Fallien Schwein is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc. in Grand Rapids, MI, bringing 19 years of industry experience. Schwein has been with Fifth Third Securities since 2009. Outside of advisory work, Schwein is the owner of two property management ventures in Grand Rapids. FIFTH THIRD SECURITIES, Inc. 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 a tax-overlay service, supported by its affiliation with Fifth Third Bank and a combination of brokerage, advisory, and municipal advisory registrations.

Mark Williamson is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with PlanMember since 2016 and also operates his own business, Williams & Co dba Williams and Company Financial Services, where he provides securities and insurance services. Additionally, Williamson is involved with the Michigan Association of Retired School Personnel, where he delivers educational presentations. PlanMember Securities Corporation offers 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 process, managing risk-based mutual fund portfolios and providing education, support, and personalized retirement planning.

Breanne Vugteveen is a financial advisor with CWM, LLC in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Her career includes roles at Kanai Wealth Management Group, Cetera Wealth Services, LLC, and LPL Financial. She serves as Michigan Board President for Bethany Christian Services, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs a discretionary, model-driven investment approach combining fundamental and technical analysis, third-party sub-advisors, and customized solutions while providing a range of portfolio management, financial planning, and retirement-plan services.

Jordan Fairbanks is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Jordan has worked with Eagle Strategies since 2013 and has prior experience at 2M Financial Group, LLC. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Craig Hancock is a financial advisor with GWN Securities Inc. in Grand Rapids, MI, holding CFP® and Series 63 designations and having 39 years of industry experience. He has been with GWN Securities since 2010. Hancock is also a board member of CGE Energy, a company focused on on-site power generation for small to mid-size buildings, and owns Hancock & Associates, which markets securities and insurance programs. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers with portfolios based on asset allocation and Modern Portfolio Theory, incorporating tactical strategies such as market-timing and momentum-based approaches.

Brian Kage is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He previously worked at Northwestern Mutual in various capacities and has also held roles at Homebridge Financial and United Wholesale Mortgage. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers comprehensive investment management and consulting services through fee-based wrap programs, utilizing a range of strategies including mutual funds, ETFs, separately managed accounts, and custom portfolios.

Andrew Zeno is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and discretionary model accounts managed by PNC or third-party strategists.

John Ludington is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Ludington attended Lafayette College prior to beginning his career in financial services. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Michelle Williams is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Grand Rapids, MI. She has three years of industry experience, having previously worked at Merrill and Plante Moran Financial Advisors. 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 combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a range of investment solutions through its consolidated Rockefeller Global Investment Management platform.

Christopher Young is a financial advisor with Valic Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also involved with At Your Service Valet LLC, an entrepreneurial venture outside the financial sector. Additionally, he serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and overseeing approximately $26.4 billion in discretionary assets.

Christine Steinmetz is a CFP® professional with 14 years of industry experience, currently with Rockefeller Financial LLC since 2024. Her prior experience includes roles at Bank of America and Merrill, spanning over a decade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning and consulting, and operates as a registered broker-dealer offering a wide range of investment and placement services through its Private Advisor model and consolidated investment platform.

Rachael Mckellar is a financial advisor with Principal Financial Services, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2014. Additionally, she serves as a bank/trust officer supporting Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

John Woodward is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Principal Securities since 1992 and leadership positions at multiple Watermark entities focused on advisory and employee benefits services. Outside of his advisory work, Woodward serves as president and treasurer of the Serenity Ridge Association in Grand Rapids, MI. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Eric Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and with one year of industry experience. He also works as a dealer concierge consultant for MillerKnoll, an office furniture manufacturing company. PlanMember 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 risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

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.

Ashley Gutierrez is a financial advisor at The Huntington Investment Company with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Ameriprise Financial Services, LLC and The Huntington National Bank. Outside of her advisory role, Gutierrez has worked as an Uber driver. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party sub-managers and proprietary models, delivering a range of wrap-fee programs and portfolio management solutions.

Justin Katz is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Townsquare Media, and PNC Bank. Outside of his advisory role, he owns JM Katz Entertainment LLC, a DJ service business, and is involved part-time in a podcasting venture called Wingman Sounds LLC. 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 both as a registered advisor and broker-dealer with an integrated investment platform and alternative investment capabilities.

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.

Keagan Rushmore is a financial advisor at J.W. Cole Advisors, Inc. in Grand Rapids, MI, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at USA Financial Securities and Planmember Securities Corporation. Outside of his advisory work, he is co-founder and CEO of L2 Advisors, LLC and Great Lakes Tax Team LLC, where he is involved in financial planning, consulting, and tax preparation services. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and digital advice platforms while providing both discretionary and non-discretionary account management.

Scott Hillary is a financial advisor affiliated with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with 32 years of industry experience. His career includes prior roles at Ameriprise and Comerica Securities, as well as an earlier tenure at Fifth Third Securities. He is involved with Financial Oxygen, a cash management system for retail and institutional investors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage channels. The firm offers multiple investment programs via its Passageway Managed Account Platform, combining various portfolio management strategies and services.