Walker Wynkoop is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wynkoop is based in Richland, MI. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations through a centralized consulting team that uses research and modeling to support tax-efficient withdrawal strategies and income planning.

Lori Nay is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. She holds a Series 66 license and is based in Richland, MI. Outside of her advisory role, she owns a real estate rental business, Inovar LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Michael Wickemeyer is a financial advisor with Edward Jones in Battle Creek, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Comerica Bank, Flagstar Bank, Huntington National Bank, and Best Buy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,000 financial advisors.

Christopher Moore is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation for six years. Moore is also involved in selling non-variable insurance products and has experience managing fixed insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

George Smojver is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Kalamazoo, MI. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business operations for FSCP, LLC, which supports shared infrastructure and continuity planning among team members. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research-driven, algorithm-supported recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Victoria Brown is a financial advisor with Equitable Advisors and holds the Series 66 designation. She has one year of industry experience and a diverse background including roles in the Michigan House of Representatives, private tutoring, and work with Checker Records. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a range of financial planning, brokerage, insurance, and third-party asset management services. The firm operates through program sponsors and endorsed third-party managers, providing both discretionary and non-discretionary advisory solutions.

Richard Behan Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 26 years with FSC Securities Corporation. Outside of financial advising, he serves as vice president of Eastfork Ranch LTD, an equestrian-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

David Ackley is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Western Michigan University and Alliance Beverage Distributing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Zachary Petty is a financial advisor at Ameriprise with seven years of industry experience. He has previously worked with Northwestern Mutual in various roles from 2017 to 2023 and spent a year at Sharon Yoder before joining Ameriprise in 2024. Petty holds Series 65 and Series 63 designations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide clients with tax-aware withdrawal strategies and dependable income sources.

Brett Sweers is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. and Natcity Insurance Services, Inc. since 2008. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which combines forward-looking capital market assumptions with probabilistic modeling to support asset allocation and financial planning.

Veronica Darlington is a CFP® professional with 10 years of experience in financial advising. She is currently with Edelman Financial Engines and has a long tenure at Cahill Wealth Management dating back to 2005. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Jason Erhardt is a financial advisor at Ameriprise in Portage, Michigan, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, he held various roles including positions at Lawrence Technological University, Cedar Point, Meijer, and local high schools. He is also involved in managing an advisory business through OKL, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Marc Vander Beek is a financial advisor with Merrill in Portage, MI, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His work history includes roles at Merrill since 2017 and Bank of America, N.A. since 2019, along with a position at Gun Lake Casino from 2016 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Hekman is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding partner of the Hekman & VanderStraaten Group. He has been in the financial services industry since 1994 and joined Merrill Lynch in 1999. Ryan works alongside fellow advisors and client associates to provide comprehensive wealth planning services aimed at helping individuals, families, and businesses meet their financial goals through personalized strategies and portfolio construction. Ryan's expertise spans a range of client focus areas including divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, legacy planning, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, and retirement income. He holds a bachelor's degree in Finance from Western Michigan University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional endeavors, Ryan serves on the board of the Grandville Walker Foundation. He lives in Grandville with his five children and enjoys spending time with family, playing basketball, biking, boating, cooking, golfing, traveling, and watching sports.

Mark Hiegel is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC from 2007 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Darlene Hybels is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has been with Raymond James & Associates since 1999. Outside of her advisory role, she serves on the Finance/Investment Committee of the YWCA of Kalamazoo, where she reviews investment and spending policies for endowed funds. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning and consulting with a variety of portfolio management styles supported by affiliated research and sub-advisers.

David Mabis is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Tamarron Community Association, and Waddell & Reed Inc. He serves on the Board of Directors and is President of the Gull Lake Area Rotary Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver personalized retirement planning within its institutional framework.

Matthew Weaver is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Empower, Mercantile Bank, Kalsee Credit Union, and Huntington National Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Tristen Mabin is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on legacy planning, managing new wealth, and supporting women and wealth clients. Tristen brings a unique perspective to her role, combining her background in teaching and finance to educate and coach clients toward achieving their financial goals. She holds a Bachelor's Degree from Kalamazoo College, where she studied Mathematics and Spanish. Tristen is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish. Her career path includes living in Ecuador and New Orleans, experiences that enriched her commitment to serving others through volunteer opportunities. Tristen is involved in community service through AmeriCorps and pursues personal interests such as biking, horseback riding, music, reading, and traveling.

Michael Baer is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill for 22 years and currently works with clients and their families to help achieve their financial goals by developing personalized financial strategies. His approach focuses on understanding the full financial picture of each client and creating flexible strategies aligned with their priorities. Michael specializes in retirement planning and analysis, cash management strategies, and Employee Stock Options. His client services include executive compensation, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance with a minor in Economics from Western Michigan University. Additionally, he has earned the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Michael participates in community volunteering and enjoys biking, boating, hiking, and spending time with his family.