Joanne Sweetman is a CFP®-certified financial advisor with one year of experience at LPL Financial. She has operated Sweetman Advisory Services LLC since 2013, where she serves as president and provides tax, accounting, and advisory services, including assistance with international tax issues. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment solutions.

Andrew Herlein is a financial advisor at Merrill with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Merrill, he worked at Huntington National Bank for six years and held positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Raymond James & Associates. Outside of his advisory role, he serves as treasurer and board member for the nonprofit Ready for School in Holland, Michigan, where he reviews financial reports and advises on financial decisions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Laplante is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He has been with Robert Baird & Co. since 1996 and holds Series 63 and Series 65 designations. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research and includes several distinctive features such as municipal advisory services and strategic minority investments.

Daniel Mushlock is a financial professional with Cetera and holds a Series 66 credential, bringing three years of industry experience. He is also the managing partner of Mushlock & Associates LLC, where he provides tax and accounting services as an enrolled agent. Outside of his advisory role, he is a partner at Mushlock Vacation Properties LLC, coordinating short-term rental bookings. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Brian Timimmer is a CFP®-designated financial advisor with Ameriprise, based in Hudsonville, MI, and has 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Timmer is involved in real estate ownership and has provided financial support for a counseling practice operated by a family member. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports.

David Smits is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the wealth management industry. He has been with Merrill Lynch Wealth Management since 1989. His role involves providing personalized wealth management strategies that adapt to changing market conditions, focusing on client-specific financial goals. His expertise covers financial strategies, retirement and estate planning services, and he serves individual, family, and corporate clients. He actively utilizes Merrill's resources, including specialists in advanced estate planning and retirement plans for business owners. David holds a Bachelor's Degree from Calvin College and has attained several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. He also holds the Personal Investment Advisor (PIA) designation. His approach combines extensive industry experience with practical judgment developed through client relationships and training. Beyond his professional work, David engages in community service aligned with the Merrill tradition of supporting local organizations. His personal interests include cooking, gardening, spending time with his family, and traveling.

Mark Tangen is a financial advisor at Primerica Advisors with 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of his advisory role, he is involved as a member of Horizontal Venture, LLC, a non-investment related business based in Grand Rapids, Michigan. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of strategic, tactical, tax-aware, and income distribution investment models.

Tracy Adams is a financial advisor with LPL Financial in Muskegon, MI, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Ameriprise, Osaic Institutions, CETERA Advisor Networks, and Investacorp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Michael Braun is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and 37 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he serves as treasurer for the Immaculate Heart of Mary Church Golf League. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary management and separately managed accounts, with a range of investment strategies and overlay services.

April Armstrong is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, she focuses on helping clients develop personalized financial strategies to address their long-term goals. Her expertise spans areas such as college education planning, executive compensation, LGBT wealth planning, retirement income, and socially responsible investing. April holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree from the University of Michigan System. Outside of her professional work, April is a married mother of four and participates in activities such as boating, cooking, dancing, hiking, reading, and traveling. She is also involved in her community and is a member of organizations including the Ada Business Association and the University of Michigan Alumni Association.

Clay Purvis is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. His work history includes roles at several firms and organizations, such as KCT Credit Union/Ministry Partners Securities, Sigma Financial Corporation, and Vail Resorts. He has also been involved with Hope College and operated businesses including Grow Bistro & Cafe and Charlie's Still on Main. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and sports and entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.

James Stotenbur is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, he is involved in managing real estate properties through Beulah Properties LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tevin Shackelford is a financial advisor with LPL Financial in Ravenna, MI, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2019 and previously at Hantz Group and Walgreens. Outside of his advisory role, he serves as a basketball referee through the Michigan High School Athletic Association and works as a driver for rideshare companies. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jason Vander Berg is a financial advisor with Edward Jones in Jenison, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Kurt Droppers is a financial advisor with Robert Baird & Co. in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves on the investment committee of the Portage Public School board. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies through a combination of in-house and third-party managers, providing services from financial planning to discretionary portfolio management.

Reece Cole is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at E.W. Scripps and Bay Pointe Inn, and he has a background that includes roles at the University of Oklahoma and Tom's Meat Market. 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 with tax‑aware withdrawal strategies and uses proprietary research and algorithms to support its recommendations.

Craig Sutherland is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Merchants Corporation, Arbor Financial Credit Union, and Bank of America. Outside of his advisory role, he is a co-founder and co-owner of F&S Ale LLC, a technology company serving property and casualty insurance carriers, and serves on the board of Junior Achievement of the Michigan Great Lakes. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Goetz Whittaker is a Financial Advisor at Merrill Lynch Wealth Management. He works with executives, business owners, directors, and professionals to turn complex financial decisions into clear, confident strategies. His focus areas include deferred compensation, stock options and restricted stock, employer benefit strategies, tax-mitigation financial strategies, estate and legacy planning, retirement planning, and exit planning. Michael specializes in supporting individuals during pivotal moments such as career transitions, liquidity events, succession planning, and the years leading up to retirement. He takes a holistic approach to designing customized financial strategies aligned with clients' values, goals, and long-term vision. He holds a Bachelor's Degree from Grand Valley State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Michael is an alumnus of Alpha Sigma Phi and is involved in his community as an assistant coach for the varsity lacrosse team at Coopersville High School. He lives in Cascade, Michigan with his wife and son.

Manuel Garcia is a financial advisor at Edward Jones in Grandville, MI, holding the Series 66 designation with four years of industry experience. He has been with Edward Jones since 2021 and previously worked for Suncoast Credit Union for ten years. 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 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.

Christina Devries is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and with two years of industry experience. Her prior work includes roles at Primerica Financial Services, EDUStaff, and Shipt. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options, operating primarily on a wrap-fee basis.