Isaiah Bleiler is a CFP® with four years of industry experience currently at Innovia Wealth, LLC. He has worked at Innovia Wealth and its predecessor firms since 2022 and previously held roles at Simplified Investments and SpendMend. Innovia Wealth serves high-net-worth individuals, business owners, institutional clients, and retirement plans with discretionary investment management, comprehensive financial planning, and family office support. The firm combines fundamental, technical, and quantitative analysis while actively managing private funds and pooled investment vehicles.

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.

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.

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.

Carter Frantz is a financial advisor at PlanMember Securities Corporation with Series 63 and Series 65 credentials and one year of industry experience. He has held roles at Williams & Co dba Williams and Company Financial Services, MassMutual Investors Services, and MassMutual Life Insurance Company. Frantz also delivers educational workshops and pension analyses through the Michigan Association of Retired School Personnel. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

James Walsh is a Series 66-licensed financial advisor at Farther with 18 years of industry experience. Prior to joining Farther in 2025, he worked at Advance Capital Management, Inc. for eight years and Zhang Financial for five years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Christopher Hendryx is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at TIAA-CREF and TIAA since 2018 and previously at Stifel from 2016 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Ella Chatfield is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Her background includes roles in education at multiple schools and involvement with Velocity Nutrition. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and unified managed accounts, combining advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Mark Lazarowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has 29 years of industry experience, including 27 years at WelchDry and 2 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual, high-net-worth, pension, profit-sharing, charitable, corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party money managers and employs an asset-allocation framework with periodic rebalancing, as well as technology-enabled trade execution and tax-loss harvesting.

Lucas Hatridge is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include work at FedEx and Nations Title Agency. He is also engaged in the sale of fixed insurance products through various vendors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brad Erickson is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and with five years of industry experience. He has worked at Williams & Co dba Williams and Company Financial Services since 2020 and concurrently serves as a math consultant for the Ingham Intermediate School District, a role he has held since 2002. Additionally, he participates in municipal government as a compensation committee member for Vevay Township. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education and support services for plan sponsors and participants.

Vincent Frustaglio is a financial advisor with Principal Financial Services in Grand Rapids, MI. He holds the CFP® designation and has 12 years of industry experience. Prior to joining Principal, he worked at Edward Jones and Nationwide Investment Services Corporation. Outside of advising, he owns an LLC established for accounting purposes and sells fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.