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.

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 credentials and bringing 27 years of industry experience. She has been with Raymond James & Associates since 2000. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Joseph Vandyke is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience that includes working at Waddell & Reed, Inc. and operating his own consulting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, with both discretionary and non-discretionary management options.

Christy Glisson is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and eight years of experience at Edward Jones. Prior to joining Edward Jones, she worked at Target for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Lance Devries is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and affiliated with JPMorgan Chase Bank, NA since 2008. 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 delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Darlene Frederick is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 license and having 23 years of industry experience. She has been with Equitable Advisors since 2002 and previously worked with Axa Advisors. Outside of her advisory role, she owns a photography business. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs and provides ERISA fiduciary services to qualified plans.

Scott Veltman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 1999 and also owns and operates Veltman Investment Management, where he serves as an independent contractor and branch manager. 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 and profit-sharing plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisor affiliations and specialized advisory programs.

Jason Wagenmaker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Raymond James since 2015 and also works as an associate for Kapteyn Wealth Partners, where he is involved in financial planning and advising. 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 and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Michael Ryan is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes positions at Bank of America, Merrill, Allstate Insurance Company, and service in the United States Marine Corps as an Anti-Tank Missile Man. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services through a combination of personal financial advisors and affiliated entities.

Jared Baker is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Bay Welding Services, Inc. and Prodigy Medical, LLC. Outside of his advisory role, he is the owner of a short-term rental business in Homer, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Anastasiia Wolters is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2020. Her prior experience includes roles at First Command Financial Planning and other firms. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Nathan Abbott is a financial advisor at LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Fifth Third Securities, Fifth Third Bank, Huntington Bank, and Northwestern Mutual. Abbott has also been involved in teaching roles at Davenport University and Saginaw Valley State University. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Atticus Bohr is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as a Financial Consultant Partner at Charles Schwab from 2021 to 2023, and as a Financial Advisor at Securian Financial Advisors of the Great Lakes from 2020 to 2021. Atticus's approach to financial planning focuses on understanding the unique goals and aspirations of his clients and their families. He aims to build relationships based on trust and transparency, helping clients feel confident and empowered in their financial decisions. Outside of his professional work, Atticus has personal interests in fitness and football.

Gordon Wadsworth is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Based in Grandville, MI, Wadsworth serves clients through one of the largest wealth management firms in the United States. 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 and offers a variety of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Sonday is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Linsco Private Ledger Corp since 2001. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Karen Streitel is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of advisory activities, she is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services via a large network of advisors.