Shawn Lahring is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding a Series 66 designation and 26 years of industry experience. He has worked at several firms including UBS Financial Services, Natcity Investments, and Chase Investment Services. Outside of his advisory role, he is co-owner of Mission Ranch, a family farm involved in the sale of beef and hay. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Ryan Smith is a financial advisor with LPL Financial and holds the ChFC® designation, along with Series 63 and 66 licenses. He has 26 years of industry experience and has been with LPL Financial since 2006. Outside of his advisory role, he coaches girls and boys soccer at West Catholic High School. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Troxell is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Axa Advisors, Pruco Securities LLC, and Palio, as well as time at Grand Valley State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs, utilizing third-party sponsors and proprietary solutions to tailor client portfolios and provide fiduciary services to qualified plans.

Andrew Mc Fadden is a financial advisor at Edward Jones in Caledonia, MI, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. 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 through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alicia Tatu is a financial advisor at Raymond James & Associates with 22 years of industry experience. She has been with Raymond James since 2003 and holds Series 63 and Series 65 designations. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cameron Bartlett is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Vanguard for three years and Auto-Owners Insurance Company for four years. He also has a business entity, Cameron Bartlett LLC, used for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Andrew Hendriksen is a Series 66-licensed financial advisor with Morgan Stanley in Grand Rapids, MI, where he has worked since 2016, accumulating eight years of industry experience. Prior to his current role, he held positions at Bob's Snowplow, Dematic, and Calvin College. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

Drew Hinckley is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan entities since 2021. Outside of his advisory role, he is involved in a startup focused on creating a platform to help seniors connect with long-term care facilities, handling backend operations such as SEO and automation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and quantitative and qualitative research.

Austin Hendrick is a Financial Consultant based in West Michigan. He is currently with Fidelity Investments, where he has held multiple roles since 2021, progressing from Financial Representative to Planning Consultant, Relationship Manager, and now Financial Consultant. Austin works with clients to develop financial plans tailored to their individual goals. He has a focus on financial education and aims to help families feel confident about their finances as they navigate different life stages. Outside of his professional work, Austin's interests include movies, reading, tennis, theater, and traveling.

John Fuger is a financial advisor with STIFEL in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services alongside financial planning and third-party adviser recommendations. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Ashley Watson is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 designations. She has worked in the industry for three years and has been with LPL Financial since 2013, concurrently associated with America Group Wealth Management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and multiple investment strategy options.

Leah Cooley is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Edward Jones and Morgan Stanley Smith Barney LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Timothy Sullivan is a financial advisor at LPL Financial with 26 years of industry experience. He held a position at SII Investments, Inc. for 19 years before joining LPL Financial in 2018. Outside of his advisory work, he is a co-owner and treasurer of a furniture liquidation business in Grand Rapids, MI. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and extensive non-advisory financial activities.

Kyle Underwood is a financial advisor at Edward Jones in Grand Rapids, MI, with seven years of industry experience. He holds a Series 66 designation and previously worked for Wood TV for ten years. Outside of his advisory role, he serves as co-treasurer for the Thornapple Elementary Parent Teacher Organization. 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 over $1 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated products through a nationwide network of financial advisors.

Mitchell Milks is a financial advisor at Ameriprise in Grand Rapids, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and Mercantile Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Ehinger is a ChFC® credentialed financial advisor with 20 years of industry experience, currently affiliated with Stifel Nicolaus and Company Incorporated where he has worked since 2005. He is based in Grand Rapids, MI. Outside of his advisory role, he owns farmland in Holland, MI. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations by providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking market assumptions and probabilistic modeling.

Landon Poll is a Series 66-credentialed financial advisor with five years of experience, currently associated with Raymond James Financial in Grand Rapids, MI. His work history includes roles at Cornerstone University and several financial services firms including The Kapteyn Group Financial Partners LLC and Kapteyn Wealth Partners. Poll is involved in financial planning and investment advice through these firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance advisory work through a unique affiliation.

Alexandrea Spendow is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at LiveSpace LLC, English Hills Event Centers, Affinity Events LLC, and P.F. Chang's China Bistro. She has also been involved with Affinity Events LLC since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Marosi is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Patsy Jud is a financial advisor with Cetera holding a Series 66 credential and three years of industry experience. She previously worked at GlaxoSmithKline for 19 years and has operated Patsy SC Jud, LLC as a writer since 2010. In addition to her advisory work, she is an author of an inspiration book. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to various investment strategies including model portfolios, third-party managers, and bespoke solutions.