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.

Anthony Koehler is a CFP® professional with 25 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2023. His prior roles include positions at The Huntington National Bank and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm applies Modern Portfolio Theory with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

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.

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 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.

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 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.

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.

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.

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.

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.