Christopher Bouma is a financial advisor at Fifth Third Securities, Inc. in Grand Rapids, MI, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities since 2007, following earlier roles at IFMG Securities, Inc. and LaSalle Financial Services, Inc. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and access to third-party portfolio managers via its Passageway Managed Account Program, supporting various investment strategies such as mutual funds, ETFs, SMAs, and direct indexing.

Parker Brey is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and two years of industry experience. He previously held roles at LPL Financial, W&S Brokerage Services, and Western & Southern Life. Parker is based in Grand Rapids, MI. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party strategies, supported by centralized due diligence and advanced technology.

Heather Jensen is a Series 66-licensed financial advisor with Rockefeller Financial LLC, bringing 11 years of industry experience. She previously worked at Merrill from 2013 to 2024 before joining Rockefeller Financial. Outside of her advisory role, she is a member of HJP Properties LLC, a real estate business based in Rockford, MI. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and placement services.

Grace Touchette is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Rockefeller Financial in 2026, she worked at Innovia Wealth and TFO Wealth Partners. Outside of finance, she has experience at Crack of Dawn Bakehouse and spent several years involved with Hillsdale College Athletics Facilities. 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, operating as both an investment adviser and a registered broker-dealer, with a unique integrated platform that includes alternative investment placement and comprehensive affiliated capabilities.

Harvey Nuttall is a financial advisor with SPC in Grand Rapids, MI, holding the ChFC® and Series 63 designations and bringing 22 years of industry experience. His career includes roles at NY Life, NYLIFE Securities Inc., and Eagle Strategies prior to joining SPC and Sigma Financial Corporation in 2018. He serves on the Ada Township Zoning Board of Appeals and is a founding board member of the DeutscheMarques Auto Group, which organizes an annual car show at the Gilmore Car Museum. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored and discretionary advice through various account programs, with custodial services provided by Fidelity/NFS.

Scott Tagliareni is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with New York Life Insurance Company since 2005. Outside of his advisory work, he serves as Vice President of the Cascade Lakes Condo Association, a neighborhood board in Grand Rapids. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

Alena Hontarava is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2021. Prior to her financial career, she spent five years as a stay-at-home mom. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

Breanna Seech is a CFP® with 12 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and tax services. The firm offers customized, discretionary portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional portfolio management.

Eric Deems is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Oppenheimer, and Merrill. Outside of financial services, he owns a small manufacturing business producing aluminum products for sporting goods and hunting equipment. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis and tailoring recommendations to client objectives.

Sarah Maxim is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley for 13 years. Outside of finance, she works part-time as a cashier at Ric's Food Center. Fifth Third Securities, Inc. serves a broad range of clients, including individuals, high-net-worth investors, institutions, and trusts, through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

James Sakoski is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities serves a broad range of individual and institutional clients through both investment advisory and brokerage services, offering various program types including managed accounts, separately managed accounts, and direct indexing. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple third-party portfolio managers through its Passageway Managed Account Program.

Michael Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and is also affiliated with Investment Services Group. Brown offers life and fixed annuities as part of his broader advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account programs. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and utilizes technology platforms to implement client solutions through both proprietary and third-party managers.

Nathan Grant is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Gwfs Equities, Prudential Investment Management Services, The Prudential Insurance Company of America, Wells Fargo Clearing, and FormulaFolios. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients, using an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Amie Moran is a Series 65-credentialed financial advisor with seven years of industry experience. She is currently with AE Wealth Management, LLC and has also worked at IAMS Wealth Management, GFT Wealth Strategies, and Global Financial Trust. In addition to her advisory roles, she is involved in insurance sales and services through Global Financial Trust. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing nearly $50 billion for over 127,000 clients across a platform-driven service model.

Michael Denton is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and has worked at NYLife Securities LLC and New York Life since 2010. Outside of advising, Denton serves as treasurer-secretary for a local business networking group. Eagle Strategies serves both individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

Nicole Dawes is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at LPL Financial since 2011, Independent Financial Partners, and Independent Advisor Alliance since 2018. She is also a commissioned notary public. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to enhance client service delivery.

Alex Bergsma is a Series 66 licensed financial advisor with Commonwealth Financial Network, based in Grand Rapids, MI, and has one year of industry experience. Prior to joining Commonwealth, he worked at CooperDavis Financial Group and has held various roles in educational and mental health organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed account programs, access to third-party asset managers, and comprehensive back-office services, serving both individual and institutional clients.

Cole Brandon is a Series 66 licensed financial advisor with four years of industry experience, currently with Hightower Advisors since 2024. His prior roles include positions at Consumers Credit Union, CUSO Financial Services, and Prudential-affiliated firms. Outside of finance, he was involved with CityGate Church from 2020 to 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers and proprietary research.

Jonathan Dewey is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. His work history includes roles at Infinex Investments, Inc., West Michigan Community Bank, The Huntington National Bank, The Huntington Investment Company, Cetera Investment Services LLC, and TCF National Bank. He is based in Grand Rapids, MI. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Sage Kissman is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation. Kissman has been with Morgan Stanley since 2025, with prior experience at Wells Fargo Clearing and Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.