Stephan Stoimenoff is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Prudential Insurance Company of America and PRUCO Securities, LLC, and operates his own firm, Stephan Stoimenoff, since 2015. Stoimenoff also provides Medicare Supplement Insurance services upon client request. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed through various tools and supports multiple platforms including third-party managed account solutions.

Aaron Devos is a Certified Financial Planner® with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, ADV Great Lakes Group, and founding Grandville Group LLC. Devos has been involved with nonprofit organizations such as Habitat for Humanity, Kids Food Basket, and Gilda's Club Grand Rapids. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

Ryan Mabie is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 license and bringing 25 years of industry experience. His career includes over a decade at Morgan Stanley and its affiliates before joining LPL Financial in 2020. Outside of his advisory role, he is involved with several business entities related to investment and tax services. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of more than 22,800 advisors.

Doug Boock is a financial advisor with Edward Jones in Grandville, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at GateHouse Media from 2008 to 2017. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Phillip Kuyers is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Phillip.

Jaycob Willis is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, Willis is involved in independent insurance brokering and owns a consulting business. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Chase Van Dam is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Fifth Third Securities, Inc. and Edward Jones. He serves as treasurer for Oakland Christian Reformed Church, managing the organization's benevolence accounts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

Kevin Beck is a CFP® professional affiliated with Edward Jones in Hastings, MI, with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a member of the Hastings Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Lauren Anderson is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones as an advisor, she worked at Hudsonville Public Schools, National Heritage Academies, Navigator Truck Insurance Agency, and Grand Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, as well as tax-efficient services, supported by a nationwide network of approximately 23,701 financial advisors.

Scott Bernecker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997, initially joining as a Financial Planning Specialist. Scott provides wealth management services to individuals, families, nonprofit, and corporate clients, focusing on a goals-based wealth management process. Scott assists clients, their families, and businesses in understanding various financial priorities and strategies, including estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income. He offers access to a Wealth Management Lending Officer from Bank of America, N.A., to provide strategic banking guidance that complements his clients' overall financial strategies. As a Senior Portfolio Advisor, Scott is qualified to manage discretionary custom investment strategies, utilizing Merrill model portfolios and third-party investment strategies. He holds a Bachelor's degree in General Management from Michigan State University's Broad College of Business. Scott holds the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute® at the Wharton School, and the Certified Financial Planner (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. Outside of his professional role, Scott enjoys boating, golfing, running, skiing, tennis, and spending time with his family. He resides in East Grand Rapids, Michigan, with his wife Natalie, their three sons, and two Bernese Mountain Dogs.

Anthony Payne is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials. Payne’s prior experience includes ten years at Wells Fargo Clearing and five years at Wells Fargo Investments, 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 financial planning, wrap and model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Aaron Pike is a financial advisor with LPL Financial in Grand Rapids, MI, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including long tenure at Cadaret, Grant & Co., Inc. and ongoing involvement with Variable Concepts, where he also engages in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various investment strategies and operational tools across an extensive network of advisors.

Douglas Detmer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes extensive tenure at Metropolitan Life Insurance Company and its affiliated entities from 1991 to 2018, as well as roles with Prudential Insurance Company of America and Pruco Securities, LLC. He also managed The Detmer Trust for a decade. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Scott O'mara is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with LPL Financial, having previously worked at Wells Fargo Clearing and Edward Jones. Outside of his advisory role, he is involved with POD FINANCIAL, LLC, a business entity for tax and investment purposes. 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 services, supporting advisors with model portfolios, third-party subadvisors, and various advisory platforms.

Kevin Cross is a Series 66 licensed financial advisor with Merrill in Grand Rapids, MI, and has 10 years of industry experience. He has worked at Merrill since 2016 and also appears at Bank of America, N.A. since 2025. Outside of his advisory role, he serves as an Endowment Committee Member for St. Andrew's Episcopal Church in Grand Rapids. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers.

Temple Duke is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their individual needs. He emphasizes building strong relationships and provides personalized strategies to assist clients through various life transitions. Since joining Fidelity Investments in 2022, Temple has held several roles including Financial Customer Associate, Financial Representative, and Relationship Manager, gaining experience in client relations and financial planning. This progression reflects his involvement in supporting clients' financial decision-making processes. Outside of his professional work, Temple has interests in board games, concerts, cooking and baking, gardening, parenthood, and theater.

Darryck Walker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities within Fidelity, including Planning Consultant, Investment Consultant, Investment Solutions Representative I, and Customer Relationship Advocate from 2022 to 2026. Throughout his tenure, he has focused on developing personalized financial strategies tailored to the goals and priorities of individuals and families. In his current role, Darryck partners with clients through comprehensive planning and thoughtful guidance, helping them navigate financial decisions with confidence and clarity. He aims to be a trusted resource by providing ongoing support as clients work toward their long-term financial objectives. Outside of his professional responsibilities, Darryck enjoys baseball, board games, football, golf, spending time with friends, and caring for pets.

Christopher Van Eenennaam is a financial advisor at Ameriprise with a Series 66 designation. He has worked in the financial industry since 2016, including seven years at Independent Bank and three years at the CFA Institute before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes proprietary research, algorithmic tools, and collaboration between centralized service teams and financial advisors, with enrollment subject to specific asset criteria.

Tyler Keuning is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and previously worked at EverSource Wealth Advisors and Rogan & Associates. Outside of advising, Tyler operated the Grand Rapids Bicycle Company for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Rishi Acharya is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.