Anastasia Wiese is a CFP® and Series 65-registered financial advisor at Hightower Advisors with 11 years of industry experience. She previously worked at Grand Wealth Management, LLC, Meadow Ridge Financial, LLC, Strategies Wealth Advisors, and Ellis Capital Management. Based in Grand Rapids, MI, she has been with Hightower Advisors since 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Zachary Gebben is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. His prior experience includes roles at Bank of America, Merrill, JP Morgan, and Primerica, among others. He has also worked at Hope College for several years. 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 combines discretionary and non-discretionary portfolio management with financial planning, and operates as a registered broker-dealer, offering a consolidated investment platform that includes equities, fixed income, and alternatives.

Aliceson Milanowski is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. She holds a Series 66 designation and has worked at PlanMember since 2016. Milanowski also serves as a presenter for the Michigan Association of Retired School Personnel and sits on the board of directors for the charitable organization University of Giving. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm employs a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios across a range of risk tolerances while delivering education and support services to plan sponsors and participants.

Douglas Stevens is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with PlanMember since 2016 and is also involved in financial education as a presenter for the Michigan Association of Retired School Personnel. Additionally, he operates Williams & Co dba Williams and Company Financial Services. PlanMember Securities Corporation 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. The firm’s investment approach centers on a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios with regular rebalancing.

Charles Rushmore is a financial advisor with J. W. Cole Advisors, Inc. based in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at USA Financial Securities, Great Lakes Tax Team, Planmember Securities Corporation, and Legend Advisory. Outside of his advisory work, he is involved in woodworking as the owner of Artisan at Honey Creek. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm utilizes a mix of fundamental and technical analysis and supports both discretionary and non-discretionary account management.

Dennis Dekok is a CFP® professional with 25 years of industry experience. He is currently with CWM, LLC and has previously worked at FCM Financial and American Portfolios Financial Services, Inc. He is the founder of a financial neutral service focused on collaborative divorce cases, providing equitable property distribution solutions. 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 model portfolios and providing tailored investment solutions supported by major custodial and technology partners.

David Milanowski is a financial advisor at PlanMember Securities Corporation with Series 63 and Series 65 licenses and one year of industry experience. He has additional roles at Williams and Company Financial Services and the Michigan Association of Retired School Personnel, where he provides retirement planning education and pension analysis. Outside of financial services, Milanowski serves as secretary on the board of directors for the Knights of Columbus Event Center. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a top-down strategic asset allocation process managing risk-based mutual fund portfolios and offers education and support services including seminars and personalized planning.

Clay Currigan is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this, he worked at Fifth Third Bank, World Financial Group, and has experience in the restaurant industry. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account platform, with a focus on customizable investment strategies and comprehensive program options.

Brook Nichols is a ChFC® with 25 years of experience in the financial industry. He is currently affiliated with Planmember Securities Corporation and has worked with Williams & Company Financial Services since 2017. Nichols also owns Financial Visions LLC, where he provides insurance services and tax preparation assistance. PlanMember Securities Corporation offers 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 and manages risk-based mutual fund portfolios, providing education and support services such as seminars and personalized retirement planning.

Michael Ver Merris is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Fifth Third Securities, Inc. since 2008, totaling 18 years at the firm. Based in Grand Rapids, MI, his career includes a long tenure at a major enterprise-level firm. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through the Passageway Managed Account Program, featuring multiple portfolio management options and advisory programs.

Richard Kars is a financial advisor at Schwab Wealth Advisory with Series 63 and 65 licenses and 34 years of industry experience. He has been with Schwab Wealth Advisory and Charles Schwab since 2013 and previously worked at Securities America Advisors, Inc. from 2010 to 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only with client authorization.

Elijah Huyser is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Highlight Industries, Talsma Furniture, and Amazon. He also holds a role in sales of fixed insurance products. Elijah services individual and business clients with investments and insurance through Watermark Advisory Group LLC. 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 a variety of advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically handled on a discretionary basis by these managers.

Samuel File is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Prometric Test Center and Great Lakes Wine & Spirits. He is also involved in the sales of fixed insurance products, including fixed life and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brady Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Byron Center, MI. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he held roles at Potjer Financial Resources, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

William Ferguson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at AXA Advisors, LLC for 19 years before joining Commonwealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and multiple program options.

Nolan Ritz is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation and has been in the industry since 2023. Prior to his advisory roles, he worked in clerical and tax assistance positions at Thornapple Financial Center. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion for around 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers.

Loren Quist is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and nine years of industry experience. His work history includes roles at The O.N. Equity Sales Company and Ohio National Financial Services, as well as self-employment since 2015. He also conducts retirement planning workshops 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 and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education, support services, and periodic portfolio rebalancing.

Alison Devries is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Principal Securities, Principal Life Insurance Company, and Merrill. Devrries serves as a board member of the Georgetown Christian Preschool and Learning Center. 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 investment banking services through a Private Advisor model and a consolidated platform offering direct and third-party management across various asset classes.

Leonard Rhoades is a financial advisor with J. W. Cole Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Global Financial Private Capital for seven years before joining J.W. Cole Advisors in 2019. Outside of his advisory role, he has been an insurance agent since 1993, providing financial planning services. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Deborah Stump is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. She has two years of industry experience and has worked in both educational and financial services roles, including positions with Michigan Virtual and the Ingham Intermediate School District. In addition to her advisory work, she presents pension education workshops 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 uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, while also delivering education and support services such as seminars and personalized retirement planning.