Alan Supp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior firms include Morgan Stanley, Cantella & Co., Inc., and Winslow, Evans & Crocker, Inc. Outside of his advisory work, he practices as a small animal veterinary practitioner in Cedar Springs, MI. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management and advisory platforms.

Kurt Droppers is a financial advisor with Robert Baird & Co. in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves on the investment committee of the Portage Public School board. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies through a combination of in-house and third-party managers, providing services from financial planning to discretionary portfolio management.

Craig Sutherland is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Merchants Corporation, Arbor Financial Credit Union, and Bank of America. Outside of his advisory role, he is a co-founder and co-owner of F&S Ale LLC, a technology company serving property and casualty insurance carriers, and serves on the board of Junior Achievement of the Michigan Great Lakes. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Michael Goetz Whittaker is a Financial Advisor at Merrill Lynch Wealth Management. He works with executives, business owners, directors, and professionals to turn complex financial decisions into clear, confident strategies. His focus areas include deferred compensation, stock options and restricted stock, employer benefit strategies, tax-mitigation financial strategies, estate and legacy planning, retirement planning, and exit planning. Michael specializes in supporting individuals during pivotal moments such as career transitions, liquidity events, succession planning, and the years leading up to retirement. He takes a holistic approach to designing customized financial strategies aligned with clients' values, goals, and long-term vision. He holds a Bachelor's Degree from Grand Valley State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Michael is an alumnus of Alpha Sigma Phi and is involved in his community as an assistant coach for the varsity lacrosse team at Coopersville High School. He lives in Cascade, Michigan with his wife and son.

Christina Devries is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and with two years of industry experience. Her prior work includes roles at Primerica Financial Services, EDUStaff, and Shipt. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options, operating primarily on a wrap-fee basis.

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.”

Nolan Eccker is a Financial Advisor with Merrill Lynch Wealth Management based in Grand Rapids, Michigan. He was born and raised in Holland, Michigan, and holds a Bachelor's Degree from Michigan State University. Nolan is a fourth-generation financial advisor and a Personal Investment Advisor (PIA) by designation. Before joining Merrill, he spent several years at Northwestern Mutual serving wealth management clients. Nolan specializes in helping individuals and families organize and grow their retirement assets, including consolidating old 401(k)s and IRAs and creating customized wealth plans beyond employer retirement plans. His areas of focus include college education planning, employee benefits planning, legacy planning, liquidity management, personal retirement planning, retirement income strategies, tax minimization, and serving clients in sports and entertainment as well as women and wealth. Beyond his professional role, Nolan is involved in his local community as a basketball coach and mentor for West Ottawa Basketball and as a referee and coach for West Ottawa Little Panther's Basketball. In his free time, he enjoys basketball, boating, golfing, music, tennis, and spending time with his family.

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 at LPL Financial with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at The QTI Group and the University of Wisconsin Foundation. Outside of her advisory duties, she is involved with Engle Asset Strategies LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Charles Langeland Jr. is a financial advisor with Stifel in Grand Rapids, MI, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Global Retirement Partners, LLC, LPL Financial, LLC, and Comerica Securities, Inc. since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Thomas Patton is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including New York Life and Eagle Strategies. Outside of his advisory role, Patton provides musical entertainment as a vocalist for restaurants and events. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and offers a range of integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jacob Hufnagel is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation and two years of industry experience. He has worked with Robert W. Baird since 2017, including his current tenure starting in 2021, and previously held roles at Lake Michigan Credit Union and Generational Wealth Management. Robert W. Baird & Co.’s Private Wealth Management team, including The DDK Group, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a range of investment strategies supported by internal research and ongoing manager monitoring.

Albert Engle is a CFP® with 32 years of industry experience, currently serving at LPL Financial since 2006. Based in Ada, MI, he has been involved in business ventures outside of financial advising, including ownership of an ice cream and food retail business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing a variety of model portfolios and research to support both discretionary and non-discretionary management.

James Smilde is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Board of Directors and is Chair of the Finance Committee at Forest Hills Presbyterian Church. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Charles Brown is a financial advisor at LPL Financial in Grand Rapids, MI, holding a Series 66 designation. He has been with LPL Financial since 2025 and previously worked in various roles including at Lake Michigan Credit Union and Banker's Life. He also has experience in education, having worked at Saginaw Valley State University and Clare High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Michael Curtis is a CFP®-credentialed financial advisor with 12 years of industry experience. He currently works at J.P. Morgan Securities in Grand Rapids, MI, where he has been since 2021. Prior to joining J.P. Morgan, Curtis held positions at PNC Bank and PNC Investments for eight years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers customized investment solutions delivered by a select group of Wealth Advisors.

Dinorah Livingston is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products through Primerica Mortgage, LLC and refers home security and automation services for a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Jennifer Rabb is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Camp Kamaji for Girls for three years and Cherry Door for four years. Outside of her advisory role, she owns Roamery, a small business that creates travel journals and activity books sold at art markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of household types and organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Mc Ninch is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Fifth Third Securities, JPMorgan Chase Bank, and management positions within TMG Capital Management, LLC and The McNinch Group, LLC. Outside of his advisory work, he serves on the board of Soapbox Soaps, a personal care products company, and is involved in healthcare and natural resources ventures through family-owned entities. 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.