Brian Allen is a financial advisor with Empower Advisory Group in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Personal Capital Advisors Corporation, Securities America, and LPL Financial among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model connects financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

Christopher Bouma is a financial advisor at Fifth Third Securities, Inc. in Grand Rapids, MI, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities since 2007, following earlier roles at IFMG Securities, Inc. and LaSalle Financial Services, Inc. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and access to third-party portfolio managers via its Passageway Managed Account Program, supporting various investment strategies such as mutual funds, ETFs, SMAs, and direct indexing.

Parker Brey is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and two years of industry experience. He previously held roles at LPL Financial, W&S Brokerage Services, and Western & Southern Life. Parker is based in Grand Rapids, MI. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party strategies, supported by centralized due diligence and advanced technology.

Benjamin Russette Mondoux is a financial advisor at PNC Wealth Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank before joining PNC. Outside of finance, his early career includes roles in hospitality and retail. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only pilot for PNC Bank employees. The firm employs algorithmic questionnaires to recommend investment strategies implemented through mutual funds and ETFs, with portfolio management and proxy voting delegated to third parties.

David Tiesma is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Securities LLC and Fifth Third Bank. Outside of his financial career, he is active as a comedian and actor in the Grand Rapids area. Fifth Third Securities 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 programs with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank.

Holly Karasinski is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked with Principal Life Insurance since 2007 and with Princor since 2006. In addition to her advisory role, she sells fixed annuities, fixed life insurance, disability insurance, long-term care, group benefits, and health insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Steven Handeland is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has been associated with Principal Securities since 2016 and has also worked with Edge Wealth Management and Advantage Benefits. Outside of his financial advisory work, he serves as President of the Burgess Lake Homeowners Association. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Heather Jensen is a Series 66-licensed financial advisor with Rockefeller Financial LLC, bringing 11 years of industry experience. She previously worked at Merrill from 2013 to 2024 before joining Rockefeller Financial. Outside of her advisory role, she is a member of HJP Properties LLC, a real estate business based in Rockford, MI. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and placement services.

Shanna Dejong is a financial advisor with Fifth Third Securities, Inc. in Lowell, Michigan. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Fifth Third Securities in 2023, she worked at Fifth Third Bank and has held positions at Grand Rapids Client Connection, Orbit Leasing, and Equal Pixels. Outside of her advisory role, she serves as CFO for Proactive Defense Strategies LLC, a home defense business. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, separately managed accounts, and direct indexing options.

Grace Touchette is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Rockefeller Financial in 2026, she worked at Innovia Wealth and TFO Wealth Partners. Outside of finance, she has experience at Crack of Dawn Bakehouse and spent several years involved with Hillsdale College Athletics Facilities. 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, operating as both an investment adviser and a registered broker-dealer, with a unique integrated platform that includes alternative investment placement and comprehensive affiliated capabilities.

Michael Ruplinger is a CFP® credentialed financial advisor with 20 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having previously worked at Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Harvey Nuttall is a financial advisor with SPC in Grand Rapids, MI, holding the ChFC® and Series 63 designations and bringing 22 years of industry experience. His career includes roles at NY Life, NYLIFE Securities Inc., and Eagle Strategies prior to joining SPC and Sigma Financial Corporation in 2018. He serves on the Ada Township Zoning Board of Appeals and is a founding board member of the DeutscheMarques Auto Group, which organizes an annual car show at the Gilmore Car Museum. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored and discretionary advice through various account programs, with custodial services provided by Fidelity/NFS.

Scott Tagliareni is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with New York Life Insurance Company since 2005. Outside of his advisory work, he serves as Vice President of the Cascade Lakes Condo Association, a neighborhood board in Grand Rapids. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

Alena Hontarava is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2021. Prior to her financial career, she spent five years as a stay-at-home mom. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

Breanna Seech is a CFP® with 12 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and tax services. The firm offers customized, discretionary portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional portfolio management.

Nicholas Sequin is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, where he has worked since 2011. He holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse clientele including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, with integrated technology solutions for trading and tax management.

Eric Deems is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Oppenheimer, and Merrill. Outside of financial services, he owns a small manufacturing business producing aluminum products for sporting goods and hunting equipment. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis and tailoring recommendations to client objectives.

Sarah Maxim is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley for 13 years. Outside of finance, she works part-time as a cashier at Ric's Food Center. Fifth Third Securities, Inc. serves a broad range of clients, including individuals, high-net-worth investors, institutions, and trusts, through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

Michael Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and is also affiliated with Investment Services Group. Brown offers life and fixed annuities as part of his broader advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account programs. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and utilizes technology platforms to implement client solutions through both proprietary and third-party managers.

Ralph Gale Jr. is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gradient Advisers LLC and IAMS Wealth Management, LLC. Outside of his advisory work, he is the founder of The Kings Cupboards, a food pantry in Clarksville, MI. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, to tailor investment advice.