Wyatt Boss is a CFP® professional at Empower Advisory Group with three years of industry experience. He has worked previously at Heritage Wealth Management, Advisory Alpha, and John A Vandenbosh. Before his financial advisory career, he spent nine years with 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, as well as to IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering financial plans focused on long-term portfolio returns and optional managed account solutions.

Trevor Huisken is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked previously at Cambridge Investment Research Advisors and Trubuilt. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and retirement-plan consulting.

James Osterhouse is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Bankers Life Securities since 2018 and has worked at Bankers Life and Casualty since 2002, where he also serves as a branch sales manager overseeing agent hiring and training. Outside of his advisory role, he has a financial interest in a medical and aesthetics practice owned by family members. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

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 with Benjamin F. Edwards & Company, Inc. in Grand Rapids, Michigan. He holds a Series 66 designation and has 11 years of industry experience, including eight years at Edward Jones prior to joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and periodic review.

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. 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, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets using diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and retirement plan consulting.

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 credentials and 18 years of industry experience. He has worked at Principal Life Insurance and Principal Securities Inc. since 2007 and is also affiliated with Retirement Resource Group. Outside of advising, he is the owner of an LLC used primarily for payroll purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Hebel is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones Investments for 16 years before joining Benjamin F. Edwards in 2023. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporations. The firm offers both model-based and customized investment strategies, combining active and passive approaches, with ongoing due diligence and portfolio monitoring.

Benjamin Schollett is a financial advisor at Hantz Financial Services, Inc. with Series 66 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual and various educational and retail organizations. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm utilizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Derek Brondige is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been involved with Hantz Tax and Business since 2015. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance businesses.

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® with two years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. His prior roles include positions at Michigan State University and Traverse City Country Club. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, emphasizing diversified ETF-centered model portfolios, asset allocation, and tax-aware strategies.

Ronald Vansurksum is a CFP® with 17 years of experience in financial advising. He is currently with CWM, LLC and has previously worked at AAM Financial Planning & Investments and Advanced Asset Management. Vansurksum holds leadership roles in several charitable organizations, including serving as President of the Grandville Jenison Chamber of Commerce, Secretary of the Grandville Walker Foundation, and Treasurer of Kenowa Ambucs. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with an emphasis on retirement plan fiduciary services and institutional solutions.

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.

Colton De Vos is a financial advisor at The Huntington Investment Company with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and The Huntington National Bank. Outside of finance, he is a co-owner of Silver Shepherd AGS LLC, a retail business that sells laser engraved and 3D printed products. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform and utilizing an open-architecture investment model that combines third-party and proprietary strategies.

Sheryl Postema is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. She holds the Series 66 designation and previously worked for Edward Jones from 2013 to 2023 before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, including both firm-developed and third-party models, with ongoing oversight by an Investment Strategy Committee.

Lisa Sandee is a financial advisor with Principal Financial Services, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2011. Additionally, she serves as a bank officer at Principal Bank and Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.