Katherine Terpstra is a financial advisor with Principal Financial Services in Grand Rapids, MI. She holds the Series 66 designation and has been with Principal Financial Services and Principal Life Insurance Company since 2026. Terpstra has a longstanding career at Corewell Health, where she has worked since 2007. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and business entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Craig Sharp is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. He previously worked at Bank of America, NA and Merrill Lynch, gaining extensive experience over 24 years. In addition to his advisory role, he serves on the endowment investment committee for Hope College, providing advice on their investment consultant's recommendations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services within a Private Advisor model and an integrated investment platform, uniquely combining registered broker-dealer capabilities with alternative investment placement and affiliated trust and insurance services.

Jeffrey Dykstra is a CFP® with 14 years of industry experience, currently serving at Rockefeller Financial LLC. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting. The firm operates under a Private Advisor model and a consolidated investment platform that provides a range of discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Kyle Nicholson is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. He previously worked with Principal Securities, Inc. and Principal Life Insurance Company, and has experience in insurance agencies and other business roles. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jacob Rinvelt is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has been with Kestra since 2016 and also operates Rinvelt & David, LLC, a registered representative entity. Outside of his advisory role, Rinvelt is a member of a parish council, participating in board meetings focused on ministry operations and charitable initiatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Cavan Cotter is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, Cotter worked with NYLIFE Securities LLC and New York Life Insurance Company, among other positions in various industries. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Thomas O'Rourke is a financial advisor with Rockefeller Financial LLC holding a Series 66 designation and 24 years of industry experience. Prior to joining Rockefeller Financial in 2024, he spent 11 years at BlackRock Investments, Inc. There are no notable outside activities reported. 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 and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Blake Snyder is a financial advisor at Fifth Third Securities, Inc. in Grandville, MI, holding Series 65 and Series 63 credentials with two years of industry experience. His prior work includes roles at Fifth Third Bank, Family Fare, and Jenison. Fifth Third Securities serves a diverse client base including individuals, institutions, corporations, and trusts, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Michael Tepastte is a financial advisor with Cetera Planning Partners in Grand Rapids, MI, holding a Series 65 credential and four years of industry experience. Prior to joining Cetera in 2026, he worked at Avantax Planning Partners and has served as a partner at Brickley DeLong PC, a full-service public accounting and business consulting firm. Tepastte is also involved as Secretary/Treasurer of The Crime Victim Foundation, an organization providing last resort assistance to victims of crime. 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 advice. The firm’s investment approach emphasizes diversified allocations of mutual funds and ETFs aligned with client objectives and risk tolerance, supported by formal planning processes and ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Jennifer Billiam is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1995. 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Brett Howell is a financial advisor with Rockefeller Financial LLC, holding a CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He previously worked at Bank of America and Merrill Lynch, with overlapping tenures from 2000 to 2024. 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 through a Private Advisor model and an integrated investment platform, and operates as a registered broker-dealer offering a range of securities and alternative investment services.

Kevin Liederbach is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James, Charles Schwab, Eaton Vance, and other firms. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through various channels, using both quantitative and qualitative analysis to deliver customized investment strategies.

Nathan Mulder is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Nortech Systems Inc. and Vinocopia. Hantz Financial Services serves a wide range of clients including individuals, pension plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios and integrates third-party money managers and technology platforms such as Direct Indexing and AI-assisted client data aggregation in its investment approach.

Joel Barrett is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He has worked at Merrill and Bank of America before joining Rockefeller Financial LLC, where he has been since 2024. 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 and is also a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Brayden Horn is a financial advisor with Eagle Strategies (New York Life) in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked with Western & Southern Life and W&S Brokerage. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

David Bayon is a financial advisor with Hantz Financial Services, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Hantz Financial throughout his career since 2005. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Aaron Klemm is a CFP® professional with 16 years of industry experience, currently affiliated with Independent Financial Partners. His prior work includes roles at IFP Securities, LPL Financial, Bank of America, and Merrill. He also owns Inflection Point Wealth Management LLC, an investment-related business. Independent Financial Partners provides financial planning, investment advisory, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a focus on both individualized investment strategies and centralized asset management, along with a notable retirement-plan advisory and pension consulting capability.

Nicholas Handeland is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Edge Wealth Management since 2021 and has prior experience with JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is also a managing partner at Edge Wealth Management, a full-service wealth management firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment and promoter arrangements.

Ryan Baines is a financial advisor with Fifth Third Securities, Inc. in Lowell, MI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Fifth Third Securities since 2016 and with Fifth Third Bank since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple managed-account programs with features such as direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.

Morgan Badersnider is a financial advisor at Rockefeller Financial LLC in Grand Rapids, MI, holding a Series 66 designation with 12 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures at Merrill from 2011 to 2024 and Bank of America from 2014 to 2024. Outside of advising, he is a one-third owner of an LLC that manages a condo rental at a ski and golf resort. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and investment banking.