Robert Koekkoek is a financial advisor with Lincoln Investment in Muskegon, MI, holding Series 65 and Series 63 credentials and over 30 years of industry experience. His career includes roles at Capital Analysts and Legend Equities Corporation. Outside of advisory work, he serves as a basketball referee. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches across discretionary and non-discretionary programs.

John Mousel is a CFP® credentialed financial advisor with 25 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2025. His prior experience includes roles at MassMutual Life Insurance Co., Infinex Investments, Inc., Choice One Bank, LPL Financial, and other financial firms. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Derrick Coleman is a financial advisor at PNC Wealth Management with 10 years of industry experience. He has held positions at The Huntington National Bank and The Huntington Investment Company between 2012 and 2023. Outside of his advisory role, he is involved in buying, selling, and trading sports trading cards for his personal collection. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an online discretionary model account offered as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists, employing mutual funds and ETFs with annual rebalancing.

Benjamin Perfect is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and New Rules Marketing, and he operated a photography business, Ben Perfect Photo LLC, for ten years. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, ranging from mutual fund and ETF models to separately managed accounts with tax-overlay and direct-indexing options.

James Manion is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been associated with Lakeshore Financial Group, LLC since 2008, where he is a co-owner, and also owns Manion Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, technology, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

William Vanoverloop is a CFP® professional with 20 years of industry experience, currently serving at The Huntington Investment Company since 2006. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a board member of the Heritage Christian School Foundation, which supports financial grants for a Christian elementary school. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate strategies, with portfolio management and custodial services primarily delivered through National Financial Services.

Andrew Barney is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he was associated with Fifth Third Bank, AmeriCorps, and held various roles in education and banking. Outside of his advisory work, Andrew serves as an assistant pastor at Broadway Baptist Church. Fifth Third Securities, Inc. serves a broad client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment program types via its Passageway platform, providing access to mutual fund/ETF models, SMA strategies, and tax management services, supported by a large team of advisors and substantial assets under management.

Eric Smith is a financial advisor with The Huntington Investment Company in Jenison, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked exclusively with The Huntington organization in various capacities since 2016. 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 employs an open-architecture investment model that integrates third-party and affiliate strategies, offering a range of wrap-fee programs through the Envestnet platform.

Brandon Grady is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including American Funds, MML Investors Services, and Mass Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering services within a large-scale model closely tied to Empower’s recordkeeping and administrative platforms.

Andrew Zobel is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including JP Morgan Securities LLC and Valic Financial Advisors. Outside of his advisory role, Zobel operates two LLCs as a landlord for residential rental properties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines financial planning with recordkeeping and administrative services, focusing on long-term portfolio returns and plan sponsor lineups.

Ryan Fry is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at The Huntington Investment Company and its affiliated entities since 2005 and previously held a role at Ameriprise Financial Services. Outside of his advisory work, Fry serves as a hockey official for West Michigan Hockey Referees. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

Eric Lans is a Certified Financial Planner (CFP®) and holds a Series 65 license with 15 years of industry experience. He currently works at Cetera Planning Partners, joining the firm in 2025 after 24 years at First Financial Advisors, Inc. Outside of his advisory role, Lans serves as a member and officer of Park Tower, LLC in Muskegon, MI. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm distinguishes itself through additional services such as tax planning, bookkeeping, payroll support, and estate planning under its Legacy Wealth Strategies program, integrating resources from the larger Cetera network.

David Karl is a CFP® professional with 20 years of industry experience, currently affiliated with GWN Securities Inc. and CRG Advisors. He has been with GWN Securities since 2013 and owns CRG Advisors, which operates an insurance business specializing in life insurance, long-term care, fixed annuities, disability insurance, and health insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with investment programs ranging from traditional asset allocation to legacy market-timing and momentum-based strategies.

Howard Mortenson is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior roles include positions at SigFig Wealth Management, Cetera, West Shore Bank, and Financial Engines Advisors. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Miles Thayer is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry for one year. He has worked at Fifth Third Bank since 2014. Outside of his advisory role, he owns Black Walnut Builders LLC, a woodworking business in Middleville, Michigan. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, with options including mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

Scotia Blakey is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked exclusively within the Huntington organization and its affiliated entities since 2018. Prior to her advisory career, she was employed at Limerock Road Neighborhood Grill for two years. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.

Ryan Minier is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Fifth Third Securities, Fifth Third Bank, Chase Investment Services Corp., and Bank One. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Daniel Cook is a CFP® professional with five years of industry experience, currently advising at Mercer Global Advisors Inc. He has previously worked at firms including Straight Path Wealth Management, Financial Architects, Inc., Lake Michigan Credit Union, LPL Financial, and J.P. Morgan Securities. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios, multi-factor tilts, low-cost index vehicles, and offers a range of implementation options alongside financial planning and retirement consulting services.

Andrew Brown is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI, holding Series 63 and Series 65 registrations and 17 years of industry experience. He has been co-owner of Lakeshore Financial Group, LLC since 2018 and owner of Little Harbor Financial Group, LLC since 2024, both entities related to his advisory and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, investment management, and back-office support, enabling advisors to offer customized portfolio solutions and a variety of securities and insurance products.

James Mikesell II is a Series 65 credentialed financial advisor with 15 years of industry experience. He has worked at Cetera Planning Partners since 2025 and previously spent 15 years at First Financial Advisors, Inc. Outside of his advisory role, he is involved in residential and commercial real estate management through two family-owned entities. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a formal planning process and diversified allocations tailored to client objectives and risk tolerance.