Scott Hillary is a financial advisor affiliated with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with 32 years of industry experience. His career includes prior roles at Ameriprise and Comerica Securities, as well as an earlier tenure at Fifth Third Securities. He is involved with Financial Oxygen, a cash management system for retail and institutional investors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage channels. The firm offers multiple investment programs via its Passageway Managed Account Platform, combining various portfolio management strategies and services.

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.

Sandra Williams is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial planning services through consolidated discretionary and non-discretionary wrap programs, supported by several hundred advisors and tens of billions in assets under management.

David Lund is a CFP® with 27 years of industry experience. He is currently with Rockefeller Financial LLC, having joined the firm in 2024. Prior to this, he worked at Bank of America, N.A. and Merrill. Outside of his advisory role, he is an owner of a for-profit LLC that manages a condominium rental. 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, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a consolidated investment platform.

Kari Judson is a financial advisor with Rockefeller Financial LLC in Grand Rapids, MI, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Merrill and Principal Securities. 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 and operates as a registered broker-dealer with integrated investment and advisory capabilities.

Craig Potter is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding the ChFC® designation and Series 63 license. He has 19 years of industry experience, having worked with Eagle Strategies since 2016 and with NYLIFE Securities LLC and New York Life Insurance Company since 2007. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Melody Lazarowicz is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Hantz Financial Services, Inc. in Grandville, MI, where she has worked since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated banking, tax, and consulting services.

Taylor Dewey is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He previously worked at Merrill for eight years before joining Rockefeller Financial in 2024. In addition to his advisory role, Dewey owns and operates an independent LLC centered on property management and tenant relations in Walker, Michigan. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, and uniquely operates as both a registered investment adviser and broker-dealer, providing integrated investment, insurance, and banking solutions through a consolidated platform.

Adam Peirce is a financial advisor with PNC Wealth Management in Grand Rapids, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at PNC Investments since 2012. Outside of his advisory role, he is a member of ABCD Hive LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs.

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.

Vincent Spaniolo is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI, holding a Series 63 designation and 28 years of industry experience. He has been affiliated with New York Life Insurance Co since 2015 and with Eagle Strategies LLC since 2009. Spaniolo serves as a board member for the Grand Valley State University Seidman Finance Department Advisory Board. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, primarily managing assets on a non-discretionary basis.

Anastasia Wiese is a CFP® and Series 65-registered financial advisor at Hightower Advisors with 11 years of industry experience. She previously worked at Grand Wealth Management, LLC, Meadow Ridge Financial, LLC, Strategies Wealth Advisors, and Ellis Capital Management. Based in Grand Rapids, MI, she has been with Hightower Advisors since 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Zachary Gebben is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. His prior experience includes roles at Bank of America, Merrill, JP Morgan, and Primerica, among others. He has also worked at Hope College for several years. 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 with financial planning, and operates as a registered broker-dealer, offering a consolidated investment platform that includes equities, fixed income, and alternatives.

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.

Miles Thayer is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry for one year. He has worked at Fifth Third Bank since 2014. Outside of his advisory role, he owns Black Walnut Builders LLC, a woodworking business in Middleville, Michigan. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, with options including mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

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.

William Lowry is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at PNC Financial Services Group and Merrill. He serves as a board member of the Grand Rapids Art Museum Foundation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory model separates one-time planning services from ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.