Heather Jensen is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining Rockefeller Financial in 2024. Outside of her advisory role, she is a member of HJP Properties LLC, a real estate business based in Rockford, MI. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and broker-dealer services within a Private Advisor model and consolidated investment platform.

Shanna Dejong is a financial advisor with Fifth Third Securities, Inc. in Lowell, Michigan. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Fifth Third Securities in 2023, she worked at Fifth Third Bank and has held positions at Grand Rapids Client Connection, Orbit Leasing, and Equal Pixels. Outside of her advisory role, she serves as CFO for Proactive Defense Strategies LLC, a home defense business. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, separately managed accounts, and direct indexing options.

Grace Touchette is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Rockefeller Financial in 2026, she worked at Innovia Wealth and TFO Wealth Partners. Outside of finance, she has experience at Crack of Dawn Bakehouse and spent several years involved with Hillsdale College Athletics Facilities. 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, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer, with a unique integrated platform that includes alternative investment placement and comprehensive affiliated capabilities.

Michael Ruplinger is a CFP® credentialed financial advisor with 20 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having previously worked at Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Susan Foster is a financial advisor at Money Concepts Capital Corp with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Money Concepts since 1992. Foster also serves as president of Thornapple Financial Center Inc., a taxes and accounting management business she has led since 1986, and is involved with Life Matters Worldwide in a non-investment related role. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across about 14,700 clients.

Breanna Seech is a CFP® with 12 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and tax services. The firm offers customized, discretionary portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional portfolio management.

Nicholas Sequin is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, where he has worked since 2011. He holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse clientele including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, with integrated technology solutions for trading and tax management.

Ralph Gale Jr. is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gradient Advisers LLC and IAMS Wealth Management, LLC. Outside of his advisory work, he is the founder of The Kings Cupboards, a food pantry in Clarksville, MI. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, to tailor investment advice.

Adam Hossink is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporate clients, and business owners. The firm utilizes ETF-based model portfolios complemented by third-party managers and employs an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting.

Eric Springer is a financial advisor at J. W. Cole Advisors, Inc. in Lowell, Michigan, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fortis Investors, Inc. and as a self-employed professional. Outside of his advisory role, he is involved in several business activities, including serving as president of BROOKSTONE INVESTMENTS, a fixed insurance sales sole proprietorship, and owning Blue Time LLC, which manages office space leasing. He is also president of Florida Built, a company engaged in sales and marketing of clothing and marine accessories. J. W. Cole Advisors operates a large network of independent investment advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of investment strategies and custodial arrangements.

Amie Moran is a Series 65-credentialed financial advisor with seven years of industry experience. She is currently with AE Wealth Management, LLC and has also worked at IAMS Wealth Management, GFT Wealth Strategies, and Global Financial Trust. In addition to her advisory roles, she is involved in insurance sales and services through Global Financial Trust. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing nearly $50 billion for over 127,000 clients across a platform-driven service model.

Cameron Kessler is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Group since 2023. Prior to his advisory role, he held various positions in the food service industry and attended Grand Valley State University. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supported by third-party managers and advanced technology platforms.

Robert Meduna is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience, all at Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party money managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services.

Antoinetta Freeman is a financial advisor at Fifth Third Securities, Inc. She holds a Series 66 designation and has nine years of industry experience. Her career includes positions at Edward Jones, Woodbury Financial Services Inc, and Atled Financial prior to joining Fifth Third Bank and Fifth Third Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform, combining advisor guidance with third-party portfolio management and various investment strategies.

Kyle Clement is a Series 66-licensed financial advisor with 17 years of industry experience, currently with PlanMember Securities Corporation. He holds roles including Vice President at Williams and Company Financial Services and W&C Wealth Management and has served on the Caledonia Township Planning Commission since 2025. Outside of his advisory work, Clement is active in his community as President of the Caledonia Youth Sports Organization and serves on the Caledonia Community School Board. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary. The firm offers education, support services, and a strategic asset allocation investment process that manages risk-based mutual-fund portfolios ranging from conservative to aggressive.

Nicole Dawes is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at LPL Financial since 2011, Independent Financial Partners, and Independent Advisor Alliance since 2018. She is also a commissioned notary public. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to enhance client service delivery.

Kurt Sytsma is a financial advisor with Money Concepts Capital Corp in Grand Rapids, MI, holding a Series 66 credential and 11 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and also works with Money Concepts International. Outside of his advisory role, he is active as an independent agent selling various health insurance products for multiple providers and works on window treatment fabrication and installation on a limited basis. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches with both discretionary and non-discretionary programs and manages a network of several hundred advisors overseeing approximately $4.07 billion in client assets.

Alex Bergsma is a Series 66 licensed financial advisor with Commonwealth Financial Network, based in Grand Rapids, MI, and has one year of industry experience. Prior to joining Commonwealth, he worked at CooperDavis Financial Group and has held various roles in educational and mental health organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed account programs, access to third-party asset managers, and comprehensive back-office services, serving both individual and institutional clients.

Cole Brandon is a Series 66 licensed financial advisor with four years of industry experience, currently with Hightower Advisors since 2024. His prior roles include positions at Consumers Credit Union, CUSO Financial Services, and Prudential-affiliated firms. Outside of finance, he was involved with CityGate Church from 2020 to 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers and proprietary research.

Jonathan Dewey is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. His work history includes roles at Infinex Investments, Inc., West Michigan Community Bank, The Huntington National Bank, The Huntington Investment Company, Cetera Investment Services LLC, and TCF National Bank. He is based in Grand Rapids, MI. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.