Paige Van Vliet is a financial advisor at Eagle Strategies with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Generation Three Financial, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of her advisory role, she is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services and emphasizes tailoring recommendations to client objectives through a range of program types.

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.

Cortney Furey is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2016, having also worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Douglas Temple is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 credential and three years of industry experience. His prior work includes roles in various service and hospitality positions, as well as a period of employment at Michigan State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management using ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-driven solutions such as automated tax-loss harvesting and Direct Indexing.

Jeffrey Heitzman is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked with several firms including Cetera Advisors LLC and 20/20 Capital Management, Inc., and has operated his own financial planning firm, Heitzman Advisory, Inc., since 2000. He is also involved with Canvas Financial, a firm consolidation and marketing organization affiliated with Ameritas. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and organizations, offering a range of asset management and consulting solutions across multiple program platforms.

Benjamin Fisher is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with New York Life and affiliated entities since 2004 and currently operates under Prosper Financial Group. Fisher serves on the community and governing boards for the nonprofit Ele's Place West Michigan and is a director of NAIFA Michigan. He also teaches Faith Formation for St. Robert of Newminster Catholic Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs including fee-based advice and retirement plan consulting, focusing primarily on non-discretionary assets and maintaining fiduciary responsibilities to plan sponsors and investors.

Marcus Dixon is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services in 2024, Marcus worked at Target and has a background in education at several Christian schools. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer activities along with mortgage and insurance product sales.

Mandi Dillon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior roles include positions at Principal Financial Services and Stifel Nicolaus & Co Inc. Dillon has also been involved with nonprofit organizations such as Big Brothers Big Sisters of Colorado and the American Cancer Society. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning process and serves a large participant base relative to its advisor headcount.

Dillon Drossart is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and five years of industry experience. His career includes roles at Prudential Insurance Company of America and various real estate and brokerage firms. He has worked in both financial services and real estate, including ongoing involvement with Real Estate One Associates. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad range of solutions including mutual funds, ETFs, separately managed accounts, and tax-overlay services.

Alena Hontarava is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2021. Prior to her financial career, she spent five years as a stay-at-home mom. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

Nicholas Sequin is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, where he has worked since 2011. He holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse clientele including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, with integrated technology solutions for trading and tax management.

Eric Deems is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Oppenheimer, and Merrill. Outside of financial services, he owns a small manufacturing business producing aluminum products for sporting goods and hunting equipment. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis and tailoring recommendations to client objectives.

James Sakoski is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities serves a broad range of individual and institutional clients through both investment advisory and brokerage services, offering various program types including managed accounts, separately managed accounts, and direct indexing. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple third-party portfolio managers through its Passageway Managed Account Program.

Adam Hossink is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporate clients, and business owners. The firm utilizes ETF-based model portfolios complemented by third-party managers and employs an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting.

Roger Siegel is a financial advisor with Fifth Third Securities, Inc. in Grand Haven, MI, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and unique platform features such as direct indexing and a tax-overlay service.

Cameron Kessler is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Group since 2023. Prior to his advisory role, he held various positions in the food service industry and attended Grand Valley State University. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supported by third-party managers and advanced technology platforms.

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.

Robert Meduna is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience, all at Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party money managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services.

Michael Denton is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and has worked at NYLife Securities LLC and New York Life since 2010. Outside of advising, Denton serves as treasurer-secretary for a local business networking group. Eagle Strategies serves both individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

Andrew Woudwyk is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.