Anh Tran is a financial advisor with Ameriprise in Ada, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, he owns and manages ANT Consulting LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies, and delivers these through a centralized consulting team alongside its financial advisors.

Abraham House is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2023. Outside of finance, he works as an assistant manager at MVP Sportsplex, a health and fitness facility. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through multiple planning and investment services.

Jeffrey Votruba is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera Investment Services, Citizens Securities, and Fifth Third Securities. 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, institutional investors, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research resources.

Stacie Schenden is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining LPL Enterprise, she was associated with PLP Advisors, LLC and Retirement Lifestyle Advocates. Outside of her advisory role, Schenden is involved with PLP Services, LLC, where she works as an insurance agent focusing on wholesale fixed life and annuity products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Matthew Nickels is a CFP®-certified financial advisor at OSAIC with 11 years of industry experience. He previously worked at SII - John Hancock, Bank of America, and Merrill. Outside of advisory work, he owns and operates a separate LLC that produces and licenses written and digital content and also engages in freelance writing. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of investment programs and third-party managers.

Charlie Brewer is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to design and implement personalized financial strategies that align with their unique goals. He emphasizes building lasting relationships grounded in trust, transparency, and education, utilizing Fidelity's broad suite of solutions to help clients navigate their financial journeys with confidence. Charlie has progressed through several roles at Fidelity Investments, including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2025. His experience at Fidelity spans from 2022 to the present, providing him with a comprehensive understanding of wealth management and client relationship development. Outside of his professional work, Charlie engages in fitness activities, golf, running, snowboarding, traveling, and social events with friends.

Roger Van Loo is a financial advisor with Ameriprise in Byron Center, MI, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is a silent partner in a floral business, RVL Flowers. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Homrich is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fifth Third Bank, and State of Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services directly as well as through Corporate Financial Planning agreements.

Benjamin Ross is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Consumers Credit Union, Michigan First Mortgage, and Meijer Credit Union. Ross serves as a board member of SEL4Success Inc., a nonprofit that provides pre-prepared lesson plans focused on social and emotional learning to schools. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Mark Asma is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Grand Rapids, MI since 2018. Prior to joining Edward Jones, he worked at Jellyvision Lab, Inc. from 2015 to 2018. 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 with a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Laura Lubbers is a CFP®-designated financial advisor with Ameriprise, based in Wyoming, MI, and has 26 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Edward Meeuwsen is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 55 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and its predecessor, Salomon Smith Barney Inc., since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by approved tools and modeling techniques.

Joseph Silveri is a financial advisor at Equitable Advisors based in Grand Rapids, MI. He holds a Series 66 designation and joined the firm in 2026. Prior to this role, he has experience working with organizations such as Textron Inc., Michigan State University, and Alliance Beverage Distributing. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party program sponsors for many advisory models.

Christian Holt is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, Holt is involved with the D. K. Weiss CPA Affiliate Program. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various advisor tools and a broad network of investment adviser representatives.

Jonathan Hayes is a CFP® professional with 18 years of experience in the financial services industry. He currently works with LPL Financial since 2021 and previously spent 10 years at Fifth Third Securities and 3 years at Securities America Advisors. Outside of his advisory role, he 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 other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and sophisticated operational tools.

Tammy Hancock is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 65 and Series 66 licenses with 27 years of industry experience. She has been with Raymond James & Associates since 2000. 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 charitable organizations, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Joseph Vandyke is a financial advisor with LPL Financial in Grand Rapids, MI, holding the CFP® designation and Securities licenses Series 63 and 65. He has 28 years of industry experience, including more than two decades with Waddell & Reed, Inc., and has operated his own consulting business, Joseph D. VanDyke Consultant, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning and investment management solutions.

Lance Devries is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been affiliated with JPMorgan Chase Bank since 2008. His prior experience includes roles at Banc One Securities Corporation and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with both quantitative and qualitative analysis, and recommendations may incorporate ESG criteria.

Darlene Frederick is a Series 66-credentialed financial advisor with 24 years of industry experience, currently with Equitable Advisors in Grand Rapids, MI. She has been with Equitable Advisors since 2002, including its prior iteration as Axa Advisors. Outside of her advisory work, she owns a photography business. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and advisory programs.

Scott Veltman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 1999 and also owns and operates Veltman Investment Management, where he serves as an independent contractor and branch manager. 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, pension and profit-sharing plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisor affiliations and specialized advisory programs.