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.

Marcus Dixon is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has been with the firm since 2024. Prior to joining Hantz, he worked in retail and education roles. Hantz Financial Services is an enterprise investment adviser and 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, emphasizing diversified, ETF-centered model portfolios and a range of wealth management and financial planning services.

Aiden Gortmaker is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Grand River Bank, Edward Jones, and FedEx Grounds. Gortmaker also has a background in education, having worked at Cornerstone University, Caledonia High School, and Kraft Meadows Middle School. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions through fee-based wrap programs, financial planning, and investment management. The firm offers a range of managed strategies and combines custody and execution services with an internal trading desk.

Sharon Westveer is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at several firms, including PNC Investments since 2017, and has a concurrent long-term involvement with Black Swamp Percussion. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and manages investments primarily via mutual funds and ETFs.

Brian Allen is a financial advisor with Empower Advisory Group in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Personal Capital Advisors Corporation, Securities America, and LPL Financial among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model connects financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

Christopher Bouma is a financial advisor at Fifth Third Securities, Inc. based in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Fifth Third Securities since 2007. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides a range of discretionary managed-account programs featuring direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

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.

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.

Millard Coleman II is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining VOYA in 2020, he worked with Valic Financial Advisors, Horace Mann Investors, and Massachusetts Mutual Life Insurance Company. Outside of his advisory practice, Coleman is co-founder of football training camps for youth and high school athletes and serves as Finance Director at Transformation Community Church. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures with an emphasis on non-discretionary client recommendations.

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 Tupper is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously spent 20 years at Fifth Third Securities, Inc. Outside of his advisory work, he serves on the boards of Grand Traverse Industries and the Munson Hospital Foundation, and owns a business involved in buying and selling classic cars. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm uses an open-architecture investment approach combining third-party and proprietary strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

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.

Mark Davis II is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Ameriprise, Cetera, and TCF National Bank. 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 through an open-architecture model that combines third-party sub-managers and affiliate model offerings, providing portfolio management and trade execution services.

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.

Michael Ruplinger is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2025. His prior experience includes roles at Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab's research tools and standard asset allocation models.

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.