Blake Snyder is a financial advisor with Fifth Third Securities, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank for eight years and has a background that includes roles at Family Fare and in Jenison. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering programs like the Passageway Managed Account platform with various portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains a broad client base with multiple affiliated entities and program types.

Jennifer Billiam is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1995. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Brett Howell is a financial advisor with Rockefeller Financial LLC, holding a CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He previously worked at Bank of America and Merrill Lynch, with overlapping tenures from 2000 to 2024. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform, and operates as a registered broker-dealer offering a range of securities and alternative investment services.

Kevin Liederbach is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James, Charles Schwab, Eaton Vance, and other firms. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through various channels, using both quantitative and qualitative analysis to deliver customized investment strategies.

Nathan Mulder is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Nortech Systems Inc. and Vinocopia. Hantz Financial Services serves a wide range of clients including individuals, pension plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios and integrates third-party money managers and technology platforms such as Direct Indexing and AI-assisted client data aggregation in its investment approach.

Joel Barrett is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He has worked at Merrill and Bank of America before joining Rockefeller Financial LLC, where he has been since 2024. 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 and is also a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

David Bayon is a financial advisor with Hantz Financial Services, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Hantz Financial throughout his career since 2005. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Nicholas Handeland is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Edge Wealth Management since 2021 and has prior experience with JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is also a managing partner at Edge Wealth Management, a full-service wealth management firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment and promoter arrangements.

Ryan Baines is a financial advisor with Fifth Third Securities, Inc. in Lowell, MI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Fifth Third Securities since 2016 and with Fifth Third Bank since 2015. Fifth Third Securities 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 managed-account programs with features such as direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.

Morgan Badersnider is a financial advisor at Rockefeller Financial LLC in Grand Rapids, MI, holding a Series 66 designation with 12 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures at Merrill from 2011 to 2024 and Bank of America from 2014 to 2024. Outside of advising, he is a one-third owner of an LLC that manages a condo rental at a ski and golf resort. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and investment banking.

Mark Williamson is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with PlanMember since 2016 and also operates his own business, Williams & Co dba Williams and Company Financial Services, where he provides securities and insurance services. Additionally, Williamson is involved with the Michigan Association of Retired School Personnel, where he delivers educational presentations. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process, managing risk-based mutual fund portfolios and providing education, support, and personalized retirement planning.

Andrew Zeno is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and discretionary model accounts managed by PNC or third-party strategists.

John Ludington is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Ludington attended Lafayette College prior to beginning his career in financial services. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Dennis Glosik is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 2012. Outside of his advisory role, he owns and operates a travel website, Lufthansaflyer.com, and a photography business, DGCameraWorks. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, and institutional clients. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and tax-overlay services.

Michelle Williams is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Grand Rapids, MI. She has three years of industry experience, having previously worked at Merrill and Plante Moran Financial Advisors. 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 combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a range of investment solutions through its consolidated Rockefeller Global Investment Management platform.

Tyler Pellerito is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has four years of industry experience with prior roles at Cetera Advisor Networks, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He also serves as a notary in Grandville, MI. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm supports independent advisors through a variety of custodians and third-party managers, with a notable focus on primarily non-discretionary account management.

Gabrielle Aplin is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has four years of industry experience, including her time with Fifth Third Bank. Prior to her current role, she worked in the optical retail sector at Pearle Vision and LensCrafters. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating third-party portfolio managers and a range of strategies such as mutual funds, separately managed accounts, and tax-overlay services.

Christine Steinmetz is a CFP® professional with 14 years of industry experience, currently with Rockefeller Financial LLC since 2024. Her prior experience includes roles at Bank of America and Merrill, spanning over a decade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning and consulting, and operates as a registered broker-dealer offering a wide range of investment and placement services through its Private Advisor model and consolidated investment platform.

Rachael Mckellar is a financial advisor with Principal Financial Services and holds Series 63, Series 65, and Series 66 credentials. She has 19 years of industry experience, including more than a decade with Principal Securities Inc. and Principal Life Insurance Company. She also serves as a bank/trust officer for Principal Bank and Principal Trust Company, supporting retirement plan accounts across multiple business lines. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

John Woodward is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Principal Securities since 1992 and leadership positions at multiple Watermark entities focused on advisory and employee benefits services. Outside of his advisory work, Woodward serves as president and treasurer of the Serenity Ridge Association in Grand Rapids, MI. 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 direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.