Zachary Kiefer is a financial advisor at Edward Jones with nine years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Genesee Intermediate School District and Ferris State University. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tamara Sytsma is a CFP® with 22 years of industry experience, currently affiliated with Raymond James Financial in Grand Rapids, MI. She has worked with Raymond James Financial and its affiliates since 2003 and has owned Sytsma Wealth Strategies since 2014. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non‑HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm primarily provides non‑discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.

Kendall Vander Meulen is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fifth Third Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he rents out garage space through the Neighbor app. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with specialized capabilities in public finance and municipal services.

Michele Simons is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Seth Stephens is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked in various roles including at Shipt and Kentucky Christian University, as well as serving as a pitching instructor. 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, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support both discretionary and non-discretionary management strategies.

Adam Steinmetz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works closely with individuals and families to develop customized financial plans that align with their unique situations and personal goals. Prior to his current role, Adam held positions at Fidelity Investments as a Planning Consultant from 2021 to 2024 and as a Financial Representative from 2017 to 2021. He also gained experience as a Personal Banker at Commerce Bank from 2016 to 2017. Throughout his career, Adam has focused on building strong client relationships and providing tailored financial guidance. His approach centers on collaboration and comprehensive planning to support clients in striving for improved financial well-being for themselves and their families.

Michael Steinebach is a financial advisor with LPL Financial based in Ada, Michigan. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Hungerford Financial and United Planners' Financial Services. Steinebach is also a licensed agent selling life, disability, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and various portfolio management solutions.

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, holding a Series 66 designation and 20 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC from 2009 to 2020. Outside of her advisory role, she is involved with Mosaic Ventures, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.

Jeffrey Kerr is a Series 66-licensed financial advisor with Equitable Advisors in Grand Rapids, MI, where he has worked since 2014. He has 11 years of industry experience, including six years with Axa Advisors, LLC. Outside of his advisory work, he serves as an administrator or executor for his wife and holds power of attorney for his mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services to client goals and risk tolerance.

Evan Sassack is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI. He holds Series 65, Series 63, and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Northern Trust, Massachusetts Mutual Life Insurance Company, and Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily 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 in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with LPL Financial and its predecessor firm since 2006. Outside of advisory work, he is also an author in a non-investment-related field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

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 at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

David Nykerk is a financial advisor with Thrivent Investment Management in Grand Rapids, MI. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at the YMCA of Greater Grand Rapids and has extensive experience in the fitness industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed accounts while keeping the services separate.

Kurt Hazlewood is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Merrill since 1996 and also has a record with Bank of America, N.A. dating back to 2011. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm integrates CIO-constructed model-based strategies with outsourced management and offers access to a broad range of investment products within Bank of America’s platform.