Dennis Glosik is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 2012. Outside of his advisory role, he owns and operates a travel website, Lufthansaflyer.com, and a photography business, DGCameraWorks. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, and institutional clients. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and tax-overlay services.

Gabrielle Aplin is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has four years of industry experience, including her time with Fifth Third Bank. Prior to her current role, she worked in the optical retail sector at Pearle Vision and LensCrafters. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating third-party portfolio managers and a range of strategies such as mutual funds, separately managed accounts, and tax-overlay services.

Eric Immink is an advisor at PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses with one year of industry experience. He also serves as a Dealer Concierge Consultant at MillerKnoll, a furniture manufacturing company. Prior to his current roles, he worked at Priority Health and Mervenne Beverage. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual-fund portfolios and offers education and support services to plan sponsors and participants.

Gregory Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked with both PlanMember Securities Corporation and Williams & Co dba Williams and Company Financial Services since 2024. In addition to his advisory role, Immink is a public school teacher and coach with Grand Haven Area Public Schools and volunteers as a basketball coach and board member for Young Bucs Athletics, a nonprofit supporting youth sports. 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 uses a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers educational and support services to plan sponsors and participants.

Gabriel Jones is a financial advisor at CWM, LLC with 12 years of industry experience. He holds the Series 65 designation and previously worked at Advanced Asset Management, LLC for nine years before joining CWM and AAA Financial Planning and Investments in 2023. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, using discretionary model portfolios supported by an in-house Investment Committee and a variety of analytical and customization tools.

Karen Anson is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Her career includes extensive tenure at Fifth Third Bank since 1990. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on its Passageway platform, including mutual funds, ETFs, separately managed accounts, and tax-overlay services.

Lisa Kelly is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 65 and Series 66 licenses and 21 years of industry experience. She has worked at firms including VOYA Financial Advisors, Great Lake Financial Management Group LLC, and The Prudential Insurance Company of America. Kelly is also owner and advisor of LakeShore Financial Advisory LLC and Williams & Co dba Williams and Company Financial Services. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios and focuses on education and support services for plan sponsors and participants.

Douglas Austin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and with two years of industry experience. He has worked with firms including Keller Williams Rivertown and Williams & Co, and previously spent nine years with Berkshire Hathaway Home Services. Outside of finance, he is active as a realtor at Keller Williams Rivertown helping clients buy and sell real estate. 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 framework and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

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.

Marsha Daugherty is a Series 66 licensed advisor with 15 years of industry experience. She is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both in 2024. Her prior experience includes roles at OSAIC, Sagepoint Financial, Inc., WHOLEHAN, and BeautiControl. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs on the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management options and tax-aware investment strategies.

Deborah Reynolds is a financial advisor with Principal Financial Services in Caledonia, MI. She holds Series 63 and Series 66 licenses and has 25 years of industry experience, having worked at Principal Securities Inc. and Principal Life Insurance Company since 2000. She is also a designated bank officer supporting Principal retirement plan account relationships through Principal Bank and Principal Trust Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Joshua Williams is a CFP® and ChFC® with 18 years of experience, currently serving at PlanMember Securities Corporation in Grandville, MI. He holds Vice President roles at Williams & Company Executive Services and Williams and Company Financial Services, where he has been active since 2008. Williams also provides consulting and negotiating services to superintendents regarding their pay packages and presents educational sessions for the Michigan Association of Retired School Personnel. 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, managing risk-based mutual fund portfolios, and offers education and support services including personalized planning and separation counseling.

Aliceson Milanowski is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. She holds a Series 66 designation and has worked at PlanMember since 2016. Milanowski also serves as a presenter for the Michigan Association of Retired School Personnel and sits on the board of directors for the charitable organization University of Giving. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm employs a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios across a range of risk tolerances while delivering education and support services to plan sponsors and participants.

Douglas Stevens is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with PlanMember since 2016 and is also involved in financial education as a presenter for the Michigan Association of Retired School Personnel. Additionally, he operates Williams & Co dba Williams and Company Financial Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios with regular rebalancing.

David Milanowski is a financial advisor at PlanMember Securities Corporation with Series 63 and Series 65 licenses and one year of industry experience. He has additional roles at Williams and Company Financial Services and the Michigan Association of Retired School Personnel, where he provides retirement planning education and pension analysis. Outside of financial services, Milanowski serves as secretary on the board of directors for the Knights of Columbus Event Center. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a top-down strategic asset allocation process managing risk-based mutual fund portfolios and offers education and support services including seminars and personalized planning.

Brook Nichols is a financial advisor with Planmember Securities Corporation in Grandville, MI, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including roles at Williams & Company Financial Services, Amazon, and L2-Advisors. Nichols is also involved with Financial Visions, LLC, where he provides insurance services, and works seasonally as a tax preparer. 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 uses a strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Richard Kars is a financial advisor at Schwab Wealth Advisory with Series 63 and 65 licenses and 34 years of industry experience. He has been with Schwab Wealth Advisory and Charles Schwab since 2013 and previously worked at Securities America Advisors, Inc. from 2010 to 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only with client authorization.

Brady Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Byron Center, MI. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he held roles at Potjer Financial Resources, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves individual and institutional clients by 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 and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Nolan Ritz is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation and has been in the industry since 2023. Prior to his advisory roles, he worked in clerical and tax assistance positions at Thornapple Financial Center. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion for around 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers.

Loren Quist is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and nine years of industry experience. His work history includes roles at The O.N. Equity Sales Company and Ohio National Financial Services, as well as self-employment since 2015. He also conducts retirement planning workshops for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education, support services, and periodic portfolio rebalancing.