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.

Joseph Byker is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. Prior to his advisory role, he worked for Intuit, Inc. for nine years. He serves as Treasurer and a board member for two Christian educational organizations focused on providing community-based education. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis within the New York Life affiliate structure.

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.

Brady Wheeler is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 65 and Series 63 licenses and has been affiliated with New York Life and its related entities since 2024. Prior to his advisory roles, he spent several years working in education at Grand Valley State University and Reeths Puffer Public Schools. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Matthew Ter Avest is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Allegan, MI. He has three years of industry experience, including roles at Voisard Asset Management Group and Tibbitts Financial Consulting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Sharon Westveer is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at several firms, including PNC Investments since 2017, and has a concurrent long-term involvement with Black Swamp Percussion. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and manages investments primarily via mutual funds and ETFs.

Millard Coleman II is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining VOYA in 2020, he worked with Valic Financial Advisors, Horace Mann Investors, and Massachusetts Mutual Life Insurance Company. Outside of his advisory practice, Coleman is co-founder of football training camps for youth and high school athletes and serves as Finance Director at Transformation Community Church. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures with an emphasis on non-discretionary client recommendations.

David Tupper is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously spent 20 years at Fifth Third Securities, Inc. Outside of his advisory work, he serves on the boards of Grand Traverse Industries and the Munson Hospital Foundation, and owns a business involved in buying and selling classic cars. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm uses an open-architecture investment approach combining third-party and proprietary strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.