Connor Mc Dowell is a financial advisor at Fiduciary Financial Advisors with five years of industry experience. He holds the Series 65 designation and has worked at Fiduciary Financial Advisors since 2020, following two years at Action Point Financial Planning and four years at Hope College. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a range of investment strategies, including equities, debt, mutual funds, ETFs, and alternatives, while also providing professional trustee services and access to private and non-liquid alternative funds.

Micah Kinde is a CFP® and Series 65-licensed advisor at Innovia Wealth, LLC with two years of industry experience. Prior to joining Innovia Wealth in 2023, he held roles at Acrisure, LLC and S.A. Mason LLC, among others. Outside of financial advising, he is the owner of a business that sells solid cologne, where he assists with business strategy and development. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm emphasizes customized, diversified portfolios using a variety of investment approaches and products.

Tyler Owczarski is a financial advisor with Fiduciary Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at West Michigan Community Bank for nine years before joining his current firm. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic and tactical asset allocation with a variety of analytical approaches and offers specialized services such as digital-asset portfolio management backed by formal trust arrangements and outsourced CFO engagements.

Michael Martin is a Series 65 licensed financial advisor with seven years of industry experience, currently practicing at Fiduciary Financial Advisors in Grand Rapids, MI. His professional background includes seven years at Fiduciary Financial Advisors following a decade as a student. Fiduciary Financial Advisors serves a diverse client base ranging from individual investors to corporations and charitable foundations. The firm provides discretionary investment management, written financial planning, and outsourced CFO services, among other offerings, with a distinctive emphasis on digital-asset advisory supported by formal trust arrangements through a South Dakota-chartered trust company.

Olivia Geiger is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI. She holds Series 63 and Series 66 licenses and has six years of industry experience. Her prior work includes positions at JP Morgan Securities and Stifel. Outside of advising, she owns and operates Geigerhaus Gardens LLC. Regal Investment Advisors, operating as LionShare, provides sub-advisory services to SEC- and state-registered advisers, managing model portfolios and discretionary investment strategies on their behalf, serving high-net-worth and corporate clients through a network of primary advisors.

William Sims is a financial advisor with Missionsquare Retirement in Ada, MI, holding Series 63, Series 65, and Series 66 credentials and bringing 27 years of industry experience. He has worked at Icma Rc since 2018 and had a brief tenure at AXA Advisors, LLC in 2018. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm employs a multi-team advisory structure and utilizes investment advice and model portfolios developed by Morningstar Investment Management to support more than 40,000 participants.

Anthony Burek is a financial advisor at Regal Investment Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Regal since 2013. Outside of his advisory role, he serves as a board member and treasurer for The Sight Center of Northwest Ohio and is an officer and director of the Northern Buckeye United Soccer Club. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management through independent advisers to a diverse client base, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with a range of strategies that incorporate mutual funds, ETFs, equities, fixed income, and option overlays.

Andrew Fifield is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Innovation Partners LLC and IP Financial Advisory Services LLC since 2024 and has been associated with BCF Wealth Strategies since 2021. Prior to his advisory roles, he held positions at Fed Express and Village Inn. IP Financial Advisory Services LLC primarily serves individual retail clients by providing portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, offering personalized portfolios and specialized advisory services including actuarial analysis and tax-efficient asset management.

Douglas Kadison is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Innovia Wealth, LLC (formerly Strategies Wealth Advisors, LLC) since 2020 and previously held positions at Bank of America, Merrill Lynch, and Nuveen Investments. Kadison is based in Grand Rapids, MI. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm employs a customized investment approach utilizing a range of strategies and asset types, including private market investments and third-party research.

Randall Hansen is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Centennial Securities since 1995, totaling over three decades at the firm. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plan sponsors, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, utilizing customized portfolios that include mutual funds, ETFs, individual securities, and options.

Kyle Lott is a financial advisor at Centennial Securities Company, Inc. based in Grand Rapids, MI. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles with the Michigan State Police and the United States Marine Corps. He also operates the Kyle Lott Agency. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, foundations, and other entities. The firm delivers investment advice through its representatives with tailored portfolios using fundamental and technical analysis, strategic asset allocation, and model solutions, serving a diverse client base including less-common institutional types.

Heather Christmann is a financial advisor at Regal Investment Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Regulus Financial Group, LLC since 2014 while also being affiliated with Regal Investment Advisors since 2012. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered advisers. The firm serves a range of clients, including individual, charitable, and corporate/business clients, offering proprietary strategies alongside third-party model portfolios.

Alex Timmer is a financial advisor at Innovia Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Innovia Wealth and its predecessor firms since 2018. Outside of his advisory role, Timmer serves as a volunteer deacon on the board of First Reformed Church of Grandville. 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 blend of fundamental, technical, and quantitative analysis, and operates private equity and private fund platforms.

Christopher Gervat is a financial advisor at Lifeworks Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Baird and True Lacrosse LLC. In addition to his advisory role, he operates as an independent insurance agent. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach combined with factor-based equity strategies and third-party managers.

James Dempsey is a financial advisor at Centennial Securities Company, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Centennial since 2019. Prior to that, he spent 17 years at Fb Equity Sales Corporation of Michigan and has been involved with Farm Bureau Insurance since 2002, where he serves as an Advanced Planning Specialist focusing on retirement planning and business succession. Centennial Securities Company, Inc. is a multi-team advisory firm with approximately $1.15 billion in assets under management 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, delivering customized portfolios through a combination of fundamental and technical analysis.

Sean Morris is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Plante Moran Financial Advisors since 2020, following roles at Hantz Financial, Grand Valley State University, and involvement in athletics organizations including Grand Valley State Athletics and the Detroit Lions. Plante Moran Financial Advisors serves a diverse client base comprising high-net-worth individuals, institutions, and business entities, offering investment advisory, financial planning, and estate-planning services. The firm utilizes strategic asset allocation, proprietary equity valuation models, and multiple analyses to manage portfolios through discretionary and non-discretionary arrangements.

Ryan Goosen is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at 2M Financial Group, LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he is an independent insurance agent focused on helping clients with risk management through life insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, utilizing both passive and active investment strategies tailored to client objectives.

Daniel Vanskiver is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and ValMark Advisers, Inc. Outside of his advisory work, he serves as Dream Team Director for Make A Wish of Michigan, is President of the Board for Forest Hills Central High School Crew, and Treasurer on the Board of Directors for CUES4SUCCESS. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s network of independent advisers offers customized, long-term portfolio management using a range of investment vehicles and also provides financial planning and access to third-party manager programs.

Jeffrey Olsson is a financial advisor with Wedbush Securities Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Wedbush since 2016 and previously at Raymond James Financial Services from 2010 to 2016. Olsson also owns Olsson Investment Group LLC, through which he acts as a financial consultant. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across multiple asset classes and provides clearing, custodial, and prime services alongside managed account and wrap fee programs.

Shiqi Wang is a financial advisor at Regal Investment Advisors LLC with two years of industry experience. Wang holds the Series 66 designation and has worked at several firms including Regulus Financial Group, Private Advisor Group, LPL Financial, and Aspect Wealth Management. Prior to entering the financial industry, Wang was employed at the University of Texas at San Antonio and Jiangsu Normal University. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management to independent advisers and subadvisor clients, serving a mix of individual, charitable, and corporate/business clients. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal discretionary authority for implementation and rebalancing.