Fredrick Brown is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities for 12 years before joining Wells Fargo in 2021. Outside of his advisory role, he manages a rental property business that includes renting out a property through Airbnb. 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 advisory services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Noah Miller is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2019. Outside of his advisory role, he has assisted as an associate at Al Bruchnak Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Brice Blossom is a financial advisor with Thrivent Investment Management in Grand Rapids, MI, holding a Series 66 credential and having 10 years of industry experience. He has been with Thrivent Financial and its affiliated investment management firm since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics without engaging in portfolio management or institutional advisory services. The firm combines goal-based financial analyses with options to integrate planning and managed accounts through a consolidated billing program called “WealthPlan.”

Matthew Lehman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of experience in the industry. He has been with LPL Financial since 2012. In addition to his advisory work, he is a co-member of Bridgepoint Tax Consultants, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and specialized investment strategies.

Matthew Ten Haaf is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 license and offering three years of industry experience. Prior to his current role, he worked at Morgan Stanley Private Bank and has experience in sports memorabilia retail through Johnny Ford Sports Cards and Memorabilia. He is also the sole proprietor of Icy Ice Cards LLC, a retail and online store in Caledonia, Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various financial planning and investment platforms.

Amy Hartman is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 20 years of experience at the firm. She has been with Morgan Stanley since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools and research from its Global Investment Committee.

Sarah Valencourt is a financial advisor with Raymond James & Associates in Ada, Michigan. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she owns a rental property in Grand Rapids, Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Rachel Dick is a financial advisor at LPL Financial with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at The QTI Group and the University of Wisconsin Foundation. Outside of her advisory duties, she is involved with Engle Asset Strategies LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Thomas Patton is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including New York Life and Eagle Strategies. Outside of his advisory role, Patton provides musical entertainment as a vocalist for restaurants and events. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and offers a range of integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Albert Engle is a CFP®-certified financial advisor with LPL Financial in Ada, MI, where he has worked since 2006. He has 31 years of industry experience. Outside of his advisory role, he is involved in an ice cream and food retail sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and a variety of investment strategies.

Kelli Vandellen is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, with prior roles at several firms including Waddell and Reed, Inc. Vandellen also has experience running a property-related business, Revivify Properties. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including model portfolios and retirement plan consulting.

Carson St. Amour is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. His prior work history includes roles at Gentex Corporation and Muskegon Quality Builders, as well as time at Michigan State University. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model focused on LPL-sponsored programs and endorsed third-party managers.

Charles Brown is a financial advisor at LPL Financial in Grand Rapids, MI, holding a Series 66 designation. He has been with LPL Financial since 2025 and previously worked in various roles including at Lake Michigan Credit Union and Banker's Life. He also has experience in education, having worked at Saginaw Valley State University and Clare High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Jennifer Rabb is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Camp Kamaji for Girls for three years and Cherry Door for four years. Outside of her advisory role, she owns Roamery, a small business that creates travel journals and activity books sold at art markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of household types and organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Josh Pfennig is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2004. In his role, he collaborates closely with High Net Worth families throughout West Michigan to develop and maintain personalized financial plans. Josh emphasizes a collaborative planning process that integrates clients' goals with Fidelity's resources, products, and services to help pursue their financial objectives. Throughout his tenure at Fidelity, Josh has focused on addressing the unique goals and complexities of each family he serves. His approach is centered on building trusted partnerships to support clients' financial success. Outside of his professional work, Josh enjoys cooking and baking, spending time with family, participating in social events with friends, playing golf, and volunteering.

Aiden McDonald is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked in various roles including at Grand Valley State University and Grand Blanc Township. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Christopher Buckner is a Series 66 licensed financial advisor with four years of industry experience. He has worked at LPL Enterprise since 2026 and previously held positions at Jackson National Life Insurance Company and Lansing Community College. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Kyle Travis is a financial advisor at Stifel with 16 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds a Series 66 designation. Travis serves on the board of Luciana’s Legacy, a nonprofit supporting families with children facing terminal illnesses, and is actively involved in the Grand Rapids Lions Club, where he currently serves as president. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Jennifer Mierendorf is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She previously worked for Cetera and has served as a loan officer at Independent Bank for over two decades. Outside of her advisory role, she serves as a board member and treasurer for FMRVRT and participates on the board of ANBL, contributing to budget planning and strategic oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting supported by a range of analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Rachel Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.