Duane Mccollum is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across various risk levels, supplemented by third-party managers and unified managed accounts, and offers a combination of advisory, brokerage, mortgage, and insurance services.

Trevor Huisken is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. prior to joining Hantz. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, and offers brokerage, mortgage, and insurance services through affiliated entities.

David Hansen is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining his current firm in 2022. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing proprietary strategies and third-party models across equity and fixed income portfolios.

Gavin Klynstra is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, 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 serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within its enterprise structure.

Christopher Hebel is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 19 years of industry experience, including 16 years at Edward Jones Investments prior to joining Benjamin F. Edwards. He is based in Grand Rapids, MI. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a large team of advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and certain M&A advisory services, utilizing both proprietary and third-party investment strategies.

Benjamin Schollett is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz since 2026. Prior to joining Hantz, he worked at Northwestern Mutual and has experience in education and design. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Derek Brondige is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds a Series 65 credential and has been associated with Hantz Tax and Business since 2015. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts, and offers a combination of advisory, broker-dealer, mortgage, and insurance services.

Darin Aprea is a CFP® and Series 66-registered advisor with Hantz Financial Services, Inc., based in Grandville, MI. He has two years of industry experience and previously worked at Michigan State University and Traverse City Country Club. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities.

Zachary Wilson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at the University of Alabama and Tommy's Express, as well as experience at West Michigan Aviation Academy and Vanguard Charter Academy. Hantz Financial Services serves a diverse client base including individual, corporate, and nonprofit clients, providing financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels. The firm integrates advisory, brokerage, mortgage, and insurance services, and employs advanced technologies such as AI-assisted data aggregation and automated tax-loss harvesting.

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.

Cathleen Cunningham is an advisor at Fifth Third Securities, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank since 2018, in addition to her current role at Fifth Third Securities. Previously, she held roles at Five Below and Old Navy. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs on the Passageway platform, combining multiple portfolio management approaches and risk profiling to meet client needs.

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.

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 in various educational roles including positions at Grand Valley State University and Fruitport High School. Outside of his advisory role, he manages an income-generating property. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management focused on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology solutions.

Scott Mc Pheeters is a CFP® professional with 20 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021 and previously spent 16 years at Edward Jones. Based in Grand Rapids, MI, he holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, and investment management utilizing proprietary and third-party strategies supported by an internal trading desk and custody services.

Luke Roach is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He has been associated with Ameritas Advisory Services, Ameritas Investment Company LLC, Heitzman & Associates Inc., and Canvas Financial since 2023, and served in the United States Marine Corps from 2016 to 2024. Outside of his advisory roles, Roach assists in investment selection, portfolio rebalancing, and client meeting preparations at Heitzman & Associates Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and a combination of firm-developed and third-party model portfolios.

John Kirchhoff is a financial advisor at Eagle Strategies (New York Life) with four years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2021. Prior to entering financial services, he worked in education at Grand Valley State University and Grandville Public Schools. Kirchhoff is also the owner of a financial services-related business. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and fiduciary responsibilities, managing a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jaela Mc Quillan is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and began her advisory career with the firm in 2024. Prior to joining Benjamin F. Edwards, she worked at Versiti Blood Centers for ten years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, retirement plan consulting, brokerage, insurance products, and M&A advisory services.

Thomas Trisch is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at TIAA-CREF since 2008 and previously was with Valic Financial Advisors from 2006 to 2008. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

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.