Jason Swiatlowski is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and 16 years of industry experience. He has worked at Williams & Co dba Williams and Company Financial Services since 2010 and has been involved with the Michigan Association of Retired School Personnel providing educational seminars on retirement planning since 2016. He is also the owner of Jallens Corp, a banking entity. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Carter Frantz is a financial advisor with PlanMember Securities Corporation in Grandville, MI. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. He also presents educational workshops and pension analysis for the Michigan Association of Retired School Personnel. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on strategic asset allocation and managing risk-based mutual fund portfolios, alongside offering education and support services to plan sponsors and participants.

Brad Erickson is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and with five years of industry experience. He has worked at Williams & Co dba Williams and Company Financial Services since 2020 and concurrently serves as a math consultant for the Ingham Intermediate School District, a role he has held since 2002. Additionally, he participates in municipal government as a compensation committee member for Vevay Township. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education and support services for plan sponsors and participants.

Gary Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PlanMember since 2016 and has additional experience operating his own financial services and insurance businesses. Immink also engages in educational presentations through the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on a strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers comprehensive education and support services, including seminars and personalized planning, acting as an ERISA Section 3(38) fiduciary for many plans.

Steven Turner is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and three years of industry experience. He has a background in education, having worked for Zeeland Public Schools for 25 years and currently serving as an online instructor for Michigan Virtual. Outside of his advisory role, Turner is involved with the Michigan Association of Retired School Personnel as a retirement planning presenter and also works in golf course maintenance at Ravines Golf Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

David Meckstroth is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been involved with several financial services roles, including operating his own practice and working with Williams & Co dba Williams and Company Financial Services. Outside of finance, he serves as treasurer for the Inland Lakes Booster Club, a nonprofit supporting school arts, athletics, and academics, and officiates wedding ceremonies through Amazing Day Weddings. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach with risk-based mutual-fund portfolios and offers education, support services, and participant-level investment options.

Tyson Smith is a financial advisor with PlanMember Securities Corporation based in Grandville, MI. He holds Series 63 and Series 65 licenses and has one year of industry experience. In addition to his advisory role, Smith serves as a school board trustee for West Ottawa Public Schools and is president of The Janus Firm, Inc., a company specializing in HR systems consulting. PlanMember Securities Corporation provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering educational support and personalized retirement planning services.

Michael Greenlund is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at AE Wealth Management and Thatcher Wealth Management. He is also involved with the American Financial Education Alliance, where he teaches local lectures on retirement topics. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering investment options and educational support through a strategic asset allocation framework and risk-based mutual fund portfolios.

Paul Neumaier is a financial advisor with PlanMember Securities Corporation in Grandville, MI. He holds the Series 66 credential and has one year of industry experience. Prior to joining PlanMember, he worked at Fidelity Investments and Williams and Company Financial Services. He also presents retirement seminars for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering education, support, and diversified, risk-based mutual fund portfolios managed through a top-down asset allocation process.

Douglas Bagley is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with PlanMember since 2016 and has been involved in educational business training services as a Corporate Training Supervisor with Ottawa Area ISD since 2007. Additionally, he serves as a presenter for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, supplemented by education and support services for plan sponsors and participants.

Joseph Banach is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at PlanMember since 2016 and operates his own independent advisory and insurance services under Joe Banach and Williams & Co dba Williams and Company Financial Services. Banach also delivers educational presentations for the Michigan Association Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Mark Williamson is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with PlanMember since 2016 and also operates his own business, Williams & Co dba Williams and Company Financial Services, where he provides securities and insurance services. Additionally, Williamson is involved with the Michigan Association of Retired School Personnel, where he delivers educational presentations. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process, managing risk-based mutual fund portfolios and providing education, support, and personalized retirement planning.

