Barth Roberts is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 1989. Outside of his advisory work, he serves as the School Board President for Hope Academy of West Michigan, a charter school in Grand Rapids. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Bradley Berger is a Wealth Management Advisor with the Weemes/Berger Group at Merrill Lynch Wealth Management. He has been with the group since 2013 and focuses on providing a personal wealth management experience through goals-based planning, investment research, and dedicated service. His client focus areas include Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Tax Minimization, and Retirement Income. Brad graduated with a bachelor's degree in Finance from the Seidman College of Business at Grand Valley State University. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2016 and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Bradley is involved with The First Tee of West Michigan. He lives in East Grand Rapids with his wife and son and enjoys spending time with his family, fishing, tennis, golf, and platform tennis.

Drew Schierbeek is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has six years of industry experience, including operational work at VanderBaan Financial Group, Inc. Drew is based in Hudsonville, MI, and has held roles at Raymond James Financial Services Advisers and Raymond James Financial Services, Inc. since 2019. 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 employs fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Troy Ernzer is a CFP® with 24 years of experience in the financial industry, currently serving at OSAIC. He previously worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for seventeen years. Outside of his advisory role, Ernzer is Executive Vice President of VantagePointe Financial, an insurance brokerage, and operates a small plow service and vehicle-sharing business in his community. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Jakob Engelkes is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining Morgan Stanley, he worked at Plante Moran Financial Advisors and JBL Resources. He also has a background in education, having been employed at Indiana Wesleyan University and Rockford High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Kevin Feiten is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2019, following prior roles at Bridgepoint Wealth Management and Waddell & Reed, among others. Outside of his advisory work, he coaches youth hockey for Special Olympics Poly and provides respite care through The Arc of Oakland, Inc. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

James Yost is a ChFC® and Series 63 registered financial advisor with LPL Financial, bringing 47 years of industry experience. He worked at Hornor, Townsend & Kent, Inc. for 27 years before joining LPL Financial in 2019. Outside of advisory work, he maintains involvement in a non-variable insurance business. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.

Michael Sonday is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Chad Zagel is a CFP® professional with 20 years of experience in the financial services industry, currently serving at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Grand Rapids, MI. Outside of his advisory role, he serves as the Vice Chair of the Board for the Jewish Federation of Grand Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Condon is a financial advisor with LPL Enterprise LLC based in Grand Rapids, MI. He holds the Series 66 designation and has been in the financial services industry since 2022. Prior to joining LPL Enterprise in 2026, he worked at Butcher's Union and spent three years at Michigan State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Nathan Boonstra is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked five years with Securities America Advisors and Securities America Inc. Outside of his advisory role, he has interests in firearms retail through Five Lakes Firearms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing model portfolios and research from multiple sources across discretionary and non-discretionary management platforms.

Michael Billingsley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and also affiliated with Hansen Brokerage since 2015. Outside of his advisory work, he owns Retirement Plan Solutions, providing third-party administration and pension consulting services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using diverse investment platforms and strategies.

Russell Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1977. 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 affiliated brokerage and investment management capabilities.

Dwaine Campbell is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Edward Jones and has previously worked at New York Life, Goldman Sachs & Co. LLC/AYCO, JPMorgan Chase, and General Reinsurance Corporation. 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 wide range of advisory services supported by a large network of financial advisors and branch offices nationwide.

Tamara Sytsma is a CFP® with 23 years of industry experience, currently affiliated with Raymond James Financial in Grand Rapids, MI. She has been with Raymond James Financial Services, Inc. since 2003 and owns Sytsma Wealth Strategies. 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 employs non-discretionary planning and analytical tools tailored to client goals and supports municipal and public finance advisory services.

Kendall Vander Meulen is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at Fifth Third Securities and Wells Fargo Advisors. Outside of his advisory work, he rents out garage space through a peer-to-peer rental platform. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing multiple portfolio management styles supported by affiliated research and sub-advisers.

Michele Simons is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Seth Stephens is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked in various roles including at Shipt and Kentucky Christian University, as well as serving as a pitching instructor. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support both discretionary and non-discretionary management strategies.

Adam Steinmetz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works closely with individuals and families to develop customized financial plans that align with their unique situations and personal goals. Prior to his current role, Adam held positions at Fidelity Investments as a Planning Consultant from 2021 to 2024 and as a Financial Representative from 2017 to 2021. He also gained experience as a Personal Banker at Commerce Bank from 2016 to 2017. Throughout his career, Adam has focused on building strong client relationships and providing tailored financial guidance. His approach centers on collaboration and comprehensive planning to support clients in striving for improved financial well-being for themselves and their families.

Michael Steinebach is a financial advisor with LPL Financial based in Ada, Michigan. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Hungerford Financial and United Planners' Financial Services. Steinebach is also a licensed agent selling life, disability, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and various portfolio management solutions.