LLC, where he coaches soccer. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers.

Spencer Miller is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Fiduciary Financial Advisors in 2023, he worked for Lake Michigan Credit Union from 2013 to 2023. 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 and utilizes a mix of fundamental, technical, and quantitative analysis.

Richard Kennedy Jr. is a financial advisor at MissionSquare Retirement with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he was involved with EverGreen Ministries. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, and education services, along with Guided Pathways Advisory Services featuring investment advice and model portfolios developed by Morningstar Investment Management.

Vinh Ma is a CFP® professional with 25 years of industry experience, currently affiliated with Regal Investment Advisors LLC. He previously worked at Edward Jones for nine years. 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 proprietary and third-party investment strategies through a sub-advisory platform serving individual, high-net-worth, and corporate clients.

Julie Burton is a Series 66-licensed financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2003. She has 11 years of industry experience. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets across about 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, endowments, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Tyler Keuning is a financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Rogan & Associates, Inc. Tyler also operated the Grand Rapids Bicycle Company for eight years. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients by providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors offering multiple investment programs and incorporates values-based portfolio options informed by a Judeo-Christian framework.

Melissa Stewart is a CFP® with 19 years of industry experience, currently affiliated with Dynamic. She previously spent ten years with Raymond James & Associates before joining Dynamic Wealth Advisors, doing business as ClearVista Advisors, where she has worked for the past five years. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management, financial planning, and sub-advisory support.

Amy Butterfield is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 2008. She is also associated with P&M Holding Group. Amy is based in Grand Rapids, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutions, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and manages both discretionary and non-discretionary assets, operating within the larger Plante Moran enterprise which offers integrated financial services through its affiliated entities.

Tadd Strabbing is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Regulus Financial Group, Northwestern Mutual Investment Services, and Gentex. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, using a range of proprietary and third-party model portfolios.

Jill Veenstra is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at The Huntington Investment Company and My RIA Lawyer. She is also the owner of Cherrywood Smokehouse, LLC, a catering business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individual, charitable, and corporate clients. The firm offers a range of proprietary and third-party investment strategies, with advisers selecting allocations and granting Regal discretionary authority to manage accounts accordingly.

Richard Wagner is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Centennial Securities since 1992. Outside of his advisory role, he is involved in operating a restaurant, contributing to baking and inventory management. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plans, foundations, and other entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Robert Barcelona is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at HB Wealth Management, LLC, and Bank of America N.A., including Merrill. He serves on the advisory board for the Van Andel Institute, a nonprofit charitable organization, where he is involved in coordinating an annual winter festival. 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, financial planning, retirement plan consulting, and outsourced CFO services, with an investment approach that integrates strategic and tactical asset allocation and includes digital-asset portfolio management supported by a South Dakota-chartered trust company.

Alex Smith is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has worked at Plante Moran Financial Advisors since 2017 and previously was employed at Purdue University for four years. Alex is based in Grand Rapids, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

John Sweeney is a financial advisor with On Investment Management Co in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at On Investment Management Co since 2014 and has concurrent roles at The O. N. Equity Sales Company and Ohio National Financial Services. Outside of advisory work, he owns JMS Financial Resource, LLC, an insurance sales business specializing in fixed life and equity-indexed annuities. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and managed account options, with a significant portion of assets managed on a non-discretionary basis.

Michael Henke is a financial advisor with Fifth Third Wealth Advisors LLC in Grand Rapids, MI. He holds a Series 65 designation and has four years of industry experience. His prior roles include positions at MainStreet Advisors, Fifth Third Bank, and Greenleaf Trust. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, utilizing both third-party managers and affiliated model strategies.

Bruce Elder is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Centennial Securities since 2019 and has concurrent experience with Noyes Advisors LLC and David A Noyes & Company dating back to 2000. Outside of his advisory work, he volunteers as a lacrosse coach at East Grand Rapids High School. Centennial Securities Company, Inc. 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 and financial planning services through a combination of fundamental and technical analysis, utilizing mutual funds, ETFs, individual securities, and options.

Chad Bowhuis is a CFP® professional with 13 years of industry experience, currently serving at Founders Financial Securities LLC since 2012. He also has a role at Benchmark Financial Design Group that began the same year. Outside of his advisory work, Bowhuis performs compensated snow removal services for Holy Redeemer Parish in Jenison, MI. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate clients. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program platforms and a combination of advisory, brokerage, and insurance capabilities.