Andrew Barney is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he was associated with Fifth Third Bank, AmeriCorps, and held various roles in education and banking. Outside of his advisory work, Andrew serves as an assistant pastor at Broadway Baptist Church. Fifth Third Securities, Inc. serves a broad client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment program types via its Passageway platform, providing access to mutual fund/ETF models, SMA strategies, and tax management services, supported by a large team of advisors and substantial assets under management.

Eric Smith is a financial advisor with The Huntington Investment Company in Jenison, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked exclusively with The Huntington organization in various capacities since 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that integrates third-party and affiliate strategies, offering a range of wrap-fee programs through the Envestnet platform.

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.

Tyler Pellerito is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has four years of industry experience with prior roles at Cetera Advisor Networks, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He also serves as a notary in Grandville, MI. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm supports independent advisors through a variety of custodians and third-party managers, with a notable focus on primarily non-discretionary account management.

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 a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and with one year of industry experience. He also works as a dealer concierge consultant for MillerKnoll, an office furniture manufacturing company. 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 and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

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 concurrently with PlanMember and Williams & Co dba Williams and Company Financial Services since 2024. Outside of his advisory role, Immink is a public school teacher and coach with Grand Haven Area Public Schools and serves as a volunteer basketball coach and board member for Young Bucs Athletics, a youth athletics nonprofit. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. Their investment approach features a top-down strategic asset allocation framework with risk-based mutual fund portfolios and ongoing education and support services for plan sponsors and participants.

Stephen Haan is a financial advisor at SPC with 42 years of industry experience. He has been with Sigma Planning Corporation since 2002 and Sigma Financial Corp since 2000. He holds Series 63 and Series 66 registrations. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers.

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.

Brandon Grady is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including American Funds, MML Investors Services, and Mass Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering services within a large-scale model closely tied to Empower’s recordkeeping and administrative platforms.

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.

Ryan Fry is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at The Huntington Investment Company and its affiliated entities since 2005 and previously held a role at Ameriprise Financial Services. Outside of his advisory work, Fry serves as a hockey official for West Michigan Hockey Referees. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

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.

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.

Melody Lazarowicz is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Hantz Financial Services, Inc. in Grandville, MI, where she has worked since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated banking, tax, and consulting services.

David Karl is a CFP® professional with 20 years of industry experience, currently affiliated with GWN Securities Inc. and CRG Advisors. He has been with GWN Securities since 2013 and owns CRG Advisors, which operates an insurance business specializing in life insurance, long-term care, fixed annuities, disability insurance, and health insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with investment programs ranging from traditional asset allocation to legacy market-timing and momentum-based strategies.

Joshua Williams is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 credential and 18 years of industry experience. He has held roles at Williams & Company Executive Services, Trustmark Insurance, and has been active with the Michigan Association of Retired School Personnel as a presenter. Williams also provides consulting services to school superintendents on pay negotiations through Williams & Company Executive Services. PlanMember Securities Corporation offers 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 while providing education and support services to plan sponsors and participants.

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.