Alison Devries is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Principal Securities, Principal Life Insurance Company, and Merrill. Devrries serves as a board member of the Georgetown Christian Preschool and Learning Center. 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 investment banking services through a Private Advisor model and a consolidated platform offering direct and third-party management across various asset classes.

Cortney Furey is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2016, having also worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides 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.

Isabel Adcock is a financial advisor at Principal Financial Services with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Principal Life Insurance Company and Principal Securities, Inc., as well as positions outside the financial sector such as at Herc Rentals and Tullymore Golf Resort. Principal Securities offers brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs.

Jeffrey Towner is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves 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, operates as a registered broker-dealer, and provides access to alternative investments through its Private Advisor model and the Rockefeller Global Investment Management platform.

Randy Osterman is a financial advisor with Principal Financial Services, holding a Series 66 credential and six years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2019 and previously worked at Central Michigan University and Marcus Orland Park Cinema. Outside of advising, he is also an insurance agent specializing in life, annuities, group benefits, health, disability, and long-term care insurance. 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 military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Douglas Temple is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has a diverse work background including roles at Lansing Brewing Company, HopCat, and Michigan State University. Hantz Financial Services serves a wide range of clients, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts, unified managed accounts, and direct-indexing solutions, supported by affiliated services such as trust banking, tax and business consulting, and insurance and mortgage origination.

Noah Jones is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial, he worked at Merrill and has held roles in political and business settings, including the Michigan Republican Party and Maple Hill Golf. 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 operates as both an investment adviser and a registered broker-dealer, offering a range of portfolio management, financial planning, consulting, and investment banking services through a Private Advisor model and a consolidated investment platform.

Jason Crottie is a CFP® professional with 23 years of experience, currently affiliated with The Huntington Investment Company. He has worked at Huntington Investment Company since 2003 and has been associated with Huntington National Bank since 2001. Crottie has also been with Ameriprise since 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, delivering investment programs through wrap-fee arrangements on the Envestnet MAS platform.

Brian La Fave is a CFP® professional with 14 years of experience in the financial industry. He is currently with The Huntington Investment Company and has previously worked at Bank of America, Merrill, and Fifth Third Securities. Based in Grand Rapids, MI, La Fave holds a Series 66 license. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture approach, combining third-party and affiliate model offerings across various wrap-fee programs on the Envestnet MAS platform.

Jeffrey Heitzman is a financial advisor with Ameritas Advisory Services, LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has worked at multiple firms, including Cetera Advisors LLC and 20/20 Capital Management, Inc., and serves as President of Heitzman Advisory, Inc. dba Heitzman & Associates, Inc., a financial planning and investment operation he has led since 2000. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based variable product management, and advisory services supported by a network of Investment Adviser Representatives and third-party partners.

Benjamin Fisher is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with New York Life and affiliated entities since 2004 and currently operates under Prosper Financial Group. Fisher serves on the community and governing boards for the nonprofit Ele's Place West Michigan and is a director of NAIFA Michigan. He also teaches Faith Formation for St. Robert of Newminster Catholic Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs including fee-based advice and retirement plan consulting, focusing primarily on non-discretionary assets and maintaining fiduciary responsibilities to plan sponsors and investors.

Codi Pepera is a financial advisor with OSAIC Institutions, Inc. in Grand Rapids, MI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining OSAIC, Pepera worked at LPL Financial, Flagstar Bank, Infinex Investments, and JP Morgan Chase in various capacities. Outside of advising, Pepera is a business owner of Coco & KK LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning, operating a hybrid adviser/broker-dealer model with a sizable non-discretionary asset base and platform access to alternative investments.

Raymond Llewellyn is a financial advisor at Cerity Partners LLC in Grand Rapids, MI, holding the CFP®, CFA®, and Series 66 designations with 11 years of industry experience. He previously worked at ARGI Financial Group for seven years before joining Cerity Partners in 2023. Outside of his advisory role, he performs notary services and assists as a power of attorney on a limited basis. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio management.

Anthony Koehler is a CFP® professional with 25 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2023. His prior roles include positions at The Huntington National Bank and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm applies Modern Portfolio Theory with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Marcus Dixon is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has been with the firm since 2024. Prior to joining Hantz, he worked in retail and education roles. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, emphasizing diversified, ETF-centered model portfolios and a range of wealth management and financial planning services.

Zachary Woodward is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He is the owner and president of Watermark Advisory Group LLC, a firm he created for income and expense tracking purposes. His career includes roles at Watermark Investment Services and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Justin Vanspronsen is a financial advisor with Money Concepts Capital Corp in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Bright Future Financial Services LLC since 2019 and Easton Financial Services from 2014 to 2019. Outside of his advisory role, Vanspronsen is a soccer coach. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Christopher Bouma is a financial advisor at Fifth Third Securities, Inc. based in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Fifth Third Securities since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides a range of discretionary managed-account programs featuring direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

Parker Brey is a financial advisor at NewEdge Advisors with two years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Western & Southern Life. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers diverse investment and financial planning services with a focus on centralized due diligence, technology integration, and a variety of program structures that combine in-house and third-party management solutions.

Jacob Jackson is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at Ameriprise Financial Services, Huntington National Bank, and security management firms. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model that incorporates third-party sub-managers and proprietary private bank models, offering a variety of wrap-fee programs through the Envestnet MAS platform.