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 licenses and 39 years of industry experience. He previously worked at Royal Securities Company for 30 years and Signator Investment Inc. for one year before joining OSAIC in 2018. Outside of his advisory role, he serves on the finance committee of the Grandville United Methodist Church and has presented a financial planning program for Habitat for Humanity. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment vehicles.

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 who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework 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 at Primerica Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Primerica since 2011. Outside of her advisory role, she is involved in direct sales as a home consultant for The Longaberger Company. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that emphasizes model-delivery strategies created by third-party asset managers. The firm operates on a large scale with thousands of advisors and offices and manages approximately $15.5 billion in assets under management.

Evan Sassack is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65, 63, and 66 licenses and has previously worked at Northern Trust, Massachusetts Mutual Life Insurance Company, and Merrill Lynch. Based in Grand Rapids, MI, he joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers non-discretionary services delivered by a select group of Wealth Advisors.

Charles Hayden is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with LPL Financial and its predecessor firm since 2006. Outside of advisory work, he is also an author in a non-investment-related field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

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 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. He holds Series 66 and Series 63 licenses and has three years of industry experience. His prior work includes roles at D'Avocado, BGM, and Western Michigan University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of firm-offered and third-party advisory programs.

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.

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 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.