Mark Zylstra is a ChFC® with 51 years of experience, affiliated with Equity Services, Inc. in Grand Rapids, MI since 1974. He has worked his entire career at Equity Services and is involved in insurance sales as a licensed agent. Outside of his advisory role, he is a partner in a real estate venture focused on acquiring and renting producing properties. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Joshua Williams is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 credential and 18 years of industry experience. He has held roles at Williams & Company Executive Services, Trustmark Insurance, and has been active with the Michigan Association of Retired School Personnel as a presenter. Williams also provides consulting services to school superintendents on pay negotiations through Williams & Company Executive Services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while providing education and support services to plan sponsors and participants.

Vincent Spaniolo is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI, holding a Series 63 designation and 28 years of industry experience. He has been affiliated with New York Life Insurance Co since 2015 and with Eagle Strategies LLC since 2009. Spaniolo serves as a board member for the Grand Valley State University Seidman Finance Department Advisory Board. Eagle Strategies serves a diverse group of individual and institutional clients, 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, primarily managing assets on a non-discretionary basis.

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 advising at Rockefeller Financial LLC since 2024. He previously worked at Bank of America and Merrill from 2019 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 a range of portfolio management and financial planning services through a Private Advisor model and its consolidated investment platform, Rockefeller Global Investment Management.

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, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PlanMember since 2016 and has been involved with the Michigan Association of Retired School Personnel (MARSP) as a financial education presenter since 2014. Stevens also operates Williams & Co, a financial services business based in Grandville, MI. 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 offers comprehensive education and support services, using a top-down strategic asset allocation approach combined with risk-based mutual fund portfolios ranging from conservative to aggressive.

Matthew Brown is a financial advisor with Private Advisor Group, LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has worked at Private Advisor Group since 2016 and has been associated with LPL Financial and the Investment Services Group since the late 1990s. Brown’s activities include involvement in life and fixed annuities outside his primary advisory role. Private Advisor Group serves a broad client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of wrap and non-wrap programs. The firm provides access to third-party asset managers and a firm-managed WealthSuite program, and supports multiple investment approaches and client-imposed restrictions via its network of investment adviser representatives.

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.

Miles Thayer is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry for one year. He has worked at Fifth Third Bank since 2014. Outside of his advisory role, he owns Black Walnut Builders LLC, a woodworking business in Middleville, Michigan. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, with options including mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

Dennis Dekok is a CFP® and holds a Series 66 license with 25 years of experience in the financial industry. He currently serves as an advisor at CWM, LLC and has previously worked at FCM Financial and American Portfolios Financial Services, Inc. He is the founder of a financial neutral service focused on collaborative divorce planning, assisting clients and attorneys with equitable property distribution solutions. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios and combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

David Milanowski is a financial advisor at PlanMember Securities Corporation with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked concurrently with the Michigan Association of Retired School Personnel providing retirement planning services and as a representative for Williams and Company Financial Services. Outside of finance, he serves as secretary on the board of the Knights of Columbus Event Center and has over a decade of experience at Haworth Inc. in a program management role. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on ERISA Section 3(38) fiduciary duties and participant-level investment options. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services including planning seminars and separation counseling.

Clay Currigan is an advisor at Fifth Third Securities, Inc. based in Grand Rapids, MI. He holds Series 65 and Series 63 licenses and has experience in financial services since 2023, including roles at Fifth Third Securities, Fifth Third Bank, and World Financial Group. Outside of finance, he has experience working in the restaurant industry. Fifth Third Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, delivered in partnership with Fidelity, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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 Fifth Third Securities, Inc. in Grand Rapids, MI, where he has worked since 2008. He has 19 years of industry experience. 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.

William Lowry is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 66 designation and previously worked at Merrill and PNC Financial Services Group. He serves as a board member of the Grand Rapids Art Museum Foundation. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs and acts as adviser to donor-advised funds within a vertically integrated structure.

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.

Daniel Cook is a CFP® professional with five years of industry experience, currently advising at Mercer Global Advisors Inc. He has previously worked at firms including Straight Path Wealth Management, Financial Architects, Inc., Lake Michigan Credit Union, LPL Financial, and J.P. Morgan Securities. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios, multi-factor tilts, low-cost index vehicles, and offers a range of implementation options alongside financial planning and retirement consulting services.

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.