Zachary Woodward is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. He is the owner and president of Watermark Advisory Group LLC and has served in various roles, including positions at Watermark Investment Services and Principal’s affiliated firms. His background includes group benefits and insurance sales through Watermark Employee Benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions across different advisory and promoter arrangements.

Aiden Gortmaker is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Grand River Bank and Edward Jones. He has a background that includes roles outside of finance, such as positions at FedEx Grounds and in education. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a variety of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing portfolio oversight.

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 at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors Corporation, Securities America, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups established by plan sponsors.

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 with NewEdge Advisors, holding Series 65 and Series 63 licenses and possessing two years of industry experience. His prior work includes roles at LPL Financial, W&S Brokerage Services, Western & Southern Life, and RMB Capital. 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 advisers. The firm offers a variety of investment management and consulting services, employing multiple program structures and technology tools to support clients and advisors.

Jacob Jackson is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked with Ameriprise Financial Services and security management firms. 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 on the Envestnet platform, combining third-party and proprietary investment models under an open-architecture structure.

Jaime Wynsma is a financial advisor at OSAIC Institutions, INC. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2018 and Investment Professionals Inc from 2012 to 2018. Outside of his advisory role, he assists with administrative duties for his spouse’s concrete construction business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm’s advisory approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated banking and lending services.

Benjamin Mondoux is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at Fifth Third Bank and held positions in various businesses including LoDo Company and Old Goat Tavern. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers a range of discretionary managed-account programs and integrates municipal-advisor registration with its affiliation to Fifth Third Bank, utilizing a platform that includes features such as direct indexing and tax-overlay services.

David Tupper is a financial advisor with The Huntington Investment Company in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes a 20-year tenure at Fifth Third Securities, Inc. Outside of his advisory role, he serves on the boards of Grand Traverse Industries, a nonprofit employing individuals with disabilities, and the Munson Hospital Foundation, a non-voting community board. He is also the owner of Tups Classics, LLC, which deals with buying and selling classic cars. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individual, charitable, and corporate clients with advisory and brokerage services using an open-architecture investment model. The firm offers multiple wrap-fee programs on the Envestnet MAS platform and integrates third-party Sub-Managers with proprietary Private Bank models.

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 financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 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 ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through its Rockefeller Global Family Office platform and provides access to alternative and private investments.

Shanna Dejong is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank and other firms. Outside of her advisory role, she serves as CFO of Proactive Defense Strategies LLC, a self-defense business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Grace Touchette is a Series 65-licensed financial advisor at Rockefeller Financial LLC with two years of industry experience. Prior to joining Rockefeller Financial, she worked at Innovia Wealth and TFO Wealth Partners. Outside of finance, she has experience in athletics facilities management and the foodservice industry. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

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.