Meah Bajt is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has held positions at Bank of America, Merrill, Plante Moran, Jackson Financial Services, Ottawa Avenue Private Capital, and Michigan State University. Bajt has also been involved with TEDs and Spring Lake Country Club. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Moelker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Royal Securities Company. Moelker is the owner of David Moelker LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary portfolio management supported by in-house research and third-party subadvisors.

Aaron Verkaik is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CapTrust and Calvin Nexus. Outside of advising, he has experience in non-financial roles including work at Batts Painting and Kalamazoo Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Matthew Nickels is a CFP® with 11 years of experience in the financial services industry. He has been with OSAIC since 2018 and previously worked at SII - John Hancock, Bank of America, and Merrill. Outside of his advisory role, he operates a separate LLC focused on producing written and digital content as well as providing freelance writing services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Bradley Maclachlan is a financial advisor with Robert Baird & Co. in Spring Lake, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Robert Baird & Co. since 2011. Outside of his advisory role, he serves as a Finance Council Member for St. Patrick's / St. Anthony's Catholic Church, advising on church finances and fundraising activities. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with customized financial planning and portfolio management services. The firm offers a range of investment strategies and municipal advisory services alongside its wealth management capabilities.

Cameron Rios is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He has worked at Edward Jones since 2018 and previously spent 10 years at Robert W. Baird. Based in Holland, MI, he is part of a large network of financial advisors at Edward Jones. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with over $1 trillion in assets under management.

Gregg Mulder is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James, Commonwealth Financial Network, and Envoy, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Charlie Brewer is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to design and implement personalized financial strategies that align with their unique goals. He emphasizes building lasting relationships grounded in trust, transparency, and education, utilizing Fidelity's broad suite of solutions to help clients navigate their financial journeys with confidence. Charlie has progressed through several roles at Fidelity Investments, including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2025. His experience at Fidelity spans from 2022 to the present, providing him with a comprehensive understanding of wealth management and client relationship development. Outside of his professional work, Charlie engages in fitness activities, golf, running, snowboarding, traveling, and social events with friends.

Shadd Clausen is a financial advisor with Robert Baird & Co., holding a Series 66 designation and offering 22 years of industry experience. He has worked at Robert Baird since 2019 and was previously with Hilliard Lyons from 2003. Outside of his advisory role, Clausen is a partner in SDS Partners. Baird’s Private Wealth Management department, including the DDK Group where Clausen practices, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm provides financial planning, portfolio management, and brokerage services with an investment approach that incorporates manager-traded and model-traded strategies, tax-management, and ongoing in-house research.

Paul Quinn is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2017 and was previously with FarmLink LLC from 2013 to 2017. 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 its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence process.

Nathan Haverdink is a financial advisor at Edward Jones with Series 66 credentials and has been in the industry since 2024. Prior to joining Edward Jones, he worked at Grand Valley State University and Grounds Management Solutions. 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 through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Mark Asma is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Grand Rapids, MI since 2018. Prior to joining Edward Jones, he worked at Jellyvision Lab, Inc. from 2015 to 2018. 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 with a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Laura Lubbers is a CFP®-designated financial advisor with Ameriprise, based in Wyoming, MI, and has 26 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Cousino is a CFP® professional with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Grand Rapids, MI. Outside of his advisory role, he is involved in community activities including board membership with Streams of Hope and the Fellowship of Christian Athletes. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of strategies from proprietary models to third-party managers across various custody platforms.

Joseph Silveri is a financial advisor at Equitable Advisors based in Grand Rapids, MI. He holds a Series 66 designation and joined the firm in 2026. Prior to this role, he has experience working with organizations such as Textron Inc., Michigan State University, and Alliance Beverage Distributing. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party program sponsors for many advisory models.

Christian Holt is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, Holt is involved with a CPA affiliate program in Kentwood, Michigan. 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 retirement plan consulting and model portfolios supported by LPL Research and third-party subadvisors.

Jeffrey Howlett is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., and from 2013 to 2018 operated Jeff Jr. Design LLC. He is also an advisor at The Master's Financial Group of Michigan, a DBA through which he provides fee-based financial planning and term life insurance services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Christina Fierro is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Triad Advisors, Advisory Alpha, David DeYoung, and Raymond James And Associates. 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 and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Dannels Jr. is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Jonathan Hayes is a CFP®-credentialed financial advisor with 18 years of industry experience. He currently serves at LPL Financial and has previously worked at Securities America Advisors and Fifth Third Securities. Outside of his advisory role, he is involved with Mosaic Ventures, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary portfolio management supported by in-house and third-party research.