Holly Durdel is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2012, including a period from 2018 to the present, with prior experience at Bank of America. 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.

Robert Kulaszewicz is a financial advisor with Primerica Advisors in Kentwood, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in sales of loan products through Primerica Mortgage, LLC and refers home security and automation products via Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Randy Renker is a CFP® professional with over 21 years of experience in the financial industry, all of which have been with Edward Jones in Grand Rapids, MI. He holds Series 63 and Series 66 licenses and has been serving clients at Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Kevin Gaut is a financial advisor with LPL Financial and holds a Series 66 designation. He has 18 years of industry experience, including seven years at Principal Securities Inc. and Principal Life Insurance Company. 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 and financial planning services, utilizing discretionary and non-discretionary management along with research and model portfolios.

David Brouwer is a ChFC® credentialed financial advisor with 11 years of industry experience. He has been with Equitable Advisors since 2014, previously associated with AXA Advisors, LLC. He is also a member of DDB Advisors. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

David Minnich is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has been with Primerica and its affiliated financial services entities since 2000. In addition to his advisory role, Minnich is involved in the sale of home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a mix of discretionary account options supported by custodial and trade execution services through Pershing.

Joel Vanlaar is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and 13 years of industry experience. He previously worked for Hantz Financial Services for 10 years before joining Ameriprise in 2022. Vanlaar is involved in supporting advisors operationally through Jaycob Willis Holdings LLC, assisting with trade execution, investment model management, and planning software. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brian Kobi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2015. Outside of his advisory role, he owns several residential real estate investment entities in Grandville, Michigan. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gerald Vannoord is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at LPL Financial since 2009 and concurrently operates Van Noord Tax & Accounting, a tax preparation and accounting business he has been involved with since 1987. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, providing both discretionary and non-discretionary management supported by extensive research and a range of portfolio strategies.

Braylen Laverty is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Hantz Group and Hantz Financial Services Inc. Outside of his advisory career, he briefly operated Live Oak Coffeehouse & Roasters. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Chance Coda is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2019, following four years at Gwn Securities Inc. Outside of advisory work, he serves as Treasurer on the Board of Directors for the Dean Lake Forest Condo Association and is involved in accounting and tax preparation through The Coda Corporation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Vinner Mendez is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at J.P. Morgan Securities since 2018 and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Steven Olejnik is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held a position at Nercon from 2016 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Conrad Hayes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Nylife Securities LLC and New York Life Insurance Co. He also has experience outside finance, including work in retail and education sectors. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through non-discretionary advisory relationships and serves municipal clients with public-financing and investment banking capabilities.

Phillip Veenstra is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Signator Investors, and Royal Securities Co. Phillip is involved with PMV, LLC, a business entity for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Laura Pomeroy is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she was a Licensed Personal Banker at PNC Investments from 2005 to 2013. Her professional experience spans over a decade in wealth planning and financial consulting, where she focuses on building and maintaining sound financial plans tailored to each client's unique financial journey. Laura emphasizes a collaborative approach and long-term support in her work with clients. Outside of her professional role, Laura enjoys fitness activities, social events with friends, outdoor adventures, skiing, and swimming.

Mark Fink is a Certified Financial Planner (CFP®) with 25 years of industry experience. He currently works at Morgan Stanley in Grand Rapids, MI, having joined the firm in 2026. His prior experience includes 18 years at Comerica Securities and three years at Ameriprise. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform serving corporate and institutional clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Ken Chesterman is a financial advisor with Primerica Advisors in Hudsonville, MI, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Harvey Cosgrove is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors, based in Grand Rapids, MI. He has 53 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across various custody platforms.

Michael Rios is a financial advisor at Edward Jones in Grand Rapids, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Rios is a board member of the Family Hope Foundation, which raises and distributes funds for children with disabilities, and is involved with Grey Line Brewing, a brewery and restaurant in Grand Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.