Douglas Stevens is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with PlanMember since 2016 and is also involved in financial education as a presenter for the Michigan Association of Retired School Personnel. Additionally, he operates Williams & Co dba Williams and Company Financial Services. PlanMember Securities Corporation 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. The firm’s investment approach centers on a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios with regular rebalancing.

Miles Thayer is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry for one year. He has worked at Fifth Third Bank since 2014. Outside of his advisory role, he owns Black Walnut Builders LLC, a woodworking business in Middleville, Michigan. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, with options including mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

David Milanowski is a financial advisor at PlanMember Securities Corporation with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked concurrently with the Michigan Association of Retired School Personnel providing retirement planning services and as a representative for Williams and Company Financial Services. Outside of finance, he serves as secretary on the board of the Knights of Columbus Event Center and has over a decade of experience at Haworth Inc. in a program management role. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on ERISA Section 3(38) fiduciary duties and participant-level investment options. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services including planning seminars and separation counseling.

Brook Nichols is a financial advisor with Planmember Securities Corporation in Grandville, MI, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including roles at Williams & Company Financial Services, Amazon, and L2-Advisors. Nichols is also involved with Financial Visions, LLC, where he provides insurance services, and works seasonally as a tax preparer. 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 strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Ryan Minier is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Fifth Third Securities, Fifth Third Bank, Chase Investment Services Corp., and Bank One. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Daniel Cook is a CFP® professional with five years of industry experience, currently advising at Mercer Global Advisors Inc. He has previously worked at firms including Straight Path Wealth Management, Financial Architects, Inc., Lake Michigan Credit Union, LPL Financial, and J.P. Morgan Securities. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios, multi-factor tilts, low-cost index vehicles, and offers a range of implementation options alongside financial planning and retirement consulting services.

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.

Loren Quist is a financial advisor with PlanMember Securities Corporation in Grandville, MI, holding a Series 66 designation and nine years of industry experience. His work history includes roles at The O.N. Equity Sales Company and Ohio National Financial Services, as well as self-employment since 2015. He also conducts retirement planning 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 and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education, support services, and periodic portfolio rebalancing.

Cortney Furey is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2016, having also worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

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.

Douglas Temple is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has a diverse work background including roles at Lansing Brewing Company, HopCat, and Michigan State University. Hantz Financial Services serves a wide range of clients, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts, unified managed accounts, and direct-indexing solutions, supported by affiliated services such as trust banking, tax and business consulting, and insurance and mortgage origination.

Jeffrey Heitzman is a financial advisor with Ameritas Advisory Services, LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has worked at multiple firms, including Cetera Advisors LLC and 20/20 Capital Management, Inc., and serves as President of Heitzman Advisory, Inc. dba Heitzman & Associates, Inc., a financial planning and investment operation he has led since 2000. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based variable product management, and advisory services supported by a network of Investment Adviser Representatives and third-party partners.

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.

Marcus Dixon is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has been with the firm since 2024. Prior to joining Hantz, he worked in retail and education roles. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, emphasizing diversified, ETF-centered model portfolios and a range of wealth management and financial planning services.

Aiden Gortmaker is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Grand River Bank, Edward Jones, and FedEx Grounds. Gortmaker also has a background in education, having worked at Cornerstone University, Caledonia High School, and Kraft Meadows Middle School. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions through fee-based wrap programs, financial planning, and investment management. The firm offers a range of managed strategies and combines custody and execution services with an internal trading desk.

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.

Mandi Dillon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior roles include positions at Principal Financial Services and Stifel Nicolaus & Co Inc. Dillon has also been involved with nonprofit organizations such as Big Brothers Big Sisters of Colorado and the American Cancer Society. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning process and serves a large participant base relative to its advisor headcount.