Martin Marino is a financial advisor with Principal Financial Services based in Grand Rapids, MI. He holds Series 65 and Series 63 licenses and has 41 years of industry experience. Marino has worked with Principal Life Insurance Company since 1998 and operates Marino Insurance Services L.L.C. since 2000. He serves as a board member of the Cascade Community Foundation in Grand Rapids. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Douglas Bagley is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with PlanMember since 2016 and has been involved in educational business training services as a Corporate Training Supervisor with Ottawa Area ISD since 2007. Additionally, he serves as a presenter for the Michigan Association of Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving 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 ranging from conservative to aggressive, supplemented by education and support services for plan sponsors and participants.

John Mousel is a CFP® credentialed financial advisor with 25 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2025. His prior experience includes roles at MassMutual Life Insurance Co., Infinex Investments, Inc., Choice One Bank, LPL Financial, and other financial firms. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Joseph Banach is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at PlanMember since 2016 and operates his own independent advisory and insurance services under Joe Banach and Williams & Co dba Williams and Company Financial Services. Banach also delivers educational presentations for the Michigan Association Retired School Personnel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

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.

Zachariah Harney is a CFP® and holds a Series 66 license, with 10 years of industry experience. He currently works at Creative Planning and previously held roles at Monterey Private Wealth, Bank of America, and Merrill. Outside of advisory work, he is an owner of a small family rental LLC. Creative Planning is an enterprise firm managing approximately $217 billion in assets, serving a diverse client base with financial planning and investment advisory services that include low-cost indexing, retirement plan services, and access to private market investments. The firm is notable for its affiliated legal, trust, and recordkeeping businesses as well as its involvement in private equity and vertically integrated investment management.

Katherine Terpstra is a financial advisor with Principal Financial Services in Grand Rapids, MI. She holds the Series 66 designation and has been with Principal Financial Services and Principal Life Insurance Company since 2026. Terpstra has a longstanding career at Corewell Health, where she has worked since 2007. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and business entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Kyle Nicholson is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. He previously worked with Principal Securities, Inc. and Principal Life Insurance Company, and has experience in insurance agencies and other business roles. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.

Blake Snyder is an investment advisor at Fifth Third Securities, Inc. based in Grandville, MI, holding Series 65 and Series 63 credentials with two years of industry experience. His prior work includes roles at Fifth Third Bank and Family Fare. 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 investment programs via the Passageway Managed Account Platform, incorporating third-party portfolio managers and strategies such as SMA, tax-overlay services, and direct indexing.

Jennifer Billiam is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1995. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Nicholas Handeland is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Edge Wealth Management since 2021 and has prior experience with JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is also a managing partner at Edge Wealth Management, a full-service wealth management firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment and promoter arrangements.

Mark Williamson is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with PlanMember since 2016 and also operates his own business, Williams & Co dba Williams and Company Financial Services, where he provides securities and insurance services. Additionally, Williamson is involved with the Michigan Association of Retired School Personnel, where he delivers educational presentations. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process, managing risk-based mutual fund portfolios and providing education, support, and personalized retirement planning.

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.

William Vanoverloop is a CFP® professional with 20 years of industry experience, currently serving at The Huntington Investment Company since 2006. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a board member of the Heritage Christian School Foundation, which supports financial grants for a Christian elementary school. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate strategies, with portfolio management and custodial services primarily delivered through National Financial Services.

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.

John Woodward is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Principal Securities since 1992 and leadership positions at multiple Watermark entities focused on advisory and employee benefits services. Outside of his advisory work, Woodward serves as president and treasurer of the Serenity Ridge Association in Grand Rapids, MI. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.