Spencer Vandevusse is a financial advisor with Charles Schwab, holding a Series 66 credential and five years of industry experience. His prior work includes roles at AGIA, VALIC Financial Advisors, Huntington National Bank, and EDP Management. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative-investment onboarding process.

Samuel Lanning is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked previously at Stevens Advertising and Diocesan Publications. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Erik Laug is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is the sole proprietor of Kaizen Holdings LLC, a finance-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

G. Bykerk is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Century Tax and Financial Services Inc and Raymond James Financial Services Advisors, Inc. He is also involved in several private investment ventures including partnerships in real estate and a private securities transaction business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers access to a broad network of advisory programs and specialized public finance services.

Alan Supp is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, UBS Financial Services, Cantella & Co., and Winslow, Evans & Crocker. Outside of finance, Supp practices as a small animal veterinary practitioner in Cedar Springs, MI. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Matthew Spencer is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior experience with Bank of America, Huntington Bank, and various entrepreneurial ventures including automotive detailing and lawn care businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

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 in Kentwood, Michigan, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Signator Investors, Inc. in 2012. He is also involved in tax preparation and accounting through Bridgepoint Tax Consultants, where he is a co-member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 Series 66-licensed financial advisor with Morgan Stanley in Grand Rapids, MI, where she has worked since 2006, totaling 20 years with the firm. She has 10 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques.

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 with LPL Financial, holding a Series 66 credential and five years of industry experience. She previously worked at The QTI Group and has experience with the University of Wisconsin Foundation and University of Wisconsin-Madison. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, utilizing a range of strategies and advisor support tools.

Thomas Patton is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Spc, Sigma Financial Corporation, Eagle Strategies, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, Patton provides musical entertainment as a vocalist for restaurants and events. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a complex affiliate network that includes broker-dealer, asset management, insurance, and trust entities.

Albert Engle is a CFP® with 32 years of industry experience and has been with LPL Financial since 2006. He is based in Ada, MI, and is involved in a retail food business specializing in ice cream and food sales outside of his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced advisor tools.

Kelli Vandellen is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has worked with several firms, including Waddell and Reed, and has been with LPL Financial since 2017. Outside of her advisory role, she was involved with Revivify Properties for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carson St. Amour is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he held positions at Gentex Corporation and Muskegon Quality Builders, and has academic experience from Michigan State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Charles Brown is a financial advisor with LPL Financial based in Grand Rapids, MI. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he worked at Lake Michigan Credit Union and Banker's Life, and he has experience in education and motorsports. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of more than 22,800 advisors.

Jennifer Rabb is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Camp Kamaji for Girls and Cherry Door. Outside of her advisory work, she owns Roamery, a business that creates travel journals and activity books sold at small art markets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.