Chase Van Dam is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Treasurer for the Oakland Christian Reformed Church in Hamilton, MI, managing the organization's benevolence accounts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lauren Anderson is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones as an advisor, she worked at Hudsonville Public Schools, National Heritage Academies, Navigator Truck Insurance Agency, and Grand Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, as well as tax-efficient services, supported by a nationwide network of approximately 23,701 financial advisors.

Douglas Detmer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes tenure at Prudential Insurance Company of America, Pruco Securities, LLC, and Metropolitan Life Insurance Company. He also managed The Detmer Trust for ten years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and financial planning. The firm’s platform integrates adviser programs with financial product sales, including insurance, and participates in collateralized lending programs.

Scott O’Mara is a financial advisor with LPL Financial in Grand Rapids, MI, holding CFP®, Series 63, and Series 66 designations and 14 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Clearing from 2020 to 2023 and Edward Jones from 2014 to 2020. He is also involved with POD FINANCIAL, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Temple Duke is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their individual needs. He emphasizes building strong relationships and provides personalized strategies to assist clients through various life transitions. Since joining Fidelity Investments in 2022, Temple has held several roles including Financial Customer Associate, Financial Representative, and Relationship Manager, gaining experience in client relations and financial planning. This progression reflects his involvement in supporting clients' financial decision-making processes. Outside of his professional work, Temple has interests in board games, concerts, cooking and baking, gardening, parenthood, and theater.

Darryck Walker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities within Fidelity, including Planning Consultant, Investment Consultant, Investment Solutions Representative I, and Customer Relationship Advocate from 2022 to 2026. Throughout his tenure, he has focused on developing personalized financial strategies tailored to the goals and priorities of individuals and families. In his current role, Darryck partners with clients through comprehensive planning and thoughtful guidance, helping them navigate financial decisions with confidence and clarity. He aims to be a trusted resource by providing ongoing support as clients work toward their long-term financial objectives. Outside of his professional responsibilities, Darryck enjoys baseball, board games, football, golf, spending time with friends, and caring for pets.

Christopher Van Eenennaam is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. His work history includes roles at the CFA Institute and several banks from 2010 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Rishi Acharya is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Matt Lindgren is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has been with Ameriprise since 2016, working at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. 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.

Austin Lovett is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including J.P. Morgan Securities LLC, Equitable Advisors, and The Prudential Insurance Company of America. Outside of his advisory work, Lovett has experience as a delivery driver for DoorDash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio strategies, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Michael Rosloniec is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients. The firm emphasizes structured financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

David Knooihuizen is a financial advisor with Mass Mutual Investors Services in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2002. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Nathan Raymond is a financial advisor with Raymond James Financial, holding the CFP® and Series 66 designations and having eight years of industry experience. He has worked at Al Bruchnak Financial Services and Raymond James Financial Services Advisors, Inc. in various roles since 2017. Nathan is also involved in writing disability insurance contracts as part of his activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, corporate, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Nelson Schrader is a Series 66-licensed financial advisor with Ameriprise, based in Grand Rapids, MI, and has eight years of industry experience. His prior roles include positions at Spectrum Health Innovations, LPL Financial, and PRA Global Business Development. Schrader is also involved as a financial planner with H&S Companies. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, algorithmic tools, and a collaborative implementation process.

Bronson Hindman is a financial advisor with OSAIC based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at Signator Investors, Inc. for 16 years before joining Royal Alliance Associates, Inc., where he has been for eight years. Outside of his advisory role, he is involved as an insurance broker, providing property, casualty, life, annuities, and long-term care insurance services. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include various asset classes managed on discretionary or non-discretionary bases.

Maxwell Carlson is a financial advisor at Morgan Stanley with two years of industry experience and holds the Series 66 designation. Prior to his current role, he worked at L3Harris Technologies and was involved with the Amateur Athletic Union and Brevard County Ocean Rescue. Outside of finance, he is a partner in a musical act called New Troy. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools but does not offer individual security recommendations as part of its standalone planning service.

Stephen Paneral is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera Investment Advisers, and Charles Schwab. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Stephen Carter is a financial advisor with LPL Financial in Ada, Michigan, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors Inc, and Royal Securities Company. He serves as vice president of the Covered Village Mall Owners Association, a local condominium association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Gary Holvick Jr. is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2022. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for seven years. Holvick is involved in his own business ventures, including ownership roles in several LLCs and a consulting practice focused on management and business operations for non-publicly traded companies. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering comprehensive brokerage and advisory services. Its advisers utilize asset-allocation tools and third-party platforms to construct portfolios across various asset classes with discretionary or non-discretionary management options.

Jeremy Moore is a Series 66-licensed financial advisor at Ameriprise in Byron Center, MI, with 18 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.