Benjamin Lex is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Fiduciary Financial Advisors in 2023, he worked at Videojet Technologies and Keyence Corporation of America. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and offers professional trustee services as well as access to private and non-liquid alternative funds.

Spencer Miller is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Fiduciary Financial Advisors in 2023, he worked for Lake Michigan Credit Union from 2013 to 2023. 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 combines strategic asset allocation with tactical adjustments and utilizes a mix of fundamental, technical, and quantitative analysis.

Amy Butterfield is a CFP® and Series 65 licensed financial advisor with Plante Moran Financial Advisors. She has 16 years of industry experience and has worked with Plante Moran Financial Advisors since 2008. Amy is currently affiliated with P&M Holding Group as well. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse range of clients, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Robert Barcelona is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at HB Wealth Management, LLC, and Bank of America N.A., including Merrill. He serves on the advisory board for the Van Andel Institute, a nonprofit charitable organization, where he is involved in coordinating an annual winter festival. 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, financial planning, retirement plan consulting, and outsourced CFO services, with an investment approach that integrates strategic and tactical asset allocation and includes digital-asset portfolio management supported by a South Dakota-chartered trust company.

Alex Smith is a CFP®, CFA®, and Series 65-registered financial advisor with eight years of industry experience. He has worked with Plante Moran Financial Advisors since 2017 and previously was affiliated with Purdue University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-faceted investment process that includes fundamental, technical, and cyclical analysis combined with a proprietary equity market valuation model.

Michael Henke is a financial advisor with Fifth Third Wealth Advisors LLC in Grand Rapids, MI. He holds a Series 65 designation and has four years of industry experience. His prior roles include positions at MainStreet Advisors, Fifth Third Bank, and Greenleaf Trust. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, utilizing both third-party managers and affiliated model strategies.

Connor Mc Dowell is a Series 65-licensed financial advisor at Fiduciary Financial Advisors with six years of industry experience. He previously worked at Action Point Financial Planning and has a background that includes four years at Hope College. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, corporations, and charitable foundations. The firm combines discretionary investment management, financial planning, and outsourced CFO services with a focus on strategic and tactical asset allocation and digital-asset portfolio management.

Micah Kinde is a CFP® and Series 65-licensed advisor at Innovia Wealth, LLC with two years of industry experience. Prior to joining Innovia Wealth in 2023, he held roles at Acrisure, LLC and S.A. Mason LLC, among others. Outside of financial advising, he is the owner of a business that sells solid cologne, where he assists with business strategy and development. 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 emphasizes customized, diversified portfolios using a variety of investment approaches and products.

Tyler Owczarski is a financial advisor with Fiduciary Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at West Michigan Community Bank for nine years before joining his current firm. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic and tactical asset allocation with a variety of analytical approaches and offers specialized services such as digital-asset portfolio management backed by formal trust arrangements and outsourced CFO engagements.

Michael Martin is a Series 65 licensed financial advisor with seven years of industry experience, currently practicing at Fiduciary Financial Advisors in Grand Rapids, MI. His professional background includes seven years at Fiduciary Financial Advisors following a decade as a student. Fiduciary Financial Advisors serves a diverse client base ranging from individual investors to corporations and charitable foundations. The firm provides discretionary investment management, written financial planning, and outsourced CFO services, among other offerings, with a distinctive emphasis on digital-asset advisory supported by formal trust arrangements through a South Dakota-chartered trust company.

Douglas Kadison is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Innovia Wealth, LLC (formerly Strategies Wealth Advisors, LLC) since 2020 and previously held positions at Bank of America, Merrill Lynch, and Nuveen Investments. Kadison is based in Grand Rapids, MI. 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 investment approach utilizing a range of strategies and asset types, including private market investments and third-party research.

Alex Timmer is a financial advisor with Innovia Wealth, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Innovia Wealth (formerly Strategies Wealth Advisors) since 2018 and previously held positions at Mutual Securities and ValMark Securities. Outside of his advisory role, he serves as a volunteer Deacon on the Board of First Reformed Church of Grandville. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, comprehensive financial planning, retirement-plan fiduciary services, and family office support. The firm is notable for its active role in private fund management, pooled vehicle administration, and access to private market investments through affiliated structures.

Sean Morris is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of five years in the industry. His prior experience includes roles at Hantz Financial, Grand Valley State University and Athletics, the Detroit Lions, Selcra, and Washtenaw Community College. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a broad client base that includes individuals, institutions, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, utilizing both third-party managers and alternative investments.

Jeffrey Olsson is a financial advisor with Wedbush Securities Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining Wedbush in 2016, he worked at Raymond James Financial Services from 2010 to 2016 and has operated the Olsson Investment Group since 2008. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services, including both discretionary and non-discretionary portfolio management.

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.

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.

Jennifer Beach is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience, currently serving at Plante Moran Financial Advisors since 2017. Prior to joining Plante Moran, she held positions at Grand Valley State University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment process and offers both discretionary and non-discretionary portfolio management.

Jaimee Figueiredo is a financial advisor with Plante Moran Financial Advisors in Grand Rapids, MI. She holds a Series 65 designation and has recently started her career in the industry. Prior to joining Plante Moran, she has worked at various businesses including Fruition Acai & Juice Bar and Mercantile Bank. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity market valuation models.

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.

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.