Carmen Solano is a financial advisor at Raymond James & Associates with 10 years of industry experience. She previously worked at Merrill for 11 years before joining her current firm. Solano holds a Series 66 designation and is based in Grand Rapids, MI. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathaniel Dostal is a financial advisor with LPL Financial, holding the Series 66 designation and based in Wyoming, Michigan. He has one year of industry experience and previously worked at Wells Fargo. He has also been affiliated with Oakland Community College since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches with access to model portfolios and research.

Sara Smith is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current role since 2009 with Morgan Stanley Smith Barney and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ellen Naber is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been with Ameriprise since 2016 and also serves as an Executive Elder on the Board of Directors at Providence Church in Holland, MI. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team producing tailored Recommendation Reports based on proprietary research and third-party data, with implementation handled by clients and their advisors.

David Veenstra is a financial advisor with Osaic and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including 20 years at Equity Services, Inc. He is also active as a musician through a sole proprietorship. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct diversified portfolios across various asset classes.

Derek Sall is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. His prior work includes roles at H&S Companies, U of M Health West, and Calvin 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Nicholas Sieggreen is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. His prior roles include positions at Monroe, Sweeris & Tromp and Pennell CPA, as well as teaching engagements at Davenport University, University of Pittsburgh, Ferris State University, and Hudsonville Public Schools. He is also involved in providing financial planning and tax preparation services through separate business activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions typical of large institutional firms.

Kevin Cusack is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, Cusack manages his family’s farming operations, serves on the board of a college foundation, participates in veterans’ event planning, and holds several advisory and board positions related to publishing, education, and community development. Stifel serves a diverse clientele including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies that incorporate forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

Gregory Bootsma is a financial advisor with Morgan Stanley in Grand Rapids, Michigan, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of an equipment rental business in Byron Center, Michigan. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Jonathan Wendt is a CFP® professional with 12 years of industry experience, currently serving at LPL Financial since 2014. He operates in Kentwood, MI. Outside of his advisory role, he is involved with Wendt Financial Services, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Scott Voltz is a financial advisor with LPL Financial in Kentwood, MI, holding a Series 66 credential and over one year of industry experience. His background includes independent contracting since 2015 and a position at Milken Community Schools. Outside of financial advising, he is actively involved in coaching and refereeing water polo at multiple collegiate and national organizations. 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, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering model portfolios supported by in-house and third-party research.

William Zimdar is a financial advisor at LPL Financial based in Grand Rapids, MI. He holds the Series 66 designation and has recently started his advisory career, with work experience including positions at Peacehaven Advisory Group and Dow Jones. During his time as a student, he was affiliated with the University of Michigan. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering discretionary and non-discretionary management supported by various research resources and portfolio management options.

Davis Murphy is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and has experience in various roles across multiple industries. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework. The firm delivers these services through a select group of Wealth Advisors on a non-discretionary basis, combining centralized due diligence with access to a broad range of investment products.

William Smeda is a financial advisor at Edward Jones with three years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual from 2022 to 2025. His background also includes roles at Wedgewood Christian and work with Uber Eats, Door Dash, and Shipt. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tricia O Hearn is a Series 66-licensed financial advisor at Stifel with 19 years of industry experience, having been with the firm since 2005. She is based in Grand Rapids, MI, and also serves as a notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Hatfield is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving business owners, successful professionals, and multi-generational families through comprehensive financial planning, investment management, borrowing, and cash management services. His approach covers personal wealth management, business ownership transitions, and 401(k) plan services, catering to both established high-net-worth clients and emerging wealth clients. Jonathan has over 15 years of experience in wealth management, beginning his career as an analyst at J.P. Morgan's Private Bank in 2009. He moved to Chicago in 2012 to work with high-net-worth families and endowments, focusing on creating actionable plans that integrate advice from legal and tax counsel. He earned the Certified Private Wealth Advisor® certification in 2017 and later helped grow J.P. Morgan's presence in West Michigan. In 2020, he established his practice at Merrill Lynch to serve a broader client base, including younger families and business owners. Jonathan holds a bachelor's degree in Business and Psychology from Hope College. He is certified as a Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he lives in Cascade Township with his wife and two children. He volunteers as a coach for a mountain biking program for children at Cannonsburg Ski Area and serves as president and alumni board member for the Hope College Alumni Association.

Sabrina Szotko is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Eric Christopherson is a financial advisor with Thrivent Investment Management in Morton, IL. He holds a Series 66 designation and has four years of industry experience. Prior to his current role at Thrivent, he worked briefly at Wells Roselieb and Raia Wealth Management and has experience in education at Olivet Nazarene University and Batavia High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning across a range of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Gregory Flick is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co. since 1993. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Linkesta Turnage is a financial advisor at Merrill in Grand Rapids, MI, holding a Series 66 designation with 7 years of industry experience. Prior to joining Merrill and Bank of America in 2018, she worked for McDonald's Corporation for 14 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.