Barton Steindler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 18 years of industry experience. His prior experience includes roles at Securities America Advisors and Securities America Inc. He serves as a board trustee for Temple B'nai Israel. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through a network of independent financial professionals, offering a range of financial planning and investment management services with tailored strategies across multiple platforms.

Robert Peel is a financial advisor with Robert W. Baird & Co. in Grand Rapids, Michigan, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Peel serves on the investment committee of the Grand Haven Community Foundation’s Boer Family Fund, where he reviews portfolio performance quarterly. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Stephen Scholler is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 designations and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Scholler serves as a trustee and personal representative for friends and former clients in investment-related capacities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menu.

Anthony Williams is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. He previously worked at PNC Investments for eight years and Edward Jones for three years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to deliver tailored retirement income advice.

Philip Streng is a financial advisor with Edward Jones in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is a shareholder in a car wash business and involved as a limited partner in a venture capital network. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Admir Lugonjic is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and ten years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory role, Lugonjic serves as President of K&M Transport, Inc., a private company, and is Treasurer on the board of directors for the Grand Rapids Ballet, where he participates in strategic planning. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises 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 across traditional and complex investment strategies.

Mary Schanck is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 credentials 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. The firm offers a range of model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anita Deboer is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Colin Byers is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2007 and Charles Schwab Bank since 2012. Based in Grand Rapids, MI, his career has been focused within the Schwab organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Jenna Riley is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. She has prior experience at VOYA Financial Advisors and operates Riley Planning & Investments, a financial and insurance services firm. Riley serves as a board member of the Van Andel Institute, participating in community outreach and charity events. Cetera Investment Advisers LLC is a nationwide platform serving individual, corporate, retirement, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a multi-manager approach with discretionary and non-discretionary options.

Jennifer Scharphorn is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in delivering personalized wealth management strategies by gaining a comprehensive understanding of her clients' financial situations and priorities. Jennifer integrates investment insights from Merrill Lynch with banking and lending services from Bank of America to provide a flexible approach tailored to evolving market conditions and client needs. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, as well as personal retirement planning and small business strategies. Jennifer holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from Grand Valley State University. Jennifer emphasizes transparency and direct communication in her client relationships, maintaining an adaptive financial plan that evolves with changes in her clients' lives. Outside of her professional role, she engages in community volunteering and enjoys adventure sports, baseball, basketball, cooking, football, photography, skiing, spending time with family, and traveling.

Natalie Filker is a financial advisor at Edward Jones in Rockford, MI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked in healthcare roles including public health nursing and patient care assistance. Her healthcare background includes managing cases of Medicaid-eligible clients and providing care for mothers and newborns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Sonya Niewiek is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley for 10 years. She is based in Grand Rapids, MI. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 plans, corporations, and charitable organizations.

William Parker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of advisory work, he also operates as an independent insurance agent in Rockford, Michigan. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Lucas Underwood is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Michigan Mortgage and managing a business called Mybarefootwedding from 2017 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, combining various portfolio management styles and firm research to support client decisions.

Nicholas Venlet is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, returning to LPL Financial in 2026 after an earlier tenure from 2009 to 2022. Outside of advisory work, he serves as a middle school basketball coach in East Grand Rapids, MI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management along with research and model portfolios from in-house and third-party sources.

June Matthysse is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of advisory duties, Matthysse is a notary public. Stifel serves a broad 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.

Shane Thorsen is a financial advisor with LPL Financial in Rockford, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work experience includes roles at Securities America Advisors, Securities America, Inc., Penn Mutual Life Insurance Company, and Hornor Townsend and Kent, Inc. Outside of advisory work, he has involvement in insurance-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

James Haberlein is a CFP® professional with 29 years of experience in the financial services industry. He has been with Ameriprise since 1997, currently serving at the Grand Rapids, MI office. His credentials include the Series 63 license. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria. The firm provides comprehensive written recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic tools to support its advisory process.

Shelley Strobel Erhardt is a financial advisor with Osaic Wealth Inc. based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously spent 14 years at Stifel Independent Advisors, LLC. Outside of her advisory work, she is president and sole member of Strobel Resources, LLC, a consultative services business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.