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.

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.

Timothy Vrieland is a financial advisor with Eagle Strategies (NY Life) based in Hudsonville, MI. He holds the ChFC® designation and has 37 years of industry experience. His career includes roles at Eagle Strategies Corp., Nylife Securities Inc., and New York Life Insurance Company. He operates under the DBA Generation Three Financial, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis and offering tailored solutions within an integrated New York Life affiliate structure.

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.

Aaron Verbrugge is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at Signatore Investors, Inc. and VantagePointe Financial Group. He also operates Affinity Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, 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, working with individual investors, institutional sponsors, and retirement plans.

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.

Jason Hall is a financial advisor with The Huntington Investment Company in Hudsonville, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with The Huntington Investment Company since 1998 and also has held roles at The Huntington National Bank since 1996. Hall serves as a board member and secretary for Life Church West, a nonprofit organization, and is a board member for the Legal Assistance Center, a local nonprofit providing legal resources to the community. The Huntington Investment Company, operating as Huntington Financial Advisors, offers advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm employs an open-architecture investment approach that integrates third-party sub-managers with proprietary private bank models, providing a range of wrap-fee programs and portfolio management options.

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.

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.

Scott Reed is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with The Huntington Investment Company since 2003 and has one year of prior experience at Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers with proprietary Private Bank strategies.

Matthew Vanorder is a financial advisor at Fifth Third Securities, Inc. in Holland, MI, holding Series 63 and Series 66 licenses with over 10 years of industry experience. His prior roles include positions at DeLong & Brower P.C., Cetera Investment Advisors LLC, and LPL Financial, among others. 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 a variety of investment programs on the Passageway platform, ranging from mutual fund and ETF models to separately managed accounts and tax-optimized strategies.

Madelyn Lofquist is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has six years of industry experience, including roles at LPL Financial and Vander Lugt Capital Management. Madelyn has also worked in various other sectors, including energy and local government. Independent Advisor Alliance serves a diverse client base ranging from individuals and small businesses to charitable organizations and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary strategies supported by technology platforms and a network model of advisory representatives.

Ella Weymon is a financial advisor at Money Concepts Capital Corp with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Money Concepts since 2008. In addition to her advisory role, she is president of Weymon & Associates, Inc., providing accounting, payroll, and tax services, and owns the Ella Weymon Agency, which offers health and Medicare insurance services. Money Concepts Advisory Service (MCAS) serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and utilizes both fundamental and technical analysis alongside modern portfolio theory to manage portfolios through discretionary and non-discretionary account structures.

Ryan Minier is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Fifth Third Securities, Fifth Third Bank, Chase Investment Services Corp., and Bank One. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Carl Morris is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Sigma Planning Corporation since 2016 and also affiliated with Parkland Securities, LLC since 2014. Outside of his advisory work, he serves as a middle school tennis coach in Kentwood, MI, and works occasionally as an election inspector in several Michigan counties. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various managed account programs and partnerships.