Brandon Conaty is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2024, he worked in the freight and trucking sectors, including roles at UPS Freight, Roth Trucking, and TForce Freight. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by operational tools and a broad network of over 22,800 advisors.

Courtney Maloof is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held various roles including positions at Eastern University and Cole-Faso Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jennifer May is a CFP® with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held roles at Raymond James since 2026 and previously worked for IB Wealth Management, Independent Bank, and Cetera. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Lindsay Raap is a financial professional with 14 years of industry experience, currently affiliated with LPL Enterprise. She has held previous roles at LPL Financial and The Prudential Insurance Company of America. Her credentials include the Series 63 and Series 65 registrations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities, utilizing model-driven investment strategies and offering access to third-party asset managers and insurance products.

Richard Sottile is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Jesse Crim is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 license with four years of industry experience. His prior work includes roles at J.P. Morgan Securities, The Habegger Corporation, and FedEx Ground. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Laura Momber is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Fifth Third Securities and Fifth Third Bank. She is based in Grand Rapids, MI. 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.

Melissa Myers is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffery Hagen is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 license and bringing 11 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Hagen serves as a board member of the Forest Park Recreation Association in Grand Haven, MI. Robert W. Baird & Co.’s Private Wealth Management team provides services to individual, corporate, pension, and charitable clients through a variety of portfolio management and financial planning solutions. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Adam Fliehman is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Regulus, LLC, Regal Investment Advisors, LLC, and Cetera ADVISORS LLC. He operates Fliehman Financial, a business related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing various advisory platforms and technology tools to support its network of over 22,800 advisors.

Katie Hoxsie is a financial advisor at Ameriprise Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Schlender is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2000. 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, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Garrett Bartolec is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential. He has been with Morgan Stanley since 2024 and previously worked at Morgan Stanley Private Bank, N.A. from 2025. Prior to his financial industry experience, he studied at Michigan State University and taught at Forest Hills Northern. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, utilizing structured planning tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs alongside estate planning and advisory services.

Thomas Hilldore is a financial advisor with Robert W. Baird & Co. Incorporated in Grand Rapids, MI. He holds a Series 66 designation and has 20 years of industry experience, including 21 years at Robert W. Baird & Co. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Theresa Hilgendorf is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 23 years of industry experience. She has been with Raymond James & Associates since 2006 and is also affiliated with Windward Inc. since 2008. Raymond James & Associates is a large, dually registered 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, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Barton Steindler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 18 years of industry experience. His prior experience includes roles at Securities America Advisors and Securities America Inc. He serves as a board trustee for Temple B'nai Israel. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through a network of independent financial professionals, offering a range of financial planning and investment management services with tailored strategies across multiple platforms.

Robert Tholl Jr. is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides services through structured planning processes and various investment programs.

Robert Peel is a financial advisor with Robert W. Baird & Co. in Grand Rapids, Michigan, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Peel serves on the investment committee of the Grand Haven Community Foundation’s Boer Family Fund, where he reviews portfolio performance quarterly. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Stephen Scholler is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 designations and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Scholler serves as a trustee and personal representative for friends and former clients in investment-related capacities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menu.

Anthony Williams is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. He previously worked at PNC Investments for eight years and Edward Jones for three years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to deliver tailored retirement income advice.