Micah Kinde is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Innovia Wealth, LLC. He has three years of industry experience and has previously worked at Acrisure, LLC and S.A. Mason LLC. Outside of his advisory role, he owns a small business that sells solid cologne, where he provides business advice and collaborates on new ideas. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, comprehensive financial planning, and family office support. The firm is notable for its active management of private funds and pooled investment vehicles, utilizing a blend of analytical approaches and access to private market investments.

Matthew Lake is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and with five years of industry experience. His prior roles include positions at GLP Investment Services, LLC, GLP & Associates, Inc., Gill Staffing, and Huntington National Bank. In addition to his advisory work, he is also licensed as a life insurance agent, providing life insurance and fixed/index annuity sales and servicing clients. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and model portfolios, and it provides specialized portfolio financing options tailored to clients’ risk and liquidity profiles.

Tyler Owczarski is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses. He has three years of industry experience, including nine years at West Michigan Community Bank prior to joining his current firm. Fiduciary Financial Advisors serves a diverse client base ranging from individuals and families to corporations and charitable foundations, offering discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services. The firm integrates strategic asset allocation with fundamental, quantitative, and technical analysis, and is noted for its digital-asset advisory capabilities combined with formal trust arrangements.

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 at MissionSquare Retirement with 27 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at ICMA RC and AXA Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through multiple channels to over 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. He holds Series 63 and Series 65 designations and has 43 years of industry experience, including 31 years at Centennial Securities. 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, estates, foundations, endowments, and other business entities. The firm delivers customized portfolios through its investment adviser representatives using fundamental and technical analysis, strategic asset allocation, and both proprietary and third-party models.

Kyle Lott is an advisor at Centennial Securities Company, Inc. with Series 63 and Series 65 credentials. He has diverse work experience including service in the United States Marine Corps and the Michigan State Police. His career also includes roles in insurance agencies and other businesses. Centennial Securities Company, Inc. provides investment management, financial planning, and consulting services to a broad client base including individuals, high-net-worth clients, corporate plans, trusts, and institutions. The firm offers customized portfolios managed through a combination of fundamental and technical analysis, proprietary and third-party models, and provides both discretionary and non-discretionary management.

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 with Innovia Wealth, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Innovia Wealth (formerly Strategies Wealth Advisors) since 2018 and previously held positions at Mutual Securities and ValMark Securities. Outside of his advisory role, he serves as a volunteer Deacon on the Board of First Reformed Church of Grandville. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, comprehensive financial planning, retirement-plan fiduciary services, and family office support. The firm is notable for its active role in private fund management, pooled vehicle administration, and access to private market investments through affiliated structures.

Christopher Gervat is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 66 designation with nine years of industry experience. His prior experience includes three years with Baird and five years with True Lacrosse LLC. He is also an independent insurance agent. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management through discretionary and non-discretionary services. The firm employs both planning-based and risk-based investment approaches, integrating tax and accounting capabilities and maintaining an affiliated insurance business within a multi-advisor platform managing approximately $1 billion in assets.

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 six years at Plante Moran Financial Advisors and a total of five years in the industry. His prior experience includes roles at Hantz Financial, Grand Valley State University and Athletics, the Detroit Lions, Selcra, and Washtenaw Community College. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a broad client base that includes individuals, institutions, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, utilizing both third-party managers and alternative investments.

Ryan Goosen is a Series 66-licensed financial advisor with nine years of industry experience. He has been with Mutual Advisors, LLC since 2021 and previously worked at 2M Financial Group, LLC and New York Life affiliates from 2017 to 2021. Outside of his advisory role, he is an independent insurance agent assisting clients with risk management through life insurance. Mutual Advisors, LLC serves a broad client base including individuals, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive strategies and utilizes multiple analytical approaches and third-party platforms to tailor portfolio allocations to client objectives.

Daniel Vanskiver is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 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 and is president of the Forest Hills Central High School Crew Board. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized portfolio management and financial planning solutions, often employing mutual funds, ETFs, equities, and fixed income to meet client objectives.

Jeffrey Olsson is a financial advisor with Wedbush Securities Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining Wedbush in 2016, he worked at Raymond James Financial Services from 2010 to 2016 and has operated the Olsson Investment Group since 2008. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services, including both discretionary and non-discretionary portfolio management.

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.