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 career in 2026. Prior to joining LPL Enterprise, he worked in various roles including positions at Grand Valley State University and Grand Blanc Township. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Christopher Buckner is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes seven years at Jackson National Life Insurance Company and several roles in educational institutions such as Lansing Community College and Michigan State University. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by its research department and third-party strategists, and also offers non-securities products and affiliated insurance services.

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 at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with Cetera and Independent Bank. Outside of her advisory role, Mierendorf serves as a board member and treasurer for FMRVRT and participates in board activities for the ANBL library. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations to support municipal finance and specialized advisory programs.

Rachel Wilson is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Rand Putterman is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding the CFP® designation and Series 66 license. He has 25 years of industry experience, including prior roles at Comerica Securities, Ameriprise Financial Services, and Davenport University. Outside of his advisory work, he holds a real estate license and is involved in cash management services through an outside business activity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and diverse investment products supported by firm-approved tools and the Global Investment Committee’s analyses.

Harley Gaul is currently working as an Investment Consultant. He aims to assist clients in organizing and structuring their financial plans by leveraging the tools and resources available at Fidelity. Harley's professional experience includes serving as an Insurance Agent at Washington National from 2024 to 2025. Outside of his professional work, Harley has personal interests that include board games, cars, fitness, and snowboarding.

Corwin Clausing is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors from 2003 to 2025. He is also involved in insurance-related activities through Clausing Financial Group. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Willow Pavliga is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Prior to her career in finance, she held roles outside the industry including at Aldi and Home City Ice. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools to develop financial plans, serving a broad client base through various advisory and brokerage services.

Mark Grooters is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 14 years of experience in the financial industry, including prior roles at Regulus, LLC, Regal Financial Group, Securities America Advisors, Securities America Inc, and Edward Jones. He serves as Treasurer, Secretary, and Board Member for Grace Life Bible Church in Grand Rapids, MI. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participates in wrap programs.

Jacob Yerkes is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. He is also associated with Anchor Wealth Advisers as an associate financial advisor. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of program options including model portfolios, third-party managers, and bespoke strategies.

Andrew Carlson is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Jimmy Johns and was a full-time college student. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Deborah Verker is a CFP®-certified financial advisor with 23 years of industry experience. She currently works at LPL Financial and has previous experience at firms including VOYA Financial Advisors and Jgh & Associates. Verker is also involved with Ascend Wealth Management, which operates as a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies.

Austin Owens is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2024 and is also involved with Corporate Settlement Solutions. Outside of his advisory role, Owens is a commissioned notary and holds non-variable insurance licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various strategies and technology tools, and supports a network of over 22,800 advisors.

Deborah Szymchack is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Raymond James & Associates since 2007. Outside of her advisory role, she has been involved in Mary Kay Cosmetics sales since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by research, multiple portfolio management styles, and specialized municipal advisory services.

Jeff Hoag is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works with high-net-worth individuals to develop tax-efficient investment strategies and personalized financial plans tailored to their long-term objectives. He leverages his deep expertise in financial planning along with the resources and strategies available through Fidelity Investments to help clients preserve and grow their wealth. Jeff's career in the financial services industry began in 2007 as a Licensed Personal Banker at JPMorgan Chase. He joined Fidelity Investments in 2011 and has held several roles there, including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President and Financial Consultant. Outside of his professional work, Jeff enjoys boating, fishing, golf, music, spending time with friends at social events, and caring for his pets.

Shaun Bredeweg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at BBZ Investments, LLC and Camp Roger, and he currently leads Bredeweg Wealth Management, LLC as CEO and President. 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 emphasizes tailored, non-discretionary planning and uses advanced analytical tools to inform client decisions, while also offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Michael Vanderpoel is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as Treasurer for the Killgoar Foundation, where he handles bookkeeping and prepares checks. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

George Slikkers is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 30 years with MassMutual Life Insurance Company and Mass Mutual Investors Services in Grand Rapids, MI. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to provide written recommendations tailored to client goals.