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 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 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.

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.

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 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 (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 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.

Brandon Heitzman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Ameritas Investment Company, Canvas Financial, Heitzman & Associates, Inc., and Northern Michigan University. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs, fee-based management of variable annuity and universal life subaccounts, and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.

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.

Jason Hall is a financial advisor with The Huntington Investment Company in Hudsonville, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with The Huntington Investment Company since 1998 and also has held roles at The Huntington National Bank since 1996. Hall serves as a board member and secretary for Life Church West, a nonprofit organization, and is a board member for the Legal Assistance Center, a local nonprofit providing legal resources to the community. The Huntington Investment Company, operating as Huntington Financial Advisors, offers advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm employs an open-architecture investment approach that integrates third-party sub-managers with proprietary private bank models, providing a range of wrap-fee programs and portfolio management options.

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.