Aaron Klemm is a CFP® professional with 16 years of industry experience, currently affiliated with Independent Financial Partners. His prior work includes roles at IFP Securities, LPL Financial, Bank of America, and Merrill. He also owns Inflection Point Wealth Management LLC, an investment-related business. Independent Financial Partners provides financial planning, investment advisory, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a focus on both individualized investment strategies and centralized asset management, along with a notable retirement-plan advisory and pension consulting capability.

Morgan Badersnider is a financial advisor at Rockefeller Financial LLC in Grand Rapids, MI, holding a Series 66 designation with 12 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures at Merrill from 2011 to 2024 and Bank of America from 2014 to 2024. Outside of advising, he is a one-third owner of an LLC that manages a condo rental at a ski and golf resort. 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, brokerage services, and investment banking.

Brandon Heitzman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Ameritas Investment Company, Canvas Financial, Heitzman & Associates, Inc., and Northern Michigan University. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs, fee-based management of variable annuity and universal life subaccounts, and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.

Fallien Schwein is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc. in Grand Rapids, MI, bringing 19 years of industry experience. Schwein has been with Fifth Third Securities since 2009. Outside of advisory work, Schwein is the owner of two property management ventures in Grand Rapids. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a combination of brokerage, advisory, and municipal advisory registrations.

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.

Jordan Fairbanks is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Jordan has worked with Eagle Strategies since 2013 and has prior experience at 2M Financial Group, LLC. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

William Vanoverloop is a CFP® professional with 20 years of industry experience, currently serving at The Huntington Investment Company since 2006. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a board member of the Heritage Christian School Foundation, which supports financial grants for a Christian elementary school. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate strategies, with portfolio management and custodial services primarily delivered through National Financial Services.

Brian Kage is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He previously worked at Northwestern Mutual in various capacities and has also held roles at Homebridge Financial and United Wholesale Mortgage. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers comprehensive investment management and consulting services through fee-based wrap programs, utilizing a range of strategies including mutual funds, ETFs, separately managed accounts, and custom portfolios.

Andrew Zeno is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and discretionary model accounts managed by PNC or third-party strategists.

John Ludington is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Ludington attended Lafayette College prior to beginning his career in financial services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Eric Smith is a financial advisor with The Huntington Investment Company in Jenison, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked exclusively with The Huntington organization in various capacities since 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that integrates third-party and affiliate strategies, offering a range of wrap-fee programs through the Envestnet platform.

Michelle Williams is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Grand Rapids, MI. She has three years of industry experience, having previously worked at Merrill and Plante Moran Financial Advisors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a range of investment solutions through its consolidated Rockefeller Global Investment Management platform.

Tyler Pellerito is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has four years of industry experience with prior roles at Cetera Advisor Networks, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He also serves as a notary in Grandville, MI. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm supports independent advisors through a variety of custodians and third-party managers, with a notable focus on primarily non-discretionary account management.

Christopher Young is a financial advisor with Valic Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also involved with At Your Service Valet LLC, an entrepreneurial venture outside the financial sector. Additionally, he serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and overseeing approximately $26.4 billion in discretionary assets.

Christine Steinmetz is a CFP® professional with 14 years of industry experience, currently with Rockefeller Financial LLC since 2024. Her prior experience includes roles at Bank of America and Merrill, spanning over a decade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning and consulting, and operates as a registered broker-dealer offering a wide range of investment and placement services through its Private Advisor model and consolidated investment platform.

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.

Stephen Haan is a financial advisor at SPC with 42 years of industry experience. He has been with Sigma Planning Corporation since 2002 and Sigma Financial Corp since 2000. He holds Series 63 and Series 66 registrations. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers.

Brandon Grady is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including American Funds, MML Investors Services, and Mass Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering services within a large-scale model closely tied to Empower’s recordkeeping and administrative platforms.

Justin Katz is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Townsquare Media, and PNC Bank. Outside of his advisory role, he owns JM Katz Entertainment LLC, a DJ service business, and is involved part-time in a podcasting venture called Wingman Sounds LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both as a registered advisor and broker-dealer with an integrated investment platform and alternative investment capabilities.