Harvey Nuttall is a ChFC® credentialed financial advisor with 21 years of industry experience, currently affiliated with SPC and Sigma Financial Corporation since 2018. Prior to this, he worked at Eagle Strategies, NYLIFE Securities Inc, and New York Life from 2004 to 2018. He serves as a board member on the Ada Township Zoning Board of Appeals and is a founding member of the DeutscheMarques Auto Group Board, which organizes an annual car show at the Gilmore Car Museum. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers and employs both discretionary and nondiscretionary investment strategies.

Patricia Morisette is a financial advisor with The Huntington Investment Company in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 19 years of industry experience. She previously worked for fifteen years at Fifth Third Securities before joining Huntington in 2022. Morisette serves as a board member for the Detroit West Suburban Delta Gamma alumnae group. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

Scott Tagliareni is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with New York Life Insurance Company since 2005. Outside of his advisory work, he serves as Vice President of the Cascade Lakes Condo Association, a neighborhood board in Grand Rapids. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

Alena Hontarava is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2021. Prior to her financial career, she spent five years as a stay-at-home mom. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

Breanna Seech is a CFP® with 12 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and tax services. The firm offers customized, discretionary portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional portfolio management.

Nicholas Sequin is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at Hantz Financial Services, Inc. since 2011. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered model portfolios alongside wealth management, financial planning, retirement consulting, mortgage brokerage, and insurance services.

Eric Deems is a financial advisor with Eagle Strategies (New York Life) based in Grand Rapids, MI, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, Wells Fargo Clearing, Oppenheimer, and Merrill. In addition to his advisory career, he owns and operates a small manufacturing business specializing in aluminum products for sporting goods and hunting equipment. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

James Sakoski is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities serves a broad range of individual and institutional clients through both investment advisory and brokerage services, offering various program types including managed accounts, separately managed accounts, and direct indexing. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple third-party portfolio managers through its Passageway Managed Account Program.

Nathan Grant is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Gwfs Equities, Prudential Investment Management Services, The Prudential Insurance Company of America, Wells Fargo Clearing, and FormulaFolios. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients, using an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Adam Hossink is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified ETF-centered model portfolios, asset allocation, and periodic rebalancing, offering a range of financial planning and wealth management services alongside mortgage brokerage and insurance through affiliated agencies.

Cameron Kessler is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Tropical Smoothie, Green Lantern, Chick-Fil-A, and Grand Valley State University. 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 supplemented by separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and retirement-plan advisory services.

Robert Meduna is a financial advisor with Hantz Financial Services, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a broad range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Michael Denton is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and has worked at NYLife Securities LLC and New York Life since 2010. Outside of advising, Denton serves as treasurer-secretary for a local business networking group. Eagle Strategies serves both individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

Kyle Clement is a Series 66-licensed financial advisor with 17 years of industry experience, currently with PlanMember Securities Corporation. He holds roles including Vice President at Williams and Company Financial Services and W&C Wealth Management and has served on the Caledonia Township Planning Commission since 2025. Outside of his advisory work, Clement is active in his community as President of the Caledonia Youth Sports Organization and serves on the Caledonia Community School Board. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary. The firm offers education, support services, and a strategic asset allocation investment process that manages risk-based mutual-fund portfolios ranging from conservative to aggressive.

Cole Brandon is a Series 66 licensed financial advisor with four years of industry experience, currently with Hightower Advisors since 2024. His prior roles include positions at Consumers Credit Union, CUSO Financial Services, and Prudential-affiliated firms. Outside of finance, he was involved with CityGate Church from 2020 to 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers and proprietary research.

Layne Bearss is a financial advisor at The Huntington Investment Company with a Series 66 credential and one year of industry experience. Prior to joining Huntington, he has held roles at The Huntington National Bank, Aerie, and Grand Valley State University. The Huntington Investment Company serves individuals—including high-net-worth clients—as well as charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party managers and proprietary strategies, offering various wrap-fee programs supported by institutional brokerage and custodial services.

Jonathan Dewey is a financial advisor with OSAIC Institutions, Inc., holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His work history includes roles at Infinex Investments, West Michigan Community Bank, The Huntington National Bank, The Huntington Investment Company, Cetera Investment Services, and TCF National Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

Andrew Woudwyk is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gary Chapman is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 designations and has 20 years of industry experience. He has worked with Ameriprise since 2009. Outside of his advisory role, Gary serves as a bus driver for after-school programs with the YMCA and works as an independent pickleball instructor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Jamie Herring is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill Lynch and Merrill since 1998. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.