Base Hammond is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in retirement benefits consultation and portfolio management. He advises corporate clients as well as high net worth individuals and families, providing fiduciary investment guidance for various benefit programs including equity compensation, defined contribution, defined benefit, and nonqualified deferred compensation plans. Base also assists clients in managing concentrated stock positions and significant transition events such as retirement, inheritance, or the sale of a business. He holds the Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor (CPFA) designations. Base earned a bachelor's degree in economics from Michigan State University. He is affiliated with the Hammond, Martin, McKeough Group and can be contacted via email at [email protected] or by phone at 231-725-6411. Base is involved with community organizations including Peoples Center and United Way of the Lakeshore.

Roger Haag is a CFP® with 45 years of industry experience, currently affiliated with LPL Financial since 2020. His prior roles include positions at Harbour Investments, Inc and NEXT Financial Group, Inc, alongside long-term involvement with Investment & Retirement Consulting Group and Haag Financial Advisors Inc. He is also a notary public in Michigan and has provided estate planning services since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and various investment management strategies.

Joseph Masvero is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial industry in 1997 when he joined Merrill. Joseph focuses on developing and implementing financial strategies tailored to his clients' specific goals, providing advice and guidance to individuals, families, businesses, and charitable organizations. His approach involves a comprehensive understanding of clients' complete financial picture to address their short- and long-term objectives. Joseph holds the Certified Financial Planner (CFP®) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Albion College. His client focus areas include college education planning, family wealth management, philanthropic and values-based investing, retirement income, special needs planning strategies, and services for endowments, foundations, and non-profits. In addition to his professional work, Joseph participates in community activities through involvement with organizations such as Park Place Circle Condo HOA and Muskegon Rescue Mission. He is also active in several professional and recreational clubs, including Caberfae Ski Club, West Michigan Flying Club, Grand River Sail Club, and Azzi Watch Club. His personal interests include adventure sports such as biking, boating, golfing, music, scuba diving, skiing, skydiving, traveling, and yoga.

Bonnie Adamczak Brown is a financial advisor with Raymond James & Associates in Norton Shores, MI, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Raymond James & Associates since 2010. 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, institutions, pension plans, and charitable organizations, offering financial planning and consulting through various advisory programs and municipal advisory services.

Austin Wingett is a financial advisor with Raymond James & Associates in Muskegon, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked at Grand Valley State University and Bausch Best Bushes. 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, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide network of advisors.

Brandon Turnbull is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Voya Financial Advisors. Outside of his advisory role, he serves as a director on the Rotary Club of Muskegon and owns a business consulting firm, Millennium Consulting. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program platforms including discretionary and non-discretionary strategies.

Mark Roller is a financial advisor with Raymond James & Associates in Muskegon, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Raymond James & Associates since 2019 and is also the owner and licensed real estate broker of Mojo Group, LLC, a business involved in real estate brokerage and investment activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, relying on risk profiling and software-driven analyses, and provides municipal advisory services alongside a broad range of portfolio management options.

Colin Mc Key is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Sandra Bantien is a financial advisor with UBS Financial Services in Muskegon, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include three years at Merrill and an earlier period at UBS Financial Services before her current tenure beginning in 2015. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a wide range of capital markets services and proprietary research to tailor client strategies.

Thomas Braciak is a financial advisor at Cambridge Investment Research Advisors with 45 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cambridge in 2017, he was with MassMutual and MML Investor Services for 13 years. He serves as a board member of the Widowed Persons Service and participates as a citizen representative on the City of Grand Haven Economic Development Council’s Brownfield Board. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment platforms and proprietary as well as third-party model strategies, with features such as advisor business relationships involving legal and accounting referrals and institutional support services.

Lori Vieau is a Series 66-licensed financial advisor with Raymond James & Associates, based in Muskegon, MI. She has 16 years of industry experience and has been with Raymond James & Associates since 2009. Outside of her advisory role, she has experience managing rental property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a broad range of portfolio management styles and affiliated research.

Scott Geiger is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1994. 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 and investment solutions with approximately $1.01 trillion in assets under management and maintains a large nationwide network of financial advisors and branch offices.

Leonard Rowley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes prior roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of his advisory work, he manages an apparel design business called Get Barreled Apparel. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a variety of portfolio management and retirement services with a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Gavin Hansen is a financial advisor with Ameriprise in Muskegon, MI, holding a Series 66 designation. He joined Ameriprise in 2026 and has prior experience working in various roles across multiple industries, including Eagle Alloy Inc. and Walmart. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Conley is a financial advisor with Edward Jones in Muskegon, Michigan, holding Series 63 and Series 66 licenses. He has worked at Edward Jones since 1989, accumulating 36 years of industry experience. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

David Heylmun is a Series 66 licensed financial advisor with Edward Jones in Whitehall, MI, where he has worked since 2011, accumulating 14 years of industry experience. He owns Heylmun Holdings LLC, which holds a recently approved golf patent and engages with golf manufacturers, and he also buys and sells Detroit sports cards and memorabilia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Jack Mc Keough is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he specializes in developing customized financial strategies tailored to clients' unique life priorities. He focuses on areas including corporate executive services, executive compensation, family wealth management strategies, institutional investment consulting, retirement income, and legacy planning. Jack's approach emphasizes understanding clients' personal perspectives to create transparent and manageable wealth plans. Jack holds a bachelor's degree from Michigan State University and is a Personal Investment Advisor (PIA). He began his career selling insurance during college before joining Merrill Lynch. As part of The Hammond, Martin and Associates Team, he collaborates with Merrill's Chief Investment Office to design investment strategies aligned with clients' financial and life goals. Outside of his professional work, Jack enjoys golfing, spending time with his family, and swimming. He is engaged and shares his home with his fiancé and their dog.

Curtis Lucas is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, NA since 2006. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Kevin Sandin is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with LPL Financial since 2011. Outside of his advisory role, he is involved as a trustee and beneficiary in a family trust. LPL Financial serves individual clients, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning, advisory programs, and retirement consulting services, employing both discretionary and non-discretionary management supported by research and model portfolios.

James Bird is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022. Prior to that, he held roles at Adventure Credit Union and CUNA Brokerage Services, where he continues to be associated. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.