Bradford Rowe is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Consumers Credit Union, Fidelity, Wells Fargo Clearing Services, and USAA Financial Advisors. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology-driven operational and research tools.

Katherine Brandon is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab & Co. Inc. since 2015, including tenure at Charles Schwab Bank, SSB. Based in Grand Rapids, MI, her work spans both brokerage and advisory services within the firm. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm’s investment approach combines primarily non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Ryan Toro is a financial advisor with LPL Financial, holding the Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley and Comerica Bank. Outside of finance, he has experience running a party rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a large network of advisors.

Barth Roberts is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 1989. Outside of his advisory work, he serves as the School Board President for Hope Academy of West Michigan, a charter school in Grand Rapids. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Bradley Berger is a Wealth Management Advisor with the Weemes/Berger Group at Merrill Lynch Wealth Management. He has been with the group since 2013 and focuses on providing a personal wealth management experience through goals-based planning, investment research, and dedicated service. His client focus areas include Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Tax Minimization, and Retirement Income. Brad graduated with a bachelor's degree in Finance from the Seidman College of Business at Grand Valley State University. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2016 and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Bradley is involved with The First Tee of West Michigan. He lives in East Grand Rapids with his wife and son and enjoys spending time with his family, fishing, tennis, golf, and platform tennis.

Emily Gunnels is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2014, with prior experience at The Counting House, LLC. She is based in Grand Rapids, MI. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jakob Engelkes is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining Morgan Stanley, he worked at Plante Moran Financial Advisors and JBL Resources. He also has a background in education, having been employed at Indiana Wesleyan University and Rockford High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Kevin Feiten is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2019, following prior roles at Bridgepoint Wealth Management and Waddell & Reed, among others. Outside of his advisory work, he coaches youth hockey for Special Olympics Poly and provides respite care through The Arc of Oakland, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

James Yost is a ChFC®-designated financial advisor with 47 years of industry experience. He has been with LPL Financial since 2019 and previously spent 27 years at Hornor, Townsend & Kent, Inc. He also has a non-variable insurance business in Ada, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions, offering a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Michael Sonday is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Chad Zagel is a CFP® professional with 20 years of experience in the financial services industry, currently serving at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Grand Rapids, MI. Outside of his advisory role, he serves as the Vice Chair of the Board for the Jewish Federation of Grand Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Boonstra is a Series 66-licensed financial advisor with LPL Financial in Grand Rapids, MI, and has 11 years of industry experience. His prior experience includes roles at Securities America Advisors, Securities America Inc, and First Allied Advisory Services. Outside of his advisory work, he has ownership interests in businesses unrelated to investments, including Five Lakes Firearms LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies for discretionary and non-discretionary accounts.

Mark Dalman is a financial advisor with Cetera and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at LPL Financial and Elite Wealth Management. In addition to his advisory work, he serves as an insurance agent offering life, health, disability, annuities, long-term care, dental, and vision products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Sitzema is a financial advisor with Primerica Advisors in Gowen, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating on a tiered wrap-fee structure.

Dwaine Campbell is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Edward Jones and has previously worked at New York Life, Goldman Sachs & Co. LLC/AYCO, JPMorgan Chase, and General Reinsurance Corporation. 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 wide range of advisory services supported by a large network of financial advisors and branch offices nationwide.

Tamara Sytsma is a CFP® with 23 years of industry experience, currently affiliated with Raymond James Financial in Grand Rapids, MI. She has been with Raymond James Financial Services, Inc. since 2003 and owns Sytsma Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports municipal and public finance advisory services.

Kendall Vander Meulen is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at Fifth Third Securities and Wells Fargo Advisors. Outside of his advisory work, he rents 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 serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing multiple portfolio management styles supported by affiliated research and sub-advisers.

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.