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.

Jaela Mc Quillan is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 66 designation and began her advisory role in 2024. Prior to joining Benjamin F. Edwards, she worked for ten years at Versiti Blood Centers. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both strategic and tactical investment approaches monitored by an Investment Strategy Committee.

Thomas Trisch is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2008. TIAA-CREF Individual & Institutional Services, LLC serves individuals and institutions, often those connected to TIAA-administered retirement plans, offering financial planning, discretionary managed accounts, and broker-dealer services. The firm distinguishes between one-time financial planning and ongoing portfolio management, applying a fiduciary standard to its advisory services.

John Mousel is a CFP® credentialed financial advisor with 25 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2025. His prior experience includes roles at MassMutual Life Insurance Co., Infinex Investments, Inc., Choice One Bank, LPL Financial, and other financial firms. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Joseph Banach is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at PlanMember since 2016 and operates his own independent advisory and insurance services under Joe Banach and Williams & Co dba Williams and Company Financial Services. Banach also delivers educational presentations for the Michigan Association Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Timothy Vrieland is a financial advisor with Eagle Strategies (NY Life) based in Hudsonville, MI. He holds the ChFC® designation and has 37 years of industry experience. His career includes roles at Eagle Strategies Corp., Nylife Securities Inc., and New York Life Insurance Company. He operates under the DBA Generation Three Financial, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis and offering tailored solutions within an integrated New York Life affiliate structure.

Zachariah Harney is a CFP® and holds a Series 66 license, with 10 years of industry experience. He currently works at Creative Planning and previously held roles at Monterey Private Wealth, Bank of America, and Merrill. Outside of advisory work, he is an owner of a small family rental LLC. Creative Planning is an enterprise firm managing approximately $217 billion in assets, serving a diverse client base with financial planning and investment advisory services that include low-cost indexing, retirement plan services, and access to private market investments. The firm is notable for its affiliated legal, trust, and recordkeeping businesses as well as its involvement in private equity and vertically integrated investment management.

Katherine Terpstra is a financial advisor with Principal Financial Services in Grand Rapids, MI. She holds the Series 66 designation and has been with Principal Financial Services and Principal Life Insurance Company since 2026. Terpstra has a longstanding career at Corewell Health, where she has worked since 2007. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and business entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Craig Sharp is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. He previously worked at Bank of America, NA and Merrill Lynch, gaining extensive experience over 24 years. In addition to his advisory role, he serves on the endowment investment committee for Hope College, providing advice on their investment consultant's recommendations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services within a Private Advisor model and an integrated investment platform, uniquely combining registered broker-dealer capabilities with alternative investment placement and affiliated trust and insurance services.

Jeffrey Dykstra is a CFP® with 14 years of industry experience, currently serving at Rockefeller Financial LLC. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting. The firm operates under a Private Advisor model and a consolidated investment platform that provides a range of discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Kyle Nicholson is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. He previously worked with Principal Securities, Inc. and Principal Life Insurance Company, and has experience in insurance agencies and other business roles. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Cavan Cotter is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, Cotter worked with NYLIFE Securities LLC and New York Life Insurance Company, among other positions in various industries. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Aaron Verbrugge is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at Signatore Investors, Inc. and VantagePointe Financial Group. He also operates Affinity Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, 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, working with individual investors, institutional sponsors, and retirement plans.

Thomas O'Rourke is a financial advisor with Rockefeller Financial LLC holding a Series 66 designation and 24 years of industry experience. Prior to joining Rockefeller Financial in 2024, he spent 11 years at BlackRock Investments, Inc. There are no notable outside activities reported. 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 and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Blake Snyder is an investment advisor at Fifth Third Securities, Inc. based in Grandville, MI, holding Series 65 and Series 63 credentials with two years of industry experience. His prior work includes roles at Fifth Third Bank and Family Fare. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating third-party portfolio managers and strategies such as SMA, tax-overlay services, and direct indexing.

Michael Tepastte is a financial advisor with Cetera Planning Partners in Grand Rapids, MI, holding a Series 65 credential and four years of industry experience. Prior to joining Cetera in 2026, he worked at Avantax Planning Partners and has served as a partner at Brickley DeLong PC, a full-service public accounting and business consulting firm. Tepastte is also involved as Secretary/Treasurer of The Crime Victim Foundation, an organization providing last resort assistance to victims of crime. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations of mutual funds and ETFs aligned with client objectives and risk tolerance, supported by formal planning processes and ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Jennifer Billiam is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1995. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Brett Howell is a financial advisor with Rockefeller Financial LLC, holding a CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He previously worked at Bank of America and Merrill Lynch, with overlapping tenures from 2000 to 2024. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform, and operates as a registered broker-dealer offering a range of securities and alternative investment services.

Matthew Rusche is a financial advisor at The Huntington Investment Company with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Huntington since 2016 and at Ameriprise Financial Services, LLC since 2026. Outside of his advisory work, he owns a small landscaping and yard work business using a John Deere tractor and related equipment for occasional weekend jobs. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment model that integrates third-party and affiliate-managed strategies, with services including portfolio management, trade execution, and custodial support.