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® with three years of industry experience, currently advising at Empower Advisory Group in Grand Rapids, MI. His prior experience includes roles at Heritage Wealth Management and Advisory Alpha, along with nearly a decade in education at Grand Valley State University and Jenison Public Schools. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

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.

Ryan Moser is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked with Principal Life Insurance Company and its affiliated firms since 2007 and also spent time at Retirement Resource Group. Outside of his advisory role, he is the owner of Ryan G Moser LLC, which he uses for payroll administration. 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 financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Christopher Hebel is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 19 years of industry experience, including 16 years at Edward Jones Investments prior to joining Benjamin F. Edwards. He is based in Grand Rapids, MI. 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 a large team of advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and certain M&A advisory services, utilizing both proprietary and third-party investment strategies.

Benjamin Schollett is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz since 2026. Prior to joining Hantz, he worked at Northwestern Mutual and has experience in education and design. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Derek Brondige is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds a Series 65 credential and has been associated with Hantz Tax and Business since 2015. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts, and offers a combination of advisory, broker-dealer, mortgage, and insurance services.

Dennis Muxlow is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Crown Ventures and Aby Groups. In addition to his advisory work, he is a licensed insurance agent with Bankers Life & Casualty, focusing on health and life insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Darin Aprea is a CFP® and Series 66-registered advisor with Hantz Financial Services, Inc., based in Grandville, MI. He has two years of industry experience and previously worked at Michigan State University and Traverse City Country Club. 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 offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities.

Amy Dowling is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2013. She holds Series 63 and Series 65 licenses and owns Amy Dowling Financial, Inc., an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and manages discretionary model portfolios, while delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Kyle Benham is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His prior work includes roles at Edge Wealth Management and several positions in the Grand Rapids area, including involvement with Tavern Project Michigan LLC. He is also engaged in the sale of fixed insurance products, including fixed annuities and various health-related coverages. Principal Securities provides brokerage and investment advisory services to individual investors, retirement plans, trusts, estates, and other entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs with discretionary investment implementation.

Shaun Smith is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fifth Third Bank, N.A. and Ameriprise. Outside of his advisory role, he manages a rental property. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and providing a range of strategies from mutual funds and ETFs to SMA and direct indexing options.

Zachary Wilson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at the University of Alabama and Tommy's Express, as well as experience at West Michigan Aviation Academy and Vanguard Charter Academy. Hantz Financial Services serves a diverse client base including individual, corporate, and nonprofit clients, providing financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels. The firm integrates advisory, brokerage, mortgage, and insurance services, and employs advanced technologies such as AI-assisted data aggregation and automated tax-loss harvesting.