Alison Devries is a financial advisor at Rockefeller Capital Management with 15 years of industry experience. She previously worked at Merrill and Principal Securities, among other firms. Alison serves as a board member of the Georgetown Christian Preschool and Learning Center. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management and investment services.

Cortney Furey is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2016, having also worked at Fifth Third Bank since 2015. 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.

Carl Morris is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Sigma Planning Corporation since 2016 and also affiliated with Parkland Securities, LLC since 2014. Outside of his advisory work, he serves as a middle school tennis coach in Kentwood, MI, and works occasionally as an election inspector in several Michigan counties. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various managed account programs and partnerships.

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.

Deborah Stump is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. She has two years of industry experience and has worked in both educational and financial services roles, including positions with Michigan Virtual and the Ingham Intermediate School District. In addition to her advisory work, she presents pension education workshops for the Michigan Association of Retired School Personnel. 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 uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, while also delivering education and support services such as seminars and personalized retirement planning.

Richard Williams is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has operated multiple advisory and insurance businesses, including Williams & Company Executive Services LLC and W&C Wealth Management LLC, which focuses on serving professional athletes. Outside of his advisory roles, he is involved with the University of Giving, a nonprofit focused on teaching philanthropy, and serves on Northwood University’s President’s Advisory Council. 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 utilizes a strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education, support services, and personalized retirement planning to plan sponsors and participants.

Isabel Adcock is a financial advisor at Principal Financial Services with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Principal Life Insurance Company and Principal Securities, Inc., as well as positions outside the financial sector such as at Herc Rentals and Tullymore Golf Resort. Principal Securities offers brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs.

Jeffrey Towner is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He has held roles at Merrill and Bank of America, N.A. prior to joining Rockefeller Financial. He holds Series 63 and Series 65 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Randy Osterman is a financial advisor with Principal Financial Services, holding a Series 66 credential and six years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2019 and previously worked at Central Michigan University and Marcus Orland Park Cinema. Outside of advising, he is also an insurance agent specializing in life, annuities, group benefits, health, disability, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel 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.

Douglas Temple is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has a diverse work background including roles at Lansing Brewing Company, HopCat, and Michigan State University. Hantz Financial Services serves a wide range of clients, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts, unified managed accounts, and direct-indexing solutions, supported by affiliated services such as trust banking, tax and business consulting, and insurance and mortgage origination.

Noah Jones is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill. His background also includes roles with the Michigan Republican Party and the Office of Terri Lynn Land. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting, while operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Jason Crottie is a CFP® professional with 23 years of experience, currently affiliated with The Huntington Investment Company. He has worked at Huntington Investment Company since 2003 and has been associated with Huntington National Bank since 2001. Crottie has also been with Ameriprise since 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, delivering investment programs through wrap-fee arrangements on the Envestnet MAS platform.

Brian La Fave is a CFP® professional with 14 years of experience in the financial industry. He is currently with The Huntington Investment Company and has previously worked at Bank of America, Merrill, and Fifth Third Securities. Based in Grand Rapids, MI, La Fave holds a Series 66 license. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture approach, combining third-party and affiliate model offerings across various wrap-fee programs on the Envestnet MAS platform.

Jeffrey Heitzman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He is president of Heitzman Advisory, Inc. dba Heitzman & Associates, Inc., a financial planning and investment operation he has led since 2000. He also serves as an associate with Canvas Financial, a consolidated organization formed under Ameritas Investment Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Benjamin Fisher is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with New York Life and affiliated entities since 2004 and currently operates under Prosper Financial Group. Fisher serves on the community and governing boards for the nonprofit Ele's Place West Michigan and is a director of NAIFA Michigan. He also teaches Faith Formation for St. Robert of Newminster Catholic Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs including fee-based advice and retirement plan consulting, focusing primarily on non-discretionary assets and maintaining fiduciary responsibilities to plan sponsors and investors.

Codi Pepera is a financial advisor with OSAIC Institutions, Inc. based in Grand Rapids, MI, holding Series 65 and Series 63 credentials and has nine years of industry experience. Prior to joining OSAIC, Pepera worked at West Michigan Community Bank, LPL Financial, Flagstar Bank, Infinex Investments, and JP Morgan entities. Pepera is also the owner of a non-investment-related business, Coco & KK LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives, combining discretionary and non-discretionary account management with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

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.

Kelly Hoezee is a financial advisor at Principal Financial Services with 17 years of industry experience. She holds a Series 66 designation and previously worked for Northwestern Mutual Investment Services, LLC for 10 years. Outside of her advisory role, she is a Mary Kay consultant, providing skincare products to friends and family. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Theodore Bonarski is a financial advisor with Eagle Strategies (NY Life) in Kentwood, MI, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Eagle Strategies and Dedalus Financial Strategies, P.C. since 2008 and with New York Life companies since 2004. Outside of his advisory role, he is involved in small business operations including working at Cafe Boba LLC and West Michigan Home Care LLC. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Raymond Llewellyn is a financial advisor at Cerity Partners LLC in Grand Rapids, MI, holding the CFP®, CFA®, and Series 66 designations with 11 years of industry experience. He previously worked at ARGI Financial Group for seven years before joining Cerity Partners in 2023. Outside of his advisory role, he performs notary services and assists as a power of attorney on a limited basis. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio management.