Shawn Kersjes is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary methodology from its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended as a basis for client decisions.

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.

Jonna Mccaman is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Genpact, Advantage Sales & Marketing LLC, and several staffing firms. Outside of financial advising, she is a self-employed direct sales home consultant for The Longaberger Company. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-driven strategies provided by third-party asset managers.

Evan Sassack is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Northern Trust, Massachusetts Mutual Life Insurance Co, and Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Amy Freeburg is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 1986 and brings over 35 years of experience in the financial services industry. Amy is approved as a Portfolio Manager within the Merrill Investment Advisory Program, where she manages personalized and defined investment strategies on a discretionary basis. Her approach to wealth management is consultative, focusing on aligning client goals with tailored financial strategies. Amy holds a Bachelor of Science degree in finance from Grand Valley State University. She has earned several professional designations, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Retirement Planning Counselor (CRPC™). She is also an active member of the Investments & Wealth Institute™. In addition to her professional work, Amy participates in community service and nonprofit leadership. She currently serves as a trustee for the Grand Rapids Public Library Foundation and is a member of the Officer’s Compensation Committee for Kent County. Her past board roles include President of Mind Meets Music, a local literacy nonprofit, and the first female board member at Blythefield Country Club. Amy’s volunteer involvement has also extended to the Grand Rapids Jaycees, Habitat for Humanity, Girl Scouts, and the Grand Rapids Association for the Blind and Visually Impaired.

Dylan Barnes is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

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.

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.

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.

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.

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.

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.

Richard Olsen II is a financial advisor with LPL Financial in Grand Rapids, MI. He holds the Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at Morgan Stanley Private Bank and NYLIFE Securities. He is also involved with Gold Sun Wealth Management, a related non-variable insurance and advisory business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Kenneth Baker is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63, Series 65, and Series 66 licenses. He has two years of industry experience, including roles at Primerica Financial Services and earlier positions in various manufacturing and financial firms. Baker also has involvement in selling home security and automation products as part of affiliated business activities. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and provides advisory services through a nationwide network of advisors.

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.

John Becker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 49 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a trustee for Sisters Life Policy in her irrevocable trust and is approved to conduct other insurance activities with companies outside the Equitable network. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of advisors, relying on a combination of proprietary and third-party investment solutions.