Gregory Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked concurrently with PlanMember and Williams & Co dba Williams and Company Financial Services since 2024. Outside of his advisory role, Immink is a public school teacher and coach with Grand Haven Area Public Schools and serves as a volunteer basketball coach and board member for Young Bucs Athletics, a youth athletics nonprofit. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. Their investment approach features a top-down strategic asset allocation framework with risk-based mutual fund portfolios and ongoing education and support services for plan sponsors and participants.

Stephen Haan is a financial advisor at SPC with 42 years of industry experience. He has been with Sigma Planning Corporation since 2002 and Sigma Financial Corp since 2000. He holds Series 63 and Series 66 registrations. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers.

Ashley Gutierrez is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and having five years of industry experience. Her career includes multiple roles within The Huntington Investment Company and The Huntington National Bank, as well as a current position with Ameriprise Financial Services. Outside of her advisory role, she also works as an Uber driver. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models, with accounts managed discretely by advisors or through model providers.

Brandon Grady is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including American Funds, MML Investors Services, and Mass Mutual Life Insurance Company. 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 retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering services within a large-scale model closely tied to Empower’s recordkeeping and administrative platforms.

Gabriel Jones is a financial advisor at CWM, LLC with 12 years of industry experience. He holds the Series 65 designation and previously worked at Advanced Asset Management, LLC for nine years before joining CWM and AAA Financial Planning and Investments in 2023. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, using discretionary model portfolios supported by an in-house Investment Committee and a variety of analytical and customization tools.

Justin Katz is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and six years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Bank of America and Merrill from 2017 to 2024 and has held roles at PNC Bank and Townsquare Media. Outside of finance, he owns JM Katz Entertainment LLC, a DJ service business, and co-hosts a podcast through Wingman Sounds LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and provides access to alternative and private investments through a designated Private Advisor model.

Emily Rush is a financial advisor at The Huntington Investment Company with 15 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LPL Financial, and Firstmerit Bank. Outside of her advisory role, she is a member of Rush Properties, LLC, involved in purchasing and managing real estate. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary Private Bank offerings to deliver customized investment programs through multiple wrap-fee strategies.

Scott Hillary is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior experience includes roles at Ameriprise and Comerica Securities. He is also involved with Financial Oxygen, a cash management system for retail and institutional investors. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway platform. The firm is a direct subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad range of risk-based investment options.

Justin Diesbourg is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is a licensed foster parent through the State of Michigan. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs that combine model portfolios and manager-driven strategies, with a substantial focus on non-discretionary assets.

Lisa Kelly is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 65 and Series 66 licenses and 21 years of industry experience. She has worked at firms including VOYA Financial Advisors, Great Lake Financial Management Group LLC, and The Prudential Insurance Company of America. Kelly is also owner and advisor of LakeShore Financial Advisory LLC and Williams & Co dba Williams and Company Financial Services. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios and focuses on education and support services for plan sponsors and participants.

Douglas Austin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and with two years of industry experience. He has worked with firms including Keller Williams Rivertown and Williams & Co, and previously spent nine years with Berkshire Hathaway Home Services. Outside of finance, he is active as a realtor at Keller Williams Rivertown helping clients buy and sell real estate. 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 framework and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Joseph Byker is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. Prior to his advisory role, he worked for Intuit, Inc. for nine years. He serves as Treasurer and a board member for two Christian educational organizations focused on providing community-based education. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis within the New York Life affiliate structure.

Sandra Williams is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 18 years of industry experience. She has been with Benjamin F. Edwards since 2014. 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 combine firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

David Lund is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. He previously worked at Bank of America, N.A. for 15 years and Merrill for 25 years. Outside of his advisory role, he is an owner of a for-profit LLC involved with rental properties in Michigan and Florida. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services including access to alternative and private investments, combining wealth, trust, and insurance capabilities within the Rockefeller Global Family Office platform.

Kari Judson is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Principal Securities and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Craig Potter is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds the ChFC® designation and Series 63 license and has 18 years of industry experience. Potter has been with Eagle Strategies since 2016 and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2007. Eagle Strategies serves a wide range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple programs, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Melody Lazarowicz is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Hantz Financial Services, Inc. in Grandville, MI, where she has worked since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated banking, tax, and consulting services.

Taylor Dewey is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He previously worked at Merrill for eight years before joining Rockefeller Financial in 2024. Outside of advising, Dewey owns and operates an LLC focused on property management and tenant relations. 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 services through its Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer offering a range of securities and alternative investment services.

Adam Peirce is a financial advisor with PNC Wealth Management in Grand Rapids, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at PNC Investments since 2012. Outside of his advisory role, he is a member of ABCD Hive LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs.

Joshua Williams is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 credential and 18 years of industry experience. He has held roles at Williams & Company Executive Services, Trustmark Insurance, and has been active with the Michigan Association of Retired School Personnel as a presenter. Williams also provides consulting services to school superintendents on pay negotiations through Williams & Company Executive Services. PlanMember Securities Corporation offers 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 while providing education and support services to plan sponsors and participants.