Scott Hillary is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior experience includes roles at Ameriprise and Comerica Securities. He is also involved with Financial Oxygen, a cash management system for retail and institutional investors. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway platform. The firm is a direct subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad range of risk-based investment options.

Karen Anson is a financial advisor with Fifth Third Securities, Inc. She holds the Series 63 and Series 65 designations and has eight years of industry experience. Anson has worked with Fifth Third Bank since 1990 and joined Fifth Third Securities in 2025. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

Lisa Kelly is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 65 and Series 66 licenses and 21 years of industry experience. She has worked at firms including VOYA Financial Advisors, Great Lake Financial Management Group LLC, and The Prudential Insurance Company of America. Kelly is also owner and advisor of LakeShore Financial Advisory LLC and Williams & Co dba Williams and Company Financial Services. 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 PlanMember Asset Allocation Portfolios. The firm’s investment approach uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios and focuses on education and support services for plan sponsors and participants.

Douglas Austin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and with two years of industry experience. He has worked with firms including Keller Williams Rivertown and Williams & Co, and previously spent nine years with Berkshire Hathaway Home Services. Outside of finance, he is active as a realtor at Keller Williams Rivertown helping clients buy and sell real estate. 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 employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Joseph Byker is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. Prior to his advisory role, he worked for Intuit, Inc. for nine years. He serves as Treasurer and a board member for two Christian educational organizations focused on providing community-based education. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis within the New York Life affiliate structure.

Marsha Daugherty is a Series 66 licensed advisor with 15 years of industry experience. She is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both in 2024. Her prior experience includes roles at OSAIC, Sagepoint Financial, Inc., WHOLEHAN, and BeautiControl. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs on the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management options and tax-aware investment strategies.

Sandra Williams is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 18 years of industry experience. She has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Troy Teitsma is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2024. Based in Grand Rapids, MI, Teitsma joined PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithmic risk assessment and invests primarily in mutual funds and ETFs.

Deborah Reynolds is a financial advisor with Principal Financial Services in Caledonia, MI. She holds Series 63 and Series 66 licenses and has 25 years of industry experience, having worked at Principal Securities Inc. and Principal Life Insurance Company since 2000. She is also a designated bank officer supporting Principal retirement plan account relationships through Principal Bank and Principal Trust Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

David Lund is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. He previously worked at Bank of America, N.A. for 15 years and Merrill for 25 years. Outside of his advisory role, he is an owner of a for-profit LLC involved with rental properties in Michigan and Florida. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services including access to alternative and private investments, combining wealth, trust, and insurance capabilities within the Rockefeller Global Family Office platform.

Kari Judson is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Principal Securities and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Craig Potter is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds the ChFC® designation and Series 63 license and has 18 years of industry experience. Potter has been with Eagle Strategies since 2016 and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2007. Eagle Strategies serves a wide range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple programs, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Melody Lazarowicz is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Hantz Financial Services, Inc. in Grandville, MI, where she has worked since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated banking, tax, and consulting services.

Taylor Dewey is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He previously worked at Merrill for eight years before joining Rockefeller Financial in 2024. Outside of advising, Dewey owns and operates an LLC focused on property management and tenant relations. 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 services through its Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer offering a range of securities and alternative investment services.

Adam Peirce is a financial advisor with PNC Wealth Management in Grand Rapids, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at PNC Investments since 2012. Outside of his advisory role, he is a member of ABCD Hive LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs.

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.