Mark Bowers is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI. He holds the Series 66 designation and has six years of industry experience, including previous roles at CooperDavis Financial Group and FormulaFolios. Prior to his advisory career, he was involved with Dykhuis Farms for five years. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Daniel Sherwood is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been affiliated with Bankers Life and related entities since 2009. Sherwood is also licensed as an insurance producer, authorized to write Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients' objectives and risk tolerances.

Mark Barnes is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at The Huntington Investment Company and Fifth Third Bank. In addition to advisory services, he is also a licensed insurance agent, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Erica Wilson is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank, N.A. and has experience with Brinks' Ice Cream Express and Northside Market. She is also an author of two poetry books available on Amazon. Fifth Third Securities, Inc. serves individual and institutional clients through advisory and brokerage channels, offering various managed account programs and investment strategies via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including municipal advising and broker-dealer activities.

Wyatt Boss is a CFP® with three years of industry experience, currently advising at Empower Advisory Group in Grand Rapids, MI. His prior experience includes roles at Heritage Wealth Management and Advisory Alpha, along with nearly a decade in education at Grand Valley State University and Jenison Public Schools. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

James Osterhouse is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Bankers Life Securities since 2018 and Bankers Life and Casualty since 2002, where he also serves as a Branch Sales Manager overseeing a team of agents. Outside of investment advising, he has a financial interest in a medical and aesthetics practice owned by family members through a loan agreement. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

David Hansen is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining his current firm in 2022. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing proprietary strategies and third-party models across equity and fixed income portfolios.

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 with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 19 years of industry experience, including 16 years at Edward Jones Investments prior to joining Benjamin F. Edwards. He is based in Grand Rapids, MI. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a large team of advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and certain M&A advisory services, utilizing both proprietary and third-party investment strategies.

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® professional with 17 years of experience in the financial industry. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2023. His prior experience includes roles at Rogers Wealth Management Services LLC, Dynamic Wealth Advisors, and Guardian Life. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and customizable strategies.

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.

Michael Michalak is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Eagle Strategies and New York Life since 2001 and also leads 2M Financial Group, LLC. Michalak serves as a precinct delegate for Tallmadge Township and sits on the board of the Coopersville Lacrosse Club and the Coopersville Area Public Schools board. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, including financial plans, fee-based hourly advice, and co-advisory relationships, with the majority of assets managed on a non-discretionary basis.

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 at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill over spans of 15 and 18 years, respectively. 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 and financial planning services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in placement and investment banking.

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.

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.