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.

Scott Bernecker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997, initially joining as a Financial Planning Specialist. Scott provides wealth management services to individuals, families, nonprofit, and corporate clients, focusing on a goals-based wealth management process. Scott assists clients, their families, and businesses in understanding various financial priorities and strategies, including estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income. He offers access to a Wealth Management Lending Officer from Bank of America, N.A., to provide strategic banking guidance that complements his clients' overall financial strategies. As a Senior Portfolio Advisor, Scott is qualified to manage discretionary custom investment strategies, utilizing Merrill model portfolios and third-party investment strategies. He holds a Bachelor's degree in General Management from Michigan State University's Broad College of Business. Scott holds the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute® at the Wharton School, and the Certified Financial Planner (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. Outside of his professional role, Scott enjoys boating, golfing, running, skiing, tennis, and spending time with his family. He resides in East Grand Rapids, Michigan, with his wife Natalie, their three sons, and two Bernese Mountain Dogs.

Anthony Payne is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 in its investment menus.

Aaron Pike is a financial advisor at LPL Financial with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Variable Concepts since 1990. His background includes a long tenure at Cadaret, Grant & Co., Inc. Prior to joining LPL Financial in 2025, he worked extensively with Variable Concepts, where he has also been involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and diversified strategies.

Lorie Smith is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 65 and Series 63 licenses and possessing six years of industry experience. Her prior work history includes roles at Primerica Financial Services since 2019, as well as long tenures at Wayand Area EMS and SpartanNash. Outside of her advisory work, she serves as a CPR instructor at Kalamazoo Valley Community College. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Troy Horton is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 2016, serving clients primarily from Grand Rapids, MI. Outside of his advisory role, Horton owns and operates a soybean farming business in Central Lake, MI. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service combines proprietary research and third-party data to provide tailored, non-discretionary recommendations supported by a centralized service team.

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.

Steven Neideck is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Tree of Life Bookstores and Taylor University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Kevin Cross is a Series 66 licensed financial advisor with Merrill in Grand Rapids, MI, and has 10 years of industry experience. He has worked at Merrill since 2016 and also appears at Bank of America, N.A. since 2025. Outside of his advisory role, he serves as an Endowment Committee Member for St. Andrew's Episcopal Church in Grand Rapids. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Tyler Keuning is a financial advisor with LPL Financial based in Grand Rapids, MI. He holds a Series 65 credential and has two years of industry experience. Prior to joining LPL Financial in 2026, he worked at EverSource Wealth Advisors, LLC and Rogan & Associates, Inc. Tyler also ran the Grand Rapids Bicycle Company for eight years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support various investment strategies.

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.

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.

Brian Adams is a financial advisor at Raymond James & Associates with 12 years of industry experience. He previously worked at Merrill for 10 years before joining Raymond James in 2023. Adams holds the Series 66 designation and is based in Grand Rapids, MI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Stacy Sitzema is a financial advisor at Primerica Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment services.

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.

Zachary Hunt is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise and its affiliated entities since 2018 and previously worked at JMS of Holland, Inc. from 2011 to 2018. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with advisors like Hunt.

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.

Adam Jenkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Northwestern Mutual and various business ventures. Outside of advisory work, he is the managing member of a tanning salon business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes broad planning topics and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.