Patrick Brunner is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Fiduciary Financial Advisors and has prior experience at NYLIFE Securities LLC, 2M Financial Group, New York Life Insurance Company, and United Wholesale Mortgage. His background also includes service in the Marine Corps Reserve and employment at Michigan State University. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with discretionary management and emphasizes both traditional and digital-asset portfolios, supported by formal trust arrangements and outsourced CFO services.

Douglas Fisher is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Lake Michigan Credit Union and LPL Financial for 11 years each. Mr. Fisher also operates as an independent insurance agent specializing in life, annuity, and health products. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning with a focus on strategic and tactical asset allocation, incorporating fundamental, quantitative, and technical analysis tailored to client needs. It also provides digital-asset portfolio management and outsourced CFO services, combining traditional and alternative investment approaches.

John Spears is a financial advisor at Gradient Securities, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise and Pruco Securities LLC. Prior to his financial services career, he was involved with Beach Boys, LLC for four years. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and extensive use of third-party managers.

Steven Starnes is a CFP® professional with 19 years of industry experience. He is currently with Fiduciary Financial Advisors and previously worked for nine years at Grand Wealth Management, LLC. Fiduciary Financial Advisors serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations, offering discretionary investment management, financial planning, and legacy position management. The firm employs a combination of strategic asset allocation and tactical adjustments, using various analysis methods and third-party managers, and provides individual professional trustee services as well as advisory services for private and non-liquid alternative funds.

Shannan Denison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with International Assets Advisory since 2013. Outside of her advisory role, Denison serves as Vice President on the Board of Directors for the West Michigan Jazz Society and is a children's book author. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers or wrap programs as part of its strategies.

Jacob Watson is a CFP® with three years of industry experience, currently serving as a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI. He previously worked at Oxford Financial Group, Ltd from 2005 to 2021. 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, diversified investment approach that incorporates fundamental, technical, quantitative, and efficient-market analysis.

Jacob Hansma is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Schipper & Oosterink and New York Life. 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 employs a combination of strategic asset allocation and tactical adjustments across a range of investment vehicles and offers professional trustee services as well as access to private and non-liquid alternative funds for qualified investors.

James Shuster is a financial advisor at Fiduciary Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc, Oppenheimer, and Edward Jones. Fiduciary Financial Advisors serves a diverse client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm integrates strategic and tactical asset allocation with a combination of fundamental, quantitative, technical, and model-manager analysis, and is noted for its digital-asset advisory capabilities and outsourced CFO services.

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.

Kimberly Strosnider is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds the ChFC® designation and has previously worked with AlphaStar Capital Management, LLC and SGL Financial, LLC. In addition to her advisory role, she also engages in life, health, annuity, fixed, and long-term care insurance services through her business, Estate and Wealth Management Services LLC. Foundations Investment Advisors LLC serves a broad client base, including individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm offers financial planning and portfolio management using a mix of fundamental, technical, and cyclical analysis, with model portfolios and an asymmetric rebalancing approach.

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.

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.

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.

Scott Goldman is a financial advisor with Eagle Strategies (New York Life) based in Grand Rapids, Michigan. He holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, he worked at firms including LPL Financial, CUNA Brokerage Services, and Hill Island Financial. Outside of his advisory role, he works as a delivery driver for DoorDash, Uber Eats, and Instacart. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm offers a range of advisory programs, emphasizing tailored recommendations and managing primarily non-discretionary assets.

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.

Todd Brandstadt is a CFP® with 31 years of industry experience currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc., where he has worked since 2014. He is based in Grand Rapids, MI. His other business activities include serving as a trustee and co-owning an investment-related entity focused on inherited rental properties. Benjamin F. Edwards & Company is an SEC-registered adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and financial planning services, employing both discretionary and non-discretionary investment strategies managed by internal and third-party managers.

Sammy Salas Salinas is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill for ten years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Mandie Rayborn is a financial advisor with J.W. Cole Advisors, Inc. in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and LPL Financial. She is a co-founder of Navigate Financial Group, a client-focused brand identity venture. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives, offering portfolio management, financial planning, and access to multiple managed account solutions.