David Veltkamp is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with several firms, including Cetera Advisor Networks, Clark Financial Group, and his own Veltkamp & Associates LLC. Outside of advisory roles, he serves as treasurer for Great Lakes Urban, a community development organization. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and pension plans. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, serving a large and diverse client base through retail, institutional, and intermediary relationships.

Kimberly Strosnider is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds the ChFC® designation and has previously worked with AlphaStar Capital Management, LLC and SGL Financial, LLC. In addition to her advisory role, she also engages in life, health, annuity, fixed, and long-term care insurance services through her business, Estate and Wealth Management Services LLC. Foundations Investment Advisors LLC serves a broad client base, including individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm offers financial planning and portfolio management using a mix of fundamental, technical, and cyclical analysis, with model portfolios and an asymmetric rebalancing approach.

Anthony Stumpo is a financial advisor with First Heartland Consultants, Inc. in Grandville, MI, holding a Series 66 designation and bringing seven years of industry experience. His prior work includes roles at Fifth Third Bancorp and Drummond Capital. Outside of his advisory work, he serves on the board of the National Dodgeball Association, an organization that promotes competitive dodgeball in the U.S. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.

Jason Swiatlowski is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and 16 years of industry experience. He has worked at Williams & Co dba Williams and Company Financial Services since 2010 and has been involved with the Michigan Association of Retired School Personnel providing educational seminars on retirement planning since 2016. He is also the owner of Jallens Corp, a banking entity. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Brett Beimers is a financial advisor with Money Concepts Capital Corp in Grandville, MI, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at several firms including Gradient Securities and O'Neill Asset Management, and he operates Beimers Financial Services LLC, where he provides CPA and tax preparation services. He is also involved with Federal Benefits Academy as a teacher and coach. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets through model-driven approaches and offers a range of discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Timothy Potjer is a CFP® and ChFC® with 34 years of industry experience, currently an advisor with Eagle Strategies (NY Life) since 2009. He has also been associated with Potjer Financial Resources since 2000 and Nylife Securities Inc. and New York Life Insurance Company since 1991. Outside of his advisory roles, he serves as an officer with the Byron Center Downtown Development Authority. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Scott Goldman is a financial advisor with Eagle Strategies (New York Life) based in Grand Rapids, Michigan. He holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, he worked at firms including LPL Financial, CUNA Brokerage Services, and Hill Island Financial. Outside of his advisory role, he works as a delivery driver for DoorDash, Uber Eats, and Instacart. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm offers a range of advisory programs, emphasizing tailored recommendations and managing primarily non-discretionary assets.

Carter Frantz is a financial advisor with PlanMember Securities Corporation in Grandville, MI. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. He also presents educational workshops and pension analysis for the Michigan Association of Retired School Personnel. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on strategic asset allocation and managing risk-based mutual fund portfolios, alongside offering education and support services to plan sponsors and participants.

Ella Chatfield is a financial advisor at Hantz Financial Services, Inc. with a Series 66 credential and one year of industry experience. Her prior work includes roles in education and nutrition, including positions at Davenport University and Velocity Nutrition. 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 assets. The firm’s investment approach centers on diversified, ETF-based model portfolios with both discretionary and non-discretionary mandates, supplemented by access to tax-aware strategies and third-party managers.

Mark Lazarowicz is a financial advisor at Hantz Financial Services, Inc. with over 25 years of industry experience, including a long tenure at WelchDry from 1997 to 2024. He holds the Series 66 designation and is based in Grandville, MI. 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 accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

Brad Erickson is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and with five years of industry experience. He has worked at Williams & Co dba Williams and Company Financial Services since 2020 and concurrently serves as a math consultant for the Ingham Intermediate School District, a role he has held since 2002. Additionally, he participates in municipal government as a compensation committee member for Vevay Township. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education and support services for plan sponsors and participants.

Gary Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PlanMember since 2016 and has additional experience operating his own financial services and insurance businesses. Immink also engages in educational presentations through the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on a strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers comprehensive education and support services, including seminars and personalized planning, acting as an ERISA Section 3(38) fiduciary for many plans.

Douglas Dejonge is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Advanced Business Advisors LLC, Creative Financial Partners of Michigan, Ameritas Investment Corp, and Altus Group. He also advises business owners on selling their businesses through his role as a business broker at Advanced Business Advisors LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

David Arnold is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Hantz Financial Services, Inc. since 2016. Prior to that, he was affiliated with Saginaw Valley State University and Saginaw Valley Golf Course. 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, and retirement plan sponsors through a multi-advisor platform with a focus on diversified, ETF-centered model portfolios, asset allocation, and tax-aware strategies.

Steven Turner is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and three years of industry experience. He has a background in education, having worked for Zeeland Public Schools for 25 years and currently serving as an online instructor for Michigan Virtual. Outside of his advisory role, Turner is involved with the Michigan Association of Retired School Personnel as a retirement planning presenter and also works in golf course maintenance at Ravines Golf Club. 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 employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Zachary Fadden is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2022. Outside of his advisory role, he manages CBOD Investment Group, LLC, where he oversees property pricing, furnishing, and client interactions. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate, and retirement plan sponsors with approximately $10 billion in assets under management. The firm employs a diversified, ETF-centered investment approach, offering financial planning, portfolio and wealth management, retirement consulting, and affiliated mortgage and insurance services.

Gavin Sinke is a financial advisor with Eagle Strategies (NY Life) based in Grandville, MI. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he has worked with Affinity Financial Group LLC and multiple New York Life entities. Outside of financial services, he has also been involved with Grand Valley State University and operates at Maple Hill Golf Course. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis through various program types, including co-advisory relationships and retirement plan consulting.

Amanda Jones is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Allstate and The Okonite Company. She is also an Associate Client Manager at Founder Shield, where she handles client service and administrative duties. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Kiernicki is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, with 16 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2009. Outside of his advisory role, Kiernicki serves as Treasurer for Junior Chamber International Local Lansing, where he manages budgeting and financial responsibilities for the nonprofit organization. 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 combined with separately managed accounts and unified managed account solutions, supported by affiliated entities offering trust, tax, business consulting, insurance, and mortgage services.

Alan Gortmaker is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Allergan Pharmaceuticals for thirteen years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.