Shelby Butler is a financial advisor with Thrivent Investment Management in Wayland, MI, holding a Series 66 designation and 19 years of industry experience. Butler has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. 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 financial planning across a broad range of topics, with the option to combine planning with managed accounts under a consolidated billing arrangement.

Mary Kay Zoulek is a CFP®-certified financial advisor with 22 years of industry experience. She has been with Edward Jones in Grandville, MI, since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ryan Walder is a financial advisor with Cambridge Investment Research Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, he serves as a youth sports coach and is a board member of Rapids Area Rays, a sports and fitness organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platforms, combining proprietary and third-party strategies tailored to client objectives.

Natalie Sinquefield is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2002. Sinquefield also served at Bank of America, N.A. starting in 2025. 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 for individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with broader corporate services, including lending and custody.

David Whitford is a financial advisor with Merrill based in Grand Rapids, MI, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Merrill since 1996 and concurrently with Bank of America, NA since 2009. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Philip Welch IV is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Merrill and Bank of America since 2017, following a one-year tenure at Waddell & Reed Inc. Welch serves on the board of Our Hope Association, a charitable organization in Grand Rapids focused on recovery programs for women facing addiction, and holds leadership roles with the Metro Health Foundation. 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, and institutional investors. The firm operates within Bank of America’s broader corporate platform, providing access to various financial products and services.

Shane Smedley is a financial advisor at Merrill with a Series 66 designation and 25 years of industry experience. He has been affiliated with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1998 and Bank of America, N.A. since 2009. Outside of his advisory role, he is involved in family-held S-Corporation Smedley Dental and owns 4 Leaf Clover Ventures LLC, a holding company for buildings housing a dental practice. 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, and institutional investors. The firm integrates with Bank of America’s platform, providing access to a broad set of products and services.

Peter Mead is a financial advisor at Merrill with 26 years of industry experience, including 21 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves in a fiduciary capacity on a financial committee for a family member and owns property in Northern Michigan. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Shaun Rayman is a CFP® professional at Edward Jones in Grand Rapids, Michigan, with 19 years of industry experience. He has been with Edward Jones since 2006. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Leah Dotinga is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Valmark Securities and Strategies Wealth Advisors. Leah is also a notary public in Grand Rapids, MI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Robert Wrona is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and has previously worked with firms including United Planners Financial Services and Regal Investment Advisors, LLC. Outside of his advisory roles, he has been involved with Calvary Baptist Church and held a position at Crouse Builders. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to corporations and charitable organizations, offering services through advisory and brokerage channels. The firm provides financial planning, model portfolio programs, and third-party asset management, utilizing an integrated platform that includes insurance products and lending services.

Gregory Mead is a Wealth Management Advisor and the founder and lead advisor for the Mead Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2001, providing oversight and setting the investment strategy for his team. Greg is a Portfolio Manager in the Merrill Investment Advisory Program and offers discretionary management of personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also incorporates alternative investments for qualified clients, including private equity, real estate, and hedge funds. Greg holds a Bachelor's degree from the Eli Broad School of Business at Michigan State University, graduating with High Honors and a 4.0 cumulative GPA. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation. Over the years, Greg has been named to Forbes' "Best-in-State Wealth Advisors" list multiple times from 2019 through 2023. Actively involved in his community, Greg serves on the Board of Directors and Finance Committee for the Boys and Girls Club of Greater Kalamazoo and on the Board of Directors for the West Michigan Spartans Alumni Association. He is a former member of the Finance Committee for the Grand Rapids Public Museum. Greg lives in Grand Rapids, MI with his wife Angela and their three sons. Outside of work, he enjoys skiing, volleyball, biking, boating, and spending time with his family. He grew up in Traverse City and spends summers there with his family.

Elizabeth Hassenger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her background includes roles at H&R Block, Billings Public Schools, and PFS Investments Inc. She is also involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, providing advisory services primarily through model-delivery strategies managed by unaffiliated asset managers.

David Koenes is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2014, with a brief period at Health Care Storage Solutions from 2020 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, and provides both discretionary and non-discretionary management options.

Scot Fay is a Certified Financial Planner (CFP®) with 33 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he holds a 30% ownership stake in a general partnership for a single dwelling rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning areas. The firm emphasizes planning delivered through financial advisors and does not provide discretionary portfolio management for institutional clients.

William Ellis is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors, Inc., SSN Advisory Inc, and OneAmerica Securities. Outside of his advisory work, Ellis is involved in tax preparation and accounting through his related business activity, Vision Tax Planning. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Sernau is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked previously at Securities America Advisors, Securities America, Inc., and Lake Michigan Credit Union. Outside of advisory work, he is involved in an online retail business, Five Lakes Firearms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Lisa Dean is a financial advisor with LPL Financial in Kentwood, MI, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL in 2021, she operated Bridgepoint Wealth Management and Lisa Dean Inc, and has experience with Waddell & Reed and various insurance carriers. She is also involved with Hansen Brokerage Services as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Benjamin Keiser is a financial advisor at Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation. He joined the firm in 2025 and has a varied background that includes work with Summit Ministries, Amazon, and self-employment ventures. The DDK Group at Robert W. Baird & Co., where Keiser works, serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, internal research tools, and tax management techniques, supporting approximately $394 billion in regulatory assets under management as of December 31, 2025.

Corey Kelva is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked previously at Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, Kelva is a landlord of a rental property in Kalkaska, Michigan. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.