Michael Curtis is a CFP®-credentialed financial advisor with 12 years of industry experience. He currently works at J.P. Morgan Securities in Grand Rapids, MI, where he has been since 2021. Prior to joining J.P. Morgan, Curtis held positions at PNC Bank and PNC Investments for eight years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers customized investment solutions delivered by a select group of Wealth Advisors.

Amy Ransler is a financial advisor at Edward Jones with eight years of industry experience and holds the Series 66 designation. She is based in Wyoming, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors.

Dinorah Livingston is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products through Primerica Mortgage, LLC and refers home security and automation services for a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Michael Mc Ninch is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Fifth Third Securities, JPMorgan Chase Bank, and management positions within TMG Capital Management, LLC and The McNinch Group, LLC. Outside of his advisory work, he serves on the board of Soapbox Soaps, a personal care products company, and is involved in healthcare and natural resources ventures through family-owned entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joshua Swanson is a financial advisor with Edward Jones in Zeeland, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a national network of more than 23,700 financial advisors.

Tige Mauseth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals, families, and business owners in pursuing their financial goals through personalized strategies that align with their unique priorities. He works in areas such as college education planning, divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, managing new wealth, and portfolio management services. Tige holds a Bachelor's Degree from Michigan State University and holds the Professional Investment Advisor (PIA) designation. He emphasizes building strong relationships and providing clear, thoughtful guidance to help clients make informed financial decisions. Outside of his professional work, Tige is involved with the Boy Scouts of America. His personal interests include baseball, boating, fishing, football, ice hockey, rock climbing, soccer, swimming, and watching movies.

Jonathan Storch is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2016. He is based in Grand Rapids, MI. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Grant Hall is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at PNC Investments, The Huntington National Bank, JPMorgan Securities, Securities America, VIMA, LLC, and Waddell & Reed. Outside of his advisory role, he manages an advisory business under Jaycob Willis Holdings. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing asset management within Ameriprise accounts.

Gary Rajah is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 registrations and 36 years of industry experience. His prior work includes roles at Cantella & Co Inc and Securities America Advisors. Outside of finance, he is also a pianist and composer who performs and writes music for compensation. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using firm-provided tools and third-party managers to construct and manage diverse portfolios.

Asa Lakeman is a financial advisor with Osaic who holds the CFP® designation and a Series 66 license. He has 23 years of industry experience, including 16 years at Signator Investors Inc / John Hancock Financial Services before joining Osaic in 2018. Lakeman maintains several sole proprietorships related to insurance and securities marketing. Osaic Wealth, Inc. serves a broad client base including retail and institutional investors through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services and utilizes asset-allocation tools and third-party solutions to manage portfolios across a range of investment types.

Libby Nienhuis is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 registrations and with seven years of industry experience. Her prior roles include positions at The Juice Plus Company and Charter House Innovations, as well as ongoing work with Primerica Financial Services since 2015. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program delivered through a large network of advisors and utilizes model-delivery strategies created by unaffiliated asset managers.

Steven Bernas is a financial advisor at Merrill Lynch Wealth Management. He works with clients to develop strategies aligned with their financial goals by focusing on what matters most to them and their families. Steven holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree from Grand Valley State University.

Cooper Jennings is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and has also held roles at Uber and Lyft. Jennings spent time at Northwestern Mutual and Plante Moran, and has been involved with educational institutions including Hope College and Holland Christian Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Munroe is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Raymond James, he worked at Bank of America for 17 years and Merrill for 37 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Raredon is a financial advisor with Raymond James Financial in Wyoming, MI, holding a Series 66 designation and 19 years of industry experience. He has worked with Raymond James since 2007 and owns RS Financial Consulting LLC, a support company managing the financial and staffing aspects of his practice. 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, corporations, and institutional clients, utilizing tailored planning and analytical tools to support client goals.

Ryan Weaver is a financial advisor with Ameriprise in Ada, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he officiates basketball games for the Special Olympics of Michigan. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis in its approach, supported by a centralized consulting team and algorithmic tools to generate tailored recommendations.

Mc Lain Eccker is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing comprehensive financial strategies to help clients achieve their financial goals. His areas of expertise include stock concentration, tax mitigation strategies, deferred compensation, stock options and restricted stock, estate planning strategies, and retirement income planning. He holds a Bachelor's Degree from Western Michigan University and is a Chartered Retirement Planning Counselor (CRPC) as well as a Personal Investment Advisor (PIA). He is a member of the Western Michigan University Alumni Association. Outside of his professional work, Mc Lain participates in community organizations including Kids Food Basket Grand Rapids and Meals On Wheels Western Michigan. He enjoys spending time with his family, traveling, and boating on Lake Michigan.

Brian Brink is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and two years of industry experience. He has been affiliated with Primerica Financial Services since 2005. Brink is the managing partner of Financial Resource Consultants LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Charlsey Cavric is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, Cavric worked in real estate and held roles in public service and healthcare, including service in the United States Army. Outside of advising, Cavric owns a photography business. 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, and institutions. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals.