Baron Davis is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent Financial, Willis and Machnik Financial Services, and Avantax Investment Services. Outside of finance, he has experience with Spring Arbor University and worked at Shipt Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools, and it supports specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Christopher Andersh is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. His prior work includes roles at Aerotek and the United States Department of Agriculture APHIS Division. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with various investment strategies under a fiduciary standard.

Zachary Kammeraad is a CFP® professional with five years of industry experience, currently associated with Mass Mutual Investors Services. He has worked with MassMutual Life Insurance Co since 2021 and previously spent four years at Calvin University. Outside of his advisory role, he serves as Treasurer for Egress Endurance, a nonprofit focused on helping individuals overcome addiction through sports. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved software and delivers recommendations tailored to clients' goals.

Mark Czarnecki is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Van Der Klok is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2018. Outside of his advisory role, he owns a storage rental business in Mecosta, Michigan. J.P. Morgan Securities LLC provides institutional consulting services including asset allocation advice, investment manager searches, and customized performance reporting primarily to corporations, foundations, and defined contribution plan sponsors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Brad Collar is a Wealth Management Advisor at Merrill Lynch in the Grand Rapids office, a position he has held since 1990. He specializes in total wealth management, tailoring solutions to clients’ risk tolerance, time horizon, liquidity needs, and overall investment objectives while considering costs. Brad employs a defined process that emphasizes understanding each client's unique circumstances to establish objectives, develop strategies, provide recommendations, and regularly review progress toward financial goals. He works closely with clients to ensure their financial plans remain aligned with their personal situations and draws upon Merrill specialists to implement strategies that address individual financial objectives. Brad’s areas of expertise include college education planning, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Retirement Income Certified Professional (RICP). Brad earned a bachelor's degree from Albion College. He is involved in his community through participation with Ada Bible Church, Habitat for Humanity, and youth sports. Outside of work, Brad engages in various personal interests, including boating, fishing, football, golfing, hunting, running, scuba diving, skiing, skydiving, and traveling.

Thomas Cole is a CFP® with six years of industry experience currently affiliated with LPL Financial in Grand Rapids, MI. His prior roles include positions at USA Financial, Infinex Investments, and Cottingham & Butler. He also holds a notary role at Flagstar Bank N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various specialized investment strategies.

Patrick Borum is a Financial Advisor at Merrill Lynch Wealth Management with a focus on delivering comprehensive financial advice and best-in-class service. He joined Merrill in 2021 and works with a diverse clientele, including young couples building their nest eggs and retirees aiming to protect their assets. Patrick emphasizes developing an in-depth understanding of clients' situations, priorities, and values to provide customized advice aligned with their risk tolerance, time horizons, liquidity needs, and investment goals. He graduated early in 2018 from the Seidman College of Business at Grand Valley State University with bachelor's degrees in Finance and Business Management. Patrick holds the Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. His areas of expertise include stock compensation planning, custom lending and deposit solutions, estate and legacy planning, trust services, education planning, sports and entertainment, as well as personal and business banking. Originally from Holland, Michigan, Patrick is involved in professional organizations such as The Economic Club of Grand Rapids and Young Catholic Professionals - Grand Rapids. He also participates in community initiatives like First Tee - West Michigan. Outside of his professional role, Patrick enjoys football, golfing, and running.

Madeline Command is a financial advisor at Edward Jones in Jenison, MI, holding a Series 66 designation. She has been with Edward Jones since 2023 and has three years of industry experience. Prior to joining Edward Jones, she held various roles in industries including real estate and hospitality. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

Naomi Stirdivant is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and 14 years at Edward Jones. She has four years of industry experience. Naomi is also a brand partner for Young Living, an essential oils company, though she does not solicit business for this activity. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Joshua Geerts is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance. Outside of his advisory career, he has been a part-time employee at The Outdoorsmen Pro Shop since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jacob Heeres is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and currently in his first year with the firm. His prior experience includes five years at Koops Inc, and he has held roles at Calvin University, Windridge Perennials & Landscaping, and Holland Christian High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of financial advisors and branch offices, along with affiliated mutual funds and trust services.

Rachel Morton is a Series 66 licensed financial advisor with Edward Jones in Grand Rapids, MI, where she has worked since 2013. She has three years of industry experience. Outside of her advisory role, she works as an independent Mary Kay cosmetics consultant. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of over 23,700 financial advisors.

Gina Bosetti is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Grand Rapids, MI, and has 14 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Lambert & Co, and Smart Bottoms. She has been with J.P. Morgan since 2021. J.P. Morgan Securities 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 to inform recommendations.

Kelsey Hosner is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to advising, she gained experience at Macatawa Accounting Service and other local businesses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Burns is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 designations and over 32 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 15 years and has been involved with several business entities related to financial services and tax preparation since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by in-house research and third-party resources.

Shaun Mcdougall is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Bank, HSBC Securities, and Citizens Bank. Outside of his advisory work, he is co-owner of S and R Shadetree LLC, a real estate rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, delivering both discretionary and non-discretionary management options.

Matthew Wadsworth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Grand Valley State University, Aptive Environmental, and Verhalen Inc. among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Rosset is a financial advisor with Ameriprise in Holland, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior work includes roles at ChoiceOne Bank, OSAIC Institutions, Inc., LPL Financial, infinex Investments, Inc., and Flagstar Bank. He also serves as Vice President of Wealth Management at ChoiceOne Bank, maintaining dual employment with Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate tailored retirement income recommendations.

Ellen Bylsma is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 26 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years prior to joining LPL Financial. Outside of advisory work, she is involved in selling non-variable insurance products, including life, health, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.