Joshua Bergsma is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Cambridge Investment Research Advisors and Vision Financial Group, where he currently serves as a wealth advisor. Bergsma also acts as an insurance agent specializing in fixed and traditional insurance products. Advisory Alpha serves a diverse retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plans and donor-advised funds. The firm also provides subadvisory and co-advisory services to other RIAs, managing a broad range of managed portfolio strategies with discretionary oversight.

Kyle O'Brien is a financial advisor with Advisory Alpha, LLC and holds a Series 65 designation. He has seven years of industry experience, having previously worked at Planners Alliance LLC and maintaining a longstanding role with Unity Financial Advisors. Outside of his advisory work, he is involved in insurance account management and sales through Unity Financial Advisors. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plans and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, employing a fund-of-funds investment approach across a wide range of managed portfolio strategies.

Michael Baker is a Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Advisory Alpha, LLC since 2018 and previously spent nine years at Summit Investment Guidance Partners. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a discretionary investment process featuring a diverse range of managed portfolio series and strategies.

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.

Matthew McInerney is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and has 40 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and has been involved with Retirement Planning Partners LLC since 2010. In addition to his advisory roles, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of financial planning and portfolio management services through various program structures, emphasizing recommendation-based, non-discretionary advisory relationships.

Donald Fairman is a financial advisor with SPC based in Saugatuck, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Sigma Financial Corporation since 2004. Fairman serves as president of the homeowners association for Douglas Harbor View Lofts in Douglas, MI. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs, delivering tailored and discretionary investment advice primarily through Fidelity custody arrangements.

Jacob Bullock is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and possessing two years of industry experience. Prior to his current role, he has worked at The Huntington National Bank and has been involved in coaching high school basketball, including positions with Prep Hoops Michigan Basketball Camp and the Lansing Catholic basketball program. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm sponsors multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank offerings.

Kristine Odonnell is a financial advisor with Fifth Third Securities, Inc. in Holland, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Fifth Third Securities since 2003 and affiliated with Fifth Third Bank since 1998. Fifth Third Securities 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 options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Erik Lynch is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Oppenheimer and Wells Fargo Clearing. He is based in Holland, MI. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, utilizing third-party portfolio managers and a range of investment strategies from mutual funds to direct indexing.

Daniel Rausch is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Osaic Advisory Services, LLC and Osaic Wealth, and previously held roles at AW Securities, Allworth Financial, and First Allied Advisory Services. Outside of advisory services, he operates a licensed commercial real estate brokerage and provides incidental tax preparation and advisory services as a licensed CPA in Michigan. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through various program models with custody arranged primarily through Schwab and Fidelity.

Joseph Sherburn is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Sherburn has been with Fifth Third Securities since 2014 and has worked with Fifth Third Bank since 2012. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

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.

Angela Holmes is a financial advisor with Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has one year of experience at Fifth Third Securities, with prior experience at Fifth Third Bank and other financial institutions. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual fund and ETF models, SMA strategies, and direct indexing options, supported by a large team of advisors and affiliated entities.

Peter Kumar is a ChFC® and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Voya Financial Advisors, Inc. since 2014. Outside of his advisory role, Kumar operates as an independent insurance agent, offering fixed annuities, fixed indexed annuities, and fixed life insurance to clients. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a mix of non-discretionary advisory programs and commission-based product offerings through its dual role as an SEC-registered investment adviser and broker-dealer.

Todd Vander Lugt is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with Independent Advisor Alliance, LLC and has formerly worked with firms including Waddell & Reed and LPL Financial. Outside of his advisory work, he holds ownership interests in private business entities and engages in entrepreneurial activities in the Holland, Michigan area. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management through a network of advisory representatives and utilizes various investment strategies and technology platforms to support client needs.

Steven Tibbitts is a CFP® professional with 32 years of industry experience, currently serving clients through Commonwealth Financial Network and his own firm, Tibbitts Financial Consulting, both since 2005. He is based in Allegan, Michigan, and holds a Series 63 license. Outside of his advisory work, Tibbitts is a board member of the City of Allegan Brownfield Redevelopment Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized wealth management solutions, while delivering operational, compliance, and practice-management support to affiliated advisors.

Ashley Gutierrez is a financial advisor at The Huntington Investment Company with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Ameriprise Financial Services, LLC and The Huntington National Bank. Outside of her advisory role, Gutierrez has worked as an Uber driver. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party sub-managers and proprietary models, delivering a range of wrap-fee programs and portfolio management solutions.

Emily Rush is a financial advisor at The Huntington Investment Company with 15 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LPL Financial, and Firstmerit Bank. Outside of her advisory role, she is a member of Rush Properties, LLC, involved in purchasing and managing real estate. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary Private Bank offerings to deliver customized investment programs through multiple wrap-fee strategies.

Justin Diesbourg is a Series 66 licensed financial advisor with 12 years of experience at Voya Financial Advisors, Inc. He is based in Holland, MI. Outside of his advisory role, he serves as a licensed foster parent through Catholic Social Services. Voya Financial Advisors, Inc. serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, often emphasizing non-discretionary, recommendation-based advice.