Kimberly Hensley is a Certified Financial Planner (CFP®) with seven years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tige Mauseth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals, families, and business owners in pursuing their financial goals through personalized strategies that align with their unique priorities. He works in areas such as college education planning, divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, managing new wealth, and portfolio management services. Tige holds a Bachelor's Degree from Michigan State University and holds the Professional Investment Advisor (PIA) designation. He emphasizes building strong relationships and providing clear, thoughtful guidance to help clients make informed financial decisions. Outside of his professional work, Tige is involved with the Boy Scouts of America. His personal interests include baseball, boating, fishing, football, ice hockey, rock climbing, soccer, swimming, and watching movies.

Jonathan Storch is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2016. He is based in Grand Rapids, MI. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gary Rajah is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 registrations and 36 years of industry experience. His prior work includes roles at Cantella & Co Inc and Securities America Advisors. Outside of finance, he is also a pianist and composer who performs and writes music for compensation. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using firm-provided tools and third-party managers to construct and manage diverse portfolios.

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.

Steven Bernas is a financial advisor at Merrill Lynch Wealth Management. He works with clients to develop strategies aligned with their financial goals by focusing on what matters most to them and their families. Steven holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree from Grand Valley State University.

Thomas Munroe is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Raymond James, he worked at Bank of America for 17 years and Merrill for 37 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Weaver is a financial advisor with Ameriprise in Ada, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he officiates basketball games for the Special Olympics of Michigan. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis in its approach, supported by a centralized consulting team and algorithmic tools to generate tailored recommendations.

Mc Lain Eccker is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing comprehensive financial strategies to help clients achieve their financial goals. His areas of expertise include stock concentration, tax mitigation strategies, deferred compensation, stock options and restricted stock, estate planning strategies, and retirement income planning. He holds a Bachelor's Degree from Western Michigan University and is a Chartered Retirement Planning Counselor (CRPC) as well as a Personal Investment Advisor (PIA). He is a member of the Western Michigan University Alumni Association. Outside of his professional work, Mc Lain participates in community organizations including Kids Food Basket Grand Rapids and Meals On Wheels Western Michigan. He enjoys spending time with his family, traveling, and boating on Lake Michigan.

Sean Kolody is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with clients to build long-term wealth through personalized planning and financial strategies. He collaborates closely with individuals and families to define their financial goals and develop portfolio strategies tailored to pursue those objectives. Sean provides ongoing advice and adjusts financial plans as clients' situations evolve. His areas of expertise include education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Sean holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Grand Valley State University. Outside of his professional role, Sean's personal interests include basketball, fishing, football, golfing, hunting, interior decorating, reading, skiing, spending time with his family, and traveling.

Andrew Carlson is a financial advisor with Edward Jones in Rockford, MI. He holds Series 65 and Series 63 licenses and has been with Edward Jones since 2023. Prior to his advisory role, he worked at Jimmy Johns and was a full-time student through 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

April Wiltzer Spohn is a financial advisor with Robert W. Baird & Co. in Jenison, MI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2003. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances through various investment approaches including separately managed accounts and overlay services.

Deborah Verker is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial since 2022. She has previously worked at Ascend Wealth Management, Voya Financial Advisors, and Jgh & Associates. Verker is also involved with Ascend Wealth Management as a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, leveraging research and technology across diversified and alternative investment strategies.

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.

Jackson Graham is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. He has been with R.W. Baird & Co. since 2022. His prior work history includes roles outside the financial industry, such as positions at Manistee Public Schools and Crossed Sabres Ranch. He 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 tailored financial planning and portfolio management services, utilizing a variety of strategies and manager options, and provides municipal advisory and public finance services alongside traditional investment capabilities.

Timothy Deenik is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Robert Baird & Co. since 2006. Outside of his advisory role, he is the owner of Deenik Global Holding LLC, a real estate holding entity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Jeffrey Walsh is a financial advisor with Robert W. Baird & Co. Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having 18 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

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.

Lisa May is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Argus Financial Consultants for six years. May also serves as a Notary Public in her community. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.