Gerald Vannoord is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at LPL Financial since 2009 and concurrently operates Van Noord Tax & Accounting, a tax preparation and accounting business he has been involved with since 1987. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, providing both discretionary and non-discretionary management supported by extensive research and a range of portfolio strategies.

Chance Coda is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2019, following four years at Gwn Securities Inc. Outside of advisory work, he serves as Treasurer on the Board of Directors for the Dean Lake Forest Condo Association and is involved in accounting and tax preparation through The Coda Corporation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Steven Olejnik is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held a position at Nercon from 2016 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Conrad Hayes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Nylife Securities LLC and New York Life Insurance Co. He also has experience outside finance, including work in retail and education sectors. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through non-discretionary advisory relationships and serves municipal clients with public-financing and investment banking capabilities.

Laura Pomeroy is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she was a Licensed Personal Banker at PNC Investments from 2005 to 2013. Her professional experience spans over a decade in wealth planning and financial consulting, where she focuses on building and maintaining sound financial plans tailored to each client's unique financial journey. Laura emphasizes a collaborative approach and long-term support in her work with clients. Outside of her professional role, Laura enjoys fitness activities, social events with friends, outdoor adventures, skiing, and swimming.

Mark Fink is a Certified Financial Planner (CFP®) with 25 years of industry experience. He currently works at Morgan Stanley in Grand Rapids, MI, having joined the firm in 2026. His prior experience includes 18 years at Comerica Securities and three years at Ameriprise. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform serving corporate and institutional clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Harvey Cosgrove is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors, based in Grand Rapids, MI. He has 53 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across various custody platforms.

Shelby Butler is a financial advisor with Thrivent Investment Management in Wayland, MI, holding a Series 66 designation and 19 years of industry experience. Butler has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a broad range of topics, with the option to combine planning with managed accounts under a consolidated billing arrangement.

Natalie Sinquefield is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2002. Sinquefield also served at Bank of America, N.A. starting in 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with broader corporate services, including lending and custody.

David Whitford is a financial advisor with Merrill based in Grand Rapids, MI, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Merrill since 1996 and concurrently with Bank of America, NA since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Philip Welch IV is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Merrill and Bank of America since 2017, following a one-year tenure at Waddell & Reed Inc. Welch serves on the board of Our Hope Association, a charitable organization in Grand Rapids focused on recovery programs for women facing addiction, and holds leadership roles with the Metro Health Foundation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s broader corporate platform, providing access to various financial products and services.

Shane Smedley is a financial advisor at Merrill with a Series 66 designation and 25 years of industry experience. He has been affiliated with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1998 and Bank of America, N.A. since 2009. Outside of his advisory role, he is involved in family-held S-Corporation Smedley Dental and owns 4 Leaf Clover Ventures LLC, a holding company for buildings housing a dental practice. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s platform, providing access to a broad set of products and services.

Shaun Rayman is a CFP® professional at Edward Jones in Grand Rapids, Michigan, with 19 years of industry experience. He has been with Edward Jones since 2006. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Leah Dotinga is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Valmark Securities and Strategies Wealth Advisors. Leah is also a notary public in Grand Rapids, MI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Robert Wrona is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and has previously worked with firms including United Planners Financial Services and Regal Investment Advisors, LLC. Outside of his advisory roles, he has been involved with Calvary Baptist Church and held a position at Crouse Builders. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to corporations and charitable organizations, offering services through advisory and brokerage channels. The firm provides financial planning, model portfolio programs, and third-party asset management, utilizing an integrated platform that includes insurance products and lending services.

Gregory Mead is a Wealth Management Advisor and the founder and lead advisor for the Mead Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2001, providing oversight and setting the investment strategy for his team. Greg is a Portfolio Manager in the Merrill Investment Advisory Program and offers discretionary management of personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also incorporates alternative investments for qualified clients, including private equity, real estate, and hedge funds. Greg holds a Bachelor's degree from the Eli Broad School of Business at Michigan State University, graduating with High Honors and a 4.0 cumulative GPA. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation. Over the years, Greg has been named to Forbes' "Best-in-State Wealth Advisors" list multiple times from 2019 through 2023. Actively involved in his community, Greg serves on the Board of Directors and Finance Committee for the Boys and Girls Club of Greater Kalamazoo and on the Board of Directors for the West Michigan Spartans Alumni Association. He is a former member of the Finance Committee for the Grand Rapids Public Museum. Greg lives in Grand Rapids, MI with his wife Angela and their three sons. Outside of work, he enjoys skiing, volleyball, biking, boating, and spending time with his family. He grew up in Traverse City and spends summers there with his family.

David Koenes is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2014, with a brief period at Health Care Storage Solutions from 2020 to 2022. 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, supported by research and model portfolios, and provides both discretionary and non-discretionary management options.

Scot Fay is a Certified Financial Planner (CFP®) with 33 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he holds a 30% ownership stake in a general partnership for a single dwelling rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning areas. The firm emphasizes planning delivered through financial advisors and does not provide discretionary portfolio management for institutional clients.

Matthew Sernau is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked previously at Securities America Advisors, Securities America, Inc., and Lake Michigan Credit Union. Outside of advisory work, he is involved in an online retail business, Five Lakes Firearms LLC. 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 supported by proprietary and third-party research.

Lisa Dean is a financial advisor with LPL Financial in Kentwood, MI, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL in 2021, she operated Bridgepoint Wealth Management and Lisa Dean Inc, and has experience with Waddell & Reed and various insurance carriers. She is also involved with Hansen Brokerage Services as a non-variable insurance agent. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.