Chad Rayborn is a financial advisor with J.W. Cole Advisors, Inc. in Grand Rapids, MI, holding the ChFC® designation and Series 63 and 66 registrations. He has 18 years of industry experience, including prior roles at LPL Financial and Waddell & Reed. Outside of his advisory work, he co-owns IFLY & Associates, a business pass-through entity, and is involved with Navigate Financial Group in marketing activities. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary strategies, utilizing fundamental and technical analysis as well as model- and manager-based approaches.

Collin Dawes is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and 27 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has prior experience at Independent Financial Partners and LPL Financial. His other business activities include operating Dawes Wealth Management as a DBA within his LPL business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance asset aggregation and digital estate planning.

Carter Frantz is a financial advisor at PlanMember Securities Corporation with Series 63 and Series 65 credentials and one year of industry experience. He has held roles at Williams & Co dba Williams and Company Financial Services, MassMutual Investors Services, and MassMutual Life Insurance Company. Frantz also delivers educational workshops and pension analyses through the Michigan Association of Retired School Personnel. PlanMember 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 unitized, risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

James Walsh is a Series 66-licensed financial advisor at Farther with 18 years of industry experience. Prior to joining Farther in 2025, he worked at Advance Capital Management, Inc. for eight years and Zhang Financial for five years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Ella Chatfield is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Her background includes roles in education at multiple schools and involvement with Velocity Nutrition. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and unified managed accounts, combining advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Mark Lazarowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has 29 years of industry experience, including 27 years at WelchDry and 2 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual, high-net-worth, pension, profit-sharing, charitable, corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party money managers and employs an asset-allocation framework with periodic rebalancing, as well as technology-enabled trade execution and tax-loss harvesting.

Lucas Hatridge is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include work at FedEx and Nations Title Agency. He is also engaged in the sale of fixed insurance products through various vendors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Vincent Frustaglio is a financial advisor with Principal Financial Services in Grand Rapids, MI. He holds the CFP® designation and has 12 years of industry experience. Prior to joining Principal, he worked at Edward Jones and Nationwide Investment Services Corporation. Outside of advising, he owns an LLC established for accounting purposes and sells fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

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.

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.

David Arnold is a CFP® with nine years of industry experience and has been with Hantz Financial Services, Inc. since 2016. He previously worked at Saginaw Valley State University for one year. Hantz Financial Services, Inc. serves a diverse client base including individual and high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management using ETF-based model portfolios, third-party SMAs, and retirement plan consulting, combining advisory and broker-dealer activities along with mortgage and insurance product sales.

Steven Turner is a financial advisor at PlanMember Securities Corporation with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Turner worked as an online instructor at Michigan Virtual and spent 25 years with Zeeland Public Schools. Outside of his advisory work, he is involved in educational workshops through the Michigan Association of Retired School Personnel and works in golf course maintenance at Ravines Golf Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving 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 educational support and personalized retirement planning to plan sponsors and participants.

Zachary Fadden is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. Zachary has prior experience spanning roles in education and various service industries. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios supported by third-party managers and employs technology-driven investment and advisory solutions.

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.

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. with 16 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2009. Kiernicki serves as Treasurer for the local Lansing chapter of Junior Chamber International, managing budgeting and board duties for the nonprofit. Hantz Financial Services serves a diverse clientele, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory services with broker-dealer, mortgage, and insurance product sales.

Justin Hutt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He worked at Axa Advisors, LLC for 14 years before joining Commonwealth in 2017. Outside of his advisory role, he is co-owner of CooperDavis Financial Group, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, supported by a centralized operations, trading, technology, and compliance platform.