Parker Brey is a financial advisor at NewEdge Advisors with two years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Western & Southern Life. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers diverse investment and financial planning services with a focus on centralized due diligence, technology integration, and a variety of program structures that combine in-house and third-party management solutions.

Jacob Jackson is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at Ameriprise Financial Services, Huntington National Bank, and security management firms. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model that incorporates third-party sub-managers and proprietary private bank models, offering a variety of wrap-fee programs through the Envestnet MAS platform.

Jaime Wynsma is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Infinex Investments, Inc. since 2018 and was previously with Investment Professionals Inc. from 2012 to 2018. Wynsma is also employed at West Michigan Community Bank and assists with office duties in a concrete construction business operated by his spouse. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a substantial book of non-discretionary assets.

Mandi Dillon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior roles include positions at Principal Financial Services and Stifel Nicolaus & Co Inc. Dillon has also been involved with nonprofit organizations such as Big Brothers Big Sisters of Colorado and the American Cancer Society. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning process and serves a large participant base relative to its advisor headcount.

Benjamin Mondoux is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Fifth Third Bank and several local businesses. Fifth Third Securities serves individual, high-net-worth, and institutional clients through various investment advisory and brokerage programs, offering a range of portfolio management options on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, separately managed accounts, and tax-overlay strategies.

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 licenses and bringing 25 years of industry experience. She has been with Principal Life Insurance and its affiliated entities since 2006. In addition to her advisory role, she is involved in the sale of fixed annuities, fixed life insurance, disability, long-term care, group benefits, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. 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.

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.

Heather Jensen is a Series 66-licensed financial advisor with Rockefeller Financial LLC, bringing 11 years of industry experience. She previously worked at Merrill from 2013 to 2024 before joining Rockefeller Financial. 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 individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and placement services.

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.

Harvey Nuttall is a ChFC® credentialed financial advisor with 21 years of industry experience, currently affiliated with SPC and Sigma Financial Corporation since 2018. Prior to this, he worked at Eagle Strategies, NYLIFE Securities Inc, and New York Life from 2004 to 2018. He serves as a board member on the Ada Township Zoning Board of Appeals and is a founding member of the DeutscheMarques Auto Group Board, which organizes an annual car show at the Gilmore Car Museum. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers and employs both discretionary and nondiscretionary investment strategies.

Patricia Morisette is a financial advisor with The Huntington Investment Company in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 19 years of industry experience. She previously worked for fifteen years at Fifth Third Securities before joining Huntington in 2022. Morisette serves as a board member for the Detroit West Suburban Delta Gamma alumnae group. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

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.

Breanna Seech is a CFP® with 12 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and tax services. The firm offers customized, discretionary portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional portfolio management.

Christopher Mulford is a CFP® currently with Creative Planning, where he has worked since 2025. He has prior experience in various industries, including roles at Butterball Farms, Pregis Films, Dematic, and Magna International. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other portfolio management techniques and comprehensive retirement plan services.

Nicholas Sequin is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at Hantz Financial Services, Inc. since 2011. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered model portfolios alongside wealth management, financial planning, retirement consulting, mortgage brokerage, and insurance services.

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.

James Sakoski is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities serves a broad range of individual and institutional clients through both investment advisory and brokerage services, offering various program types including managed accounts, separately managed accounts, and direct indexing. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple third-party portfolio managers through its Passageway Managed Account Program.