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.

Matthew Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2016 and has been affiliated with Investment Services Group since 1997. Brown is also involved in life and fixed annuities through non-variable insurance activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting, among other services. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies, technology platforms, and third-party managers.

Dennis Dekok is a CFP® and holds a Series 66 license with 25 years of experience in the financial industry. He currently serves as an advisor at CWM, LLC and has previously worked at FCM Financial and American Portfolios Financial Services, Inc. He is the founder of a financial neutral service focused on collaborative divorce planning, assisting clients and attorneys with equitable property distribution solutions. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios and combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Clay Currigan is an advisor at Fifth Third Securities, Inc. based in Grand Rapids, MI. He holds Series 65 and Series 63 licenses and has experience in financial services since 2023, including roles at Fifth Third Securities, Fifth Third Bank, and World Financial Group. Outside of finance, he has experience working in the restaurant industry. Fifth Third Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, delivered in partnership with Fidelity, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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.

Paige Van Vliet is a financial advisor at Eagle Strategies with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Generation Three Financial, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of her advisory role, she is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services and emphasizes tailoring recommendations to client objectives through a range of program types.

Scott Kanai is a CFP® with 35 years of industry experience and is currently affiliated with CWM, LLC in Grand Rapids, MI. His prior experience includes roles at Cetera, Cetera Wealth Services, LLC, and LPL Financial. Outside of advisory work, he serves as a director and treasurer for a condominium association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Alison Devries is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Principal Securities, Principal Life Insurance Company, and Merrill. Devrries serves as a board member of the Georgetown Christian Preschool and Learning Center. 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 investment banking services through a Private Advisor model and a consolidated platform offering direct and third-party management across various asset classes.

Cortney Furey is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2016, having also worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides 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.

Jeffrey Towner is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves 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, operates as a registered broker-dealer, and provides access to alternative investments through its Private Advisor model and the Rockefeller Global Investment Management platform.

Noah Jones is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial, he worked at Merrill and has held roles in political and business settings, including the Michigan Republican Party and Maple Hill Golf. 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 operates as both an investment adviser and a registered broker-dealer, offering a range of portfolio management, financial planning, consulting, and investment banking services through a Private Advisor model and a consolidated investment platform.

Jason Crottie is a CFP® professional with 23 years of experience, currently affiliated with The Huntington Investment Company. He has worked at Huntington Investment Company since 2003 and has been associated with Huntington National Bank since 2001. Crottie has also been with Ameriprise since 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, delivering investment programs through wrap-fee arrangements on the Envestnet MAS platform.

Brian La Fave is a CFP® professional with 14 years of experience in the financial industry. He is currently with The Huntington Investment Company and has previously worked at Bank of America, Merrill, and Fifth Third Securities. Based in Grand Rapids, MI, La Fave holds a Series 66 license. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture approach, combining third-party and affiliate model offerings across various wrap-fee programs on the Envestnet MAS platform.

Jeffrey Heitzman is a financial advisor with Ameritas Advisory Services, LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has worked at multiple firms, including Cetera Advisors LLC and 20/20 Capital Management, Inc., and serves as President of Heitzman Advisory, Inc. dba Heitzman & Associates, Inc., a financial planning and investment operation he has led since 2000. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based variable product management, and advisory services supported by a network of Investment Adviser Representatives and third-party partners.

Benjamin Fisher is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with New York Life and affiliated entities since 2004 and currently operates under Prosper Financial Group. Fisher serves on the community and governing boards for the nonprofit Ele's Place West Michigan and is a director of NAIFA Michigan. He also teaches Faith Formation for St. Robert of Newminster Catholic Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs including fee-based advice and retirement plan consulting, focusing primarily on non-discretionary assets and maintaining fiduciary responsibilities to plan sponsors and investors.

Codi Pepera is a financial advisor with OSAIC Institutions, Inc. in Grand Rapids, MI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining OSAIC, Pepera worked at LPL Financial, Flagstar Bank, Infinex Investments, and JP Morgan Chase in various capacities. Outside of advising, Pepera is a business owner of Coco & KK LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning, operating a hybrid adviser/broker-dealer model with a sizable non-discretionary asset base and platform access to alternative investments.

Axel Contreras Luevano is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Fifth Third Bank and managed Flos Sports Bar for six years. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Raymond Llewellyn is a financial advisor at Cerity Partners LLC in Grand Rapids, MI, holding the CFP®, CFA®, and Series 66 designations with 11 years of industry experience. He previously worked at ARGI Financial Group for seven years before joining Cerity Partners in 2023. Outside of his advisory role, he performs notary services and assists as a power of attorney on a limited basis. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio management.

Anthony Koehler is a CFP® professional with 25 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2023. His prior roles include positions at The Huntington National Bank and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm applies Modern Portfolio Theory with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Christopher Bouma is a financial advisor at Fifth Third Securities, Inc. based in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Fifth Third Securities since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides a range of discretionary managed-account programs featuring direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.