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 five years of industry experience. He has been with Plante Moran Financial Advisors since 2020, following roles at Hantz Financial, Grand Valley State University, and involvement in athletics organizations including Grand Valley State Athletics and the Detroit Lions. Plante Moran Financial Advisors serves a diverse client base comprising high-net-worth individuals, institutions, and business entities, offering investment advisory, financial planning, and estate-planning services. The firm utilizes strategic asset allocation, proprietary equity valuation models, and multiple analyses to manage portfolios through discretionary and non-discretionary arrangements.

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, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Wedbush since 2016 and previously at Raymond James Financial Services from 2010 to 2016. Olsson also owns Olsson Investment Group LLC, through which he acts as a financial consultant. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across multiple asset classes and provides clearing, custodial, and prime services alongside managed account and wrap fee programs.

Manuel Campins is a financial advisor at HBW Advisory Services LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks LLC and HBW Securities LLC. Outside of advising, he owns and operates a farm where he maintains fields and sells blueberries. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, and institutional clients with asset management, financial planning, and consulting. The firm employs a blended investment approach using third-party money managers, model portfolios, and tactical asset allocation, and is noted for its high client load per advisor and diversified service offerings including sub-advisory and retirement plan subscription services.

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 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.

David Veltkamp is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with several firms, including Cetera Advisor Networks, Clark Financial Group, and his own Veltkamp & Associates LLC. Outside of advisory roles, he serves as treasurer for Great Lakes Urban, a community development organization. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and pension plans. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, serving a large and diverse client base through retail, institutional, and intermediary relationships.

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.