Shawn Kersjes is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary methodology from its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended as a basis for client decisions.

Christopher Oisten is a financial advisor with OSAIC, holding Series 63, 65, and 66 designations and 39 years of industry experience. He worked at Royal Securities Company for 30 years before joining Signator Investment Inc. for a year, then moving to OSAIC in 2018. He serves on the finance committee of Grandville United Methodist Church and has presented financial planning programs for Habitat for Humanity. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, discretionary strategies, and third-party manager selection.

Ashley Stama is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2013. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Drueke is a financial advisor with STIFEL in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with STIFEL since 1989. Outside of his advisory role, Drueke serves as a board member for the Potter's House Foundation, a Christian school organization. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Christopher Carlson is a CFP®-certified financial advisor with Edward Jones, based in Rockford, MI. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Richard Vesnic is a financial advisor with J.P. Morgan Securities in Grandville, MI, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence, quantitative and qualitative research, and may include ESG considerations in its recommendations.

Jeffrey Kerr is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including time with its predecessor, AXA Advisors. His other business activities include serving as an administrator or executor for his wife and holding power of attorney for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Jonna Mccaman is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 11 years of industry experience. Her work history includes roles at Genpact, Advantage Sales & Marketing LLC, and several other firms prior to her current position. Outside of advisory services, she is involved as a direct sales home consultant for The Longaberger Company. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by unaffiliated asset managers.

Evan Sassack is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and eight years of industry experience. His previous roles include positions at Northern Trust, Merrill Lynch, Massachusetts Mutual Life Insurance Co, JPMorgan Chase Bank, N.A., and StraightLine. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence, offering a range of investment strategies including those incorporating an ESG eligibility framework.

Charles Hayden is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with LPL Financial since 2006. Outside of advising, he is also an author of non-investment-related works. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amy Freeburg is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 1986 and brings over 35 years of experience in the financial services industry. Amy is approved as a Portfolio Manager within the Merrill Investment Advisory Program, where she manages personalized and defined investment strategies on a discretionary basis. Her approach to wealth management is consultative, focusing on aligning client goals with tailored financial strategies. Amy holds a Bachelor of Science degree in finance from Grand Valley State University. She has earned several professional designations, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Retirement Planning Counselor (CRPC™). She is also an active member of the Investments & Wealth Institute™. In addition to her professional work, Amy participates in community service and nonprofit leadership. She currently serves as a trustee for the Grand Rapids Public Library Foundation and is a member of the Officer’s Compensation Committee for Kent County. Her past board roles include President of Mind Meets Music, a local literacy nonprofit, and the first female board member at Blythefield Country Club. Amy’s volunteer involvement has also extended to the Grand Rapids Jaycees, Habitat for Humanity, Girl Scouts, and the Grand Rapids Association for the Blind and Visually Impaired.

Dylan Barnes is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent time at JPMorgan Chase Bank, N.A. and Edward Jones. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations and includes a framework for ESG eligibility.

Craig Taetsch is a CFP® professional with 11 years of experience in the financial services industry. He has been with Edward Jones since 2015 and was previously involved with Gordonshire, LLC as a managing partner. Outside of his advisory work, Taetsch serves as a USA Hockey official and has provided ride-sharing services in Grand Rapids to support community safety. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Robert Mosson is a CFP® professional with 44 years of industry experience, currently serving at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for seven years. He is chairman of the Kent County Building Authority and serves on the Kent County Insurance Board. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations in partnership with financial advisors. The firm is a large institutional provider of advisory, brokerage, and insurance solutions.

Mark Bowen is a financial advisor with Wells Fargo Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, Bowen is involved in several business ventures including ownership in multiple gymnastics clubs, athletic courses, and a spirits vendor. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by proprietary research and planning tools, with a planning approach that includes specialized services for business owners, sports and entertainment professionals, and other niche groups.

Samuel Millmier is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at D'Avocado, BGM, Western Michigan University, Canopeum, Pet Supplies Plus, and Gull Lake High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

David Nykerk is a financial advisor at Thrivent Investment Management in Grand Rapids, MI. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining the firm, his background includes roles with the YMCA of Greater Grand Rapids and in the fitness industry. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based financial planning and allows clients to combine these planning services with managed accounts under a consolidated billing arrangement.

Kurt Hazlewood is a financial advisor with Merrill, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Merrill since 1996 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Justin Katt is a financial advisor with OSAIC in Grandville, MI, holding Series 65 and Series 63 licenses and having 13 years of industry experience. He previously worked at Securities America, Inc. for 10 years and Securities America Advisors for one year. Outside of his advisory role, he is a licensed life insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform with an investment approach that emphasizes model-based asset allocation and portfolio optimization.

Grace Connelly is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she held roles in various organizations including Chick-fil-A and Hope College. Grace has also been involved with Elite Baseball and Softball and Uplift Nutrition. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.