Zachary Kiefer is a financial advisor at Edward Jones with nine years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Genesee Intermediate School District and Ferris State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kendall Vander Meulen is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and 66 licenses and nine years of industry experience. Prior to joining Raymond James in 2025, he worked at Fifth Third Securities and Wells Fargo Clearing. Outside of his advisory role, he has rented out garage space through a peer-to-peer rental platform. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Michele Simons is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and uses research and analytics to support diversified investment strategies within available platform options.

Seth Stephens is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His career includes roles outside of finance such as pitching instructor and positions in food service and e-commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational and research tools.

Adam Steinmetz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works closely with individuals and families to develop customized financial plans that align with their unique situations and personal goals. Prior to his current role, Adam held positions at Fidelity Investments as a Planning Consultant from 2021 to 2024 and as a Financial Representative from 2017 to 2021. He also gained experience as a Personal Banker at Commerce Bank from 2016 to 2017. Throughout his career, Adam has focused on building strong client relationships and providing tailored financial guidance. His approach centers on collaboration and comprehensive planning to support clients in striving for improved financial well-being for themselves and their families.

Michael Steinebach is a financial advisor with LPL Financial who holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Hungerford Financial, United Planners' Financial Services, PNC Wealth Management, and Merrill. In addition to his advisory work, he is licensed as a non-variable insurance agent selling life, disability, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Claire Larson is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and previously worked at Chemical Bank, a division of TCF Financial, for five years. Larson is also involved with Double Eagle Partners, LLC, a passive investment in residential golf lots. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, SMAs, and affiliated mutual funds.

Tanya Hawley is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 license and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. She is involved with Mosaic Ventures, LLC, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services with a diverse platform that includes financial planning, model portfolios, and institutional programs.

Paul Drueke is a financial advisor with STIFEL in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with STIFEL since 1989. Outside of his advisory role, Drueke serves as a board member for the Potter's House Foundation, a Christian school organization. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Christopher Carlson is a CFP®-certified financial advisor with Edward Jones, based in Rockford, MI. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Jeffrey Kerr is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including time with its predecessor, AXA Advisors. His other business activities include serving as an administrator or executor for his wife and holding power of attorney for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Charles Hayden is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with LPL Financial since 2006. Outside of advising, he is also an author of non-investment-related works. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dylan Barnes is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent time at JPMorgan Chase Bank, N.A. and Edward Jones. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations and includes a framework for ESG eligibility.

Robert Mosson is a CFP® professional with 44 years of industry experience, currently serving at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for seven years. He is chairman of the Kent County Building Authority and serves on the Kent County Insurance Board. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations in partnership with financial advisors. The firm is a large institutional provider of advisory, brokerage, and insurance solutions.

Samuel Millmier is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at D'Avocado, BGM, Western Michigan University, Canopeum, Pet Supplies Plus, and Gull Lake High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

David Nykerk is a financial advisor at Thrivent Investment Management in Grand Rapids, MI. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining the firm, his background includes roles with the YMCA of Greater Grand Rapids and in the fitness industry. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based financial planning and allows clients to combine these planning services with managed accounts under a consolidated billing arrangement.

Randall Koenes is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2003. Based in Grand Rapids, MI, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a notary public and acts as a trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning and third-party asset management, utilizing tools such as model portfolios and custom strategies.

Sylvia Frattallone is a financial advisor at Ameriprise with 32 years of industry experience and holds the ChFC® designation along with a Series 63 license. She has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, she serves as treasurer for the Fulton Woods Corporate Park Association, a role involving management of the association’s financial accounts without compensation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement-income planning and written recommendation reports supported by proprietary research, focusing on tax-aware withdrawal strategies and dependable income sources.

Geoffrey Sadek is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2014 and was previously with PNC Wealth Management from 2013 to 2015. Outside of his advisory role, he is involved in an insurance agency and provides independent consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

David Grooters is a ChFC® credentialed financial advisor with LPL Financial in Ada, Michigan, bringing 54 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.