Cynthia Shearer is a financial advisor at Fifth Third Securities, Inc. with a Series 66 credential and three years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank and Kohl’s Department Stores. Fifth Third Securities 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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. His prior experience includes roles at Bank of America and Merrill Lynch. He serves on the Endowment Committee for Hope College, providing advisory support on investment recommendations. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a designated Private Advisor model.

Jeffrey Dykstra is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Rockefeller Financial LLC and has 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. The firm provides portfolio management, financial planning, and consulting services alongside broker-dealer capabilities, operating through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary 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.

Aaron Verbrugge is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at Signatore Investors, Inc. and VantagePointe Financial Group. He also operates Affinity Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, working with individual investors, institutional sponsors, and retirement plans.

Thomas O'Rourke is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at BlackRock Investments, Inc. for 11 years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with access to alternative and private investments and a range of advisory programs.

Blake Snyder is an investment advisor at Fifth Third Securities, Inc. based 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 and Family Fare. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating third-party portfolio managers and strategies such as SMA, tax-overlay services, and direct indexing.

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 Certified Financial Planner® with 25 years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Bank of America, NA and Merrill Lynch. Howell is based in Grand Rapids, MI. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through integrated services and access to alternative investments.

Matthew Rusche is a financial advisor at The Huntington Investment Company with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Huntington since 2016 and at Ameriprise Financial Services, LLC since 2026. Outside of his advisory work, he owns a small landscaping and yard work business using a John Deere tractor and related equipment for occasional weekend jobs. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment model that integrates third-party and affiliate-managed strategies, with services including portfolio management, trade execution, and custodial support.

Nathan Mulder is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with two years of industry experience. His prior work includes roles at Nortech Systems Inc. and Vinocopia. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios combined with asset allocation and tax-aware strategies, while offering a range of financial planning, wealth management, and ancillary services through its affiliated entities.

Joel Barrett is a CFP® with 20 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has previously worked at Bank of America, N.A. and Merrill. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Brayden Horn is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Western & Southern Life and W&S Brokerage. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach emphasizes tailored recommendations delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

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 since 2005. Hantz Financial Services, Inc. is an enterprise investment adviser and registered 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, offering diversified ETF-centered model portfolios, financial planning, wealth management, and additional services including mortgage brokerage and insurance through affiliated agencies.

Aaron Klemm is a CFP® professional with 16 years of industry experience, currently serving at Independent Financial Partners. His prior work includes roles at IFP Securities, LPL Financial, Bank of America, and Merrill. He is also involved with Inflection Point Wealth Management LLC in an investment-related capacity. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors, supporting a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with both customized and centralized investment management options.

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.

Morgan Badersnider is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a one-third owner of an investment LLC that holds a condo in a ski and golf resort rental program. 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, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a distinctive recapitalized ownership structure with institutional minority owners.