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.

James Smith is a Series 65-licensed advisor with Lifeworks Advisors, LLC in Grand Rapids, MI, where he has worked since 2026. Prior to joining Lifeworks, he was employed at Consumers Credit Union and spent seven years with University Christian Outreach. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management through a combination of planning-based and risk-based investment approaches, integrating tax and accounting services to support coordinated financial solutions.

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 with Centennial Securities Company, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Centennial Securities since 2001. In addition to his advisory role, he has been involved with Grand Office Supply since 1994. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, foundations, and other entities. The firm delivers customized portfolios through its investment adviser representatives using a range of strategies and also serves various institutional clients including banking and insurance institutions.

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 at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has been with Centennial Securities Co., LLC since 2012. 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 investment advice through its representatives using a variety of strategies and model solutions tailored to client objectives.

Thomas Herin is a financial advisor at Lifeworks Advisors, LLC with Series 65 credentials and two years of experience in the industry. Prior to joining Lifeworks Advisors, he worked at Corewell Health for eight years and at Amway Hotel Corporation for six years. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a blend of planning-based and risk-based investment approaches supported by quantitative and fundamental analysis.

Joseph Kindig is a financial advisor at Regal Investment Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Regulus Financial Group, Bankers Life Securities, and Bankers Life and Casualty. Outside of his advisory role, he provides insurance services through AKA Retirement, LLC. Regal Investment Advisors LLC offers discretionary investment management to independent advisers and serves a range of clients including individuals, charitable organizations, and businesses. The firm provides proprietary and third-party investment strategies, allowing advisers to select and manage allocations on behalf of their clients.

Eric Olivero is a CFP® practitioner with eight years of industry experience, currently serving at Lifeworks Advisors, LLC since 2018. Prior to joining Lifeworks, he worked for University Christian Outreach for four years. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and portfolio management, utilizing both planning-based and risk-based investment approaches with a combination of low-cost funds, individual securities, and third-party managers.

Max Kuperus is a financial advisor at HBW Advisory Services LLC in Grand Rapids, MI, holding a Series 65 credential. He has recently entered the financial industry and has prior experience in various roles including with Pathway Financial Design and Ride Your Way LLC. Outside of his advisory role, he is involved in health insurance sales, estate plan consulting, and tax preparation as an enrolled agent. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, and institutional clients. The firm uses a blended investment approach, combining tactical asset allocation with third-party money managers, and offers services such as sub-advisory arrangements and retirement plan subscription options.

Emily Bustraan is a CFP® with 15 years of industry experience, currently serving as an advisor at Regal Investment Advisors LLC. Her prior roles include positions at Regulus Financial Group, LLC and Fidelity, where she worked in both advisory and brokerage capacities. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios across various asset classes. The firm serves a diverse client base including individual, charitable, and corporate clients through its network of financial advisers.

James White is a financial advisor at Regal Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities for 13 years. In addition to his advisory role, James serves as president of the Society of St. Vincent De Paul in Grand Rapids, a nonprofit charity. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary implementation through Financial Advisers.

Shawn White is a financial advisor at EverSource Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rogan & Associates, Inc. for 18 years. Since 2018, he has been a licensed insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and other RIAs, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and operates a private markets platform, delivering advice through a national network of investment advisor representatives.

Brian Yarch is a ChFC® credentialed financial advisor with 25 years of industry experience, currently serving at Regal Investment Advisors LLC. His work history includes roles at Regulus Financial Group, Bright Owl Investment Advisors, and Regal Investment Advisors dating back to 2000. Outside of advising, he is involved in bookkeeping and business coaching for a holistic wellness company. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering both proprietary and third-party portfolio strategies across a range of client types including individuals, charitable organizations, and businesses.

Donald Beesley is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses. He has 40 years of industry experience, all with Centennial Securities where he has worked since 1986. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, estates, foundations, endowments, and other entities. The firm’s investment advice is delivered by its representatives through tailored portfolios using a variety of strategies and model solutions.

Stephen Hendrickson is a financial advisor at Centennial Securities Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centennial Securities since 1997. Outside of his advisory role, he officiates high school and small college football games during the fall season. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets for individuals, trusts, retirement plans, foundations, and businesses. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Andrew Goodenough is a financial advisor at The London Company of Virginia with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Advisors Asset Management, Inc. and Guggenheim Investments. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of investment vehicles. The firm manages approximately $14.9 billion in assets, employing a conservative, long-term, bottom-up equity approach that emphasizes balance-sheet optimization, fundamental analysis, and downside protection.

Joshua Haywood is a financial advisor with ON Investment Management Company in Grand Rapids, MI, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2016 and previously at Haywood & Associates, Inc. from 2011 to 2018. Outside of his advisory role, he is involved in health, life, and disability insurance through VFG Solutions LLC and Strategic Diverse Ventures LLC. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a variety of investment programs and operates a dual-registration model combining advisory and broker-dealer activities.