Scott Goldman is a financial advisor with Eagle Strategies (New York Life) based in Grand Rapids, Michigan. He holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, he worked at firms including LPL Financial, CUNA Brokerage Services, and Hill Island Financial. Outside of his advisory role, he works as a delivery driver for DoorDash, Uber Eats, and Instacart. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm offers a range of advisory programs, emphasizing tailored recommendations and managing primarily non-discretionary assets.

Collin Dawes is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and 27 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has prior experience at Independent Financial Partners and LPL Financial. His other business activities include operating Dawes Wealth Management as a DBA within his LPL business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance asset aggregation and digital estate planning.

Carter Frantz is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having one year of industry experience. He previously worked at Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Frantz is also involved with the Michigan Association of Retired School Personnel, where he conducts educational workshops and pension analysis. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering risk-based mutual fund portfolios. The firm supports plan sponsors and participants through education and personalized planning within a strategic asset allocation framework.

James Walsh is a Series 66-licensed financial advisor at Farther with 18 years of industry experience. Prior to joining Farther in 2025, he worked at Advance Capital Management, Inc. for eight years and Zhang Financial for five years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Christopher Hendryx is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at TIAA-CREF and TIAA since 2018 and previously at Stifel from 2016 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Ella Chatfield is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Her background includes roles in education at multiple schools and involvement with Velocity Nutrition. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and unified managed accounts, combining advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Mark Lazarowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has 29 years of industry experience, including 27 years at WelchDry and 2 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual, high-net-worth, pension, profit-sharing, charitable, corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party money managers and employs an asset-allocation framework with periodic rebalancing, as well as technology-enabled trade execution and tax-loss harvesting.

Lucas Hatridge is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edge Wealth Management and Principal Life Insurance Company. Outside of his advisory role, he is involved in the sales of fixed insurance products, including fixed life, fixed annuity, disability, long-term care, health, medical, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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 through various advisory and promoter arrangements.

Brad Erickson is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and with five years of industry experience. He has worked at Williams & Co dba Williams and Company Financial Services since 2020 and concurrently serves as a math consultant for the Ingham Intermediate School District, a role he has held since 2002. Additionally, he participates in municipal government as a compensation committee member for Vevay Township. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education and support services for plan sponsors and participants.

Vincent Frustaglio is a financial advisor with Principal Financial Services in Grand Rapids, MI. He holds the CFP® designation and has 12 years of industry experience. Prior to joining Principal, he worked at Edward Jones and Nationwide Investment Services Corporation. Outside of advising, he owns an LLC established for accounting purposes and sells fixed insurance products. 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 managers through various advisory and promoter arrangements.

Gary Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PlanMember since 2016 and has additional experience operating his own financial services and insurance businesses. Immink also engages in educational presentations through the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on a strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers comprehensive education and support services, including seminars and personalized planning, acting as an ERISA Section 3(38) fiduciary for many plans.

Alonte White Davis is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Bankers Life Securities, Inc. since 2018 and at Bankers Life & Casualty, Inc. since 2016, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Additionally, he is Treasurer of the Vantage Point Association, managing condo association funds and related administrative responsibilities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients' goals and risk tolerances.

Todd Brandstadt is a CFP® with over 31 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2014, following prior roles at Raymond James & Associates and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a trustee for the Rocklin G. Brandstadt Living Trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with more than 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, employing proprietary and third-party investment strategies across equity and fixed income portfolios.

Sammy Salas Salinas is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill for ten years before joining Rockefeller Financial in 2024. 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, and brokerage services.

Mandie Rayborn is a financial advisor with J.W. Cole Advisors, Inc. in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and LPL Financial. She is a co-founder of Navigate Financial Group, a client-focused brand identity venture. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives, offering portfolio management, financial planning, and access to multiple managed account solutions.

David Arnold is a CFP® with nine years of industry experience and has been with Hantz Financial Services, Inc. since 2016. He previously worked at Saginaw Valley State University for one year. Hantz Financial Services, Inc. serves a diverse client base including individual and high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management using ETF-based model portfolios, third-party SMAs, and retirement plan consulting, combining advisory and broker-dealer activities along with mortgage and insurance product sales.

Ryan Hallowell is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 66 and Series 63 designations and has been with TIAA-CREF since 2012. The firm provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. TIAA-CREF’s advisory model separates one-time planning services from ongoing discretionary management, offering both model-based and customized portfolios.

Steven Turner is a financial advisor at PlanMember Securities Corporation with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Turner worked as an online instructor at Michigan Virtual and spent 25 years with Zeeland Public Schools. Outside of his advisory work, he is involved in educational workshops through the Michigan Association of Retired School Personnel and works in golf course maintenance at Ravines Golf Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering educational support and personalized retirement planning to plan sponsors and participants.

Zachary Fadden is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. Zachary has prior experience spanning roles in education and various service industries. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios supported by third-party managers and employs technology-driven investment and advisory solutions.

Connor Gillis is a CFP® with four years of industry experience, currently an advisor at Mariner Wealth Advisors. He has previously worked at Rockefeller Financial LLC, Bank of America, and Merrill. Outside of his advisory role, he serves as President-Elect of the Grand Valley State University Young Alumni Council. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and is notable for its integrated tax and accounting services as well as operational CFO and financial wellness platforms.