Daniel Lyle Walby

Stephen Connolly Sr. is a financial advisor with The Retirement Planning Center, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at multiple firms including LPL Financial, Crown Capital Securities, and Summit Financial Group before returning to The Retirement Planning Center, where he has had a long tenure. Connolly also provides investment advisory services through Private Advisor Group. The Retirement Planning Center is an independent, sole-proprietorship firm serving individual clients with services including ongoing portfolio management, written financial planning, and variable sub-account management. The firm emphasizes long-term strategic asset allocation and manages client assets primarily on a non-discretionary basis, often using mutual funds and variable annuity sub-accounts.

Darrel Wick is a financial advisor at Sutterfield Financial Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sutterfield Financial Group since 2016. Sutterfield Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities by providing financial planning, investment management, consulting, captive insurance formation, and accounting/tax preparation services. The firm uses proprietary model portfolios managed by an internal investment committee and offers a range of in-house services, including captive insurance management and pooled real-estate investment vehicles.

Bailey Ziemski Harwood is a financial advisor at OneAscent Financial Services LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Brad Nelson - Thrivent Financial. Outside of her advisory role, she is a part owner of Rapid Towing. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, consulting, and back-office support through a variety of advisory teams and utilizes both customized and model-based investment approaches.

Simon Jackson is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Thrivent Financial and Swedish Match North America. Jackson serves as an associate board member of the Grand Rapids Youth Baseball Association and volunteers on the finance council at St. Joseph's Catholic Church. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers asset management, financial planning, and consulting through advisor teams and model-based platforms, with additional services including tax preparation arrangements, outsourced CIO and CCO support, and integration of donor-advised fund technology.

Donna Gunderson is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her work history includes positions at Mark Sand & Gravel Co., Golden State Equity Partners, Ameriprise Financial Services Inc, and Edward Jones. In addition to her advisory role, she is involved with Golden State Equity Partners, LLC in independent insurance brokering. Ascentis Independent Advisors serves individuals—including high-net-worth clients—trusts, estates, pension and profit-sharing plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies and third-party managers tailored to client objectives.

Brad Nelson is a CFP® with 14 years of industry experience, currently serving as an advisor at OneAscent Financial Services LLC since 2023. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc., totaling over a decade at those firms. Outside of his advisory role, Nelson serves as president of Itasca Youth for Christ and is a board member of Lighthouse Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and institutions with customized asset management, financial planning, and consulting services. The firm utilizes both advisor-managed and model-based investment programs and offers additional services including outsourced CIO and CCO functions.