Thomas Turner is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has worked at Consolidated Portfolio Review Corp since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. In addition to his advisory work, he has been involved in Turner Auto since 1982. Consolidated Portfolio Review Corp serves individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans, through a multi-advisor platform. The firm offers tailored investment management and financial planning services, combining strategic asset allocation with fundamental and technical analysis, and provides access to proprietary model portfolios and third-party sub-advisors.

Jacob Watson is a CFP® with three years of industry experience, currently serving as a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI. He previously worked at Oxford Financial Group, Ltd from 2005 to 2021. 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, diversified investment approach that incorporates fundamental, technical, quantitative, and efficient-market analysis.

Jacob Hansma is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Schipper & Oosterink and New York Life. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments across a range of investment vehicles and offers professional trustee services as well as access to private and non-liquid alternative funds for qualified investors.

James Klunder is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Centennial Securities for 30 years, joining the firm in 1996. Outside of his advisory role, Mr. Klunder provides education and guidance to employees of 401(k) plans and serves as co-trustee of the Goodale 2009 Generational Trust. Centennial Securities Company, Inc. offers 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 tailored investment advice through its representatives, utilizing fundamental and technical analysis, strategic asset allocation, and a combination of proprietary and third-party model solutions.

Thomas Glover is a CFP® professional with 15 years of industry experience. He is currently with Centennial Securities Company, Inc., where he has worked since 2024, and previously worked at Calder Investment Advisors. 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 and estates, foundations, endowments, and other business entities. The firm offers tailored portfolios through a range of strategies using fundamental and technical analysis, proprietary and third-party models, and serves a diverse client base including institutional and less-common client types.

Kurt Van Dyken is a financial advisor with Lifeworks Advisors, LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has previously worked with Northwestern Mutual in various capacities for 10 years and had brief roles at Mass Mutual and MML Investors Services. Outside of advisory work, he is involved in life and health insurance sales, including long-term care, disability, and fixed annuities. Lifeworks Advisors serves a diverse client base, including individuals, trusts, estates, charitable organizations, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach, utilizing diversified mutual funds, ETFs, third-party managers, and alternative investments, supported by quantitative and fundamental analysis and artificial intelligence tools.

Bradley Laninga is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Eagle Strategies LLC, Peak Financial LLC, NYLIFE Securities LLC, New York Life Insurance Co, and Assurea Insurance Services. He is also a licensed independent insurance agent in Michigan, primarily to recommend and sell insurance products incidental to his advisory work. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a mix of active and passive investment strategies and offers a variety of services including asset management, financial planning, and ERISA plan advisory.

James Shuster is a financial advisor at Fiduciary Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc, Oppenheimer, and Edward Jones. Fiduciary Financial Advisors serves a diverse client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm integrates strategic and tactical asset allocation with a combination of fundamental, quantitative, technical, and model-manager analysis, and is noted for its digital-asset advisory capabilities and outsourced CFO services.

John Kailunas II is a financial advisor at Regal Investment Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Regulus Financial Group, LLC since 2015 and at Regal Investment Advisors, LLC since 2010. Outside of advisory work, he owns a restaurant through Courtres, LLC and operates a sales consulting business called Catalyst4Growth. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent investment adviser representatives and other registered advisers. The firm serves a diverse client base including individual, charitable, and corporate clients, offering proprietary and third-party model portfolios with discretionary implementation and rebalancing.

Scott Davison is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealthcare Capital Management LLC since 2014. He is based in Grand Rapids, MI. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, utilizing model portfolios supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee and evidence-based quantitative tools.

David Rasch is a financial advisor with ValMark Advisers, Inc. based in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining ValMark, he worked at Harvest Wealth Advisors, U.S. Bancorp Investments, U.S. Bank, and Charles Schwab & Co. He maintains a minority interest in Harvest Wealth Advisors, where he is involved in wealth management. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing supported by an investment committee.

Duncan White is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation. He has five years of prior experience with AE Betencourt and four years with Judson Group before joining his current firm. Fiduciary Financial Advisors serves a diverse client base including individuals, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and comprehensive financial services, notably combining digital-asset advisory capabilities with formal trust arrangements and outsourced CFO services.

Ralph Gale Jr. is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gradient Advisers LLC and IAMS Wealth Management, LLC. Outside of his advisory work, he is the founder of The Kings Cupboards, a food pantry in Clarksville, MI. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, to tailor investment advice.

Lee Cole is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI, holding Series 63, 65, and 66 credentials and bringing 17 years of industry experience. He has worked at Regal Investment Advisors and Regulus Financial Group since 2015. Outside of his advisory work, he coaches middle school wrestling and assists with a family business selling puppies. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion through proprietary and third-party strategies on an enterprise-scale sub-advisory platform.

Ryan Lind is a financial advisor with RFG Advisory, LLC, based in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Financial Engines Advisors, TD Ameritrade Investment Management, and Scottrade. Lind is also the founder and wealth advisor of Lind Wealth Management, a separate advisory business. RFG Advisory is a multi-team registered investment adviser with about 178 advisors managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a broad range of clients with portfolio management, financial planning, and alternative investment options.

Isaiah Bleiler is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Innovia Wealth, LLC and its predecessor firms since 2022, following prior roles at Simplified Investments and SpendMend. Isaiah is based in Grand Rapids, MI. 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 role in private fund management and provides access to private market investments through affiliated structures and third-party research.

Andrea Command is a ChFC® credentialed financial advisor with two years of industry experience. She is currently with Innovia Wealth, LLC, where she has worked since 2022. Prior to that, she spent five years at Keating Investment Counselors, Inc. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans. The firm offers discretionary investment management, comprehensive financial planning, retirement-plan fiduciary services, and family office support, with a notable focus on private fund management and pooled vehicle administration.

Peter Ross is a CFP®-certified financial advisor with four years of industry experience, currently serving at Innovia Wealth, LLC. His background includes roles at Deloitte Tax, LP, and involvement with Strategies Wealth Advisors, LLC prior to its transition to Innovia Wealth. He is a member of the Association of Corporate Growth Western Michigan, a middle-market M&A deal-making community. 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 emphasizes customized, diversified portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis.

Jeffrey Wierenga is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, having been with Centennial Securities since 2003. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and 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, utilizing a blend of fundamental and technical analysis to develop customized portfolios.

Anthony Stumpo is a financial advisor with First Heartland Consultants, Inc. in Grandville, MI, holding a Series 66 designation and bringing seven years of industry experience. His prior work includes roles at Fifth Third Bancorp and Drummond Capital. Outside of his advisory work, he serves on the board of the National Dodgeball Association, an organization that promotes competitive dodgeball in the U.S. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.