Eric Deems is a financial advisor with Eagle Strategies (New York Life) based in Grand Rapids, MI, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, Wells Fargo Clearing, Oppenheimer, and Merrill. In addition to his advisory career, he owns and operates a small manufacturing business specializing in aluminum products for sporting goods and hunting equipment. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Sarah Maxim is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Morgan Stanley for 13 years before joining Fifth Third Securities and Fifth Third Bank in 2025. Outside of her advisory role, she works as a cashier at Ric's Food Center in Rockford, 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, including advisor-directed models and separately managed accounts, and combines these with third-party portfolio managers and strategist portfolios.

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.

Nathan Grant is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Gwfs Equities, Prudential Investment Management Services, The Prudential Insurance Company of America, Wells Fargo Clearing, and FormulaFolios. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients, using an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Adam Hossink is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified ETF-centered model portfolios, asset allocation, and periodic rebalancing, offering a range of financial planning and wealth management services alongside mortgage brokerage and insurance through affiliated agencies.

Eric Springer is a financial advisor at J. W. Cole Advisors, Inc. with 30 years of industry experience. He has worked at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. since 2019, and previously spent 21 years at Fortis Investors, Inc. Outside of his advisory role, he is president of Blue Time LLC, a company involved in the sales and marketing of clothing and marine accessories, and also manages an office building through Blue Time LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches using fundamental and technical analysis, model portfolios, and digital advice platforms.

Amie Moran is a Series 65-licensed financial advisor with six years of industry experience. She is currently with AE Wealth Management, LLC and has prior experience at IAMS Wealth Management, GFT Wealth Strategies, and Global Financial Trust. Moran is also involved in insurance sales through Global Financial Trust. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Cameron Kessler is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Tropical Smoothie, Green Lantern, Chick-Fil-A, and Grand Valley State University. 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 supplemented by separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and retirement-plan advisory services.

Robert Meduna is a financial advisor with Hantz Financial Services, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a broad range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Michael Denton is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and has worked at NYLife Securities LLC and New York Life since 2010. Outside of advising, Denton serves as treasurer-secretary for a local business networking group. Eagle Strategies serves both individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

Antoinetta Freeman is a financial advisor at Fifth Third Securities, Inc. in Grand Rapids, MI, with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Edward Jones and Woodbury Financial Services. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.

Kyle Clement is a Series 66-licensed financial advisor with 17 years of industry experience, currently with PlanMember Securities Corporation. He holds roles including Vice President at Williams and Company Financial Services and W&C Wealth Management and has served on the Caledonia Township Planning Commission since 2025. Outside of his advisory work, Clement is active in his community as President of the Caledonia Youth Sports Organization and serves on the Caledonia Community School Board. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary. The firm offers education, support services, and a strategic asset allocation investment process that manages risk-based mutual-fund portfolios ranging from conservative to aggressive.

Nicole Dawes is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at LPL Financial since 2011, Independent Financial Partners, and Independent Advisor Alliance since 2018. She is also a commissioned notary public. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to enhance client service delivery.

Kurt Sytsma is a financial advisor with Money Concepts Capital Corp in Grand Rapids, MI, holding a Series 66 credential and 11 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and also works with Money Concepts International. Outside of his advisory role, he is active as an independent agent selling various health insurance products for multiple providers and works on window treatment fabrication and installation on a limited basis. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches with both discretionary and non-discretionary programs and manages a network of several hundred advisors overseeing approximately $4.07 billion in client assets.

Alex Bergsma is a Series 66 licensed financial advisor with Commonwealth Financial Network, based in Grand Rapids, MI, and has one year of industry experience. Prior to joining Commonwealth, he worked at CooperDavis Financial Group and has held various roles in educational and mental health organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed account programs, access to third-party asset managers, and comprehensive back-office services, serving both individual and institutional clients.

Cole Brandon is a Series 66 licensed financial advisor with four years of industry experience, currently with Hightower Advisors since 2024. His prior roles include positions at Consumers Credit Union, CUSO Financial Services, and Prudential-affiliated firms. Outside of finance, he was involved with CityGate Church from 2020 to 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers and proprietary research.

Layne Bearss is a financial advisor at The Huntington Investment Company with a Series 66 credential and one year of industry experience. Prior to joining Huntington, he has held roles at The Huntington National Bank, Aerie, and Grand Valley State University. The Huntington Investment Company serves individuals—including high-net-worth clients—as well as charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party managers and proprietary strategies, offering various wrap-fee programs supported by institutional brokerage and custodial services.

Jonathan Dewey is a financial advisor with OSAIC Institutions, Inc., holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His work history includes roles at Infinex Investments, West Michigan Community Bank, The Huntington National Bank, The Huntington Investment Company, Cetera Investment Services, and TCF National Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

Sage Kissman is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation. Kissman has been with Morgan Stanley since 2025, with prior experience at Wells Fargo Clearing and Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Sharon Dykhouse is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves on the investment committee of CSI, an educational organization in Grand Rapids focused on monitoring outside investment managers. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.