Anthony Koehler is a CFP® professional with 25 years of experience in the financial services industry. He currently works at Mercer Global Advisors Inc. and has previously held roles at The Huntington National Bank, TD Ameritrade, TIAA-CREF, and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, using diversified portfolios with multi-factor tilts, implemented through low-cost ETFs, index funds, separate account managers, and other specialized strategies.

Marcus Dixon is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services in 2024, Marcus worked at Target and has a background in education at several Christian schools. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer activities along with mortgage and insurance product sales.

Zachary Woodward is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He is the owner and president of Watermark Advisory Group LLC, a firm he created for income and expense tracking purposes. His career includes roles at Watermark Investment Services and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Aiden Gortmaker is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Grand River Bank and Edward Jones, as well as various positions outside finance such as at FedEx Grounds and Cornerstone University. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage services, and M&A advisory, utilizing both proprietary strategies and third-party model portfolios.

Justin Vanspronsen is a financial advisor with Money Concepts Capital Corp in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Bright Future Financial Services LLC since 2019 and Easton Financial Services from 2014 to 2019. Outside of his advisory role, Vanspronsen is a soccer coach. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Brian Allen is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Securities America Advisors, LPL Financial, and other financial institutions. Empower Advisory Group serves primarily employer-sponsored retirement plan sponsors and their participants, offering integrated financial planning and investment management services connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and manages a large client base with a distinctive integrated approach tied to affiliated Empower entities.

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 and holds Series 65 and Series 63 designations. He has two years of industry experience and previously worked at LPL Financial, W&S Brokerage Services, and Western & Southern Life. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisors and employs technology and centralized due diligence to support its investment programs.

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 65 and Series 63 credentials and bringing 26 years of industry experience. She has been with Principal Life Insurance and Princor for nearly two decades and previously worked at Meridan Strategic Benefits LLC. In addition to her advisory role, she is involved in the sales of fixed insurance products including fixed annuities, life insurance, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

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.

Dillon Drossart is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and five years of industry experience. His career includes roles at Prudential Insurance Company of America and various real estate and brokerage firms. He has worked in both financial services and real estate, including ongoing involvement with Real Estate One Associates. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad range of solutions including mutual funds, ETFs, separately managed accounts, and tax-overlay services.

Heather Jensen is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining Rockefeller Financial in 2024. 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 and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and broker-dealer services within a Private Advisor model and consolidated investment platform.

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.