Randall Lanning is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with the firm since 2002 and holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Chad Wight is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at Raymond James and affiliated firms since 2015 and serves as a professor at Cornerstone University, a role he has held since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs a non-discretionary, goal-based approach utilizing risk profiling and analytic tools, and it offers specialized municipal advisory and employer consulting programs.

Timothy Wells is a CFP® professional with 13 years of experience currently affiliated with Cambridge Investment Research Advisors. He has been with the firm since 2013. Outside of his advisory role, Wells serves as treasurer for Truth 78 and is a board member of Grace Community Church in Hudsonville, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individual investors, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent financial professionals, utilizing a range of proprietary and third-party investment strategies.

Matthew Soderdahl is a financial advisor at Edward Jones based in Wyoming, Michigan. He holds a Series 66 designation and has a year of industry experience. His prior work history includes roles at Edward Jones, Colorado School of Mines, Hillsdale College, Buckle, and Center Grove School Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Douglas Cloutier is a Financial Advisor with Merrill Lynch Wealth Management, committed to building deep relationships with clients by understanding their unique ambitions and priorities. Drawing on his experience as a Merrill Financial Solutions Advisor, he focuses on developing tailored strategies that address clients’ short-, mid-, and long-term financial goals. His approach includes offering guidance on areas such as retirement planning, investing, college education funding, legacy planning, and wealth management, while providing access to Bank of America specialists for banking, credit, home financing, and small business solutions. Douglas holds a Personal Investment Advisor (PIA) designation and completed his education with a High School Diploma/GED from Lanse Creuse, an Accredited Certificate Program from Kaplan Financial Education, and a Bachelor's Degree from Northwood University. He is also involved with the Michigan Sober Social organization, reflecting a commitment to community engagement. Outside of his professional role, Douglas enjoys a variety of recreational activities including baseball, boating, bowling, fishing, football, pickleball, reading, traveling, volleyball, and spending time with his family.

Joshua Rule is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience at Jackson National Life Insurance Company and Delta Dental Insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Daniel Jones is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including general investing, retirement planning, and preparing for unexpected expenses. Additionally, Daniel offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Daniel holds a Bachelor's degree and a Master's degree from the University of Washington and maintains the Personal Investment Advisor (PIA) professional designation. He emphasizes a client-focused approach, helping individuals and families uncover what matters most to them in order to create effective financial strategies. Daniel collaborates with clients to address their evolving needs, providing ongoing advice and guidance throughout their financial journey.

Brett Gortsema is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Co., Inc. since 2001. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Douglas Heilman is a financial advisor with LPL Financial based in Grand Rapids, MI, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at BCS Partners LLC, Waddell & Reed Inc., and involvement with various nonprofits and business entities. Outside of advising, he has managed non-investment business entities such as Heilman Group LLC and W Western Suite 250 LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Luke Gruppen is a financial advisor with Thrivent Investment Management in Grand Rapids, MI. He holds a Series 66 designation and has two years of industry experience. His work history includes roles at Thrivent Financial and an internship at Stifel (North Coast Wealth Advisors). Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, with options to combine planning and managed-account services under a consolidated billing arrangement.

Michael Sherman is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked with Wells Fargo Advisors LLC from 2001 to 2016. Outside of his advisory role, Sherman serves as a board member for the Revado Hills Condo Association in Holland, MI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm utilizes an IPS-driven approach grounded in modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, within its investment offerings.

Timothy Weir is a financial advisor with LPL Financial in Grandville, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Waddell & Reed, Bronx Brothers LLC, and operating the Grandville Group LLC. Outside of his advisory work, he was involved with High Pointe Community Church for several years. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational tools.

Jack Millmier is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has prior work history that includes roles at Zillow Group and United Wholesale Mortgage. Outside of his advisory work, he owns J&S Marketplace LLC, an online business that buys and sells sneakers and clothing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching them with advisory programs or managers, utilizing a range of investment products and third-party asset management platforms.

Daniel Lauraine is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Charles Schwab Bank, Drake & Associates, and Waddell & Reed. He is also the managing partner of BridgePoint Tax Consulting, LLC, which provides tax preparation and business consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and investment options delivered through a large network of advisors and employs both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Robert Vanloozenoord is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and has operated a CPA tax and accounting practice since 1981. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Nicholas Roth is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a range of portfolio management styles and research resources.

Holly Durdel is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at Merrill since 2012, with a period also spent at Bank of America, N.A. from 2012 to 2018. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions with Principal Securities, Principal Life Insurance Company, Morgan Stanley, Guggenheim Investments, and PNC Wealth Management. LPL Financial is a nationwide broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a wide range of non-advisory financial activities.