Craig Taetsch is a CFP® professional with 11 years of experience in the financial services industry. He has been with Edward Jones since 2015 and was previously involved with Gordonshire, LLC as a managing partner. Outside of his advisory work, Taetsch serves as a USA Hockey official and has provided ride-sharing services in Grand Rapids to support community safety. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Nicholas Shaw is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lake Michigan Credit Union and Nike Inc. He has involvement with Oceanview Life and Annuity Company, a non-variable insurance business. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Bowen is a financial advisor with Wells Fargo Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, Bowen is involved in several business ventures including ownership in multiple gymnastics clubs, athletic courses, and a spirits vendor. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by proprietary research and planning tools, with a planning approach that includes specialized services for business owners, sports and entertainment professionals, and other niche groups.

Heather Alber is a financial advisor with LPL Financial in Ravenna, MI, holding a Series 66 credential and bringing 25 years of industry experience. Her previous roles include positions at Raymond James Financial Services and Bykerk Financial Services. She is also a commissioned notary public in Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Kurt Hazlewood is a financial advisor with Merrill, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Merrill since 1996 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Justin Katt is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America and Securities America Advisors. In addition to his advisory role, he is also licensed as a life insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, combining various investment platforms and third-party money managers to support customized portfolio management.

Elijah Piwowarczyk is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Western Michigan University and M. P. Construction LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering a range of advisory programs with customized portfolio management and financial planning services. The firm utilizes in-house and third-party investment managers to tailor strategies according to client risk profiles.

Grace Connelly is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she held roles in various organizations including Chick-fil-A and Hope College. Grace has also been involved with Elite Baseball and Softball and Uplift Nutrition. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Richard Olsen II is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for six years. Olsen is also involved with Gold Sun Wealth Management, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Kenneth Baker is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63, Series 65, and Series 66 licenses and two years of industry experience. His career includes roles at Primerica Financial Services and Autocam Medical, among others. He is involved in sales of investment-related products and also receives compensation for the sale of loan products and home security referrals through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 4,000 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Richard Oneal is a financial advisor with OSAIC based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and has 30 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. He serves as treasurer for Bethesda Farm, a ministry supporting individuals with special needs. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and uses various tools and platforms to support portfolio construction and management.

Michelle Maley is a financial advisor with Ameriprise in Portage, MI, holding a Series 63 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate recommendations, primarily for clients with assets managed within Ameriprise accounts.

Glenn Kimmel is a financial advisor with Edward Jones in Grand Rapids, MI, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the sole member of Kimmel Holdings LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Bodkins is a Series 66 licensed financial advisor with Edward Jones in Holland, MI, where he has worked since 2019. He has six years of industry experience, including a prior role at Michigan Air Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stacey Crosby is a financial advisor with LPL Financial in Ravenna, MI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior work includes roles at Lake Michigan Credit Union, Fifth Third Securities, and Fifth Third Bank. Outside of her advisory practice, she is co-owner of a real estate rental business. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning and advisory programs supported by in-house and third-party research.

Ashley Dunn is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, she worked at LPL and U S Tax Service for ten years each. She serves on the Board of Directors for the Grand Rapids Early Discovery Center. Ameriprise provides a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Johnson is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Ameriprise in 2026, he worked at LPL Financial LLC and Members First Credit Union for seven years each, as well as The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he owns Great Lakes Sporting Goods LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kirsten Terpstra is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and with 25 years of industry experience. She has been with Robert W. Baird since 1997. Outside of her advisory role, she is an owner/member of CK Kalamazoo Holdings LLC. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing a variety of traditional and non-traditional investment strategies.

William Johnson is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise Financial Services. He has been with Ameriprise since 2009 and is based in Grand Rapids, MI. Outside of his advisory role, he serves as an Associate Pastor at Daybreak Church and is a member of a local board of directors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Tammy Brouwer is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2009. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.