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, currently working at Hantz Financial Services, Inc. since 2016. His prior experience includes roles at Saginaw Valley State University and Saginaw Valley Golf Course. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios complemented by third-party managers and employs a range of technologies and strategies, such as automated tax-loss harvesting and AI-assisted data aggregation, distinguishing it from many peers.

Ryan Hallowell is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

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.

Michael Kreger is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lincoln Investment since 2026. His prior experience includes roles at Agia and VALIC Financial Advisors, where he worked for four and twelve years respectively. Outside of his advisory work, he is involved as an insurance agent with Agia, focusing on non-securities insurance products. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team, with an emphasis on advisor-led relationships and a variety of platform options.

Jonathan Lund is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and previously worked at Bank of America, NA, and Merrill. Outside of his advisory work, he is a one-third owner of an LLC that holds a condo at a ski and golf resort in Michigan. 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 through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, and operates as a registered broker-dealer with additional placement and investment banking capabilities.

Gavin Sinke is a financial advisor with Eagle Strategies (NY Life) based in Grandville, MI. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he has worked with Affinity Financial Group LLC and multiple New York Life entities. Outside of financial services, he has also been involved with Grand Valley State University and operates at Maple Hill Golf Course. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis through various program types, including co-advisory relationships and retirement plan consulting.

Mark Bowers is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI. He holds the Series 66 designation and has six years of industry experience, including previous roles at CooperDavis Financial Group and FormulaFolios. Prior to his advisory career, he was involved with Dykhuis Farms for five years. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Ryan Kiernicki is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2009. Kiernicki serves as Treasurer for the local Lansing chapter of Junior Chamber International, managing budgeting and board duties for the nonprofit. Hantz Financial Services serves a diverse clientele, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory services with broker-dealer, mortgage, and insurance product sales.

Justin Hutt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He worked at Axa Advisors, LLC for 14 years before joining Commonwealth in 2017. Outside of his advisory role, he is co-owner of CooperDavis Financial Group, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, supported by a centralized operations, trading, technology, and compliance platform.

Daniel Sherwood is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been affiliated with Bankers Life and related entities since 2009. Sherwood is also licensed as an insurance producer, authorized to write Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients' objectives and risk tolerances.

Nicholas Shane is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Agia, Valic Financial Advisors, Barclays Capital Inc., Credit Suisse Securities, and Lehman Brothers Inc. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. Lincoln Investment is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and maintains a long history of serving educators and participants in 403(b) and 457(b) programs.

Duane Mccollum is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2001. 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 employs ETF-based model portfolios across various risk levels, supplemented by third-party managers and unified managed accounts, and offers a combination of advisory, brokerage, mortgage, and insurance services.

Mark Barnes is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at The Huntington Investment Company and Fifth Third Bank. In addition to advisory services, he is also a licensed insurance agent, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.