Myron Sawyer Jr. is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Robert Baird & Co. since 1998. Outside of his advisory role, he serves as Vice Chairman of the Board for the charitable Compass College of Cinematic Arts. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals, utilizing various management approaches and investment strategies, and also provides municipal advisory and public finance services.

Nathan Nelson is a CFP® and Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved with NDP Launch Fund I, LLC, a capital provider for real estate photography in Zeeland, MI. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory services through a large national network of advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.

Emily Taylor is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Robert W. Baird. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jensen Postema is a CFP® with seven years of industry experience, currently affiliated with Cetera. He previously worked at Edward Jones and operated Advisory Alpha LLC for five years. His background also includes roles in various financial and non-financial businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Alexis De Haan is a financial advisor with Edward Jones in Wyoming, Michigan, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Alexis worked at SpartanNash and Proos Manufacturing, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Scott Eccker is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1980 after earning a Bachelor's degree with a concentration in Economics and Finance from the University of Michigan's Stephen M. Ross School of Business. Scott comes from a family with a history at Merrill, with clients entrusting their assets to his family for three generations, since his grandfather was employed by a company later acquired by Merrill. Scott specializes in providing financial advice and guidance to attorneys, physicians, business executives, and entrepreneurs. His main areas of focus include financial strategies, retirement income planning services, and liability management. He is also a specially qualified Portfolio Manager who manages discretionary investment strategies tailored to clients' unique needs, utilizing individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Throughout his career, he has emphasized consistent long-term performance and aims to help clients avoid emotional responses to market fluctuations. Throughout his career, Scott has maintained long-term relationships with clients, many of whom have been with him for more than three decades, serving multiple generations within the same families. He holds the Personal Investment Advisor (PIA) designation and welcomes connections with clients seeking comprehensive consultation on their personal and business financial decisions.

Gabriel Kuperus is a financial advisor with Ameriprise in Byron Center, MI, holding a Series 66 credential and six years of industry experience. He has worked at Ameriprise since 2019 and has prior experience that includes roles at Primerica, Berlin Raceway, and Cornerstone University. Outside of advisory work, he is involved in tax planning through a separate tax planning specialist role. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Ella Perry is a financial advisor at Edward Jones in Wyoming, Michigan. She holds a Series 66 designation and has one year of industry experience, having been with Edward Jones since 2024. Prior to her advisory role, she held positions in retail and community engagement, including work at Von Maur and the University of Tennessee's Student Engagement Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Nicholas Bakker is a CFP®-certified financial advisor with 14 years of industry experience, currently with LPL Financial since 2021. His prior roles include work with Waddell & Reed Inc and involvement with community and nonprofit organizations such as Brookside CRC and Volunteers in Service. Outside of his advisory work, he owns a blog website focused on topics unrelated to investments. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide range of advisory programs, financial planning services, and brokerage solutions. The firm offers both discretionary and non-discretionary portfolio management supported by proprietary research and third-party resources.

Bradford Rowe is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior experience includes roles at Consumers Credit Union, CUSO Financial Services, Fidelity, Wells Fargo Clearing Services, and USAA Financial Advisors. 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 representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Richard Shanley is a CFP® professional with 26 years of industry experience, currently associated with LPL Financial in Holland, MI. He has worked at LPL Financial since 2005 and spent eight years at Horizon Wealth Management, LLC. Outside of his advisory role, he has an accounting-related business entity and is involved in an investment-related real estate rental venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, along with discretionary and non-discretionary management options.

Jeffrey Schipper is a financial advisor at Edward Jones in Holland, MI, with four years of industry experience. He holds a Series 66 designation and previously worked at Western Michigan Christian High School, Good Samaritan Ministries, and Faith Christian Reformed Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kurtis De Horn is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2023, he held various roles at Mercantile Bank, Northpointe Bank, and Macatawa Bank. He holds Series 63 and Series 66 designations. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Bradley Berger is a Wealth Management Advisor with the Weemes/Berger Group at Merrill Lynch Wealth Management. He has been with the group since 2013 and focuses on providing a personal wealth management experience through goals-based planning, investment research, and dedicated service. His client focus areas include Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Tax Minimization, and Retirement Income. Brad graduated with a bachelor's degree in Finance from the Seidman College of Business at Grand Valley State University. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2016 and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Bradley is involved with The First Tee of West Michigan. He lives in East Grand Rapids with his wife and son and enjoys spending time with his family, fishing, tennis, golf, and platform tennis.

Drew Schierbeek is a Series 66-licensed financial advisor with Raymond James Financial, based in Hudsonville, MI, and has five years of industry experience. He has held roles at VanderBaan Financial Group, Inc. and Raymond James Financial Services Advisers, among others, and has operational experience from his involvement with VanderBaan Financial Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and manages institutional consulting solutions, including specialized programs for small business retirement plans.

Troy Ernzer is a CFP® with 24 years of experience in the financial industry, currently serving at OSAIC. He previously worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for seventeen years. Outside of his advisory role, Ernzer is Executive Vice President of VantagePointe Financial, an insurance brokerage, and operates a small plow service and vehicle-sharing business in his community. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Kevin Feiten is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2019, following prior roles at Bridgepoint Wealth Management and Waddell & Reed, among others. Outside of his advisory work, he coaches youth hockey for Special Olympics Poly and provides respite care through The Arc of Oakland, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Chad Zagel is a CFP® professional with 19 years of industry experience, currently serving at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in East Grand Rapids, MI. Outside of his advisory role, he is the Vice Chair of the Board for the Jewish Federation of Grand Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, with a large network of financial advisors and branch offices across the United States.

Michael Billingsley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and also affiliated with Hansen Brokerage since 2015. Outside of his advisory work, he owns Retirement Plan Solutions, providing third-party administration and pension consulting services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using diverse investment platforms and strategies.

Mark Dalman is a financial advisor with Cetera and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at LPL Financial and Elite Wealth Management. In addition to his advisory work, he serves as an insurance agent offering life, health, disability, annuities, long-term care, dental, and vision products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.