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.

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.

Christopher Hendryx is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at TIAA-CREF and TIAA since 2018 and previously at Stifel from 2016 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

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.

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.

Alonte White Davis is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Bankers Life Securities, Inc. since 2018 and at Bankers Life & Casualty, Inc. since 2016, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Additionally, he is Treasurer of the Vantage Point Association, managing condo association funds and related administrative responsibilities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients' goals and risk tolerances.

Todd Brandstadt is a CFP® with over 31 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2014, following prior roles at Raymond James & Associates and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a trustee for the Rocklin G. Brandstadt Living Trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with more than 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, employing proprietary and third-party investment strategies across equity and fixed income portfolios.

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.

Ryan Hallowell is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

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.

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.

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.

Daniel Sherwood is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been affiliated with Bankers Life and related entities since 2009. Sherwood is also licensed as an insurance producer, authorized to write Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients' objectives and risk tolerances.

Nicholas Shane is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Agia, Valic Financial Advisors, Barclays Capital Inc., Credit Suisse Securities, and Lehman Brothers Inc. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. Lincoln Investment is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and maintains a long history of serving educators and participants in 403(b) and 457(b) programs.

Mark Barnes is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at The Huntington Investment Company and Fifth Third Bank. In addition to advisory services, he is also a licensed insurance agent, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

David Foster is a financial advisor with Money Concepts Capital Corp in Middleville, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he is involved with Thornapple Financial Center, providing support services in accounting and tax, and he owns Foster Financial Group LLC for tax purposes. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures to serve approximately 14,700 clients.

Benjamin Johns is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Fifth Third Securities since 2015 and has been affiliated with Fifth Third Bank 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 provides multiple discretionary managed-account options and includes features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Erica Wilson is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank, N.A. and has experience with Brinks' Ice Cream Express and Northside Market. She is also an author of two poetry books available on Amazon. Fifth Third Securities, Inc. serves individual and institutional clients through advisory and brokerage channels, offering various managed account programs and investment strategies via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including municipal advising and broker-dealer activities.