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.

Tyler Saint Amour is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation and seven years of industry experience. He has a background as a student since 2008. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and retirement services to a diverse client base including individuals, high-net-worth families, trusts, and charitable foundations. The firm integrates strategic asset allocation with tactical adjustments and employs a range of investment vehicles, while also providing trustee services and advising on private alternative funds.

Ronald Bullis is a financial advisor at Lifeworks Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Management, Mass Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory role, he serves on the board of the Ella Bullis Foundation, which raises funds to support families affected by premature birth, and acts as treasurer for the Traffic Squad Fund volunteer unit. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management using a planning-based or risk-based investment approach, incorporating low-cost funds, individual securities, options, and third-party managers. Lifeworks integrates tax and accounting services, operates a proprietary client portal, and provides insurance implementation through affiliated businesses.

Aaron Veldheer is a financial advisor with Innovia Wealth, LLC, holding a Series 66 credential and bringing 11 years of industry experience. His prior roles include positions at Bank of America, N.A. - Merrill Lynch and Strategies Wealth Advisors, LLC. He is a member of the Young Presidents’ Organization, West Michigan Chapter, where he collaborates with other business owners on leadership and business development ideas. 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 utilizing fundamental, technical, quantitative, and efficient-market analysis, and manages multi-million dollar portfolios with access to private equity and specialized fund options.

Colby Robbe is a financial advisor at Regal Investment Advisors LLC with a Series 66 designation and one year of industry experience. His background includes roles at Regulus Financial Group and employment at Michigan State University. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform, focusing on day-to-day trading discretion while primary advisors retain responsibility for client relationships.

Isaiah Peterson is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Lifeworks Advisors, he worked in various roles including four years at Grand Valley State University and three years at Burgess Concrete. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management. The firm utilizes both planning-based and traditional risk-based investment approaches, combining low-cost funds, individual securities, options, and third-party managers, supported by quantitative and fundamental analysis and artificial intelligence tools.

Jordan Fischer is a CFP® with nine years of industry experience, currently serving at Regal Investment Advisors LLC. His prior work includes roles at NYLIFE Securities LLC, Michael Michalak, and Principal Financial Services. In addition to his advisory duties, he is appointed with outside carriers to broker non-registered insurance products. Regal Investment Advisors operates as a multi-team firm providing model portfolio implementation and discretionary investment management through a network of primary advisers. The firm manages approximately $2.88 billion across proprietary and third-party strategies, focusing on sub-advisory services rather than direct client relationships.

Jennifer Beach is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience, currently serving at Plante Moran Financial Advisors since 2017. Prior to joining Plante Moran, she held positions at Grand Valley State University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment process and offers both discretionary and non-discretionary portfolio management.

Jaimee Figueiredo is a financial advisor with Plante Moran Financial Advisors in Grand Rapids, MI. She holds a Series 65 designation and has recently started her career in the industry. Prior to joining Plante Moran, she has worked at various businesses including Fruition Acai & Juice Bar and Mercantile Bank. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity market valuation models.

Dustin Leach is a financial advisor at Regal Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Regulus, LLC, Regal Investment Advisors, and Fifth Third Securities, Inc. Leach is a trustee of the E. & H. K. Scholarship Foundation and serves as an advisory board member for Great Lakes Coils. 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 offers proprietary and third-party investment strategies, managing approximately $2.88 billion through a sub-advisory platform serving high-net-worth and corporate clients via a network of primary advisors.

Robert Boerkoel is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Centennial Securities Company and operating Boerkoel & Boerkoel, Ltd., an accounting and tax preparation firm where he serves as an Enrolled Agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion through proprietary and third-party strategies, working primarily with a network of investment advisor representatives and primary advisors rather than directly with end clients.

Andrew Boatright is a CFP® with seven years of industry experience, currently serving as a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI. He has previously held roles at Strategies Wealth Advisors, Bank of America, and Merrill. He serves on the Finance Department Advisory Board at Davenport University, providing guidance to faculty and students. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, financial planning, fiduciary services, and family office support. The firm distinguishes itself through active private fund management and access to private market investments alongside traditional portfolio strategies.

John Derbin Jr. is a CFP® and holds a Series 66 license with 27 years of experience in the financial industry. He has been with Lifemark Securities Corp. since 2018 and has extensive experience with Grand River Wealth Management and Foresters Equity Services. Outside of his advisory role, he serves as a general partner at D&L Partners, LLC, which works to recruit board members for nonprofit organizations, and he is active in his community as an Assistant Scoutmaster for a Boy Scouts troop and a voting member of the Trinity Lutheran Church Council. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice and a range of managed account solutions, managing accounts on both discretionary and non-discretionary bases with custody maintained by third-party custodians.