Julie Green is a financial advisor with Money Concepts Capital Corp in Coopersville, MI, holding a Series 66 designation and five years of industry experience. She has worked at Money Concepts Capital Corp since 2019 and previously at Boes Financial Center LLC. Outside of advising, Green serves as secretary and board member of the Grand Raggidy Roller Girls Boosters, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charities, and corporations. The firm employs a variety of managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

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.

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.

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.

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.

Ryan Fry is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at The Huntington Investment Company and its affiliated entities since 2005 and previously held a role at Ameriprise Financial Services. Outside of his advisory work, Fry serves as a hockey official for West Michigan Hockey Referees. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

David Karl is a CFP® professional with 20 years of industry experience, currently affiliated with GWN Securities Inc. and CRG Advisors. He has been with GWN Securities since 2013 and owns CRG Advisors, which operates an insurance business specializing in life insurance, long-term care, fixed annuities, disability insurance, and health insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with investment programs ranging from traditional asset allocation to legacy market-timing and momentum-based strategies.

Scotia Blakey is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked exclusively within the Huntington organization and its affiliated entities since 2018. Prior to her advisory career, she was employed at Limerock Road Neighborhood Grill for two years. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.

Ryan Minier is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Fifth Third Securities, Fifth Third Bank, Chase Investment Services Corp., and Bank One. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Andrew Brown is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI, holding Series 63 and Series 65 registrations and 17 years of industry experience. He has been co-owner of Lakeshore Financial Group, LLC since 2018 and owner of Little Harbor Financial Group, LLC since 2024, both entities related to his advisory and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, investment management, and back-office support, enabling advisors to offer customized portfolio solutions and a variety of securities and insurance products.

Mandi Dillon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior roles include positions at Principal Financial Services and Stifel Nicolaus & Co Inc. Dillon has also been involved with nonprofit organizations such as Big Brothers Big Sisters of Colorado and the American Cancer Society. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning process and serves a large participant base relative to its advisor headcount.

Dillon Drossart is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America and PRUCO Securities, LLC. His background also includes experience in real estate and hospitality sectors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jennifer Larsen is a financial advisor with FIFTH THIRD SECURITIES, Inc. holding Series 63 and Series 65 licenses and has 22 years of industry experience. Her career includes nearly two decades at Fifth Third Securities, with additional roles at PNC Wealth Management and LPL Financial LLC. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including models featuring mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

Roger Siegel is a financial advisor with Fifth Third Securities, Inc. in Grand Haven, MI, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and unique platform features such as direct indexing and a tax-overlay service.

Sarah Van Dyke is a financial advisor at The Huntington Investment Company with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Van Dyke worked at Ameriprise Financial Services, LLC from 2026 to the present and has been with The Huntington Investment Company since 2008. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing multiple wrap-fee programs through the Envestnet MAS platform.

Samantha Enerson is a financial advisor with Edward Jones in Grand Haven, MI, holding a Series 63 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its large network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Kimberly Obetts is a CFP® professional with 30 years of industry experience currently with LPL Financial since 2005. She holds Series 63 and Series 65 licenses and operates out of Coopersville, MI. Outside of her advisory role, she provides fixed annuity and life insurance sales as well as group and individual health insurance, including Medicare Advantage products, and is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from internal and third-party sources.

Todd Carlson is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he serves as a public address announcer for sports at Mona Shores Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Lawrence Baird is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, Baird operates as an independent insurance agent selling fixed annuities, life insurance, and long-term care products, and he serves as president of a business S corporation used for accounting and tax purposes. He is also involved as a retail ambassador for a non-alcoholic brewing company. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple third-party money managers and managed account solutions.

William Mc Collum III is a financial advisor with Edward Jones in Howard City, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.