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 a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, he worked at Affinity Financial Group LLC and has experience in education roles at Grand Valley State University, Grand Rapids Community College, and Hudsonville Public Schools. Outside of finance, he has been involved with Maple Hill Golf Course for three years. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types and manages a majority of assets on a non-discretionary basis, with a focus on serving both individual investors and institutional plan sponsors.

Mark Bowers is a Series 66 licensed financial advisor with Commonwealth Financial Network, based in Grand Rapids, MI. He has four years of industry experience, including prior roles at CooperDavis Financial Group and FormulaFolios. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, and a variety of investment options.

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.

Alan Gortmaker is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and Allergan Pharmaceuticals for thirteen years. 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 services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, and brokerage services, utilizing both proprietary and third-party investment strategies.

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. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, Barnes worked at The Huntington Investment Company and Fifth Third Bank. He is also a licensed insurance agent appointed with Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life insurance, and long-term care products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and offers services across multiple investment types within customized portfolios.

Benjamin Johns is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Fifth Third Securities since 2015 and has been affiliated with Fifth Third Bank since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and includes features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Erica Wilson is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank, N.A. and has experience with Brinks' Ice Cream Express and Northside Market. She is also an author of two poetry books available on Amazon. Fifth Third Securities, Inc. serves individual and institutional clients through advisory and brokerage channels, offering various managed account programs and investment strategies via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including municipal advising and broker-dealer activities.

Wyatt Boss is a CFP® professional with three years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Advisory Alpha, Heritage Wealth Management, and John A Vandenbosh. Before entering the financial industry, he worked for nine years with Grand Valley State University and Jenison Public Schools. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping platform, focusing on long-term portfolio returns and annual rebalancing.

Trevor Huisken is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. prior to joining Hantz. Hantz Financial Services, Inc. serves individual clients, including 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 primarily through ETF-based model portfolios supplemented by third-party managers, and offers brokerage, mortgage, and insurance services through affiliated entities.

James Osterhouse is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Bankers Life Securities since 2018 and Bankers Life and Casualty since 2002, where he also serves as a Branch Sales Manager overseeing a team of agents. Outside of investment advising, he has a financial interest in a medical and aesthetics practice owned by family members through a loan agreement. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

David Meckstroth is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been involved with several financial services roles, including operating his own practice and working with Williams & Co dba Williams and Company Financial Services. Outside of finance, he serves as treasurer for the Inland Lakes Booster Club, a nonprofit supporting school arts, athletics, and academics, and officiates wedding ceremonies through Amazing Day Weddings. 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 with risk-based mutual-fund portfolios and offers education, support services, and participant-level investment options.

David Hansen is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining his current firm in 2022. 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 over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing proprietary strategies and third-party models across equity and fixed income portfolios.

Tyson Smith is a financial advisor with PlanMember Securities Corporation based in Grandville, MI. He holds Series 63 and Series 65 licenses and has one year of industry experience. In addition to his advisory role, Smith serves as a school board trustee for West Ottawa Public Schools and is president of The Janus Firm, Inc., a company specializing in HR systems consulting. PlanMember Securities Corporation provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering educational support and personalized retirement planning services.

Gavin Klynstra is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2007. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within its enterprise structure.

Roger David is a financial advisor with Kestra Advisory in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Kestra Advisory since 2016 and previously with Kestra Investment Services, LLC since 2015. Outside of his advisory work, he serves as national chairperson for The Order of St. Ignatius of Antioch and holds board positions with the Antiochian Orthodox Archdiocese Investment Committee and the Binder Park Zoo. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets while serving clients including sovereign wealth funds.