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Christopher M

Series 66

Grand Haven, MI

Fairway Investment Group, LLC

Christopher Myers is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Fairway Investment Group since 2020 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Prior to his current roles, Myers spent 25 years with Hamilton Community Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs and operates predominantly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Andrew F

Series 66

Grand Haven, MI

Cross State Financial Group LLC

Andrew Flack is a Series 66-credentialed financial advisor with 14 years of industry experience. He has been with Cross State Financial Group LLC in Grand Haven, MI, since 2016. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $188 million in discretionary assets through an eight-advisor team. The firm employs a combination of fundamental analysis and tactical asset allocation to construct portfolios tailored to client needs.

Income planning Cash flow / budgeting
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Benjamin C

CFP®, Series 65

Spring Lake, MI

Essex LLC

Benjamin Cairns is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Essex LLC since 2014. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management strategies informed by fundamental, technical, and sector analysis, offering both discretionary and non-discretionary services along with financial planning.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Self-Employed Executive
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Eric M

CFP®, Series 63, Series 65

Muskegon, MI

Embark Financial Partners

Eric Martinez is a CFP® professional affiliated with LPL Financial, with six years of industry experience. He previously worked at American Century Investment Services, Inc. and has been involved with community organizations such as the YMCA of Greater Kansas City. Outside of his advisory work, he is a co-founder and co-owner of the Kansas City Salsa Company LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and a broad platform that accommodates customized advisory and brokerage services.

General retirement planning General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Nicholas G

Series 65

Allendale, MI

Balance Wealth

Nicholas Gookin is a financial advisor with Balance Wealth and holds a Series 65 credential. He has eight years of industry experience, including previous roles at WealthSource Partners, OneDigital Investment Advisors, and Retirement Outfitters. His background also includes work in higher education at Colorado Mesa University. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients as well as defined contribution and defined benefit plans. The firm manages diversified, risk-based portfolios using a variety of investment vehicles and employs fundamental analysis, modern portfolio theory, and quantitative methods in its approach.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy Wealth management Real estate investing
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William B

CFP®, Series 66

Muskegon, MI

Embark Financial Partners

William Bohne is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Overland Park, KS. He also operates BCS Partners LLC, doing business as Embark Financial Partners, providing financial planning and consulting services as an independent registered investment advisor. Additionally, he manages an insurance agency within BCS Partners, focusing on insurance platform oversight and product due diligence. LPL Financial serves a diverse client base that includes individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment delivery options tailored to client needs.

General retirement planning General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Christian B

CFP®, Series 66

Muskegon, MI

Embark Financial Partners

Christian Binger is a CFP® professional with seven years of experience in the financial services industry. He is affiliated with Embark Financial Partners in Muskegon, MI, and has previously worked at firms including Waddell & Reed, Inc and LPL Financial LLC. Binger also serves as a non-variable insurance agent in connection with his advisory activities. Embark Financial Partners is a registered investment adviser that provides financial planning and consulting services to individuals, trusts, retirement plans, and businesses. The firm delivers advice through written financial plans and consultations rather than managing client assets directly.

General retirement planning General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Alishia T

Series 63, Series 65

Grand Haven, MI

ON Investment Management CO

Alishia Terrill is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2000. Outside of her advisory role, Terrill is involved in several business activities including serving as president of AMT Enterprises, working as an office manager for Terrill Financial Group, and engaging in roles related to natural skin care products and clothing design. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and manages client accounts through both discretionary and non-discretionary arrangements.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Luke R

Series 65, Series 63

Grand Haven, MI

ON Investment Management CO

Luke Reising is an advisor at ON Investment Management Company, holding Series 65 and Series 63 credentials. He has been with the firm since 2025 and has prior work experience in the service industry. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a broad client base including individuals, families, trusts, estates, charitable organizations, and businesses. The firm offers a mix of discretionary and non-discretionary advisory services and commonly integrates third-party investment programs.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Kimberly S

ChFC®, Series 63, Series 65

Allendale, MI

Foundations Investment Advisors LLC

Kimberly Strosnider is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds the ChFC® designation and has previously worked with AlphaStar Capital Management, LLC and SGL Financial, LLC. In addition to her advisory role, she also engages in life, health, annuity, fixed, and long-term care insurance services through her business, Estate and Wealth Management Services LLC. Foundations Investment Advisors LLC serves a broad client base, including individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm offers financial planning and portfolio management using a mix of fundamental, technical, and cyclical analysis, with model portfolios and an asymmetric rebalancing approach.

ESG / Sustainable investing
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Amanda J

Series 63, Series 65

49404, MI

First Command Advisory Services

Amanda Jones is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Allstate and The Okonite Company. She is also an Associate Client Manager at Founder Shield, where she handles client service and administrative duties. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jessica B

Series 65, Series 63

Grand Haven, MI

The huntington Investment company

Jessica Bosma is a financial advisor with The Huntington Investment Company and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, all spent with The Huntington Investment Company in various roles since 2015. Outside of her advisory work, she serves as a trustee for the West Michigan SPCA, participating in board decision-making and liaison activities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm employs an open-architecture investment approach that integrates third-party and proprietary models and offers multiple wrap-fee programs through the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Cathleen C

Series 65, Series 63

Grand Haven, MI

FIFTH THIRD SECURITIES, Inc.

Cathleen Cunningham is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her prior work includes roles at Fifth Third Bank, Five Below, and Old Navy. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through advisory and brokerage services. The firm offers various investment programs on the Passageway platform, combining third-party portfolio management with advisor-guided strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Zachary M

Series 66

Grand Haven, MI

Commonwealth Financial Network

Zachary Manion is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked at Lakeshore Financial Group since 2020 and has prior experience with Home Depot, United Postal Service, and Grand Valley State University. He also spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Joel A

Series 66, Series 63

Muskegon, MI

Empower Advisory Group

Joel Austin is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at PNC Financial Services Group and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Robert K

Series 65, Series 63

Muskegon, MI

Lincoln Investment

Robert Koekkoek is a financial advisor with Lincoln Investment in Muskegon, MI, holding Series 65 and Series 63 credentials and over 30 years of industry experience. His career includes roles at Capital Analysts and Legend Equities Corporation. Outside of advisory work, he serves as a basketball referee. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches across discretionary and non-discretionary programs.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Derrick C

Series 63, Series 65

Muskegon, MI

PNC Wealth Management

Derrick Coleman is a financial advisor at PNC Wealth Management with 10 years of industry experience. He has held positions at The Huntington National Bank and The Huntington Investment Company between 2012 and 2023. Outside of his advisory role, he is involved in buying, selling, and trading sports trading cards for his personal collection. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an online discretionary model account offered as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists, employing mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Benjamin P

Series 63, Series 65

Norton Shores, MI

FIFTH THIRD SECURITIES, Inc.

Benjamin Perfect is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and New Rules Marketing, and he operated a photography business, Ben Perfect Photo LLC, for ten years. 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 managed account programs via the Passageway platform, ranging from mutual fund and ETF models to separately managed accounts with tax-overlay and direct-indexing options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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James M

Series 63, Series 66

Grand Haven, MI

Commonwealth Financial Network

James Manion is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been associated with Lakeshore Financial Group, LLC since 2008, where he is a co-owner, and also owns Manion Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, technology, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Andrew B

Series 65, Series 63

Ferrysburg, MI

FIFTH THIRD SECURITIES, Inc.

Andrew Barney is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he was associated with Fifth Third Bank, AmeriCorps, and held various roles in education and banking. Outside of his advisory work, Andrew serves as an assistant pastor at Broadway Baptist Church. Fifth Third Securities, Inc. serves a broad client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment program types via its Passageway platform, providing access to mutual fund/ETF models, SMA strategies, and tax management services, supported by a large team of advisors and substantial assets under management.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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