Roberta Hacker is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Elisabeth Mousel Insurance Agency from 2012 to 2019. She is based in Grand Rapids, MI. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides 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.

Anastasia Wiese is a CFP® and Series 65-registered financial advisor at Hightower Advisors with 11 years of industry experience. She previously worked at Grand Wealth Management, LLC, Meadow Ridge Financial, LLC, Strategies Wealth Advisors, and Ellis Capital Management. Based in Grand Rapids, MI, she has been with Hightower Advisors since 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Zachary Gebben is a CFP® with seven 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, Merrill, JP Morgan, and Primerica, among others. He has also worked at Hope College for several years. 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 with financial planning, and operates as a registered broker-dealer, offering a consolidated investment platform that includes equities, fixed income, and alternatives.

Aliceson Milanowski is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. She holds a Series 66 designation and has worked at PlanMember since 2016. Milanowski also serves as a presenter for the Michigan Association of Retired School Personnel and sits on the board of directors for the charitable organization University of Giving. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm employs a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios across a range of risk tolerances while delivering education and support services to plan sponsors and participants.

Douglas Stevens is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with PlanMember since 2016 and is also involved in financial education as a presenter for the Michigan Association of Retired School Personnel. Additionally, he operates Williams & Co dba Williams and Company Financial Services. PlanMember Securities Corporation 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. The firm’s investment approach centers on a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios with regular rebalancing.

Matthew Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2016 and has been affiliated with Investment Services Group since 1997. Brown is also involved in life and fixed annuities through non-variable insurance activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting, among other services. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies, technology platforms, and third-party managers.

Charles Rushmore is a financial advisor with J.W. Cole Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at USA Financial Securities, Great Lakes Tax Team, LLC, and Planmember Securities Corporation. Outside of his advisory work, he owns a woodworking business called Artisan at Honey Creek. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Dennis Dekok is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2022. He previously worked at FCM Financial and American Portfolios Financial Services, Inc. Dennis is the founder of a financial neutral service focused on collaborative divorce planning, working with clients and attorneys to find equitable property distribution solutions. CWM, LLC is an SEC-registered investment adviser supporting individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, sub-advisory roles, and retirement-plan solutions.

David Milanowski is a financial advisor at PlanMember Securities Corporation with Series 63 and Series 65 licenses and one year of industry experience. He has additional roles at Williams and Company Financial Services and the Michigan Association of Retired School Personnel, where he provides retirement planning education and pension analysis. Outside of financial services, Milanowski serves as secretary on the board of directors for the Knights of Columbus Event Center. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a top-down strategic asset allocation process managing risk-based mutual fund portfolios and offers education and support services including seminars and personalized planning.

Clay Currigan is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this, he worked at Fifth Third Bank, World Financial Group, and has experience in the restaurant industry. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account platform, with a focus on customizable investment strategies and comprehensive program options.

Brook Nichols is a financial advisor with Planmember Securities Corporation in Grandville, MI, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including roles at Williams & Company Financial Services, Amazon, and L2-Advisors. Nichols is also involved with Financial Visions, LLC, where he provides insurance services, and works seasonally as a tax preparer. 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 strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Michael Ver Merris is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Fifth Third Securities, Inc. since 2008, totaling 18 years at the firm. Based in Grand Rapids, MI, his career includes a long tenure at a major enterprise-level firm. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through the Passageway Managed Account Program, featuring multiple portfolio management options and advisory programs.

William Lowry is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at PNC Financial Services Group and Merrill. He serves as a board member of the Grand Rapids Art Museum Foundation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory model separates one-time planning services from ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Paige Van Vliet is a financial advisor at Eagle Strategies with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Generation Three Financial, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of her advisory role, she is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services and emphasizes tailoring recommendations to client objectives through a range of program types.

Elijah Huyser is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Highlight Industries, Talsma Furniture, and Amazon. He also holds a role in sales of fixed insurance products. Elijah services individual and business clients with investments and insurance through Watermark Advisory Group LLC. 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 a variety of advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically handled on a discretionary basis by these managers.

Scott Kanai is a CFP® professional with 36 years of industry experience. He is affiliated with CWM, LLC and has held roles at Cetera, Kanai Wealth Management Group, and LPL Financial. Outside of his advisory work, he serves as a director and treasurer for a condominium association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing a discretionary management approach with model portfolios and third-party sub-advisors.

Samuel File is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Prometric Test Center and Great Lakes Wine & Spirits. He is also involved in the sales of fixed insurance products, including fixed life and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brady Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Byron Center, MI. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he held roles at Potjer Financial Resources, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

William Ferguson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at AXA Advisors, LLC for 19 years before joining Commonwealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and multiple program options.

Loren Quist is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and nine years of industry experience. His work history includes roles at The O.N. Equity Sales Company and Ohio National Financial Services, as well as self-employment since 2015. He also conducts retirement planning workshops for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation 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 asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education, support services, and periodic portfolio rebalancing.