Richard McGowan Jr. is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities since 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining mutual funds, ETFs, separately managed accounts, and tax-focused strategies.

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 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. 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.

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.

Carrie Roberts is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, having also worked at Fifth Third Bank since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its status as a registered broker-dealer, investment adviser, and municipal advisor.

Ronald Vansurksum is a CFP® with 17 years of experience in financial advising. He is currently with CWM, LLC and has previously worked at AAM Financial Planning & Investments and Advanced Asset Management. Vansurksum holds leadership roles in several charitable organizations, including serving as President of the Grandville Jenison Chamber of Commerce, Secretary of the Grandville Walker Foundation, and Treasurer of Kenowa Ambucs. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with an emphasis on retirement plan fiduciary services and institutional solutions.

Sheryl Postema is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2023, following a decade with Edward Jones. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individual, high-net-worth, institutional, and corporate clients through more than 500 advisors. The firm provides a range of services including financial planning, investment management, and retirement plan consulting, utilizing proprietary and third-party model portfolios alongside in-house equity and fixed income strategies.

Lisa Sandee is a financial advisor with Principal Financial Services, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2011. Additionally, she serves as a bank officer at Principal Bank and Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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.

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.

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, holding a Series 66 designation and two years of industry experience. He previously held roles at Fidelity Investments and has a lengthy background in education, having worked at Grand Rapids Community College and Forest Hills Public Schools. Neumaier also presents retirement seminars for 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 and offering risk-based mutual fund portfolios ranging from conservative to aggressive. The firm supports plan sponsors and participants through education, seminars, personalized planning, and manages portfolios with a top-down strategic asset allocation framework.

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.