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 with Foundations Investment Advisors LLC in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Foundations Investment Advisors, he 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 organization. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, using a variety of investment products and a network of affiliated entities.

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.

Kimberly Strosnider is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Foundations in 2024, she worked at AlphaStar Capital Management, LLC and SGL Financial, LLC. She is also involved with Estate and Wealth Management Services, where she engages in life, health, annuity, fixed, and long-term care insurance activities. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

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.

Christopher Peterson is a CFP® professional with 23 years of industry experience, currently serving at Regal Investment Advisors LLC since 2014. He holds Series 63 and Series 66 licenses and is based in Kentwood, MI. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management to independent advisers and serves a range of client types, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, with financial advisers selecting allocations while Regal implements and manages the strategies.

Jason Swiatlowski is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and 16 years of industry experience. He has worked at Williams & Co dba Williams and Company Financial Services since 2010 and has been involved with the Michigan Association of Retired School Personnel providing educational seminars on retirement planning since 2016. He is also the owner of Jallens Corp, a banking entity. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Brett Beimers is a financial advisor with Money Concepts Capital Corp in Grandville, MI, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at several firms including Gradient Securities and O'Neill Asset Management, and he operates Beimers Financial Services LLC, where he provides CPA and tax preparation services. He is also involved with Federal Benefits Academy as a teacher and coach. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets through model-driven approaches and offers a range of discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Jared Stauffer is a CFP® professional with 24 years of experience in the financial services industry. He has been with Eagle Strategies (NY Life) since 2006 and holds registrations with Nylife Securities LLC and New York Life Insurance Company since 2002. He is based in Grand Rapids, MI. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored recommendations through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Timothy Potjer is a CFP® and ChFC® with 34 years of industry experience, currently an advisor with Eagle Strategies (NY Life) since 2009. He has also been associated with Potjer Financial Resources since 2000 and Nylife Securities Inc. and New York Life Insurance Company since 1991. Outside of his advisory roles, he serves as an officer with the Byron Center Downtown Development Authority. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Michael Nguyen is a financial advisor at PNC Wealth Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work history includes roles at PNC Investments LLC, Huntington National Bank, and JPMorgan Chase Bank. Before entering financial services, he worked in the hospitality sector at Carrabba's Italian Grill and Jaku Sushi Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Chad Rayborn is a financial advisor with J.W. Cole Advisors, Inc. in Grand Rapids, MI, holding the ChFC® designation and Series 63 and 66 registrations. He has 18 years of industry experience, including prior roles at LPL Financial and Waddell & Reed. Outside of his advisory work, he co-owns IFLY & Associates, a business pass-through entity, and is involved with Navigate Financial Group in marketing activities. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary strategies, utilizing fundamental and technical analysis as well as model- and manager-based approaches.

Scott Goldman is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at 2M Financial Group LLC, NYLIF Securities LLC, New York Life Insurance Company, LPL Financial, and CUNA Mutual Group. Outside of his advisory work, he also works as a delivery driver for DoorDash, Uber Eats, and Instacart. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and focuses primarily on non-discretionary asset management, often working within an integrated structure tied to insurance and annuity products.

Collin Dawes is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and 27 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has prior experience at Independent Financial Partners and LPL Financial. His other business activities include operating Dawes Wealth Management as a DBA within his LPL business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance asset aggregation and digital estate planning.