Eric Immink is an advisor at PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses with one year of industry experience. He also serves as a Dealer Concierge Consultant at MillerKnoll, a furniture manufacturing company. Prior to his current roles, he worked at Priority Health and Mervenne Beverage. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual-fund portfolios and offers education and support services to plan sponsors and participants.

Gregory Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked with both PlanMember Securities Corporation and Williams & Co dba Williams and Company Financial Services since 2024. In addition to his advisory role, Immink is a public school teacher and coach with Grand Haven Area Public Schools and volunteers as a basketball coach and board member for Young Bucs Athletics, a nonprofit supporting youth sports. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers educational and support services to plan sponsors and participants.

Stephen Haan is a financial advisor at SPC with 42 years of industry experience. He has been with Sigma Planning Corporation since 2002 and Sigma Financial Corp since 2000. He holds Series 63 and Series 66 registrations. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers.

Gabriel Jones is a financial advisor at CWM, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Advanced Asset Management, LLC and Nautilus Financial LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

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 with J. W. Cole Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at USA Financial Securities and Planmember Securities Corporation before joining J. W. Cole Advisors. Rushmore is also the co-founder and CEO of L2 Advisors, LLC, a financial planning and consulting firm, as well as Great Lakes Tax Team LLC, a tax preparation and related services business. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, and digital advice to individual, high-net-worth, and institutional clients. The firm employs a variety of discretionary and non-discretionary investment strategies and utilizes multiple custodial platforms for client solutions.

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.

Lisa Kelly is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 65 and Series 66 licenses and 21 years of industry experience. She has worked at firms including VOYA Financial Advisors, Great Lake Financial Management Group LLC, and The Prudential Insurance Company of America. Kelly is also owner and advisor of LakeShore Financial Advisory LLC and Williams & Co dba Williams and Company Financial Services. 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’s investment approach uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios and focuses on education and support services for plan sponsors and participants.

Douglas Austin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and with two years of industry experience. He has worked with firms including Keller Williams Rivertown and Williams & Co, and previously spent nine years with Berkshire Hathaway Home Services. Outside of finance, he is active as a realtor at Keller Williams Rivertown helping clients buy and sell real estate. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Joseph Byker is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. Prior to his advisory role, he worked for Intuit, Inc. for nine years. He serves as Treasurer and a board member for two Christian educational organizations focused on providing community-based education. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis within the New York Life affiliate structure.

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.

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.

David Lund is a CFP® with 27 years of industry experience. He is currently with Rockefeller Financial LLC, having joined the firm in 2024. Prior to this, he worked at Bank of America, N.A. and Merrill. Outside of his advisory role, he is an owner of a for-profit LLC that manages a condominium rental. 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, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a consolidated investment platform.

Kari Judson is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Principal Securities. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Melody Lazarowicz is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, holding the ChFC® and Series 63 designations with 26 years of industry experience. She has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse clientele including individual and high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and innovative investment technologies.

Taylor Dewey is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He previously worked at Merrill for eight years before joining Rockefeller Financial in 2024. In addition to his advisory role, Dewey owns and operates an independent LLC centered on property management and tenant relations in Walker, Michigan. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, and uniquely operates as both a registered investment adviser and broker-dealer, providing integrated investment, insurance, and banking solutions through a consolidated platform.

Adam Peirce is a CFP® professional with 24 years of industry experience, currently serving at PNC Wealth Management since 2012. He holds Series 63 and Series 65 licenses and is based in Grand Rapids, MI. Outside of his advisory role, he is a member of ABCD Hive LLC, a non-investment related entity. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio program for select employees that uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

Mark Zylstra is a financial advisor at Equity Services, Inc. with 52 years of industry experience. He holds the ChFC® designation and Series 63 license. Mr. Zylstra has been with Equity Services since 1974. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and blending long-term strategies with the option for shorter-term trading and specialized instruments.

Joshua Williams is a CFP® and ChFC® with 18 years of experience, currently serving at PlanMember Securities Corporation in Grandville, MI. He holds Vice President roles at Williams & Company Executive Services and Williams and Company Financial Services, where he has been active since 2008. Williams also provides consulting and negotiating services to superintendents regarding their pay packages and presents educational sessions for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing risk-based mutual fund portfolios, and offers education and support services including personalized planning and separation counseling.