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.

Brian Allen is a financial advisor with Empower Advisory Group in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Personal Capital Advisors Corporation, Securities America, and LPL Financial among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model connects financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

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.

Mark Davis II is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Ameriprise, Cetera, and TCF National Bank. 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 and affiliate model offerings, providing portfolio management and trade execution services.

Michael Ruplinger is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2025. His prior experience includes roles at Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab's research tools and standard asset allocation models.

Trina Lichtenwalner is an advisor with Money Concepts Capital Corp in Zeeland, MI, holding Series 65 and Series 63 licenses. She has one year of industry experience, with prior roles including positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, she has been involved with the Holland Symphony Orchestra since 2022. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches and offers a range of discretionary and non-discretionary portfolio programs.

Henry James Ryan Telman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with The Huntington Investment Company since 2002 and has also worked at Ameriprise Financial Services, LLC since 2026. 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 offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

Jared Ensing is a financial advisor at Independent Advisor Alliance, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed Inc. Jared provides investment advisory services through Independent Advisor Alliance and maintains affiliate relationships with LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance planning and asset aggregation.

Andrew Willit is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and based in Holland, MI. He joined Osaic in 2026 and has prior experience working at Howard Miller, Aldi USA, and Macatawa Golf Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms and managers.

Joseph Klein is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Huntington since 1997 and has prior work history including Ameriprise and FMB. Outside of advising, he owns a limited rental property in Davenport, Florida. 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 on the Envestnet MAS platform using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.

Sarah Van Dyke is a financial advisor at The Huntington Investment Company with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Van Dyke worked at Ameriprise Financial Services, LLC from 2026 to the present and has been with The Huntington Investment Company since 2008. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing multiple wrap-fee programs through the Envestnet MAS platform.

Logan Faustyn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at 7th Sense, Total Quality Logistics, Walgreens, and Red Cedar Investment Management. He has also spent time in various other sectors including education and fulfillment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, maintaining a large network of advisors and branch offices across the country.