Scott Mc Pheeters is a CFP® professional with 20 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021 and previously spent 16 years at Edward Jones. Based in Grand Rapids, MI, he holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, and investment management utilizing proprietary and third-party strategies supported by an internal trading desk and custody services.

Luke Roach is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He has been associated with Ameritas Advisory Services, Ameritas Investment Company LLC, Heitzman & Associates Inc., and Canvas Financial since 2023, and served in the United States Marine Corps from 2016 to 2024. Outside of his advisory roles, Roach assists in investment selection, portfolio rebalancing, and client meeting preparations at Heitzman & Associates Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and a combination of firm-developed and third-party model portfolios.

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.

Jaela Mc Quillan is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and began her advisory career with the firm in 2024. Prior to joining Benjamin F. Edwards, she worked at Versiti Blood Centers for ten years. 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 services including financial planning, investment management, retirement plan consulting, brokerage, insurance products, and M&A advisory services.

Thomas Trisch is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2008. TIAA-CREF Individual & Institutional Services, LLC serves individuals and institutions, often those connected to TIAA-administered retirement plans, offering financial planning, discretionary managed accounts, and broker-dealer services. The firm distinguishes between one-time financial planning and ongoing portfolio management, applying a fiduciary standard to its advisory services.

Cynthia Shearer is a financial advisor at Fifth Third Securities, Inc. with a Series 66 credential and three years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank and Kohl’s Department Stores. Fifth Third Securities 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Craig Sharp is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. He previously worked at Bank of America, NA and Merrill Lynch, gaining extensive experience over 24 years. In addition to his advisory role, he serves on the endowment investment committee for Hope College, providing advice on their investment consultant's recommendations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services within a Private Advisor model and an integrated investment platform, uniquely combining registered broker-dealer capabilities with alternative investment placement and affiliated trust and insurance services.

Jeffrey Dykstra is a CFP® with 14 years of industry experience, currently serving at Rockefeller Financial LLC. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting. The firm operates under a Private Advisor model and a consolidated investment platform that provides a range of discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Jacob Rinvelt is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has been with Kestra since 2016 and also operates Rinvelt & David, LLC, a registered representative entity. Outside of his advisory role, Rinvelt is a member of a parish council, participating in board meetings focused on ministry operations and charitable initiatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Cavan Cotter is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, Cotter worked with NYLIFE Securities LLC and New York Life Insurance Company, among other positions in various industries. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Thomas O'Rourke is a financial advisor with Rockefeller Financial LLC holding a Series 66 designation and 24 years of industry experience. Prior to joining Rockefeller Financial in 2024, he spent 11 years at BlackRock Investments, Inc. There are no notable outside activities reported. 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 and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Michael Tepastte is a financial advisor with Cetera Planning Partners in Grand Rapids, MI, holding a Series 65 credential and four years of industry experience. Prior to joining Cetera in 2026, he worked at Avantax Planning Partners and has served as a partner at Brickley DeLong PC, a full-service public accounting and business consulting firm. Tepastte is also involved as Secretary/Treasurer of The Crime Victim Foundation, an organization providing last resort assistance to victims of crime. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations of mutual funds and ETFs aligned with client objectives and risk tolerance, supported by formal planning processes and ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Brett Howell is a financial advisor with Rockefeller Financial LLC, holding a CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He previously worked at Bank of America and Merrill Lynch, with overlapping tenures from 2000 to 2024. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform, and operates as a registered broker-dealer offering a range of securities and alternative investment services.

Joel Barrett is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He has worked at Merrill and Bank of America before joining Rockefeller Financial LLC, where he has been since 2024. 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 is also a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Brayden Horn is a financial advisor with Eagle Strategies (a New York Life company) based in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, Horn worked with Western & Southern Life and W&S Brokerage. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and works extensively with defined contribution and defined benefit plans.

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.

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.

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 one year of industry experience. His background includes roles at Ameritas Investment Company, Canvas Financial, Heitzman & Associates, Inc., and prior work at Northern Michigan University and G & T Industries. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment options and program platforms, including model portfolios, mutual funds, ETFs, and interval funds, supported by third-party technology and specialized management services.