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.

Samantha Doletzky is a Series 65-licensed advisor at Rockefeller Financial LLC with one year of industry experience. Her prior roles include positions at Innovia Wealth LLC and various educational institutions in Grand Rapids, MI. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients. The firm combines discretionary and non-discretionary portfolio management with broker-dealer services, offering a consolidated investment platform and a range of personalized financial solutions.

Lindsey Chrystan is a CFP® professional with 25 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior roles include positions at Elevation Advisory Partners, LLC, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Outside of her advisory work, she serves as an insurance agent and is president of Success Financial Group, a DBA used for marketing purposes. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm supports independent advisors with a variety of custodial and third-party management platforms and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

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 credentials and over 41 years of industry experience. His career includes longstanding roles at Principal Life Insurance Company and Princor Financial Services Corporation. Marino also serves as a board member of the Cascade Community Foundation, where he participates in meetings and fundraising activities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Douglas Bagley is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked with PlanMember since 2016 and is also involved in educational business training services through his role at Ottawa Area ISD. Bagley serves as a presenter for the Michigan Association of Retired School Personnel. 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 uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering comprehensive education and support services to 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 at Cetera Planning Partners with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Chase Bank, Merrill Lynch, and Northwestern Mutual Investment Services. Aside from advisory work, Kyler is also an author based in Kenmore, Washington. 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-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

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.

Jaela Mc Quillan is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and began her advisory career with the firm in 2024. Prior to joining Benjamin F. Edwards, she worked at Versiti Blood Centers for ten years. 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 services including financial planning, investment management, retirement plan consulting, brokerage, insurance products, and M&A advisory services.

Thomas Trisch is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at TIAA-CREF since 2008 and previously was with Valic Financial Advisors from 2006 to 2008. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

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.

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.

Cynthia Shearer is a financial advisor at Fifth Third Securities, Inc. with a Series 66 credential and three years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank and Kohl’s Department Stores. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.