Trenton Potter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fifth Third Bank and Potter Building Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and serves as an ERISA fiduciary when providing investment advice.

Jason Schrotenboer is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at Wintrust Bank and Macatawa Bank, with nearly two decades of banking experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and a variety of model portfolios and research sources.

Emily Atwell is a financial advisor with Robert Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2023, she was involved in the hospitality industry at Big E's Sports Bar and Grill. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of investment programs, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Thomas Orourke is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Cetera and Chemical Bank. He also serves as co-trustee for his spouse's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and a range of financial products including insurance-related vehicles and bank deposit sweep options.

Renae Morrie is a Series 66-licensed financial advisor with Edward Jones, based in Allegan, MI, and has two years of industry experience. She has worked with Edward Jones since 2007, initially in a prior role and currently in her advisory position since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Darrell Schultz is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role, he spent 27 years at Gordon Food Service. In addition to his advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Michael Kempker is a Series 66-licensed financial advisor at Edward Jones in Fennville, MI, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked in automation systems and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jonathan De Kock is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. He has 10 years of industry experience, including roles at Robert Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, supported by in-house research and technology such as artificial intelligence.

Andrew Tinholt is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, he has worked part-time as a cashier at Winding Creek Golf Club. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies and operates a large network of financial advisors and branch offices across the United States.

John Leonard is a CFP® with 15 years of industry experience and the sole advisor at John M. Leonard, LLC, an independent firm he has operated since 2005. Located in Douglas, MI, he holds a Series 63 license and serves individual clients as well as charitable organizations. John M. Leonard, LLC provides investment management and advisory services with an active portfolio management approach that includes market timing and periodic account reviews. The firm manages approximately $32.6 million for about 50 clients, emphasizing individualized service with a client base that notably includes charitable organizations.