Travis Sinquefield is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential and 19 years of industry experience. He has been with Morgan Stanley since 2013. 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 supported by structured discovery conversations and firm-approved tools.

Brian Oosterhouse is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Huntington Investment Company and American United Life. His current roles include positions at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations through Wealth Advisors while clients retain final decision-making authority.

Peter Smith is a financial advisor with LPL Financial in Ada, Michigan, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. In addition to his advisory role, Smith is a licensed independent 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from LPL and third-party subadvisors.

Barbara Paneral is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Robert W Baird & Co., Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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, with a focus on both retail and institutional advisory services, including public finance and municipal work.

Michael Beach is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is a notary public. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

John Nowak is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing a comprehensive approach to wealth management that focuses on listening to clients and helping them make informed decisions. He assists clients in building tailored wealth management strategies that address their individual needs across diverse areas such as equity compensation services, family wealth management, managing new wealth, personal retirement planning, portfolio management, and serving clients in sports and entertainment. John began his financial services career in 1972 at Michigan National Bank in the Trust Investments department. Over the years, he gained experience at First Wisconsin Bank and co-founded his own financial firm before joining Merrill Lynch in 1980, where he continues to help clients achieve their financial goals. He holds a Bachelor's and a Master's degree from Western Michigan University and has earned professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Outside of his professional work, John has personal interests that include football, golfing, swimming, traveling, and watching movies.

David Hart is a financial advisor at Edward Jones in Wayland, MI, with 26 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Elder Board and Finance Subcommittee of Byron Center Bible Church, where he is involved in governance and budget preparation. 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 and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lisa Howland is a financial advisor with Robert W. Baird & Co. in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers financial planning, portfolio management, and brokerage services, tailoring strategies through a combination of in-house and third-party managers across a range of asset classes and investment approaches.

Ulrich Noorman is a financial advisor with Ameriprise, holding a Series 66 designation and 46 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate income strategies, Social Security options, and tax-efficient withdrawal plans. The firm combines research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with advisors.

Thomas Elzinga is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked at Ameriprise for 27 years before joining LPL Financial in 2025. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party subadvisors.

Paul Ondersma is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He has worked with LPL Financial since 2025 and previously spent two decades at Cadaret, Grant & Co., Inc. Ondersma is also the owner of Great Lakes Surfacing, a business unrelated to investment services. LPL Financial is a national firm serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing research and model portfolios to support discretionary and non-discretionary management.

Susan Krochalk is a financial advisor with Edward Jones in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 16 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Toni Jones is a financial advisor at Raymond James Financial with eight years of industry experience. She holds the Series 66 designation and has worked within various Raymond James entities since 2015. Raymond James Financial Services Advisors, Inc. serves a diverse range of clients including individual investors, high-net-worth individuals, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

Ian Blankenburg is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Northwestern Mutual and various other positions outside the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios.

Anh Tran is a financial advisor with Ameriprise in Ada, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, he owns and manages ANT Consulting LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies, and delivers these through a centralized consulting team alongside its financial advisors.

Jay Buist is a Series 66-licensed financial advisor at Ameriprise in Wayland, MI, with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Valeri Lawson is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Allison Stolicker is a financial advisor at Merrill with six years of industry experience. She has worked at Merrill since 2018 and previously held positions at All-Phase Grand Rapids, Shephard Enterprise, and Northwood University. She holds the Series 66 designation. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies developed by its Chief Investment Office and affiliates, offering a range of model-based and discretionary options within Bank of America’s broader platform.

Abraham House is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2023. Outside of finance, he works as an assistant manager at MVP Sportsplex, a health and fitness facility. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through multiple planning and investment services.

Katie Tucker is a financial advisor at Raymond James Financial in Grand Rapids, MI, with one year of industry experience. She holds a Series 66 designation and has previously worked at Marshall Community Credit Union, Northwood University, and Walmart. Tucker is also associated with two financial advisory support companies in Grand Rapids. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual investors, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and integrates municipal and public finance capabilities through its affiliate networks.