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.

Breanne Vugteveen is a financial advisor with CWM, LLC in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Her career includes roles at Kanai Wealth Management Group, Cetera Wealth Services, LLC, and LPL Financial. She serves as Michigan Board President for Bethany Christian Services, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs a discretionary, model-driven investment approach combining fundamental and technical analysis, third-party sub-advisors, and customized solutions while providing a range of portfolio management, financial planning, and retirement-plan services.

Jordan Fairbanks is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Jordan has worked with Eagle Strategies since 2013 and has prior experience at 2M Financial Group, LLC. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Craig Hancock is a financial advisor with GWN Securities Inc. in Grand Rapids, MI, holding CFP® and Series 63 designations and having 39 years of industry experience. He has been with GWN Securities since 2010. Hancock is also a board member of CGE Energy, a company focused on on-site power generation for small to mid-size buildings, and owns Hancock & Associates, which markets securities and insurance programs. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers with portfolios based on asset allocation and Modern Portfolio Theory, incorporating tactical strategies such as market-timing and momentum-based approaches.

Brian Kage is a financial advisor with Benjamin F. Edwards & Company, Inc. in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and Homebridge Financial, as well as six years at United Wholesale Mortgage. 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 more than 500 advisors. The firm offers a range of advisory programs and services, including wrap-fee programs, financial planning, and investment management using both proprietary and third-party strategies.

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.

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.

Christopher Young is a financial advisor with Valic Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also involved with At Your Service Valet LLC, an entrepreneurial venture outside the financial sector. Additionally, he serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and overseeing approximately $26.4 billion in discretionary assets.

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.

Justin Katz is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Townsquare Media, and PNC Bank. Outside of his advisory role, he owns JM Katz Entertainment LLC, a DJ service business, and is involved part-time in a podcasting venture called Wingman Sounds LLC. 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 both as a registered advisor and broker-dealer with an integrated investment platform and alternative investment capabilities.

Keagan Rushmore is a financial advisor at J.W. Cole Advisors, Inc. in Grand Rapids, MI, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at USA Financial Securities and Planmember Securities Corporation. Outside of his advisory work, he is co-founder and CEO of L2 Advisors, LLC and Great Lakes Tax Team LLC, where he is involved in financial planning, consulting, and tax preparation services. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and digital advice platforms while providing both discretionary and non-discretionary account management.

Scott Hillary is a financial advisor affiliated with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with 32 years of industry experience. His career includes prior roles at Ameriprise and Comerica Securities, as well as an earlier tenure at Fifth Third Securities. He is involved with Financial Oxygen, a cash management system for retail and institutional investors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage channels. The firm offers multiple investment programs via its Passageway Managed Account Platform, combining various portfolio management strategies and services.

Karen Anson is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Her career includes extensive tenure at Fifth Third Bank since 1990. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on its Passageway platform, including mutual funds, ETFs, separately managed accounts, and tax-overlay services.

Marsha Daugherty is a Series 66 licensed advisor with 15 years of industry experience. She is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both in 2024. Her prior experience includes roles at OSAIC, Sagepoint Financial, Inc., WHOLEHAN, and BeautiControl. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs on the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management options and tax-aware investment strategies.

Sandra Williams is a financial advisor with Benjamin F. Edwards & Company, Inc. in Grand Rapids, MI, holding a Series 66 designation and 18 years of industry experience. She has worked at Benjamin F. Edwards since 2014, following prior roles at Raymond James & Associates and Wells Fargo Clearing. 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and select M&A advisory services.

Troy Teitsma is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2024. Based in Grand Rapids, MI, Teitsma joined PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithmic risk assessment and invests primarily in mutual funds and ETFs.

Deborah Reynolds is a financial advisor with Principal Financial Services in Caledonia, MI. She holds Series 63 and Series 66 licenses and has 25 years of industry experience, having worked at Principal Securities Inc. and Principal Life Insurance Company since 2000. She is also a designated bank officer supporting Principal retirement plan account relationships through Principal Bank and Principal Trust Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.