Ryan Bassett is a financial advisor with OSAIC based in Grand Rapids, MI, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 18 years at John Hancock Financial Services and 8 years at Royal Alliance Associates, INC. Bassett is also president of Evolution Wealth Strategies LLC, an entity involved in the sale of insurance and securities products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing, serving clients with both discretionary and non-discretionary account management.

Michael Fiorenzo is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm delivers written recommendation reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis through a centralized consulting team.

Edward Bujdos is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He co-leads the Eccker Bujdos Group, focusing on integrating all aspects of clients' financial lives to implement seamless, disciplined wealth management strategies. Ed's approach is centered on long-term, disciplined investment principles including asset allocation and diversification, aiming to reduce volatility and preserve wealth while generating income. Ed began his career in financial services in 1995 and has experience working with a diverse clientele, including business executives, entrepreneurs, and women managing their finances through various life transitions. He offers guidance on a range of financial topics such as retirement planning, wealth transfer, education planning, and portfolio management. Ed holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree in Economics from Central Michigan University and has served as a Trustee for the Grand Rapids Rotary Charities Foundation. Ed is also an active member of the Rotary Club of Grand Rapids. Outside of work, he enjoys baseball, biking, cooking, gardening, golfing, hiking, soccer, traveling, watching movies, and spending time with his family.

Andrew Ahrens is a financial advisor at Stifel in Grand Rapids, MI, holding a Series 66 designation with four years of industry experience. His work history includes positions at Stifel since 2021, Northwestern Mutual in 2021, and other roles prior to entering the financial services sector. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Craig Johnson is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Sigma Financial Corporation, Spc, Royal Alliance Associates, and Sii. Outside of his advisory work, he teaches monthly for Perspectives on the World Christian Movement and is involved with the Two Fish Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Paul Storm is a financial advisor at Edward Jones in Sparta, MI, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. He is the owner and CEO of Luap Ink LLC, a creative and inspirational writing business that has been dormant since 2014 but is planned for relaunch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Larry Johnson is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and over 20 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2000 and has also worked at Bank of America, N.A. since 2025. Outside of his advisory role, he serves as a deacon at First Byron Christian Reformed Church, assisting with collection duties. Merrill, together 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Claude Mc Manus is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Mc Manus serves on the Board of Directors for the West Michigan Recruiting District Advisory Council and the Family Center/US Army Reserves, and is involved in charitable work with the Knights of Columbus and Holy Trinity Church. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Courtney Maloof is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held various roles including positions at Eastern University and Cole-Faso Consulting. 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 financial advisors and branch offices.

Jennifer May is a CFP® with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held roles at Raymond James since 2026 and previously worked for IB Wealth Management, Independent Bank, and Cetera. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Lindsay Raap is a financial professional with 14 years of industry experience, currently affiliated with LPL Enterprise. She holds Series 63 and Series 65 designations and has previously worked at LPL Financial and The Prudential Insurance Company of America. Raap is also involved in non-variable insurance activities through her role at a licensed insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by LPL’s research, model portfolios, and third-party management resources. The firm’s integrated platform combines adviser programs with active financial product sales, including insurance, and participates in collateralized lending programs.

Debra Nowicki is a financial advisor with Edward Jones in Greenville, MI, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. She serves as Director of Finance for the Women's Action Network, where she reviews and audits the treasurer's budget. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Laura Momber is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Fifth Third Securities and Fifth Third Bank. She is based in Grand Rapids, MI. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the 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.

Melissa Myers is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following five 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 options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffery Hagen is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 license and bringing 11 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Hagen serves as a board member of the Forest Park Recreation Association in Grand Haven, MI. Robert W. Baird & Co.’s Private Wealth Management team provides services to individual, corporate, pension, and charitable clients through a variety of portfolio management and financial planning solutions. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Adam Fliehman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Regulus, LLC, Regal Investment Advisors, LLC, and Cetera ADVISORS LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.

Katie Hoxsie is a financial advisor at Ameriprise Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Schlender is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2000. 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, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Thomas Hilldore is a financial advisor with Robert W. Baird & Co. Incorporated in Grand Rapids, MI. He holds a Series 66 designation and has 20 years of industry experience, including 21 years at Robert W. Baird & Co. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Theresa Hilgendorf is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. She has worked at Raymond James & Associates since 2006 and is also associated with Windward Inc. since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.