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 Carson Wealth in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at firms including Kanai Wealth Management Group, Cetera Wealth Services, LPL Financial, and Oppenheimer. Outside of her advisory roles, she serves as Michigan Board President for Bethany Christian Services, a nonprofit organization. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion across more than 650 advisors and partner offices. The firm provides a broad range of investment and retirement plan services supported by an Investment Committee that manages model portfolios and offers customized solutions incorporating fundamental and technical analysis.

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.

Dennis Glosik is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 2012. Outside of his advisory role, he owns and operates a travel website, Lufthansaflyer.com, and a photography business, DGCameraWorks. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, and institutional clients. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and tax-overlay 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.

Tyler Pellerito is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has four years of industry experience with prior roles at Cetera Advisor Networks, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He also serves as a notary in Grandville, MI. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm supports independent advisors through a variety of custodians and third-party managers, with a notable focus on primarily non-discretionary account management.

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.

Gabrielle Aplin is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has four years of industry experience, including her time with Fifth Third Bank. Prior to her current role, she worked in the optical retail sector at Pearle Vision and LensCrafters. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating third-party portfolio managers and a range of strategies such as mutual funds, separately managed accounts, and tax-overlay services.

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, holding Series 63, 65, and 66 licenses and 19 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2014 and previously worked at Principal Financial Services from 2006 to 2009. In addition to her advisory role, she serves as a bank and trust officer supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, 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 adviser 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 a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 65 and Series 63 licenses and having one year of industry experience. He also works as a Dealer Concierge Consultant for MillerKnoll, an office furniture manufacturing company. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation framework combined with education and support services for plan sponsors and participants.

Gregory Immink is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having one year of industry experience. He has also been involved in education as a teacher and coach with Grand Haven Area Public Schools since 2015 and volunteers with Young Bucs Athletics, a nonprofit supporting youth sports. Additionally, Immink provides educational presentations on pension and retirement planning through the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and 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 education, support services, and personalized retirement planning to its clients.

Stephen Haan is a financial advisor at SPC with 42 years of industry experience. He has been with Sigma Planning Corporation since 2002 and Sigma Financial Corp since 2000. He holds Series 63 and Series 66 registrations. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers.