Andrew Fifield is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Innovation Partners LLC and IP Financial Advisory Services LLC since 2024 and has been associated with BCF Wealth Strategies since 2021. Prior to his advisory roles, he held positions at Fed Express and Village Inn. IP Financial Advisory Services LLC primarily serves individual retail clients by providing portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, offering personalized portfolios and specialized advisory services including actuarial analysis and tax-efficient asset management.

Ryan Goosen is a Series 66-licensed financial advisor with nine years of industry experience. He has been with Mutual Advisors, LLC since 2021 and previously worked at 2M Financial Group, LLC and New York Life affiliates from 2017 to 2021. Outside of his advisory role, he is an independent insurance agent assisting clients with risk management through life insurance. Mutual Advisors, LLC serves a broad client base including individuals, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive strategies and utilizes multiple analytical approaches and third-party platforms to tailor portfolio allocations to client objectives.

Christopher Ralph is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Eagle Strategies, 2M Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Timothy Potjer is a CFP® and ChFC® with 34 years of industry experience, currently an advisor with Eagle Strategies (NY Life) since 2009. He has also been associated with Potjer Financial Resources since 2000 and Nylife Securities Inc. and New York Life Insurance Company since 1991. Outside of his advisory roles, he serves as an officer with the Byron Center Downtown Development Authority. Eagle Strategies serves a broad mix 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, with most assets managed on a non-discretionary basis.

James Walsh is a Series 66-licensed financial advisor at Farther with 18 years of industry experience. Prior to joining Farther in 2025, he worked at Advance Capital Management, Inc. for eight years and Zhang Financial for five years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

David Foster is a financial advisor with Money Concepts Capital Corp in Middleville, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he is involved with Thornapple Financial Center, providing support services in accounting and tax, and he owns Foster Financial Group LLC for tax purposes. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures to serve approximately 14,700 clients.

Shirell Mcnee is an investment advisor representative with SPC, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been affiliated with SPC and Sigma Financial Corporation since 2007 and owns Cardinal Rule LLC, a licensed insurance agency. She also serves as a trustee on the board of the Fraternal Order of Eagles Earie 4321 Auxiliary in Greenville, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Zachariah Harney is a CFP® and holds a Series 66 license, with 10 years of industry experience. He currently works at Creative Planning and previously held roles at Monterey Private Wealth, Bank of America, and Merrill. Outside of advisory work, he is an owner of a small family rental LLC. Creative Planning is an enterprise firm managing approximately $217 billion in assets, serving a diverse client base with financial planning and investment advisory services that include low-cost indexing, retirement plan services, and access to private market investments. The firm is notable for its affiliated legal, trust, and recordkeeping businesses as well as its involvement in private equity and vertically integrated investment management.

Jennifer Billiam is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1995. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Ashley Gutierrez is a financial advisor at The Huntington Investment Company with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Ameriprise Financial Services, LLC and The Huntington National Bank. Outside of her advisory role, Gutierrez has worked as an Uber driver. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party sub-managers and proprietary models, delivering a range of wrap-fee programs and portfolio management solutions.

Emily Rush is a financial advisor at The Huntington Investment Company with 15 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LPL Financial, and Firstmerit Bank. Outside of her advisory role, she is a member of Rush Properties, LLC, involved in purchasing and managing real estate. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary Private Bank offerings to deliver customized investment programs through multiple wrap-fee strategies.

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.

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.

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.

Richard Kars is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Schwab Wealth Advisory and Charles Schwab since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm delivers advice using Schwab’s proprietary research tools and standard asset allocation models while leaving final trading decisions to clients.

Brady Wheeler is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 65 and Series 63 licenses and has been affiliated with New York Life and its related entities since 2024. Prior to his advisory roles, he spent several years working in education at Grand Valley State University and Reeths Puffer Public Schools. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Nolan Ritz is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation and has been in the industry since 2023. Prior to his advisory roles, he worked in clerical and tax assistance positions at Thornapple Financial Center. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion for around 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers.

Leonard Rhoades is a financial advisor with J. W. Cole Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Global Financial Private Capital for seven years before joining J.W. Cole Advisors in 2019. Outside of his advisory role, he has been an insurance agent since 1993, providing financial planning services. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Michael Reinhart is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously spent five years with Global Financial Private Capital, LLC and GF Investment Services, LLC. Outside of his advisory role, he is involved in fixed annuities and indexed annuities sales and service. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches and multiple managed account solutions.