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.

Leonard Rhoades is a financial advisor with J. W. Cole Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Global Financial Private Capital for seven years before joining J.W. Cole Advisors in 2019. Outside of his advisory role, he has been an insurance agent since 1993, providing financial planning services. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Deborah Stump is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. She has two years of industry experience and has worked in both educational and financial services roles, including positions with Michigan Virtual and the Ingham Intermediate School District. In addition to her advisory work, she presents pension education 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. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, while also delivering education and support services such as seminars and personalized retirement planning.

Richard Williams is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has operated multiple advisory and insurance businesses, including Williams & Company Executive Services LLC and W&C Wealth Management LLC, which focuses on serving professional athletes. Outside of his advisory roles, he is involved with the University of Giving, a nonprofit focused on teaching philanthropy, and serves on Northwood University’s President’s Advisory Council. 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 utilizes a strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education, support services, and personalized retirement planning to plan sponsors and participants.

Michael Reinhart is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously spent five years with Global Financial Private Capital, LLC and GF Investment Services, LLC. Outside of his advisory role, he is involved in fixed annuities and indexed annuities sales and service. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches and multiple managed account solutions.

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.

Theodore Bonarski is a financial advisor with Eagle Strategies (NY Life) in Kentwood, MI, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Eagle Strategies and Dedalus Financial Strategies, P.C. since 2008 and with New York Life companies since 2004. Outside of his advisory role, he is involved in small business operations including working at Cafe Boba LLC and West Michigan Home Care LLC. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Aiden Gortmaker is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Grand River Bank and Edward Jones, as well as various positions outside finance such as at FedEx Grounds and Cornerstone University. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage services, and M&A advisory, utilizing both proprietary strategies and third-party model portfolios.

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.

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.

Michael Ruplinger is a CFP® credentialed financial advisor with 20 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having previously worked at Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Susan Foster is a financial advisor at Money Concepts Capital Corp with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Money Concepts since 1992. Foster also serves as president of Thornapple Financial Center Inc., a taxes and accounting management business she has led since 1986, and is involved with Life Matters Worldwide in a non-investment related role. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across about 14,700 clients.

Christopher Mulford is a CFP® with one year of experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he worked in various roles at companies including Butterball Farms, Pregis Films, Dematic, and Magna International. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Antoinetta Freeman is a financial advisor at Fifth Third Securities, Inc. in Grand Rapids, MI, with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Edward Jones and Woodbury Financial Services. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.

Kyle Clement is a Series 66-licensed financial advisor with 17 years of industry experience, currently with PlanMember Securities Corporation. He holds roles including Vice President at Williams and Company Financial Services and W&C Wealth Management and has served on the Caledonia Township Planning Commission since 2025. Outside of his advisory work, Clement is active in his community as President of the Caledonia Youth Sports Organization and serves on the Caledonia Community School Board. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary. The firm offers education, support services, and a strategic asset allocation investment process that manages risk-based mutual-fund portfolios ranging from conservative to aggressive.

Nathan Nelson is a CFP® and Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved with NDP Launch Fund I, LLC, a capital provider for real estate photography in Zeeland, MI. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory services through a large national network of advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.

Emily Taylor is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Robert W. Baird. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexis De Haan is a financial advisor with Edward Jones in Wyoming, Michigan, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Alexis worked at SpartanNash and Proos Manufacturing, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Gabriel Kuperus is a financial advisor with Ameriprise in Byron Center, MI, holding a Series 66 credential and six years of industry experience. He has worked at Ameriprise since 2019 and has prior experience that includes roles at Primerica, Berlin Raceway, and Cornerstone University. Outside of advisory work, he is involved in tax planning through a separate tax planning specialist role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Ella Perry is a financial advisor at Edward Jones in Wyoming, Michigan. She holds a Series 66 designation and has one year of industry experience, having been with Edward Jones since 2024. Prior to her advisory role, she held positions in retail and community engagement, including work at Von Maur and the University of Tennessee's Student Engagement Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.