James Osterhouse is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Bankers Life Securities since 2018 and has worked at Bankers Life and Casualty since 2002, where he also serves as a branch sales manager overseeing agent hiring and training. Outside of his advisory role, he has a financial interest in a medical and aesthetics practice owned by family members. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

David Hansen is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, Hansen worked at Edward Jones from 2014 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a range of managed strategies and an internal trading desk.

Roger David is a financial advisor with Kestra Advisory in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Kestra Advisory since 2016 and previously with Kestra Investment Services, LLC since 2015. Outside of his advisory work, he serves as national chairperson for The Order of St. Ignatius of Antioch and holds board positions with the Antiochian Orthodox Archdiocese Investment Committee and the Binder Park Zoo. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets while serving clients including sovereign wealth funds.

Christopher Hebel is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience and holds a Series 66 designation. He worked at Edward Jones Investments for 16 years before joining Benjamin F. Edwards in 2023. 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 fee-based wrap programs, financial planning, retirement consulting, and investment management through a range of managed strategies monitored by an Investment Strategy Committee.

Dennis Muxlow is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Crown Ventures and Aby Groups. In addition to his advisory work, he is a licensed insurance agent with Bankers Life & Casualty, focusing on health and life insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Amy Dowling is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2013. She holds Series 63 and Series 65 licenses and owns Amy Dowling Financial, Inc., an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and manages discretionary model portfolios, while delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Tyler Pell is a CFP® with 26 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. He has worked at Cetera and its affiliates for eight years and is the owner and president of Stella Polaris Consulting & Wealth Management, a separate investment-related business he has operated since 2015. J. W. Cole Advisors, Inc. is a large enterprise with over 480 advisors, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm offers both discretionary and non-discretionary management using a mix of fundamental and technical analysis, model and manager-based strategies, and digital advice.

Tyler Smyth is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Huntington National Bank. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Sean Rogers is a CFP® with 17 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. since 2023. Prior to this, he was with Rogers Wealth Management Services LLC for seven years and Dynamic Wealth Advisors for two years. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a direct wholly owned subsidiary of Fifth Third Bank and provides services including advisory, brokerage, and municipal advising.

Mindy Minarik Prins is a financial advisor with Empower Advisory Group, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, and Principal Life Insurance Company, as well as a lengthy tenure at Macatawa Bank. She is based in Grand Rapids, MI. 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jared Meisling is a CFP®-designated financial advisor at The Huntington Investment Company with 20 years of industry experience. He previously worked at Ameriprise Financial Services LLC and PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios.

Stephanie Young is a financial advisor at PNC Wealth Management with 24 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model selection and invests via mutual funds and ETFs with annual rebalancing.

James Harding is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Bank of America, NA and Merrill from 2006 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, consulting, and a range of broker-dealer services. The firm operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary solutions across multiple asset classes.

Brendan Bohnhorst is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MaxWealth Management at Lake Michigan Credit Union, LPL Financial, Fidelity Investments, and Prudential. Outside of his financial career, he serves as an adjunct music instructor at Aquinas College and is the principal tuba player for the Holland Symphony Orchestra. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

William Mokma is a financial advisor with The Huntington Investment Company in Grand Rapids, MI, holding the Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked with Huntington since 2002 and has been associated with Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model that combines third-party sub-managers and affiliate offerings, providing various wrap-fee programs primarily on the Envestnet MAS platform.

Jacob Howell is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Merrill. His background also includes four years at Michigan State University and eight years at Forest Hills Eastern High School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Scott Mc Pheeters is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2021. Prior to this, he worked for 16 years at Edward Jones. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a range of managed strategies that are periodically reviewed and rebalanced.

Luke Roach is a financial advisor at Ameritas Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has worked at Ameritas Advisory Services and Ameritas Investment Company since 2024. His background includes service in the United States Marine Corps from 2016 to 2024 and roles at Heitzman & Associates Inc. and Canvas Financial beginning in 2023. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and supports portfolio construction and monitoring through an Investment Committee and third-party partners.

John Kirchhoff is a financial advisor at Eagle Strategies (New York Life) with four years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2021. Prior to entering financial services, he worked in education at Grand Valley State University and Grandville Public Schools. Kirchhoff is also the owner of a financial services-related business. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and fiduciary responsibilities, managing a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kyle Bugg is a financial advisor at GWN Securities Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CRG Advisors since 2015 and Choice Retirement Group, LLC since 2011. Outside of advisory work, he is involved in insurance sales including health insurance, long-term care, and Medicare supplements through his ownership of CRG Advisors of Grand Rapids, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.