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 17 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual, Mass Mutual, and MML Investors Services. Outside of his advisory role, he serves on the board of the Ella Bullis Foundation, which supports families affected by premature birth, and volunteers as treasurer for the Traffic Squad Fund with the Kent County Sheriff Department. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines a planning-based tranche approach with risk-based models and employs factor-based equity strategies, ETFs, hedged models, and third-party managers, while integrating tax and accounting services through affiliated entities.

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. He holds a Series 65 license and has one year of industry experience. Prior to joining Lifeworks Advisors, he worked in various roles including positions at Grand Valley State University and Burgess Concrete. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, 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 utilizing factor-based strategies, ETFs, and third-party managers.

Jordan Fischer is a CFP® with nine years of experience in the financial services industry. He has been with Regal Financial Group since 2018 and previously worked at NYLIFE Securities LLC, Michael Michalak, and Principal Securities Inc. Fischer is also appointed with outside carriers for brokering non-registered insurance products. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of SEC- and state-registered advisers, serving individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and maintains day-to-day trading discretion within strategy parameters.

Jennifer Beach is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors in Grand Rapids, MI. She has nine years of industry experience, including prior roles at Grand Valley State University. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm offers investment advisory, financial planning, and estate-planning services, employing a range of analytical methods and managing a distinctive mix of discretionary and non-discretionary assets.

Jaimee Figueiredo is a financial advisor at Plante Moran Financial Advisors in Grand Rapids, MI, holding a Series 65 credential with less than one year of experience. Prior to joining Plante Moran, Jaimee held various roles in the food and retail industries and attended Grand Valley State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary portfolios across a diverse client base.

Dustin Leach is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Regal Investment Advisors since 2010 and at Regulus, LLC since 2015. Outside of his advisory roles, Leach is a trustee of the E. & H. K. Scholarship Foundation and serves as a board member on an advisory committee for Great Lakes Coils. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, granting advisers discretion to implement and manage these strategies on clients’ behalf.

Robert Boerkoel is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Centennial Securities Company and the ongoing operation of Boerkoel & Boerkoel, Ltd., an accounting and tax preparation firm. Regal Investment Advisors LLC provides discretionary investment management to independent advisers and their clients, offering proprietary and third-party model portfolios across a range of asset classes with discretionary implementation and rebalancing managed by the firm.

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 CERTIFIED FINANCIAL PLANNER™ at Lifemark Securities Corp. with 26 years of industry experience. He has worked at Lifemark since 2018 and also co-manages Grand River Wealth Management, where he is involved in the sales and service of life insurance and fixed annuities. Outside of his financial advisory work, Derbin serves as an Assistant Scoutmaster for a Boy Scouts troop and holds a voting position on the council of Trinity Lutheran Church. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing tailored, suitability-driven strategies across various managed account programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, supporting discretionary and non-discretionary account management with compliance controls separating advisory and commission activities.

Timothy Ketelhut is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds a Series 65 designation and has been with Fiduciary Financial Advisors since 2023. He also has a background with Team Life, Inc, where he has been involved since 2016. Fiduciary Financial Advisors serves a wide range of clients including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm’s investment approach incorporates strategic and tactical asset allocation using various analysis methods and offers specialized services such as digital-asset portfolio management, professional trustee roles, and outsourced CFO engagements.

Patrick Brunner is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds a Series 66 designation and has prior experience with NYLIFE Securities LLC, 2M Financial Group, and New York Life Insurance Company. Brunner also served in the Marine Corps Reserve for six years. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutions. The firm combines strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including third-party managers and private alternative funds, while providing individual professional trustee services.

Douglas Fisher is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Lake Michigan Credit Union and LPL Financial for 11 years each. Mr. Fisher also operates as an independent insurance agent specializing in life, annuity, and health products. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning with a focus on strategic and tactical asset allocation, incorporating fundamental, quantitative, and technical analysis tailored to client needs. It also provides digital-asset portfolio management and outsourced CFO services, combining traditional and alternative investment approaches.

Dominic Niewald is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Centennial Securities Company, Inc. in Grand Rapids, MI, where he has worked since 2014. Centennial Securities Company, Inc. is a multi-team advisory firm with approximately $1.15 billion in assets under management and about 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations and endowments, and other business entities, offering customized portfolio management, financial planning, and access to third-party manager programs.

John Spears is a financial advisor at Gradient Securities, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise and Pruco Securities LLC. Prior to his financial services career, he was involved with Beach Boys, LLC for four years. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and extensive use of third-party managers.

Benjamin Ruiter is a financial advisor at HBW Advisory Services LLC with three years of industry experience. He holds a Series 65 designation and has worked at HBW Advisory Services since 2022. In addition to his advisory role, Ruiter is involved in several business activities including assisting in the creation of trusts and ownership in Pathway Financial Design, a financial services firm. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it serves a high volume of clients per advisor through a mix of retail, institutional, and intermediary relationships.

Alex Hossink is a financial advisor at Regal Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Regal Financial since 2018. Prior to this, he was involved in landscaping businesses and spent a year at Hantz Financial Services. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Justin Toole is a financial advisor at Regal Investment Advisors LLC with a Series 66 designation and three years of industry experience. His work history includes roles at Regulus Financial Group, Regal Holdings, Natural Choice Foods, the Internal Revenue Service, and Farmers Insurance Exchange. 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 manages approximately $2.88 billion across proprietary and third-party strategies, offering trade execution, rebalancing, and overlay management within a sub-advisory platform.