Steven Turner is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and three years of industry experience. He has a background in education, having worked for Zeeland Public Schools for 25 years and currently serving as an online instructor for Michigan Virtual. Outside of his advisory role, Turner is involved with the Michigan Association of Retired School Personnel as a retirement planning presenter and also works in golf course maintenance at Ravines Golf Club. 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 employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Zachary Fadden is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2022. Outside of his advisory role, he manages CBOD Investment Group, LLC, where he oversees property pricing, furnishing, and client interactions. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate, and retirement plan sponsors with approximately $10 billion in assets under management. The firm employs a diversified, ETF-centered investment approach, offering financial planning, portfolio and wealth management, retirement consulting, and affiliated mortgage and insurance services.

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.

Jonathan Lund is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. He previously worked at Bank of America and Merrill for over 15 and 24 years, respectively. Outside of his advisory role, he is a one-third owner of an investment-related LLC that holds a condo at a ski and golf resort. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services under the Rockefeller Global Family Office platform and provides access to alternative and private investments through various managed account options and placement services.

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. in Grandville, MI, with 16 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2009. Outside of his advisory role, Kiernicki serves as Treasurer for Junior Chamber International Local Lansing, where he manages budgeting and financial responsibilities for the nonprofit organization. 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 combined with separately managed accounts and unified managed account solutions, supported by affiliated entities offering trust, tax, business consulting, insurance, and mortgage services.

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 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 charitable and educational organizations, offering a variety of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and periodic review.

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.

Duane Mccollum is a financial advisor at Hantz Financial Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed and unified managed accounts, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Mark Barnes is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 65 and Series 63 designations and three years of industry experience. His prior roles include positions at The Huntington Investment Company, The Huntington National Bank, and Fifth Third Bank. In addition to advisory work, he acts as a financial professional for Bankers Life and Casualty Company, providing insurance products such as Medicare Supplement, annuities, life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations, using Pershing as custodian and offering access to a range of securities within customized portfolios.

Shirell Mcnee is an investment advisor representative with SPC, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been affiliated with SPC and Sigma Financial Corporation since 2007 and owns Cardinal Rule LLC, a licensed insurance agency. She also serves as a trustee on the board of the Fraternal Order of Eagles Earie 4321 Auxiliary in Greenville, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors managing approximately $5.66 billion in assets.

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 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.