Nicholas Handeland is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Edge Wealth Management since 2021 and has prior experience with JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is also a managing partner at Edge Wealth Management, a full-service wealth management firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment and promoter arrangements.

Ryan Baines is a financial advisor with Fifth Third Securities, Inc. in Lowell, MI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Fifth Third Securities since 2016 and with Fifth Third Bank since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple managed-account programs with features such as direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.

Breanne Vugteveen is a financial advisor with Carson Wealth in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at firms including Kanai Wealth Management Group, Cetera Wealth Services, LPL Financial, and Oppenheimer. Outside of her advisory roles, she serves as Michigan Board President for Bethany Christian Services, a nonprofit organization. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion across more than 650 advisors and partner offices. The firm provides a broad range of investment and retirement plan services supported by an Investment Committee that manages model portfolios and offers customized solutions incorporating fundamental and technical analysis.

Rachael Mckellar is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and 19 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2014 and previously worked at Principal Financial Services from 2006 to 2009. In addition to her advisory role, she serves as a bank and trust officer supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various adviser and promoter arrangements.

John Woodward is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Principal Securities since 1992 and leadership positions at multiple Watermark entities focused on advisory and employee benefits services. Outside of his advisory work, Woodward serves as president and treasurer of the Serenity Ridge Association in Grand Rapids, MI. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Keagan Rushmore is a financial advisor with J. W. Cole Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at USA Financial Securities and Planmember Securities Corporation before joining J. W. Cole Advisors. Rushmore is also the co-founder and CEO of L2 Advisors, LLC, a financial planning and consulting firm, as well as Great Lakes Tax Team LLC, a tax preparation and related services business. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, and digital advice to individual, high-net-worth, and institutional clients. The firm employs a variety of discretionary and non-discretionary investment strategies and utilizes multiple custodial platforms for client solutions.

Karen Anson is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Her career includes extensive tenure at Fifth Third Bank since 1990. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on its Passageway platform, including mutual funds, ETFs, separately managed accounts, and tax-overlay services.

Marsha Daugherty is a Series 66 licensed advisor with 15 years of industry experience. She is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both in 2024. Her prior experience includes roles at OSAIC, Sagepoint Financial, Inc., WHOLEHAN, and BeautiControl. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs on the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management options and tax-aware investment strategies.

Troy Teitsma is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2024. Based in Grand Rapids, MI, Teitsma joined PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithmic risk assessment and invests primarily in mutual funds and ETFs.

Deborah Reynolds is a financial advisor with Principal Financial Services in Caledonia, MI. She holds Series 63 and Series 66 licenses and has 25 years of industry experience, having worked at Principal Securities Inc. and Principal Life Insurance Company since 2000. She is also a designated bank officer supporting Principal retirement plan account relationships through Principal Bank and Principal Trust Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Jacob Mysliwiec is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Fifth Third Securities since 2019, Fifth Third Bank since 2018, and Flagstar Bank from 2017 to 2018. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs via the Passageway platform, combining third-party portfolio managers and advisor-directed investment options.

Mark Zylstra is a financial advisor at Equity Services, Inc. with 52 years of industry experience. He holds the ChFC® designation and Series 63 license. Mr. Zylstra has been with Equity Services since 1974. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and blending long-term strategies with the option for shorter-term trading and specialized instruments.

Roberta Hacker is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Elisabeth Mousel Insurance Agency from 2012 to 2019. She is based in Grand Rapids, MI. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Private Advisor Group since 2016 and also maintains a role with LPL Financial and Investment Services Group dating back to 1997. Brown has experience in life and fixed annuities as part of his broader involvement in the financial services industry. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management or selection assistance using third-party strategists and technology platforms.

Charles Rushmore is a financial advisor with J. W. Cole Advisors, Inc. based in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at USA Financial Securities, Great Lakes Tax Team, Planmember Securities Corporation, and Legend Advisory. Outside of his advisory work, he is involved in woodworking as the owner of Artisan at Honey Creek. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm utilizes a mix of fundamental and technical analysis and supports both discretionary and non-discretionary account management.

Dennis Dekok is a CFP® with 25 years of industry experience, currently serving as an advisor at Carson Wealth. His prior work includes roles at American Portfolios Financial Services, Inc. and FCM Financial. He is also the founder of Divorce Planning, a financial neutral service addressing equitable property distribution in collaborative divorce cases. Carson Wealth is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management and financial planning services, utilizing model portfolios overseen by an Investment Committee and providing tailored investment solutions for corporate, institutional, and high-net-worth clients.

Clay Currigan is an Investment Advisor Representative at Fifth Third Securities, Inc. He holds the Series 65 and Series 63 licenses and has been working in the financial industry since 2023. Prior to joining Fifth Third Securities, he gained experience at Fifth Third Bank and World Financial Group. Outside of finance, he has worked in the restaurant industry, including a role at Olivera's. Fifth Third Securities serves a broad range of individual and institutional clients through both investment advisory and brokerage services, offering multiple program types and third-party portfolio managers across its Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages diverse client accounts ranging from mutual funds and ETFs to separately managed accounts with tax-overlay and direct-indexing strategies.

Michael Ver Merris is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Fifth Third Securities, Inc. since 2008, totaling 18 years at the firm. Based in Grand Rapids, MI, his career includes a long tenure at a major enterprise-level firm. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through the Passageway Managed Account Program, featuring multiple portfolio management options and advisory programs.

Elijah Huyser is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Highlight Industries, Talsma Furniture, and Amazon. He also holds a role in sales of fixed insurance products. Elijah services individual and business clients with investments and insurance through Watermark Advisory Group LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers a variety of advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically handled on a discretionary basis by these managers.

Scott Kanai is a CFP® professional with 36 years of industry experience, currently affiliated with Carson Wealth. He has worked at firms including Cetera and LPL Financial, and he operates Kanai Wealth Management Group. Kanai serves also as a director and treasurer of a business condo association. CWM, LLC manages approximately $50.6 billion through a network of over 650 advisors, providing discretionary asset management, financial planning, and retirement plan services. The firm employs a model portfolio approach overseen by an Investment Committee and integrates technology and custodial relationships to support execution and reporting.