Wyatt Boss is a CFP® with three years of industry experience, currently advising at Empower Advisory Group in Grand Rapids, MI. His prior experience includes roles at Heritage Wealth Management and Advisory Alpha, along with nearly a decade in education at 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, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

James Osterhouse is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Bankers Life Securities since 2018 and Bankers Life and Casualty since 2002, where he also serves as a Branch Sales Manager overseeing a team of agents. Outside of investment advising, he has a financial interest in a medical and aesthetics practice owned by family members through a loan agreement. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

David Hansen is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining his current firm in 2022. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing proprietary strategies and third-party models across equity and fixed income portfolios.

Roger David is a financial advisor with Kestra Advisory in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Kestra Advisory since 2016 and previously with Kestra Investment Services, LLC since 2015. Outside of his advisory work, he serves as national chairperson for The Order of St. Ignatius of Antioch and holds board positions with the Antiochian Orthodox Archdiocese Investment Committee and the Binder Park Zoo. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets while serving clients including sovereign wealth funds.

Ryan Moser is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked with Principal Life Insurance Company and its affiliated firms since 2007 and also spent time at Retirement Resource Group. Outside of his advisory role, he is the owner of Ryan G Moser LLC, which he uses for payroll administration. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Christopher Hebel is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 19 years of industry experience, including 16 years at Edward Jones Investments prior to joining Benjamin F. Edwards. He is based in Grand Rapids, MI. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a large team of advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and certain M&A advisory services, utilizing both proprietary and third-party investment strategies.

Dennis Muxlow is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Crown Ventures and Aby Groups. In addition to his advisory work, he is a licensed insurance agent with Bankers Life & Casualty, focusing on health and life insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Amy Dowling is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2013. She holds Series 63 and Series 65 licenses and owns Amy Dowling Financial, Inc., an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and manages discretionary model portfolios, while delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Kyle Benham is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His prior work includes roles at Edge Wealth Management and several positions in the Grand Rapids area, including involvement with Tavern Project Michigan LLC. He is also engaged in the sale of fixed insurance products, including fixed annuities and various health-related coverages. Principal Securities provides brokerage and investment advisory services to individual investors, retirement plans, trusts, estates, and other entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs with discretionary investment implementation.

Shaun Smith is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fifth Third Bank, N.A. and Ameriprise. Outside of his advisory role, he manages a rental property. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and providing a range of strategies from mutual funds and ETFs to SMA and direct indexing options.

Dustin Osborne is a CFP® professional with 16 years of industry experience, currently serving at Commonwealth Financial Network since 2017. Prior to that, he worked at Axa Advisors, LLC for seven years. He is also a partner and co-owner of CooperDavis Financial Group, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios from a broad range of securities and insurance products.

Tyler Pell is a CFP® with 26 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. He has worked at Cetera and its affiliates for eight years and is the owner and president of Stella Polaris Consulting & Wealth Management, a separate investment-related business he has operated since 2015. J. W. Cole Advisors, Inc. is a large enterprise with over 480 advisors, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm offers both discretionary and non-discretionary management using a mix of fundamental and technical analysis, model and manager-based strategies, and digital advice.

Tyler Smyth is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Huntington National Bank. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Mindy Minarik Prins is a financial advisor with Empower Advisory Group, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, and Principal Life Insurance Company, as well as a lengthy tenure at Macatawa Bank. She is based in Grand Rapids, MI. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Stephanie Young is a financial advisor at PNC Wealth Management with 24 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model selection and invests via mutual funds and ETFs with annual rebalancing.

James Harding is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill over spans of 15 and 18 years, respectively. 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 and financial planning services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in placement and investment banking.

Brendan Bohnhorst is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MaxWealth Management at Lake Michigan Credit Union, LPL Financial, Fidelity Investments, and Prudential. Outside of his financial career, he serves as an adjunct music instructor at Aquinas College and is the principal tuba player for the Holland Symphony Orchestra. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Travis Hough is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank, Lucky's Steakhouse, and Chemical Bank/Tcf Bank. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering access to multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services ranging from mutual fund and ETF models to separately managed account strategies and tax-overlay options.

Martin Marino is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked with Princor Financial Services Corporation since 1985 and has been involved with Marino Insurance Services L.L.C. and Principal Life Insurance Company for more than 25 years. Outside of his advisory work, Marino serves as a board member for the Cascade Community Foundation in Grand Rapids, participating in meetings and fundraising activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services feature direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various arrangements.

Jacob Howell is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Merrill. His background also includes four years at Michigan State University and eight years at Forest Hills Eastern High School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.