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 with 18 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by tools such as Monte Carlo simulations.

Eric Christopherson is a financial advisor with Thrivent Investment Management in Grand Rapids, MI. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Wells Roselieb and Raia Wealth Management and several years at Olivet Nazarene University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based analyses and written recommendations across a range of financial planning topics. The firm combines planning with managed-account programs while keeping the services distinct and conducts periodic reviews without accepting discretionary trading authority for its planning services.

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.

Ashley Gutierrez is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of her advisory role, she works as an Uber driver. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement service integrates proprietary research and third-party data within a managed account framework influenced by affiliated product offerings.

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.

Zachary Terwilliger is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Plante Moran and KPMG, where he worked for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Stephan Stoimenoff is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Prudential Insurance Company of America and PRUCO Securities, LLC, and operates his own firm, Stephan Stoimenoff, since 2015. Stoimenoff also provides Medicare Supplement Insurance services upon client request. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed through various tools and supports multiple platforms including third-party managed account solutions.

Ryan Mabie is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 license and bringing 25 years of industry experience. His career includes over a decade at Morgan Stanley and its affiliates before joining LPL Financial in 2020. Outside of his advisory role, he is involved with several business entities related to investment and tax services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of more than 22,800 advisors.

Phillip Kuyers is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Phillip.

Jaycob Willis is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, Willis is involved in independent insurance brokering and owns a consulting business. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Chase Van Dam is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Treasurer for the Oakland Christian Reformed Church in Hamilton, MI, managing the organization's benevolence accounts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lauren Anderson is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones as an advisor, she worked at Hudsonville Public Schools, National Heritage Academies, Navigator Truck Insurance Agency, and Grand Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, as well as tax-efficient services, supported by a nationwide network of approximately 23,701 financial advisors.

Scott Bernecker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997, initially joining as a Financial Planning Specialist. Scott provides wealth management services to individuals, families, nonprofit, and corporate clients, focusing on a goals-based wealth management process. Scott assists clients, their families, and businesses in understanding various financial priorities and strategies, including estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income. He offers access to a Wealth Management Lending Officer from Bank of America, N.A., to provide strategic banking guidance that complements his clients' overall financial strategies. As a Senior Portfolio Advisor, Scott is qualified to manage discretionary custom investment strategies, utilizing Merrill model portfolios and third-party investment strategies. He holds a Bachelor's degree in General Management from Michigan State University's Broad College of Business. Scott holds the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute® at the Wharton School, and the Certified Financial Planner (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. Outside of his professional role, Scott enjoys boating, golfing, running, skiing, tennis, and spending time with his family. He resides in East Grand Rapids, Michigan, with his wife Natalie, their three sons, and two Bernese Mountain Dogs.

Anthony Payne is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Aaron Pike is a financial advisor with LPL Financial in Grand Rapids, MI, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including long tenure at Cadaret, Grant & Co., Inc. and ongoing involvement with Variable Concepts, where he also engages in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various investment strategies and operational tools across an extensive network of advisors.

Lorie Smith is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Primerica Advisors in 2019, she worked at SpartanNash for 29 years. Outside of her advisory role, Smith serves as a CPR trainer at Kalamazoo Valley Community College, dedicating time monthly to this activity. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Troy Horton is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 2016, serving clients primarily from Grand Rapids, MI. Outside of his advisory role, Horton owns and operates a soybean farming business in Central Lake, MI. Ameriprise Financial Services is a 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 retirement income service combines proprietary research and third-party data to provide tailored, non-discretionary recommendations supported by a centralized service team.

Douglas Detmer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes extensive tenure at Metropolitan Life Insurance Company and its affiliated entities from 1991 to 2018, as well as roles with Prudential Insurance Company of America and Pruco Securities, LLC. He also managed The Detmer Trust for a decade. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Steven Neideck is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Tree of Life Bookstores and Taylor University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.