James Manion is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been associated with Lakeshore Financial Group, LLC since 2008, where he is a co-owner, and also owns Manion Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, technology, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Andrew Barney is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he was associated with Fifth Third Bank, AmeriCorps, and held various roles in education and banking. Outside of his advisory work, Andrew serves as an assistant pastor at Broadway Baptist Church. Fifth Third Securities, Inc. serves a broad client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment program types via its Passageway platform, providing access to mutual fund/ETF models, SMA strategies, and tax management services, supported by a large team of advisors and substantial assets under management.

Ryan Fry is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at The Huntington Investment Company and its affiliated entities since 2005 and previously held a role at Ameriprise Financial Services. Outside of his advisory work, Fry serves as a hockey official for West Michigan Hockey Referees. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

David Karl is a CFP® professional with 20 years of industry experience, currently affiliated with GWN Securities Inc. and CRG Advisors. He has been with GWN Securities since 2013 and owns CRG Advisors, which operates an insurance business specializing in life insurance, long-term care, fixed annuities, disability insurance, and health insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with investment programs ranging from traditional asset allocation to legacy market-timing and momentum-based strategies.

Daniel Peacock is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Brookstone Capital Management LLC and has been with White Pine Investment Management since 2012. In addition to his advisory work, he also operates as an independent life and health insurance agent for Reed Financial Services. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Andrew Brown is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI, holding Series 63 and Series 65 registrations and 17 years of industry experience. He has been co-owner of Lakeshore Financial Group, LLC since 2018 and owner of Little Harbor Financial Group, LLC since 2024, both entities related to his advisory and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, investment management, and back-office support, enabling advisors to offer customized portfolio solutions and a variety of securities and insurance products.

Roger Siegel is a financial advisor with Fifth Third Securities, Inc. in Grand Haven, MI, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and unique platform features such as direct indexing and a tax-overlay service.

Samantha Enerson is a financial advisor with Edward Jones in Grand Haven, MI, holding a Series 63 designation and 15 years of industry experience. She has been with Edward Jones since 2010. 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 and investment strategies and is notable for its large network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Kimberly Obetts is a CFP® professional with 30 years of industry experience currently with LPL Financial since 2005. She holds Series 63 and Series 65 licenses and operates out of Coopersville, MI. Outside of her advisory role, she provides fixed annuity and life insurance sales as well as group and individual health insurance, including Medicare Advantage products, and is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from internal and third-party sources.

Lawrence Baird is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, Baird operates as an independent insurance agent selling fixed annuities, life insurance, and long-term care products, and he serves as president of a business S corporation used for accounting and tax purposes. He is also involved as a retail ambassador for a non-alcoholic brewing company. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple third-party money managers and managed account solutions.

William Mc Collum III is a financial advisor with Edward Jones in Howard City, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Baetens is a financial advisor at Edward Jones with 46 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1979. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Seth Adkins is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Non-Ferrous Cast Alloys and USA Mobile Drug Testing from 2014 to 2019. He holds a Series 66 designation. Outside of his advisory role, Seth serves as a local judge for the Miss Michigan Pageant. 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 and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Taggert Kelly is a financial advisor with LPL Financial in Spring Lake, MI, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at VOYA Financial Advisors and has been involved with Edge Sports for over a decade. Outside of his advisory work, he owns businesses including Edge Sports, Ortho Edge, and Solar Plunge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Alejandro Luna is a financial advisor at UBS Financial Services with 12 years of industry experience. He has held roles at UBS since 2017 and previously worked at Sentinus Securities LLC and Sentinus, LLC. He holds the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.

Blake Cramer is a financial advisor at Morgan Stanley in Muskegon, MI, holding a Series 66 designation with seven years of industry experience. His work history includes multiple roles at Morgan Stanley and a position at Grand Valley State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

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.

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.

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.

Jennifer Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2021, she worked with C & R Associates LLC, Waddell & Reed, Inc, and various insurance carriers associated with W&R insurance agencies. 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 advisory programs, financial planning, retirement consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.