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.

Brandon Heitzman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His background includes roles at Ameritas Investment Company, Canvas Financial, Heitzman & Associates, Inc., and prior work at Northern Michigan University and G & T Industries. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment options and program platforms, including model portfolios, mutual funds, ETFs, and interval funds, supported by third-party technology and specialized management services.

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 with Benjamin F. Edwards & Company, Inc. in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and Homebridge Financial, as well as six years at United Wholesale Mortgage. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and services, including wrap-fee programs, financial planning, and investment management using both proprietary and third-party strategies.

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 and holds Series 63, Series 65, and Series 66 credentials. She has 19 years of industry experience, including more than a decade with Principal Securities Inc. and Principal Life Insurance Company. She also serves as a bank/trust officer for Principal Bank and Principal Trust Company, supporting retirement plan accounts across multiple business lines. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions 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 an advisor at PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses with one year of industry experience. He also serves as a Dealer Concierge Consultant at MillerKnoll, a furniture manufacturing company. Prior to his current roles, he worked at Priority Health and Mervenne Beverage. 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 to manage risk-based mutual-fund portfolios and offers education and support services to plan sponsors and participants.

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 with both PlanMember Securities Corporation and Williams & Co dba Williams and Company Financial Services since 2024. In addition to his advisory role, Immink is a public school teacher and coach with Grand Haven Area Public Schools and volunteers as a basketball coach and board member for Young Bucs Athletics, a nonprofit supporting youth sports. 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 uses a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers educational and support services to plan sponsors and participants.

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.