Sean Kolody is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with clients to build long-term wealth through personalized planning and financial strategies. He collaborates closely with individuals and families to define their financial goals and develop portfolio strategies tailored to pursue those objectives. Sean provides ongoing advice and adjusts financial plans as clients' situations evolve. His areas of expertise include education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Sean holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Grand Valley State University. Outside of his professional role, Sean's personal interests include basketball, fishing, football, golfing, hunting, interior decorating, reading, skiing, spending time with his family, and traveling.

Andrew Carlson is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Jimmy Johns and was a full-time college student. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

April Wiltzer Spohn is a financial advisor with Robert W. Baird & Co. in Jenison, MI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2003. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances through various investment approaches including separately managed accounts and overlay services.

Deborah Verker is a CFP®-certified financial advisor with 23 years of industry experience. She currently works at LPL Financial and has previous experience at firms including VOYA Financial Advisors and Jgh & Associates. Verker is also involved with Ascend Wealth Management, which operates as a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies.

Deborah Szymchack is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Raymond James & Associates since 2007. Outside of her advisory role, she has been involved in Mary Kay Cosmetics sales since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by research, multiple portfolio management styles, and specialized municipal advisory services.

Brian La Fave is a CFP® credentialed financial advisor with 14 years of industry experience. He is currently with Ameriprise in Grand Rapids, MI, having previously worked at firms including The Huntington Investment Company, Bank of America, Merrill, Fifth Third Securities, PNC Wealth Management, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Jackson Graham is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. He has been with R.W. Baird & Co. since 2022. His prior work history includes roles outside the financial industry, such as positions at Manistee Public Schools and Crossed Sabres Ranch. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and manager options, and provides municipal advisory and public finance services alongside traditional investment capabilities.

Timothy Deenik is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Robert Baird & Co. since 2006. Outside of his advisory role, he is the owner of Deenik Global Holding LLC, a real estate holding entity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Jeffrey Walsh is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies alongside internal research and tax-management tools.

George Slikkers is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 30 years with MassMutual Life Insurance Company and Mass Mutual Investors Services in Grand Rapids, MI. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to provide written recommendations tailored to client goals.

Lisa May is a financial advisor with LPL Financial in Ada, Michigan, holding a Series 66 designation and eight years of industry experience. She previously worked at Argus Financial Consultants for six years. Outside of her advisory role, she serves as a notary public. 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 range of financial planning and portfolio management services, combining model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Ryan Bassett is a financial advisor with OSAIC based in Grand Rapids, MI, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 18 years at John Hancock Financial Services and 8 years at Royal Alliance Associates, INC. Bassett is also president of Evolution Wealth Strategies LLC, an entity involved in the sale of insurance and securities products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing, serving clients with both discretionary and non-discretionary account management.

Rebekah Sessa is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she serves as a successor trustee, executor, and power of attorney in estate administration matters. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools to develop plans, with clients responsible for implementation and updates.

Michael Fiorenzo is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm delivers written recommendation reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis through a centralized consulting team.

Edward Bujdos is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1995 and joined Merrill in 2008, where he co-founded the Eccker Bujdos Group alongside Senior Financial Advisor Scott Eccker. The team focuses on implementing disciplined wealth management strategies that aim to build, preserve, and transfer client assets through customized, long-term investment approaches grounded in asset allocation and diversification principles. Ed provides comprehensive financial guidance across various areas, including retirement planning, legacy planning, college education planning, and special needs planning strategies. He works with business executives, entrepreneurs, and has extensive experience addressing the financial needs of women in changing life circumstances. Additionally, Ed is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and he manages discretionary portfolios incorporating individual securities and model portfolios. He holds a Bachelor's degree from Central Michigan University and serves as a Trustee for the Grand Rapids Rotary Charities Foundation. Ed is also actively involved with the Rotary Club of Grand Rapids. Outside of his professional work, he enjoys baseball, biking, cooking, gardening, golfing, hiking, soccer, spending time with his family, traveling, and watching movies.

Andrew Ahrens is a financial advisor at Stifel in Grand Rapids, MI, holding a Series 66 designation with four years of industry experience. His work history includes positions at Stifel since 2021, Northwestern Mutual in 2021, and other roles prior to entering the financial services sector. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Craig Johnson is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His work history includes roles at Sigma Financial Corporation, SPC, Royal Alliance Associates, INC., and Sii. Outside of his advisory work, he volunteers as a teacher with Perspectives on the World Christian Movement. 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 range of financial planning and asset management services delivered through a large network of investment adviser representatives using various portfolio strategies and technology tools.

Paul Storm is a financial advisor at Edward Jones in Sparta, MI, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. He is the owner and CEO of Luap Ink LLC, a creative and inspirational writing business that has been dormant since 2014 but is planned for relaunch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Larry Johnson is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and over 20 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2000 and has also worked at Bank of America, N.A. since 2025. Outside of his advisory role, he serves as a deacon at First Byron Christian Reformed Church, assisting with collection duties. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Claude Mc Manus is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Mc Manus serves on the Board of Directors for the West Michigan Recruiting District Advisory Council and the Family Center/US Army Reserves, and is involved in charitable work with the Knights of Columbus and Holy Trinity Church. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.