Meah Bajt is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to Merrill, Bajt held roles at Bank of America, Plante Moran, Jackson Financial Services, and Ottawa Avenue Private Capital. Bajt also has experience with Michigan State University and has been involved with Spring Lake Country Club and TEDs. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeffrey Votruba is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera Investment Services, TCF National Bank, Citizens Securities, and Fifth Third Securities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Stacie Schenden is a financial advisor with LPL Enterprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise, she worked at PLP Advisors, LLC and operated Retirement Lifestyle Advocates, where she was also involved as an insurance agent specializing in fixed life and annuity products. Her background includes roles in the construction and materials industries over more than a decade. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment advice, insurance products, and lending programs.

Bradley Maclachlan is a financial advisor with Robert Baird & Co. in Spring Lake, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Robert Baird & Co. since 2011. Outside of his advisory role, he serves as a Finance Council Member for St. Patrick's / St. Anthony's Catholic Church, advising on church finances and fundraising activities. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with customized financial planning and portfolio management services. The firm offers a range of investment strategies and municipal advisory services alongside its wealth management capabilities.

Charlie Brewer is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to design and implement personalized financial strategies that align with their unique goals. He emphasizes building lasting relationships grounded in trust, transparency, and education, utilizing Fidelity's broad suite of solutions to help clients navigate their financial journeys with confidence. Charlie has progressed through several roles at Fidelity Investments, including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2025. His experience at Fidelity spans from 2022 to the present, providing him with a comprehensive understanding of wealth management and client relationship development. Outside of his professional work, Charlie engages in fitness activities, golf, running, snowboarding, traveling, and social events with friends.

Roger Van Loo is a financial advisor with Ameriprise in Byron Center, MI, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is a silent partner in a floral business, RVL Flowers. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Homrich is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 66 designations with three years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, JPMorgan Chase Bank, and the State of Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methods such as Monte Carlo simulations.

Paul Quinn is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2017 and was previously with FarmLink LLC from 2013 to 2017. 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 its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence process.

Benjamin Ross is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he worked at Consumers Credit Union, Michigan First Mortgage, and Meijer Credit Union. He serves as a board member of SEL4Success Inc., a nonprofit that provides pre-prepared lesson plans focused on social and emotional learning to schools. 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 both retail and institutional advisory services, with capabilities in public finance and municipal work.

Mark Asma is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Grand Rapids, MI since 2018. Prior to joining Edward Jones, he worked at Jellyvision Lab, Inc. from 2015 to 2018. 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 with a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Laura Lubbers is a CFP®-designated financial advisor with Ameriprise, based in Wyoming, MI, and has 26 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Edward Meeuwsen is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 55 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and its predecessor, Salomon Smith Barney Inc., since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by approved tools and modeling techniques.

Joseph Silveri is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work includes roles at Textron Inc., Michigan State University, Alliance Beverage Distributing, and Sam's Club. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and various endorsed TAMPs.

David Dannels Jr. is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jonathan Hayes is a CFP®-credentialed financial advisor with 18 years of industry experience. He currently serves at LPL Financial and has previously worked at Securities America Advisors and Fifth Third Securities. Outside of his advisory role, he is involved with Mosaic Ventures, LLC. 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 provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Tammy Hancock is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2000 and previously operated Tammy's House from 2015 to 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and investment consulting through non-discretionary, comprehensive financial planning and firm-sponsored wrap fee programs.

Joseph Vandyke is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience that includes working at Waddell & Reed, Inc. and operating his own consulting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, with both discretionary and non-discretionary management options.

Christy Glisson is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and eight years of experience at Edward Jones. Prior to joining Edward Jones, she worked at Target for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Lance Devries is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and affiliated with JPMorgan Chase Bank, NA since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Darlene Frederick is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and over 23 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of her advisory work, she owns a photography business and serves as a trustee and personal representative for family trusts and estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.