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.

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.

Roger Van Loo is a financial advisor with Ameriprise in Byron Center, MI, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is a silent partner in a floral business, RVL Flowers. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Homrich is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 66 designations with three years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, JPMorgan Chase Bank, and the State of Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methods such as Monte Carlo simulations.

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.

Benjamin Ross is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he worked at Consumers Credit Union, Michigan First Mortgage, and Meijer Credit Union. He serves as a board member of SEL4Success Inc., a nonprofit that provides pre-prepared lesson plans focused on social and emotional learning to schools. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides both retail and institutional advisory services, with capabilities in public finance and municipal work.

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.

Edward Meeuwsen is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 55 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 and its predecessor, Salomon Smith Barney Inc., since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by approved tools and modeling techniques.

Joseph Silveri is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work includes roles at Textron Inc., Michigan State University, Alliance Beverage Distributing, and Sam's Club. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and various endorsed TAMPs.

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 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Alexander Overbeek is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Robert W. Baird and Co. Incorporated from 2016 to 2020 before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting with access to model portfolios and research from multiple sources.

Tyler Buitenwerf is a CFP® with nine years of industry experience, currently affiliated with Cetera. He has held roles at Milestone Wealth Management, Commonwealth Financial Network, Jesse Langschied, and Waddell & Reed Inc. His other business activities include fixed insurance sales conducted at his branch location. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across diverse program structures.

Tammy Hancock is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2000 and previously operated Tammy's House from 2015 to 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and investment consulting through non-discretionary, comprehensive financial planning and firm-sponsored wrap fee programs.