Mark Henley is a CFP® professional at Henrickson Nauta Wealth Advisors, Inc. with one year of industry experience. Prior to joining Henrickson Nauta, he worked nine years at BDO USA PC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, managing approximately $998.5 million in assets through a team of ten advisors.

Curtis Wells is a CFP® at Aspire Wealth with six years of industry experience. He previously worked at Brookstone Capital Management and Regal Financial Group. Curtis also serves as Head of Planning and Investment Adviser Representative at Advisor 123, LLC. Aspire Wealth serves individuals, corporations, charities, and retirement plans with comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and modern portfolio theory, employing proprietary model portfolios under discretionary authority.

Curtis Cottle is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds a Series 65 designation and has previously worked at IAMS Wealth Management, LLC, Compass Insurance Agency, Gradient Securities, LLC, and Gradient Advisors, LLC. Outside of his advisory role, he is involved in estate planning software services through Legacy Lock. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers.

Micah Broersma is a financial advisor at HBW Advisory Services LLC in Grand Rapids, MI, holding a Series 65 credential with over eight years of experience. His work history includes roles at Pathway Financial Design and Broersma & Associates. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting for a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and model portfolios, and is notable for its high client load per advisor and its institutional and intermediary service roles.

Jonathan Smith is a financial advisor with Impact Partnership Wealth, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Medalist Wealth Management, Lake Michigan Credit Union/Max Wealth Management, LPL Financial LLC, Secure Asset Management, Drake & Associates, and Horace Mann Companies. Jonathan also serves as an associate advisor with Medalist Wealth Management, focusing on life insurance and annuity sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of 89 advisors. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services, employing both firm-managed and advisor-managed investment strategies.

Joshua Fox is a financial advisor with Founders Financial Securities LLC in Caledonia, MI, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sigma Financial Corporation. Fox also operates Fox Wealth Solutions, providing investment management and life insurance services. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a network of adviser representatives. The firm employs various investment programs and combines advisory, brokerage, and insurance services within its platform.

Christopher Bowman is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Lifeworks Advisors, LLC and has previously worked at LPL Financial, J.P. Morgan Chase, JPMORGAN Securities, and USANA Health Sciences. Outside of his advisory role, Bowman serves as treasurer for a local elementary school parent-teacher organization. Lifeworks Advisors serves a diverse client base, including individuals, trusts, estates, and businesses, offering a range of wealth management and financial planning services. The firm integrates a planning-based tranche framework with a risk-based investment approach, employing diversified mutual funds, ETFs, third-party managers, and artificial-intelligence tools alongside traditional analysis.

Benjamin Smith is a Series 65 licensed advisor at Simplicity Wealth with one year of experience in the financial industry. Prior to joining Simplicity Wealth, he worked at SBC Financial and held roles in construction equipment, catering, and rental businesses. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offering discretionary portfolio management and a managed account platform with various overlays and a formal due diligence process for third-party managers.

David Radde is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior work includes roles at Doordash Inc., Kanai Wealth Management Group, and USA Financial Corporation. Centennial Securities Company, Inc. provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate plans, trusts, and foundations. The firm’s investment advice is delivered through its advisor representatives with portfolios tailored using fundamental and technical analysis, strategic asset allocation, and a range of proprietary and third-party solutions.

Paul Savage is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Cambridge Investment Research Advisor, Inc., Lutheran Financial Services, and Regulus Financial Group. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of unaffiliated advisers, serving individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering trade execution, rebalancing, and overlay management within its sub-advisory platform.

Brett Kalsbeek is a financial advisor at Centennial Securities Company, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial LLC and Bosveld Inc. Before entering financial services, he worked in landscaping for four years. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts and estates, retirement plans, foundations, endowments, and other business entities. The firm offers discretionary and non-discretionary investment management, financial planning, a sponsored wrap-fee program, and access to third-party manager programs, employing a mix of fundamental and technical analysis to develop customized portfolios.

Cassandra Bezeau is a financial advisor at Regal Investment Advisors LLC with five years of industry experience. She holds a Series 66 designation and has worked at Regulus Financial Group, Edward Jones, and Monroe County Community Credit Union. She serves on the subcommittee for the Woman's Leadership Initiative of Habitat for Humanity of Monroe County, where she helps plan and organize fundraising events. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and serves a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios, allowing advisers to select and manage strategies tailored to client needs.

Thomas Kowalkoski is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Regulus Financial Group, Interactive Brokers, J.P. Morgan Securities, and Fidelity Investments. Outside of finance, he has experience working in hospitality and entertainment, including at Mojos Dueling Piano Bar and Boyne Mountain Resorts. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

James Smith is a financial advisor with Lifeworks Advisors, LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at Consumers Credit Union and University Christian Outreach. Lifeworks Advisors serves a diverse client base including individual investors, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers wealth management, financial planning, and retirement plan advisory services using a planning-based tranche framework combined with a risk-based investment approach that incorporates low-cost diversified funds, third-party managers, and artificial-intelligence tools for research support.

Jonathan Wyngarden is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Centennial Securities since 2005 and has concurrently served at Ferris State University since 2006. Outside of his advisory work, Jonathan guides group pheasant hunts at Fruit Ridge Pheasant Farm and Blodgett Creek Hunt Club during the hunting season. 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 business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, developing customized portfolios through fundamental and technical analysis.

Jonathan Peddie is a financial advisor at Centennial Securities Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centennial Securities since 2001. Outside of his advisory role, he has been involved with Grand Office Supply since 1994. Centennial Securities Company is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plans, foundations, endowments, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs, utilizing a mix of mutual funds, ETFs, individual securities, and options.

Paul Kitzrow is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 20 years of industry experience. He has held various roles since 2010, including positions at PK Capital Management II, PK Capital Advisors, and Lyons Kitzrow Wealth Management. Outside of advisory work, he is involved as a managing partner and insurance agent for private fund limited partnerships, providing investment advice and selling life and disability insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, and option-based approaches, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Daniel Vandermolen is a financial advisor at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Centennial Securities since 1985. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, corporate plans, trusts, foundations, and other business entities. The firm delivers personalized portfolio management through its investment adviser representatives, employing a range of strategies and model solutions tailored to client objectives.

Aimee Capatanos is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Centennial Securities since 2003. In addition to her advisory role, she advises on 401(k) plans and performs administration work through Pathway Benefit Services. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs.

William Roth is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 65 and Series 63 licenses and has 14 years of industry experience, all with Centennial Securities. Centennial Securities 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, estates, foundations, endowments, and other business entities. The firm’s investment advice is delivered through its representatives and uses fundamental and technical analysis along with proprietary and third-party models tailored to client objectives.