James Harding is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Bank of America, NA and Merrill from 2006 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, consulting, and a range of broker-dealer services. The firm operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary solutions across multiple asset classes.

Lindsey Chrystan is a CFP® professional with 25 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior roles include positions at Elevation Advisory Partners, LLC, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Outside of her advisory work, she serves as an insurance agent and is president of Success Financial Group, a DBA used for marketing purposes. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm supports independent advisors with a variety of custodial and third-party management platforms and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

Sandra Ruff is a financial advisor at The Huntington Investment Company with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Gordon Food Service, Corewell Health, and Huntington Private Bank. Ruff has worked at The Huntington Investment Company in two separate periods, totaling seven years. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm offers a range of wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank portfolios.

Tyler Zimmerman is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously in education at several schools including Grand Valley State University and Fruitport High School. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors using diversified ETF-focused portfolios, model-based strategies, and a turnkey platform that incorporates both discretionary and non-discretionary mandates.

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 at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked in financial services roles at Fifth Third Securities and Fifth Third Bank since 2021. Prior to his financial career, he had experience in hospitality at Lucky's Steakhouse. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform with options spanning mutual funds, ETFs, separately managed accounts, tax-overlay services, and direct indexing.

William Mokma is a financial advisor with The Huntington Investment Company in Grand Rapids, MI, holding the Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked with Huntington since 2002 and has been associated with Ameriprise Financial Services, LLC since 2026. 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 that combines third-party sub-managers and affiliate offerings, providing various wrap-fee programs primarily on the Envestnet MAS platform.

Martin Marino is a financial advisor with Principal Financial Services based in Grand Rapids, MI. He holds Series 65 and Series 63 licenses and has 41 years of industry experience. Marino has worked with Principal Life Insurance Company since 1998 and operates Marino Insurance Services L.L.C. since 2000. He serves as a board member of the Cascade Community Foundation in Grand Rapids. 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 asset allocation and separately managed account solutions.

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.

Scott Mc Pheeters is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2021. Prior to this, he worked for 16 years at Edward Jones. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a range of managed strategies that are periodically reviewed and rebalanced.

Luke Roach is a financial advisor at Ameritas Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has worked at Ameritas Advisory Services and Ameritas Investment Company since 2024. His background includes service in the United States Marine Corps from 2016 to 2024 and roles at Heitzman & Associates Inc. and Canvas Financial beginning in 2023. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and supports portfolio construction and monitoring through an Investment Committee and third-party partners.

John Kirchhoff is a financial advisor at Eagle Strategies (New York Life) with four years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2021. Prior to entering financial services, he worked in education at Grand Valley State University and Grandville Public Schools. Kirchhoff is also the owner of a financial services-related business. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and fiduciary responsibilities, managing a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kyle Bugg is a financial advisor at GWN Securities Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CRG Advisors since 2015 and Choice Retirement Group, LLC since 2011. Outside of advisory work, he is involved in insurance sales including health insurance, long-term care, and Medicare supplements through his ownership of CRG Advisors of Grand Rapids, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Jaela Mc Quillan is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 66 designation and began her advisory role in 2024. Prior to joining Benjamin F. Edwards, she worked for ten years at Versiti Blood Centers. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both strategic and tactical investment approaches monitored by an Investment Strategy Committee.

Thomas Trisch is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2008. TIAA-CREF Individual & Institutional Services, LLC serves individuals and institutions, often those connected to TIAA-administered retirement plans, offering financial planning, discretionary managed accounts, and broker-dealer services. The firm distinguishes between one-time financial planning and ongoing portfolio management, applying a fiduciary standard to its advisory services.

John Mousel is a CFP® credentialed financial advisor with 25 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2025. His prior experience includes roles at MassMutual Life Insurance Co., Infinex Investments, Inc., Choice One Bank, LPL Financial, and other financial firms. 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 features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Cynthia Shearer is a financial advisor at Fifth Third Securities, Inc. with a Series 66 credential and three years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank and Kohl’s Department Stores. Fifth Third Securities 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 options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Katherine Terpstra is a financial advisor with Principal Financial Services in Grand Rapids, MI. She holds the Series 66 designation and has been with Principal Financial Services and Principal Life Insurance Company since 2026. Terpstra has a longstanding career at Corewell Health, where she has worked since 2007. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and business entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Craig Sharp is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. He previously worked at Bank of America, NA and Merrill Lynch, gaining extensive experience over 24 years. In addition to his advisory role, he serves on the endowment investment committee for Hope College, providing advice on their investment consultant's recommendations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services within a Private Advisor model and an integrated investment platform, uniquely combining registered broker-dealer capabilities with alternative investment placement and affiliated trust and insurance services.

Jeffrey Dykstra is a CFP® with 14 years of industry experience, currently serving at Rockefeller Financial LLC. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting. The firm operates under a Private Advisor model and a consolidated investment platform that provides a range of discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.