William Lowry is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at PNC Financial Services Group and Merrill. He serves as a board member of the Grand Rapids Art Museum Foundation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory model separates one-time planning services from ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Paige Van Vliet is a financial advisor at Eagle Strategies with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Generation Three Financial, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of her advisory role, she is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services and emphasizes tailoring recommendations to client objectives through a range of program types.

Daniel Cook is a CFP® professional with five years of industry experience, currently advising at Mercer Global Advisors Inc. He has previously worked at firms including Straight Path Wealth Management, Financial Architects, Inc., Lake Michigan Credit Union, LPL Financial, and J.P. Morgan Securities. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios, multi-factor tilts, low-cost index vehicles, and offers a range of implementation options alongside financial planning and retirement consulting services.

Scott Kanai is a CFP® with 35 years of industry experience and is currently affiliated with CWM, LLC in Grand Rapids, MI. His prior experience includes roles at Cetera, Cetera Wealth Services, LLC, and LPL Financial. Outside of advisory work, he serves as a director and treasurer for a condominium association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

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.

William Ferguson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at AXA Advisors, LLC for 19 years before joining Commonwealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and multiple program options.

Loren Quist is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and nine years of industry experience. His work history includes roles at The O.N. Equity Sales Company and Ohio National Financial Services, as well as self-employment since 2015. He also conducts retirement planning 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 and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education, support services, and periodic portfolio rebalancing.

Alison Devries is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Principal Securities, Principal Life Insurance Company, and Merrill. Devrries serves as a board member of the Georgetown Christian Preschool and Learning Center. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and investment banking services through a Private Advisor model and a consolidated platform offering direct and third-party management across various asset classes.

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.

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.

Jeffrey Towner is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investments through its Private Advisor model and the Rockefeller Global Investment Management platform.

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 a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial, he worked at Merrill and has held roles in political and business settings, including the Michigan Republican Party and Maple Hill Golf. 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 operates as both an investment adviser and a registered broker-dealer, offering a range of portfolio management, financial planning, consulting, 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 in Grand Rapids, MI, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has worked at multiple firms, including Cetera Advisors LLC and 20/20 Capital Management, Inc., and serves as President of Heitzman Advisory, Inc. dba Heitzman & Associates, Inc., a financial planning and investment operation he has led since 2000. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based variable product management, and advisory services supported by a network of Investment Adviser Representatives and third-party partners.

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.

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.