Gary Immink is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PlanMember since 2016 and has additional experience operating his own financial services and insurance businesses. Immink also engages in educational presentations through the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on a strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers comprehensive education and support services, including seminars and personalized planning, acting as an ERISA Section 3(38) fiduciary for many plans.

Douglas Dejonge is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Advanced Business Advisors LLC, Creative Financial Partners of Michigan, Ameritas Investment Corp, and Altus Group. He also advises business owners on selling their businesses through his role as a business broker at Advanced Business Advisors LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

Steven Turner is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and three years of industry experience. He has a background in education, having worked for Zeeland Public Schools for 25 years and currently serving as an online instructor for Michigan Virtual. Outside of his advisory role, Turner is involved with the Michigan Association of Retired School Personnel as a retirement planning presenter and also works in golf course maintenance at Ravines Golf Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Gavin Sinke is a financial advisor with Eagle Strategies (NY Life) based in Grandville, MI. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he has worked with Affinity Financial Group LLC and multiple New York Life entities. Outside of financial services, he has also been involved with Grand Valley State University and operates at Maple Hill Golf Course. Eagle Strategies serves a diverse range of individual and institutional clients by 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 through various program types, including co-advisory relationships and retirement plan consulting.

Alan Gortmaker is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Allergan Pharmaceuticals for thirteen years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

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.

Shirell Mcnee is an investment advisor representative with SPC, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been affiliated with SPC and Sigma Financial Corporation since 2007 and owns Cardinal Rule LLC, a licensed insurance agency. She also serves as a trustee on the board of the Fraternal Order of Eagles Earie 4321 Auxiliary in Greenville, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors managing approximately $5.66 billion in assets.

David Meckstroth is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been involved with several financial services roles, including operating his own practice and working with Williams & Co dba Williams and Company Financial Services. Outside of finance, he serves as treasurer for the Inland Lakes Booster Club, a nonprofit supporting school arts, athletics, and academics, and officiates wedding ceremonies through Amazing Day Weddings. 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 with risk-based mutual-fund portfolios and offers education, support services, and participant-level investment options.

Tyson Smith is a financial advisor with PlanMember Securities Corporation based in Grandville, MI. He holds Series 63 and Series 65 licenses and has one year of industry experience. In addition to his advisory role, Smith serves as a school board trustee for West Ottawa Public Schools and is president of The Janus Firm, Inc., a company specializing in HR systems consulting. PlanMember Securities Corporation provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering educational support and personalized retirement planning services.

Ryan Moser is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Principal Life Insurance and Principal Securities Inc. since 2007 and is also affiliated with Retirement Resource Group. Outside of advising, he is the owner of an LLC used primarily for payroll purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Ronald Vansurksum is a CFP® with 17 years of experience in financial advising. He is currently with CWM, LLC and has previously worked at AAM Financial Planning & Investments and Advanced Asset Management. Vansurksum holds leadership roles in several charitable organizations, including serving as President of the Grandville Jenison Chamber of Commerce, Secretary of the Grandville Walker Foundation, and Treasurer of Kenowa Ambucs. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with an emphasis on retirement plan fiduciary services and institutional solutions.

Kyle Benham is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His prior work includes roles at Edge Wealth Management and several positions in the Grand Rapids area, including involvement with Tavern Project Michigan LLC. He is also engaged in the sale of fixed insurance products, including fixed annuities and various health-related coverages. Principal Securities provides brokerage and investment advisory services to individual investors, retirement plans, trusts, estates, and other entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs with discretionary investment implementation.

Colton De Vos is a financial advisor at The Huntington Investment Company with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and The Huntington National Bank. Outside of finance, he is a co-owner of Silver Shepherd AGS LLC, a retail business that sells laser engraved and 3D printed products. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform and utilizing an open-architecture investment model that combines third-party and proprietary strategies.

Sheryl Postema is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 12 years of industry experience. She worked at Edward Jones for 10 years before joining Benjamin F. Edwards in 2023. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third-party managers, supported by several hundred advisors and tens of billions in assets under management.

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.

Michael Greenlund is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at AE Wealth Management and Thatcher Wealth Management. He is also involved with the American Financial Education Alliance, where he teaches local lectures on retirement topics. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering investment options and educational support through a strategic asset allocation framework and risk-based mutual fund portfolios.

Paul Neumaier is a financial advisor with PlanMember Securities Corporation in Grandville, MI. He holds the Series 66 credential and has one year of industry experience. Prior to joining PlanMember, he worked at Fidelity Investments and Williams and Company Financial Services. He also presents retirement seminars for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering education, support, and diversified, risk-based mutual fund portfolios managed through a top-down asset allocation process.

Lindsey Chrystan is a CFP® professional with 25 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior roles include positions at Elevation Advisory Partners, LLC, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Outside of her advisory work, she serves as an insurance agent and is president of Success Financial Group, a DBA used for marketing purposes. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm supports independent advisors with a variety of custodial and third-party management platforms and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

Sandra Ruff is a financial advisor at The Huntington Investment Company with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Gordon Food Service, Corewell Health, and Huntington Private Bank. Ruff has worked at The Huntington Investment Company in two separate periods, totaling seven years. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm offers a range of wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank portfolios.