Mark Lazarowicz is a financial advisor at Hantz Financial Services, Inc. with over 25 years of industry experience, including a long tenure at WelchDry from 1997 to 2024. He holds the Series 66 designation and is based in Grandville, MI. 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 accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

Brad Erickson is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and with five years of industry experience. He has worked at Williams & Co dba Williams and Company Financial Services since 2020 and concurrently serves as a math consultant for the Ingham Intermediate School District, a role he has held since 2002. Additionally, he participates in municipal government as a compensation committee member for Vevay Township. 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 uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education and support services for plan sponsors and participants.

Gary Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PlanMember since 2016 and has additional experience operating his own financial services and insurance businesses. Immink also engages in educational presentations through the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on a strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers comprehensive education and support services, including seminars and personalized planning, acting as an ERISA Section 3(38) fiduciary for many plans.

Todd Brandstadt is a CFP® with 31 years of industry experience currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc., where he has worked since 2014. He is based in Grand Rapids, MI. His other business activities include serving as a trustee and co-owning an investment-related entity focused on inherited rental properties. Benjamin F. Edwards & Company is an SEC-registered adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and financial planning services, employing both discretionary and non-discretionary investment strategies managed by internal and third-party managers.

Douglas Dejonge is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Advanced Business Advisors LLC, Creative Financial Partners of Michigan, Ameritas Investment Corp, and Altus Group. He also advises business owners on selling their businesses through his role as a business broker at Advanced Business Advisors LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

Sammy Salas Salinas is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill for ten years before joining Rockefeller Financial in 2024. 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, and brokerage services.

Mandie Rayborn is a financial advisor with J.W. Cole Advisors, Inc. in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and LPL Financial. She is a co-founder of Navigate Financial Group, a client-focused brand identity venture. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives, offering portfolio management, financial planning, and access to multiple managed account solutions.

David Arnold is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Hantz Financial Services, Inc. since 2016. Prior to that, he was affiliated with Saginaw Valley State University and Saginaw Valley Golf Course. 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, and retirement plan sponsors through a multi-advisor platform with a focus on diversified, ETF-centered model portfolios, asset allocation, and tax-aware strategies.

Jacob Bullock is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and possessing two years of industry experience. Prior to his current role, he has worked at The Huntington National Bank and has been involved in coaching high school basketball, including positions with Prep Hoops Michigan Basketball Camp and the Lansing Catholic basketball program. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm sponsors multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank offerings.

Ryan Hallowell is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding Series 66 and Series 63 licenses and having 20 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals—often those with existing TIAA employer retirement plan relationships—as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio options.

Steven Turner is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and three years of industry experience. He has a background in education, having worked for Zeeland Public Schools for 25 years and currently serving as an online instructor for Michigan Virtual. Outside of his advisory role, Turner is involved with the Michigan Association of Retired School Personnel as a retirement planning presenter and also works in golf course maintenance at Ravines Golf Club. PlanMember Securities Corporation provides 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, offering education and support services including personalized retirement planning and separation counseling.

Zachary Fadden is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2022. Outside of his advisory role, he manages CBOD Investment Group, LLC, where he oversees property pricing, furnishing, and client interactions. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate, and retirement plan sponsors with approximately $10 billion in assets under management. The firm employs a diversified, ETF-centered investment approach, offering financial planning, portfolio and wealth management, retirement consulting, and affiliated mortgage and insurance services.

Connor Gillis is a CFP® with four years of industry experience, currently an advisor at Mariner Wealth Advisors. He has previously worked at Rockefeller Financial LLC, Bank of America, and Merrill. Outside of his advisory role, he serves as President-Elect of the Grand Valley State University Young Alumni Council. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and is notable for its integrated tax and accounting services as well as operational CFO and financial wellness platforms.

Jonathan Lund is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and previously worked at Bank of America, NA, and Merrill. Outside of his advisory work, he is a one-third owner of an LLC that holds a condo at a ski and golf resort in Michigan. 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 through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, and operates as a registered broker-dealer with additional placement and investment banking capabilities.

Gavin Sinke is a financial advisor with Eagle Strategies (NY Life) based in Grandville, MI. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he has worked with Affinity Financial Group LLC and multiple New York Life entities. Outside of financial services, he has also been involved with Grand Valley State University and operates at Maple Hill Golf Course. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis through various program types, including co-advisory relationships and retirement plan consulting.

Kristine Odonnell is a financial advisor with Fifth Third Securities, Inc. in Holland, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Fifth Third Securities since 2003 and affiliated with Fifth Third Bank since 1998. 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 discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Ryan Kiernicki is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, with 16 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2009. Outside of his advisory role, Kiernicki serves as Treasurer for Junior Chamber International Local Lansing, where he manages budgeting and financial responsibilities for the nonprofit organization. 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 combined with separately managed accounts and unified managed account solutions, supported by affiliated entities offering trust, tax, business consulting, insurance, and mortgage services.

Alan Gortmaker is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Allergan Pharmaceuticals for thirteen years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Duane Mccollum is a financial advisor at Hantz Financial Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been 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 utilizes model-driven ETF strategies alongside separately managed and unified managed accounts, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.