Joel Broersma is a financial advisor with HBW Advisory Services LLC in Grand Rapids, MI. He holds the CFP® designation and has 30 years of industry experience. His prior firms include Silver Oak Securities, Inc. and CETERA Advisor Networks LLC. Broersma is also CEO of Pathway Financial Design LLC, a financial planning business. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party money managers and offers sub-advisory and subscription services, serving a diverse client base that includes retail, institutional, and intermediary relationships.

Jacob Petrick is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Innovia Wealth, LLC and previously spent time at Plante Moran Financial Advisors. His background includes roles outside of finance, such as positions at Kellogg's and educational institutions. 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 that incorporates fundamental, technical, quantitative, and efficient-market analysis.

Kyon Pannill is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning / Alternative Wealth, Wealthspan Investment Management, and Retirement Wealth Advisors, among other firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Eric Hoogstra is a CFP® with over 32 years of industry experience. He has been with G. A. Repple & Company since 2004. Outside of his advisory role, Hoogstra is involved in several charitable and educational activities, including serving on the board of Kuyper College and teaching at multiple universities. He is also a vice president at Centennial Coatings and volunteers as an amateur radio operator for the Ottawa County Emergency Communications. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to tailor portfolios according to client goals and risk tolerances and offers a range of investment programs, including ETF-focused and Biblically-Responsible Investing models.

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.

Justin Chase is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at firms including Sift and Member First Mortgage. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and serving as a subadvisor and co-advisor to other registered investment advisers. The firm employs a centralized Investment Team that uses a fund-of-funds approach across diversified managed portfolios.

Riley Aalderink is a financial advisor with Advisory Alpha, LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Vision Financial Group, Cambridge Investment Research Advisors, and Merrill. He is also active as an insurance agent, selling fixed and traditional insurance products. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised fund offerings. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a broad range of managed portfolio strategies.

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.

Daniel Ribbink is a CFP® professional with six years of industry experience, currently serving at Advisory Alpha, LLC since 2019. Prior to his current role, he has held positions at Amazon, AXA Advisors, and several other organizations. Outside of finance, he is the head bowling coach at Grand Valley State University, managing players and coordinating tournaments. Advisory Alpha is a multi-team SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach guided by a centralized Investment Team and is notable for its subadvisory roles with other RIAs and specialized retirement-plan solutions.

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.

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.