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.

Trina Lichtenwalner is an advisor with Money Concepts Capital Corp in Zeeland, MI, holding Series 65 and Series 63 licenses. She has one year of industry experience, with prior roles including positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, she has been involved with the Holland Symphony Orchestra since 2022. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches and offers a range of discretionary and non-discretionary portfolio programs.

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.

Henry James Ryan Telman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with The Huntington Investment Company since 2002 and has also worked at Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

Jared Ensing is a financial advisor at Independent Advisor Alliance, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed Inc. Jared provides investment advisory services through Independent Advisor Alliance and maintains affiliate relationships with LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance planning and asset aggregation.

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.

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.

Michael Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and is also affiliated with Investment Services Group. Brown offers life and fixed annuities as part of his broader advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account programs. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and utilizes technology platforms to implement client solutions through both proprietary and third-party managers.

Andrew Willit is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and based in Holland, MI. He joined Osaic in 2026 and has prior experience working at Howard Miller, Aldi USA, and Macatawa Golf Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms and managers.

Nathan Grant is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Gwfs Equities, Prudential Investment Management Services, The Prudential Insurance Company of America, Wells Fargo Clearing, and FormulaFolios. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients, using an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Adam Hossink is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified ETF-centered model portfolios, asset allocation, and periodic rebalancing, offering a range of financial planning and wealth management services alongside mortgage brokerage and insurance through affiliated agencies.

Amie Moran is a Series 65-licensed financial advisor with six years of industry experience. She is currently with AE Wealth Management, LLC and has prior experience at IAMS Wealth Management, GFT Wealth Strategies, and Global Financial Trust. Moran is also involved in insurance sales through Global Financial Trust. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Cameron Kessler is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Tropical Smoothie, Green Lantern, Chick-Fil-A, and Grand Valley State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and retirement-plan advisory services.

Joseph Klein is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Huntington since 1997 and has prior work history including Ameriprise and FMB. Outside of advising, he owns a limited rental property in Davenport, Florida. 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 MAS platform using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.

Robert Meduna is a financial advisor with Hantz Financial Services, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a broad range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Michael Denton is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and has worked at NYLife Securities LLC and New York Life since 2010. Outside of advising, Denton serves as treasurer-secretary for a local business networking group. Eagle Strategies serves both individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

Antoinetta Freeman is a financial advisor at Fifth Third Securities, Inc. in Grand Rapids, MI, with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Edward Jones and Woodbury Financial Services. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.