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.

John Bush is a CFP® and Series 65-licensed financial advisor at CGN Advisors, LLC, with nine years of industry experience. He has worked at CGN Advisors since 2019 and previously held roles at Mark Prielipp Greenhouse & Mohr and Schwallier Wealth Management. Outside of his advisory work, he owns Bush Consultants, a business consulting firm that assists business owners with various tasks, and he also supports his wife’s power lift recliner business through ordering, accounting, and inventory management. CGN Advisors serves a diverse client base, including individuals, families, pension plans, businesses, and charitable organizations, offering comprehensive financial planning and investment services. The firm employs a long-term, globally diversified investment approach combining asset allocation, Modern Portfolio Theory, and active management, with a focus on fiduciary duty and regular portfolio reviews.

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.

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.

Matthew Lake is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at GLP Investment Services, LLC and GLP & Associates, Inc., focusing on life insurance and fixed/index annuity sales in addition to his advisory role. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing personal and employer-sponsored retirement accounts with a team of 39 advisors overseeing approximately $767 million in assets. The firm employs quantitative asset allocation methods and offers portfolio management using proprietary and third-party models.

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.

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.