Trevor Huisken is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked previously at Cambridge Investment Research Advisors and Trubuilt. 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 and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and retirement-plan consulting.

David Meckstroth is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been involved with several financial services roles, including operating his own practice and working with Williams & Co dba Williams and Company Financial Services. Outside of finance, he serves as treasurer for the Inland Lakes Booster Club, a nonprofit supporting school arts, athletics, and academics, and officiates wedding ceremonies through Amazing Day Weddings. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach with risk-based mutual-fund portfolios and offers education, support services, and participant-level investment options.

Tyson Smith is a financial advisor with PlanMember Securities Corporation based in Grandville, MI. He holds Series 63 and Series 65 licenses and has one year of industry experience. In addition to his advisory role, Smith serves as a school board trustee for West Ottawa Public Schools and is president of The Janus Firm, Inc., a company specializing in HR systems consulting. PlanMember Securities Corporation provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering educational support and personalized retirement planning services.

Gavin Klynstra is a financial advisor at Hantz Financial Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2007. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets using diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and retirement plan consulting.

Benjamin Schollett is a financial advisor at Hantz Financial Services, Inc. with Series 66 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual and various educational and retail organizations. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm utilizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Derek Brondige is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been involved with Hantz Tax and Business since 2015. 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 offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance businesses.

Darin Aprea is a CFP® with two years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. His prior roles include positions at Michigan State University and Traverse City Country Club. 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, emphasizing diversified ETF-centered model portfolios, asset allocation, and tax-aware strategies.

Colton De Vos is a financial advisor at The Huntington Investment Company with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and The Huntington National Bank. Outside of finance, he is a co-owner of Silver Shepherd AGS LLC, a retail business that sells laser engraved and 3D printed products. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform and utilizing an open-architecture investment model that combines third-party and proprietary strategies.

Zachary Wilson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. His prior work experience includes roles in education and business, including positions at West Michigan Aviation Academy and Tommy's Express. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios combined with access to third-party managers and tax-aware strategies.

Michael Greenlund is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at AE Wealth Management and Thatcher Wealth Management. He is also involved with the American Financial Education Alliance, where he teaches local lectures on retirement topics. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering investment options and educational support through a strategic asset allocation framework and risk-based mutual fund portfolios.

Jessica Bosma is a financial advisor with The Huntington Investment Company and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, all spent with The Huntington Investment Company in various roles since 2015. Outside of her advisory work, she serves as a trustee for the West Michigan SPCA, participating in board decision-making and liaison activities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm employs an open-architecture investment approach that integrates third-party and proprietary models and offers multiple wrap-fee programs through the Envestnet MAS platform.

Julie Green is a financial advisor with Money Concepts Capital Corp in Coopersville, MI, holding a Series 66 designation and five years of industry experience. She has worked at Money Concepts Capital Corp since 2019 and previously at Boes Financial Center LLC. Outside of advising, Green serves as secretary and board member of the Grand Raggidy Roller Girls Boosters, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charities, and corporations. The firm employs a variety of managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

Paul Neumaier is a financial advisor with PlanMember Securities Corporation in Grandville, MI. He holds the Series 66 credential and has one year of industry experience. Prior to joining PlanMember, he worked at Fidelity Investments and Williams and Company Financial Services. He also presents retirement seminars for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering education, support, and diversified, risk-based mutual fund portfolios managed through a top-down asset allocation process.

Cathleen Cunningham is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her prior work includes roles at Fifth Third Bank, Five Below, and Old Navy. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through advisory and brokerage services. The firm offers various investment programs on the Passageway platform, combining third-party portfolio management with advisor-guided strategies.

Michael Michalak is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Eagle Strategies and New York Life since 2001 and also leads 2M Financial Group, LLC. Michalak serves as a precinct delegate for Tallmadge Township and sits on the board of the Coopersville Lacrosse Club and the Coopersville Area Public Schools board. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, including financial plans, fee-based hourly advice, and co-advisory relationships, with the majority of assets managed on a non-discretionary basis.

Lindsey Chrystan is a CFP® professional with 25 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior roles include positions at Elevation Advisory Partners, LLC, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Outside of her advisory work, she serves as an insurance agent and is president of Success Financial Group, a DBA used for marketing purposes. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm supports independent advisors with a variety of custodial and third-party management platforms and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

Sandra Ruff is a financial advisor at The Huntington Investment Company with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Gordon Food Service, Corewell Health, and Huntington Private Bank. Ruff has worked at The Huntington Investment Company in two separate periods, totaling seven years. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm offers a range of wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank portfolios.

Tyler Zimmerman is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously in education at several schools including Grand Valley State University and Fruitport High School. 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 using diversified ETF-focused portfolios, model-based strategies, and a turnkey platform that incorporates both discretionary and non-discretionary mandates.

Douglas Bagley is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with PlanMember since 2016 and has been involved in educational business training services as a Corporate Training Supervisor with Ottawa Area ISD since 2007. Additionally, he serves as a presenter for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, supplemented by education and support services for plan sponsors and participants.

Luke Roach is a financial advisor at Ameritas Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has worked at Ameritas Advisory Services and Ameritas Investment Company since 2024. His background includes service in the United States Marine Corps from 2016 to 2024 and roles at Heitzman & Associates Inc. and Canvas Financial beginning in 2023. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and supports portfolio construction and monitoring through an Investment Committee and third-party partners.