Eric Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and with one year of industry experience. He also works as a dealer concierge consultant for MillerKnoll, an office furniture manufacturing company. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Gregory Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked concurrently with PlanMember and Williams & Co dba Williams and Company Financial Services since 2024. Outside of his advisory role, Immink is a public school teacher and coach with Grand Haven Area Public Schools and serves as a volunteer basketball coach and board member for Young Bucs Athletics, a youth athletics nonprofit. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. Their investment approach features a top-down strategic asset allocation framework with risk-based mutual fund portfolios and ongoing education and support services for plan sponsors and participants.

Lisa Kelly is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 65 and Series 66 licenses and 21 years of industry experience. She has worked at firms including VOYA Financial Advisors, Great Lake Financial Management Group LLC, and The Prudential Insurance Company of America. Kelly is also owner and advisor of LakeShore Financial Advisory LLC and Williams & Co dba Williams and Company Financial Services. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios and focuses on education and support services for plan sponsors and participants.

Douglas Austin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and with two years of industry experience. He has worked with firms including Keller Williams Rivertown and Williams & Co, and previously spent nine years with Berkshire Hathaway Home Services. Outside of finance, he is active as a realtor at Keller Williams Rivertown helping clients buy and sell real estate. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Joshua Williams is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 credential and 18 years of industry experience. He has held roles at Williams & Company Executive Services, Trustmark Insurance, and has been active with the Michigan Association of Retired School Personnel as a presenter. Williams also provides consulting services to school superintendents on pay negotiations through Williams & Company Executive Services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while providing education and support services to plan sponsors and participants.

Aliceson Milanowski is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. She holds a Series 66 designation and has worked at PlanMember since 2016. Milanowski also serves as a presenter for the Michigan Association of Retired School Personnel and sits on the board of directors for the charitable organization University of Giving. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm employs a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios across a range of risk tolerances while delivering education and support services to plan sponsors and participants.

Douglas Stevens is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with PlanMember since 2016 and is also involved in financial education as a presenter for the Michigan Association of Retired School Personnel. Additionally, he operates Williams & Co dba Williams and Company Financial Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios with regular rebalancing.

David Milanowski is a financial advisor at PlanMember Securities Corporation with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked concurrently with the Michigan Association of Retired School Personnel providing retirement planning services and as a representative for Williams and Company Financial Services. Outside of finance, he serves as secretary on the board of the Knights of Columbus Event Center and has over a decade of experience at Haworth Inc. in a program management role. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on ERISA Section 3(38) fiduciary duties and participant-level investment options. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services including planning seminars and separation counseling.

Brook Nichols is a financial advisor with Planmember Securities Corporation in Grandville, MI, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including roles at Williams & Company Financial Services, Amazon, and L2-Advisors. Nichols is also involved with Financial Visions, LLC, where he provides insurance services, and works seasonally as a tax preparer. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Loren Quist is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and nine years of industry experience. His work history includes roles at The O.N. Equity Sales Company and Ohio National Financial Services, as well as self-employment since 2015. He also conducts retirement planning workshops for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education, support services, and periodic portfolio rebalancing.

Deborah Stump is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. She has two years of industry experience and has worked in both educational and financial services roles, including positions with Michigan Virtual and the Ingham Intermediate School District. In addition to her advisory work, she presents pension education workshops for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, while also delivering education and support services such as seminars and personalized retirement planning.

Richard Williams is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has operated multiple advisory and insurance businesses, including Williams & Company Executive Services LLC and W&C Wealth Management LLC, which focuses on serving professional athletes. Outside of his advisory roles, he is involved with the University of Giving, a nonprofit focused on teaching philanthropy, and serves on Northwood University’s President’s Advisory Council. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education, support services, and personalized retirement planning to plan sponsors and participants.

Kyle Clement is a Series 66-licensed financial advisor with 17 years of industry experience, currently with PlanMember Securities Corporation. He holds roles including Vice President at Williams and Company Financial Services and W&C Wealth Management and has served on the Caledonia Township Planning Commission since 2025. Outside of his advisory work, Clement is active in his community as President of the Caledonia Youth Sports Organization and serves on the Caledonia Community School Board. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary. The firm offers education, support services, and a strategic asset allocation investment process that manages risk-based mutual-fund portfolios ranging from conservative to aggressive.