Kevin Kelly is a financial advisor with Centennial Securities Company, Inc. in Jenison, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Centennial Securities since 1997. Outside of his advisory role, he provides education and enrollment assistance to employees of 401(k) plans through a separate business activity. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Anne Melle is a Series 66-licensed advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2022. She has two years of industry experience and also serves as a staff accountant at the accounting firm Vander Ploeg, Bergakker & Associates, focusing on tax preparation and payroll processing. 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 discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing a combination of fundamental and technical analysis to develop customized portfolios.

Jordan Powers is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding a Series 66 designation and nine years of industry experience. He has been with Centennial Securities since 2016. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, corporate plans, trusts, and institutions. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, utilizing proprietary and third-party models to tailor portfolios to client objectives.

Donald Carlson is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Regal Investment Advisors and affiliated firms since 2010. Outside of his advisory roles, he is a co-founder and volunteer leader of a charity called It’s Gotta Be The Shoes. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

David Rasch is a financial advisor with ValMark Advisers, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with ValMark Advisers since 2010 and has additional experience with Valmark Securities since 2007. Outside of his advisory work, he is involved in farming through GreenTree Orchards, where he leases farmland to his brother. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and sub-advisory services.

Scott Sjoerdsma is a financial advisor at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Centennial Securities since 2001. Centennial Securities Company, Inc. is a multi-team advisory firm with approximately 30 advisors and $1.15 billion in assets under management, serving individuals, trusts, estates, retirement plan sponsors, foundations, and business entities. The firm provides discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Melissa Clements is a CFP® professional with 21 years of industry experience. She is currently with Regal Investment Advisors LLC and has been associated with Regulus Financial Group, LLC since 2015. In addition to her advisory roles, she provides financial and insurance services as an insurance agent and registered assistant through Riverbank Wealth Management. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party strategies, granting advisers discretionary authority to implement and manage client portfolios.

Devan Dekker is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Regulus Financial Group, Bank of America, Wells Fargo Advisors, NYLIFE Securities LLC, New York Life Insurance Company, as well as employment outside finance at Grand Valley State University and Weed Man Lawncare. Additionally, Dekker serves as a referee for Michigan Sports Academies, an organized group sports program. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, supporting their high-net-worth and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

Mark Whitman is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Centennial Securities since 2009. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts, estates, retirement plan sponsors, foundations, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Travis Peltz is a financial advisor at Regal Investment Advisors LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Regal Investment Advisors LLC and Regulus Financial Group, LLC since 2015, and REP Enterprises LLC since 2010. Outside of advising, he is a partner at Peltz Inc, a holding company. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios with discretionary implementation and rebalancing managed through Financial Advisers.

Phillip Owens is a ChFC® with 39 years of industry experience, currently serving at Regal Investment Advisors LLC since 2023. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Owens is an executive board member of Lincoln Lake Baptist Youth Camp and serves on several nonprofit and community boards. Regal Investment Advisors, operating under the LionShare brand, provides model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across a range of proprietary and third-party investment strategies.

Ian Grohman is a Series 65-licensed advisor at Simplicity Wealth with two years of industry experience. He previously worked at IAMS Wealth Management and has been involved with Security Benefits Center since 2019. Outside of his advisory role, he is the owner and CEO of IJG, LLC, where he coaches soccer. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and optional overlays such as tax optimization.

Vinh Ma is a CFP® professional with 25 years of industry experience, currently affiliated with Regal Investment Advisors LLC. He previously worked at Edward Jones for nine years. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages proprietary and third-party investment strategies through a sub-advisory platform serving individual, high-net-worth, and corporate clients.

Julie Burton is a Series 66-licensed financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2003. She has 11 years of industry experience. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets across about 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, endowments, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Melissa Stewart is a CFP® with 19 years of industry experience, currently affiliated with Dynamic. She previously spent ten years with Raymond James & Associates before joining Dynamic Wealth Advisors, doing business as ClearVista Advisors, where she has worked for the past five years. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management, financial planning, and sub-advisory support.

Tadd Strabbing is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Regulus Financial Group, Northwestern Mutual Investment Services, and Gentex. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, using a range of proprietary and third-party model portfolios.

Jill Veenstra is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at The Huntington Investment Company and My RIA Lawyer. She is also the owner of Cherrywood Smokehouse, LLC, a catering business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individual, charitable, and corporate clients. The firm offers a range of proprietary and third-party investment strategies, with advisers selecting allocations and granting Regal discretionary authority to manage accounts accordingly.

Richard Wagner is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Centennial Securities since 1992. Outside of his advisory role, he is involved in operating a restaurant, contributing to baking and inventory management. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plans, foundations, and other entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

John Sweeney is a financial advisor at ON Investment Management Co with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ON Investment Management Co since 2014. In addition to his advisory role, he owns JMS Financial Resource, LLC, which is involved in insurance sales including fixed life and equity-indexed annuities. ON Investment Management Co is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of service options, including access to third-party investment programs and a mix of discretionary and non-discretionary account management.

John Bush is a CFP® professional with nine years of experience in the financial advisory industry, currently serving at CGN Advisors, LLC. His prior roles include positions at Mark Prielipp Greenhouse & Mohr and Schwallier Wealth Management. Outside of his advisory work, he owns Bush Consultants, a business consulting firm that assists with various business and marketing tasks, and he also supports a family business selling power lift recliners. CGN Advisors provides comprehensive advisory services to individuals, families, plans, businesses, and charitable organizations. The firm employs a long-term, globally diversified investment approach combining Modern Portfolio Theory, core-plus-satellite, and active management, with a focus on fiduciary duty and regular portfolio reviews.