Michael Greenlund is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at AE Wealth Management and Thatcher Wealth Management. He is also involved with the American Financial Education Alliance, where he teaches local lectures on retirement topics. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering investment options and educational support through a strategic asset allocation framework and risk-based mutual fund portfolios.

Dustin Osborne is a CFP® professional with 16 years of industry experience, currently serving at Commonwealth Financial Network since 2017. Prior to that, he worked at Axa Advisors, LLC for seven years. He is also a partner and co-owner of CooperDavis Financial Group, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios from a broad range of securities and insurance products.

Tyler Pell is a CFP® with 26 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. He has worked at Cetera and its affiliates for eight years and is the owner and president of Stella Polaris Consulting & Wealth Management, a separate investment-related business he has operated since 2015. J. W. Cole Advisors, Inc. is a large enterprise with over 480 advisors, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm offers both discretionary and non-discretionary management using a mix of fundamental and technical analysis, model and manager-based strategies, and digital advice.

Tyler Smyth is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Huntington National Bank. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Paul Neumaier is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and two years of industry experience. He previously held roles at Fidelity Investments and has a lengthy background in education, having worked at Grand Rapids Community College and Forest Hills Public Schools. Neumaier also presents retirement seminars for the Michigan Association of Retired School Personnel. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering risk-based mutual fund portfolios ranging from conservative to aggressive. The firm supports plan sponsors and participants through education, seminars, personalized planning, and manages portfolios with a top-down strategic asset allocation framework.

Sean Rogers is a CFP® professional with 17 years of experience in the financial industry. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2023. His prior experience includes roles at Rogers Wealth Management Services LLC, Dynamic Wealth Advisors, and Guardian Life. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and customizable strategies.

Mindy Minarik Prins is a financial advisor with Empower Advisory Group, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, and Principal Life Insurance Company, as well as a lengthy tenure at Macatawa Bank. She is based in Grand Rapids, MI. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Stephanie Young is a financial advisor at PNC Wealth Management with 24 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model selection and invests via mutual funds and ETFs with annual rebalancing.

James Harding is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill over spans of 15 and 18 years, respectively. 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 and financial planning services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in placement and investment banking.

Tyler Zimmerman is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked in various educational roles including positions at Grand Valley State University and Fruitport High School. Outside of his advisory role, he manages an income-generating property. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management focused on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology solutions.

Brendan Bohnhorst is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MaxWealth Management at Lake Michigan Credit Union, LPL Financial, Fidelity Investments, and Prudential. Outside of his financial career, he serves as an adjunct music instructor at Aquinas College and is the principal tuba player for the Holland Symphony Orchestra. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Travis Hough is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank, Lucky's Steakhouse, and Chemical Bank/Tcf Bank. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering access to multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services ranging from mutual fund and ETF models to separately managed account strategies and tax-overlay options.

Martin Marino is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked with Princor Financial Services Corporation since 1985 and has been involved with Marino Insurance Services L.L.C. and Principal Life Insurance Company for more than 25 years. Outside of his advisory work, Marino serves as a board member for the Cascade Community Foundation in Grand Rapids, participating in meetings and fundraising activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services feature direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various arrangements.

Douglas Bagley is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with PlanMember since 2016 and has been involved in educational business training services as a Corporate Training Supervisor with Ottawa Area ISD since 2007. Additionally, he serves as a presenter for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, supplemented by education and support services for plan sponsors and participants.

Jacob Howell is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Merrill. His background also includes four years at Michigan State University and eight years at Forest Hills Eastern High School. 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 consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Scott Mc Pheeters is a CFP® professional with 20 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021 and previously spent 16 years at Edward Jones. Based in Grand Rapids, MI, he holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, and investment management utilizing proprietary and third-party strategies supported by an internal trading desk and custody services.

Kyler Krieg is a financial advisor with Cetera Planning Partners in Lowell, MI, holding Series 63 and Series 66 designations and seven years of industry experience. His prior experience includes roles at Merrill Lynch, JP Morgan Securities, and Thrivent Investment Management. Krieg is also a self-employed author based in Kenmore, WA. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through Legacy Wealth Strategies, and operates within the broader Cetera network providing access to institutional resources and integrated financial solutions.

Luke Roach is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He has been associated with Ameritas Advisory Services, Ameritas Investment Company LLC, Heitzman & Associates Inc., and Canvas Financial since 2023, and served in the United States Marine Corps from 2016 to 2024. Outside of his advisory roles, Roach assists in investment selection, portfolio rebalancing, and client meeting preparations at Heitzman & Associates Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and a combination of firm-developed and third-party model portfolios.

John Kirchhoff is a financial advisor at Eagle Strategies (New York Life) with four years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2021. Prior to entering financial services, he worked in education at Grand Valley State University and Grandville Public Schools. Kirchhoff is also the owner of a financial services-related business. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and fiduciary responsibilities, managing a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kyle Bugg is a financial advisor at GWN Securities Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CRG Advisors since 2015 and Choice Retirement Group, LLC since 2011. Outside of advisory work, he is involved in insurance sales including health insurance, long-term care, and Medicare supplements through his ownership of CRG Advisors of Grand Rapids, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.