Philip Vergunst is a CFA® charterholder with five years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has prior experience at Mainstreet Advisors and Fifth Third Bank. Outside of his advisory role, he is an owner and partner in two real estate investment companies, Ada Companies, LLC and Beckley Farms, LLC. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often utilizes third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Tyler De Moss is a financial advisor with Innovia Wealth, LLC in Grand Rapids, MI, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill and Churchill Mortgage and has held roles at both Cornerstone University and Wheaton College. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, comprehensive financial planning, fiduciary services, and family office support. The firm employs a blend of analytical approaches and provides access to private market investments through affiliated structures and pooled investment vehicles.

Hans Kronsbein is a CFP® and Series 63 credentialed advisor with 18 years of industry experience. He has been with Plante Moran Financial Advisors since 2001 and is also a partner at Plante & Moran PLLC. 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 employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and commonly uses third-party managers and alternative investments.

Andrew Wessell is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, with six years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Fiduciary Financial Advisors in 2019, he worked at Crowe and Kid's Food Basket. He serves as Treasurer at Camp Blodgett, a nonprofit organization. Fiduciary Financial Advisors serves a wide range of clients, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a comprehensive investment approach that integrates strategic and tactical asset allocation with various analytical methods, and it offers specialized services such as digital-asset management, outsourced CFO engagements, and professional trustee roles.

Kevin Udy is a financial advisor with Fiduciary Financial Advisors located in Grand Rapids, MI. He holds a Series 65 designation and has been working professionally since 2016, including roles at Iron Bridge Tools and Bissell Home Care. Fiduciary Financial Advisors serves a diverse client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers a range of services from discretionary investment management to outsourced CFO engagements and is notable for its digital-asset advisory capabilities combined with formal trust arrangements.

Ethan Heiden is a financial advisor at Fiduciary Financial Advisors with five years of industry experience. He holds a Series 65 designation and has concurrently worked as a Powertrain Manufacturing Engineer at Ford Motor Company since 2013. In addition to his advisory role, Heiden’s engineering position involves designing and implementing complex manufacturing systems for high-volume precision powertrain components. Fiduciary Financial Advisors serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management and financial planning. The firm employs a blend of strategic asset allocation, tactical adjustments, and various analytical methods, and offers specialized trustee services and access to private alternative funds.

Connor Mcdevitt is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, with six years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Innovia Wealth, LLC, Strategies Wealth Advisors, LLC, EP Wealth Advisors, and Sentry Insurance. 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 strategic and tactical asset allocation using multiple analytic methods and offers specialized services such as digital-asset portfolio management, outsourced CFO engagements, and access to private and non-liquid alternative investments.

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.

Alexa Reder is a CFP® and Series 65 credentialed financial advisor at Plante Moran Financial Advisors with three years of industry experience. She has worked at Plante Moran Financial Advisors since 2021 and has prior experience at Michigan State University and Latitude 42 Brewing Co. 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’s investment approach incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and frequently utilizes third-party managers and alternative investments.

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.

George Pantlind is a CFP® with 20 years of experience in the financial industry. He is currently with Innovia Wealth, LLC and previously worked at Bank of America, NA, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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.

Jason Brinks is a CFP® professional with 17 years of industry experience, currently serving at Oxford Financial Group, Ltd since 2011. He holds the Series 63 designation and is based in Grand Rapids, MI. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients with family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation and operates dedicated investment teams to source and monitor managers, managing approximately $23.3 billion in assets across discretionary and non-discretionary arrangements.

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 worked at Advisors Asset Management, Inc. since 2009 before joining his current firm in 2024. The London Company of Virginia manages discretionary portfolios for individual and institutional clients through various vehicles, including separately managed accounts and collective investment trusts. The firm employs a conservative, long-term equity strategy focused on quantitative and fundamental analysis, managing approximately $14.9 billion in assets with a team of around 30 investment professionals.

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.

Samantha Doletzky is a financial advisor at Innovia Wealth, LLC with a Series 65 credential and two years of industry experience. Prior to joining Innovia Wealth, she held various roles including positions at East Grand Rapids Highschool and Total Quality Logistics. Innovia Wealth serves high-net-worth individuals, business owners, institutional clients, and retirement plans, providing discretionary investment management, comprehensive financial planning, retirement-plan fiduciary services, and family office support. The firm is notable for its active involvement in private fund management and pooled vehicle administration.

Ryan Haartman is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has previously worked at MainStreet Advisors and Fifth Third Bank. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and affiliated model strategies.

Bradley Hunter is a financial advisor at Fiduciary Financial Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and JP Morgan Securities. Outside of advising, he serves as a City Commissioner in East Grand Rapids, Michigan. Fiduciary Financial Advisors serves a diverse range of clients, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning with an investment process that combines fundamental, quantitative, and technical analysis, and it is notable for its digital-asset advisory capabilities and outsourced CFO services.

John Vande Guchte is a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI, holding a Series 66 designation with 10 years of industry experience. Prior to joining Innovia Wealth, he worked at Strategies Wealth Advisors, LLC, and ValMark Advisers, Inc. He serves on the advisory finance council of the Assumption of the Blessed Virgin Mary nonprofit and holds board and committee roles at Samaritas, a not-for-profit organization. Innovia Wealth primarily serves high-net-worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, comprehensive financial planning, fiduciary services, and family office support. The firm emphasizes tailored portfolios using multiple analytical approaches and actively manages private fund and pooled investment vehicles.

Jason Kooistra is a financial advisor at Fiduciary Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lake Michigan Credit Union, LPL Financial LLC, and Compound Holdings, LLC. Outside of his advisory role, Mr. Kooistra serves as Vice President of the Board of Directors for ReNew Upscale Thrift Store, a nonprofit organization. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and legacy position management to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a variety of analytical approaches, supporting both liquid and alternative investments, and provides professional trustee services for complex trust administration.

Joel Broersma is a financial advisor with HBW Advisory Services LLC in Grand Rapids, MI. He holds the CFP® designation and has 30 years of industry experience. His prior firms include Silver Oak Securities, Inc. and CETERA Advisor Networks LLC. Broersma is also CEO of Pathway Financial Design LLC, a financial planning business. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party money managers and offers sub-advisory and subscription services, serving a diverse client base that includes retail, institutional, and intermediary relationships.