Dylan Barnes is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 66 and Series 63 licenses and three years of industry experience. His prior work history 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, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

David Nykerk is a financial advisor with Thrivent Investment Management in Grand Rapids, MI. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at the YMCA of Greater Grand Rapids and has extensive experience in the fitness industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed accounts while keeping the services separate.

Kurt Hazlewood is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Merrill since 1996 and also has a record with Bank of America, N.A. dating back to 2011. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm integrates CIO-constructed model-based strategies with outsourced management and offers access to a broad range of investment products within Bank of America’s platform.

Courtney Folkerts is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. She has been with Primerica since 2021 and is also involved in the FASTer Way To Fat Loss program and the James Street Inn Restaurant. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure.

Justin Katt is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America and Securities America Advisors. In addition to his advisory role, he is also licensed as a life insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, combining various investment platforms and third-party money managers to support customized portfolio management.

Grace Connelly is a financial advisor at Merrill in Grand Rapids, MI, holding a Series 66 designation and beginning her industry career in 2025. Her prior experience includes roles at Bank of America, Chick-fil-A, and various nutrition and educational organizations. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Abigail Lininger is a financial advisor with Primerica Advisors in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Drake Financial Group, PFS Investments, Inc., and Primerica Financial Services. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, using third-party asset managers and a tiered wrap-fee structure.

Randall Koenes is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial since 2003. Based in Grand Rapids, MI, he holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves as a notary public and acts as a trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Richard Olsen II is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for six years. Olsen is also involved with Gold Sun Wealth Management, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Geoffrey Sadek is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved as an independent contractor and consultant. 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 variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

David Grooters is a ChFC® credentialed advisor with LPL Financial, based in Ada, MI, and has 53 years of industry experience. He has been with LPL Financial since 2003. 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 financial planning, advisory programs, and retirement consulting services, combining discretionary and non-discretionary management with model portfolios and research.

Kenneth Baker is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63, Series 65, and Series 66 licenses and two years of industry experience. His career includes roles at Primerica Financial Services and Autocam Medical, among others. He is involved in sales of investment-related products and also receives compensation for the sale of loan products and home security referrals through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 4,000 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Richard Oneal is a financial advisor with OSAIC based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and has 30 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. He serves as treasurer for Bethesda Farm, a ministry supporting individuals with special needs. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and uses various tools and platforms to support portfolio construction and management.

John Becker is a financial advisor with Equitable Advisors in East Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Becker is a trustee for a life insurance policy held in an irrevocable trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Michelle Maley is a financial advisor with Ameriprise in Portage, MI, holding a Series 63 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate recommendations, primarily for clients with assets managed within Ameriprise accounts.

Christian Viel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience, including prior roles at IDEXX Laboratories and Fisher and Paykel Healthcare. Christian is involved in community activities as a committee member of the Ada Business Association and St. Matthews Lutheran Church, and he serves as president of BNI Referrals Plus. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, under various custody and platform arrangements.