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 with Hantz Financial Services, Inc., holding a Series 66 credential and three years of industry experience. His prior work includes roles in various service and hospitality positions, as well as a period of employment at Michigan State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management using ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-driven solutions such as automated tax-loss harvesting and Direct Indexing.

Jeffrey Heitzman is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked with several firms including Cetera Advisors LLC and 20/20 Capital Management, Inc., and has operated his own financial planning firm, Heitzman Advisory, Inc., since 2000. He is also involved with Canvas Financial, a firm consolidation and marketing organization affiliated with Ameritas. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and organizations, offering a range of asset management and consulting solutions across multiple program platforms.

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 a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services in 2024, Marcus worked at Target and has a background in education at several Christian schools. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer activities along with mortgage and insurance product sales.

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.

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.

Dillon Drossart is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and five years of industry experience. His career includes roles at Prudential Insurance Company of America and various real estate and brokerage firms. He has worked in both financial services and real estate, including ongoing involvement with Real Estate One Associates. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad range of solutions including mutual funds, ETFs, separately managed accounts, and tax-overlay services.

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.

Alena Hontarava is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2021. Prior to her financial career, she spent five years as a stay-at-home mom. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

Trina Lichtenwalner is a financial advisor at Money Concepts Capital Corp with Series 63 and Series 65 licenses. She began her advisory career in 2025, previously working at Northwestern Mutual Investment Services LLC and Herman Miller. Outside of finance, she has been involved with the Holland Symphony Orchestra since 2022. Money Concepts Advisory Service provides financial planning and investment advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven, asset-allocation strategies and offers both discretionary and non-discretionary management through multiple portfolio programs.

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.

Nicholas Sequin is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, where he has worked since 2011. He holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse clientele including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, with integrated technology solutions for trading and tax management.

James Sakoski is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities serves a broad range of individual and institutional clients through both investment advisory and brokerage services, offering various program types including managed accounts, separately managed accounts, and direct indexing. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple third-party portfolio managers through its Passageway Managed Account Program.

Adam Hossink is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2016. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, and also offers brokerage, mortgage, and insurance services through affiliated entities.

Roger Siegel is a financial advisor with Fifth Third Securities, Inc. in Grand Haven, MI, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and unique platform features such as direct indexing and a tax-overlay service.