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 Series 65-licensed financial advisor at Fiduciary Financial Advisors with six years of industry experience. He previously worked at Action Point Financial Planning and has a background that includes four years at Hope College. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, corporations, and charitable foundations. The firm combines discretionary investment management, financial planning, and outsourced CFO services with a focus on strategic and tactical asset allocation and digital-asset portfolio management.

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 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, 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 at MissionSquare Retirement with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes positions at ICMA RC and AXA Advisors, LLC. 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 advisory services, with investment advice developed by Morningstar Investment Management and delivered through a multi-team advisory structure.

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.

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 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 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 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 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.

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. 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.