Richard McGowan Jr. is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities since 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining mutual funds, ETFs, separately managed accounts, and tax-focused strategies.

Erik Lynch is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Oppenheimer and Wells Fargo Clearing. He is based in Holland, MI. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, utilizing third-party portfolio managers and a range of investment strategies from mutual funds to direct indexing.

Daniel Rausch is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Osaic Advisory Services, LLC and Osaic Wealth, and previously held roles at AW Securities, Allworth Financial, and First Allied Advisory Services. Outside of advisory services, he operates a licensed commercial real estate brokerage and provides incidental tax preparation and advisory services as a licensed CPA in Michigan. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through various program models with custody arranged primarily through Schwab and Fidelity.

Shirell Mcnee is an investment advisor representative with SPC, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been affiliated with SPC and Sigma Financial Corporation since 2007 and owns Cardinal Rule LLC, a licensed insurance agency. She also serves as a trustee on the board of the Fraternal Order of Eagles Earie 4321 Auxiliary in Greenville, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors managing approximately $5.66 billion in assets.

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.

Joseph Sherburn is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Sherburn has been with Fifth Third Securities since 2014 and has worked with Fifth Third Bank since 2012. 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, providing clients access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Wyatt Boss is a CFP® professional at Empower Advisory Group with three years of industry experience. He has worked previously at Heritage Wealth Management, Advisory Alpha, and John A Vandenbosh. Before his financial advisory career, he spent nine years with Grand Valley State University and Jenison Public Schools. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering financial plans focused on long-term portfolio returns and optional managed account solutions.

Trevor Huisken is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked previously at Cambridge Investment Research Advisors and Trubuilt. 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 and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and retirement-plan consulting.

David Meckstroth is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been involved with several financial services roles, including operating his own practice and working with Williams & Co dba Williams and Company Financial Services. Outside of finance, he serves as treasurer for the Inland Lakes Booster Club, a nonprofit supporting school arts, athletics, and academics, and officiates wedding ceremonies through Amazing Day Weddings. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach with risk-based mutual-fund portfolios and offers education, support services, and participant-level investment options.

David Hansen is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, Hansen worked at Edward Jones from 2014 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a range of managed strategies and an internal trading desk.

Tyson Smith is a financial advisor with PlanMember Securities Corporation based in Grandville, MI. He holds Series 63 and Series 65 licenses and has one year of industry experience. In addition to his advisory role, Smith serves as a school board trustee for West Ottawa Public Schools and is president of The Janus Firm, Inc., a company specializing in HR systems consulting. 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 uses a strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering educational support and personalized retirement planning services.

Gavin Klynstra is a financial advisor at Hantz Financial Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2007. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets using diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and retirement plan consulting.

Christopher Hebel is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience and holds a Series 66 designation. He worked at Edward Jones Investments for 16 years before joining Benjamin F. Edwards in 2023. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management through a range of managed strategies monitored by an Investment Strategy Committee.

Benjamin Schollett is a financial advisor at Hantz Financial Services, Inc. with Series 66 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual and various educational and retail organizations. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm utilizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Derek Brondige is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been involved with Hantz Tax and Business since 2015. 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 offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance businesses.

Darin Aprea is a CFP® with two years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. His prior roles include positions at Michigan State University and Traverse City Country Club. 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, emphasizing diversified ETF-centered model portfolios, asset allocation, and tax-aware strategies.

Carrie Roberts is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, having also worked at Fifth Third Bank since 2010. Fifth Third Securities, Inc. 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 programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its status as a registered broker-dealer, investment adviser, and municipal advisor.

Ronald Vansurksum is a CFP® with 17 years of experience in financial advising. He is currently with CWM, LLC and has previously worked at AAM Financial Planning & Investments and Advanced Asset Management. Vansurksum holds leadership roles in several charitable organizations, including serving as President of the Grandville Jenison Chamber of Commerce, Secretary of the Grandville Walker Foundation, and Treasurer of Kenowa Ambucs. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with an emphasis on retirement plan fiduciary services and institutional solutions.

Colton De Vos is a financial advisor at The Huntington Investment Company with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and The Huntington National Bank. Outside of finance, he is a co-owner of Silver Shepherd AGS LLC, a retail business that sells laser engraved and 3D printed products. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform and utilizing an open-architecture investment model that combines third-party and proprietary strategies.

Sheryl Postema is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 12 years of industry experience. She worked at Edward Jones for 10 years before joining Benjamin F. Edwards in 2023. Benjamin F. Edwards & Company is an SEC-registered investment 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 investment strategies managed internally and by third-party managers, supported by several hundred advisors and tens of billions in assets under management.