Michael Beach is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is a notary public. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

John Nowak is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing a comprehensive approach to wealth management that focuses on listening to clients and helping them make informed decisions. He assists clients in building tailored wealth management strategies that address their individual needs across diverse areas such as equity compensation services, family wealth management, managing new wealth, personal retirement planning, portfolio management, and serving clients in sports and entertainment. John began his financial services career in 1972 at Michigan National Bank in the Trust Investments department. Over the years, he gained experience at First Wisconsin Bank and co-founded his own financial firm before joining Merrill Lynch in 1980, where he continues to help clients achieve their financial goals. He holds a Bachelor's and a Master's degree from Western Michigan University and has earned professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Outside of his professional work, John has personal interests that include football, golfing, swimming, traveling, and watching movies.

Kenneth Moore is a financial advisor at J.P. Morgan Securities with six years of experience at the firm and a total of five years in the industry. He holds Series 66 and Series 63 designations. Outside of his advisory role, Moore is involved with Decentralized Real Estate Property 001 DAO LLC, a blockchain-based real estate investment entity, where he serves as an owner and partner. 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. The firm operates within the broader J.P. Morgan organization and focuses on non-discretionary advice through a select group of Wealth Advisors.

Lisa Howland is a financial advisor with Robert W. Baird & Co. in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She 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 financial planning, portfolio management, and brokerage services, tailoring strategies through a combination of in-house and third-party managers across a range of asset classes and investment approaches.

Ulrich Noorman is a financial advisor with Ameriprise, holding a Series 66 designation and 46 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate income strategies, Social Security options, and tax-efficient withdrawal plans. The firm combines research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with advisors.

Thomas Elzinga is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked at Ameriprise for 27 years before joining LPL Financial in 2025. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party subadvisors.

Paul Ondersma is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He has worked with LPL Financial since 2025 and previously spent two decades at Cadaret, Grant & Co., Inc. Ondersma is also the owner of Great Lakes Surfacing, a business unrelated to investment services. LPL Financial is a national firm serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing research and model portfolios to support discretionary and non-discretionary management.

Michael Langenberg is a financial advisor with LPL Financial who holds Series 65 and Series 63 credentials and has 12 years of industry experience. His prior roles include positions at Cetera Investment Advisors LLC, The Huntington Investment Company, and WINTRUST Bank. Outside of his advisory work, he owns two businesses unrelated to investments, Intricate Design and Malta Woods. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven solutions.

Brooke Moore is a financial advisor at Ameriprise with 11 years of industry experience. Prior to joining Ameriprise in 2026, Brooke worked at Truist Advisory Services and Truist Investment Services, Inc. from 2021 to 2026, and at Bb&T Securities from 2018 to 2021. Outside of financial advising, Brooke also works as a delivery driver for a food delivery service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides clients with written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and collaborative service teams.

Dana Belliel is a financial advisor with Edward Jones in Comstock Park, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns DLQ Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and operates a large network of financial advisors and branch offices across the United States.

Daniel Wierenga is a financial advisor with Cetera in Grandville, MI, holding Series 65 and Series 66 credentials and two years of industry experience. He has worked with multiple firms, including Robert Van Loozenoord, CPA, where he also provides tax preparation and payroll services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Susan Krochalk is a financial advisor with Edward Jones in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 16 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Toni Jones is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. She has worked at various divisions within Raymond James since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services including municipal advisory work and SIMPLE IRA Employer Advisory programs.

Ian Blankenburg is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Northwestern Mutual and various other positions outside the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios.

Anh Tran is a financial advisor with Ameriprise in Ada, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, he owns and manages ANT Consulting LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies, and delivers these through a centralized consulting team alongside its financial advisors.

Valeri Lawson is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Allison Stolicker is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018. Her prior experience includes roles at All-Phase Grand Rapids and Shephard Enterprise, as well as a position at Northwood University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Abraham House is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2023. Outside of finance, he works as an assistant manager at MVP Sportsplex, a health and fitness facility. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through multiple planning and investment services.

Katie Tucker is a financial advisor with Raymond James Financial in Grand Rapids, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, her background includes roles at Northwood University, Marshall Community Credit Union, and Walmart. She is also employed as a financial advisor at 56th Street Wealth Strategies, LLC and Guide Point Financial Partners. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized municipal advisory and SIMPLE IRA consulting programs.

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.