Joseph Silveri is a financial advisor at Equitable Advisors based in Grand Rapids, MI. He holds a Series 66 designation and joined the firm in 2026. Prior to this role, he has experience working with organizations such as Textron Inc., Michigan State University, and Alliance Beverage Distributing. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party program sponsors for many advisory models.

Christina Fierro is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Triad Advisors, Advisory Alpha, David DeYoung, and Raymond James And Associates. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Dannels Jr. is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Jonathan Hayes is a CFP® professional with 18 years of experience in the financial services industry. He currently works with LPL Financial since 2021 and previously spent 10 years at Fifth Third Securities and 3 years at Securities America Advisors. Outside of his advisory role, he is involved with Mosaic Ventures, LLC, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and sophisticated operational tools.

Alexander Overbeek is a financial advisor with LPL Financial in Grandville, MI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Robert W. Baird and Co. Incorporated from 2016 to 2020 before joining LPL Financial. 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 through a large network of advisors and utilizes various research and technology tools to support its platforms.

Tyler Buitenwerf is a CFP® with nine years of industry experience, currently affiliated with Cetera. He has held roles at Milestone Wealth Management, Commonwealth Financial Network, Jesse Langschied, and Waddell & Reed Inc. His other business activities include fixed insurance sales conducted at his branch location. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across diverse program structures.

Tammy Hancock is a financial advisor with Raymond James & Associates in Grand Rapids, MI. She holds Series 65 and Series 66 licenses and has 27 years of industry experience, including 26 years with her current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering a range of financial planning and advisory services through non-discretionary consulting relationships.

Joseph Vandyke is a financial advisor with LPL Financial in Grand Rapids, MI, holding the CFP® designation and Securities licenses Series 63 and 65. He has 28 years of industry experience, including more than two decades with Waddell & Reed, Inc., and has operated his own consulting business, Joseph D. VanDyke Consultant, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning and investment management solutions.

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 license and having 23 years of industry experience. She has been with Equitable Advisors since 2002 and previously worked with Axa Advisors. Outside of her advisory role, she owns a photography business. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs and provides ERISA fiduciary services to qualified plans.

Jason Wagenmaker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Raymond James since 2015 and also works as an associate for Kapteyn Wealth Partners, where he is involved in financial planning and advising. 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, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Michael Ryan is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes positions at Bank of America, Merrill, Allstate Insurance Company, and service in the United States Marine Corps as an Anti-Tank Missile Man. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services through a combination of personal financial advisors and affiliated entities.

Jared Baker is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Bay Welding Services, Inc. and Prodigy Medical, LLC. Outside of his advisory role, he is the owner of a short-term rental business in Homer, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Anastasiia Wolters is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2020. Her prior experience includes roles at First Command Financial Planning and other firms. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Nathan Abbott is a financial advisor with LPL Financial in Grand Rapids, MI. He holds the Series 63 and Series 65 designations and has four years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Huntington Bank, and Northwestern Mutual. Abbott has also been involved in teaching at Davenport University since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and operational technology.

Atticus Bohr is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as a Financial Consultant Partner at Charles Schwab from 2021 to 2023, and as a Financial Advisor at Securian Financial Advisors of the Great Lakes from 2020 to 2021. Atticus's approach to financial planning focuses on understanding the unique goals and aspirations of his clients and their families. He aims to build relationships based on trust and transparency, helping clients feel confident and empowered in their financial decisions. Outside of his professional work, Atticus has personal interests in fitness and football.

Mason Godbold is a financial advisor with Edward Jones in Lowell, MI, holding a Series 66 designation and approximately four years of industry experience. His prior roles include work at Jackson National Life Insurance as a Strategic Support Associate focused on data and document management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Gordon Wadsworth is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Based in Grandville, MI, Wadsworth serves clients through one of the largest wealth management firms in the United States. 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 variety of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Sonday is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and 34 years of industry experience. He has been affiliated with Linsco Private Ledger Corp since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its network of over 22,800 advisors with various operational and research tools.