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.

Timothy Vrieland is a financial advisor with Eagle Strategies (NY Life) based in Hudsonville, MI. He holds the ChFC® designation and has 37 years of industry experience. His career includes roles at Eagle Strategies Corp., Nylife Securities Inc., and New York Life Insurance Company. He operates under the DBA Generation Three Financial, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis and offering tailored solutions within an integrated New York Life affiliate structure.

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.

Aaron Verbrugge is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at Signatore Investors, Inc. and VantagePointe Financial Group. He also operates Affinity Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, 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, working with individual investors, institutional sponsors, and retirement plans.

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.

Jason Hall is a financial advisor with The Huntington Investment Company in Hudsonville, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with The Huntington Investment Company since 1998 and also has held roles at The Huntington National Bank since 1996. Hall serves as a board member and secretary for Life Church West, a nonprofit organization, and is a board member for the Legal Assistance Center, a local nonprofit providing legal resources to the community. The Huntington Investment Company, operating as Huntington Financial Advisors, offers advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm employs an open-architecture investment approach that integrates third-party sub-managers with proprietary private bank models, providing a range of wrap-fee programs and portfolio management options.

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.

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.

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.

Carl Morris is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Sigma Planning Corporation since 2016 and also affiliated with Parkland Securities, LLC since 2014. Outside of his advisory work, he serves as a middle school tennis coach in Kentwood, MI, and works occasionally as an election inspector in several Michigan counties. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various managed account programs and partnerships.

Kelly Hoezee is a financial advisor at Principal Financial Services with 17 years of industry experience. She holds a Series 66 designation and previously worked for Northwestern Mutual Investment Services, LLC for 10 years. Outside of her advisory role, she is a Mary Kay consultant, providing skincare products to friends and family. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

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.

Jaime Wynsma is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Infinex Investments, Inc. since 2018 and was previously with Investment Professionals Inc. from 2012 to 2018. Wynsma is also employed at West Michigan Community Bank and assists with office duties in a concrete construction business operated by his spouse. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a substantial book of non-discretionary assets.

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.

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.

Christopher Mulford is a CFP® currently with Creative Planning, where he has worked since 2025. He has prior experience in various industries, including roles at Butterball Farms, Pregis Films, Dematic, and Magna International. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other portfolio management techniques and comprehensive retirement plan services.

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.