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.

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 63 and Series 65 designations and five years of industry experience. He has worked at Money Concepts Capital Corp since 2021 and also operates Beimers Financial Services LLC, where he provides CPA and tax preparation services. Additionally, he is involved in teaching and coaching at Federal Benefits Academy. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, and operates in conjunction with a registered broker-dealer and insurance agency structure.

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 at PlanMember Securities Corporation with Series 63 and Series 65 credentials and one year of industry experience. He has held roles at Williams & Co dba Williams and Company Financial Services, MassMutual Investors Services, and MassMutual Life Insurance Company. Frantz also delivers educational workshops and pension analyses through the Michigan Association of Retired School Personnel. PlanMember 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 unitized, risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Ella Chatfield is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Her background includes roles in education at multiple schools and involvement with Velocity Nutrition. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and unified managed accounts, combining advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Mark Lazarowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has 29 years of industry experience, including 27 years at WelchDry and 2 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual, high-net-worth, pension, profit-sharing, charitable, corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party money managers and employs an asset-allocation framework with periodic rebalancing, as well as technology-enabled trade execution and tax-loss harvesting.

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, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Advanced Business Advisors LLC and Creative Financial Partners of Michigan, with experience advising business owners on selling their businesses through his activity at Advanced Business Advisors LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of investment products and strategies, including model portfolios, mutual funds, ETFs, and interval funds, and operates multiple program platforms with support from third-party technology and managers.

David Arnold is a CFP® with nine years of industry experience, currently working at Hantz Financial Services, Inc. since 2016. His prior experience includes roles at Saginaw Valley State University and Saginaw Valley Golf Course. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios complemented by third-party managers and employs a range of technologies and strategies, such as automated tax-loss harvesting and AI-assisted data aggregation, distinguishing it from many peers.

Steven Turner is a financial advisor at PlanMember Securities Corporation with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Turner worked as an online instructor at Michigan Virtual and spent 25 years with Zeeland Public Schools. Outside of his advisory work, he is involved in educational workshops through the Michigan Association of Retired School Personnel and works in golf course maintenance at Ravines Golf Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving 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 educational support and personalized retirement planning to plan sponsors and participants.

Zachary Fadden is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. Zachary has prior experience spanning roles in education and various service industries. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios supported by third-party managers and employs technology-driven investment and advisory solutions.

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. with 16 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2009. Kiernicki serves as Treasurer for the local Lansing chapter of Junior Chamber International, managing budgeting and board duties for the nonprofit. Hantz Financial Services serves a diverse clientele, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory services with broker-dealer, mortgage, and insurance product sales.

Alan Gortmaker is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and Allergan Pharmaceuticals for thirteen 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 more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, and brokerage services, utilizing both proprietary and third-party investment strategies.

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.