Sonya Niewiek is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley for 10 years. She is based in Grand Rapids, MI. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Markus Melsness is a financial advisor at Edward Jones in Byron Center, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held roles at Lifeworks LLC, Mayo Clinic, and several positions connected to Calvin University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

Lucas Underwood is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Michigan Mortgage and managing a business called Mybarefootwedding from 2017 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, combining various portfolio management styles and firm research to support client decisions.

Boston Knapp is a financial advisor at Edward Jones in Hastings, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he was a full-time student for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

June Matthysse is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of advisory duties, Matthysse is a notary public. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Schalk Van Niekerk is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. Van Niekerk serves as a board member of the Big Brower Lake Improvement Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party asset managers tailored to client risk profiles and needs.

Ella Gardner is a Planning Consultant at Fidelity Investments, where she has been working since 2026. In her role, she collaborates closely with clients and the advisory team to facilitate ongoing financial planning conversations throughout the year. Her work emphasizes thoughtful preparation, meaningful conversations, and consistent follow-through to help clients stay engaged and informed as they consider their financial goals, priorities, and next steps.

Shelley Strobel Erhardt is a financial advisor with Osaic Wealth Inc. based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously spent 14 years at Stifel Independent Advisors, LLC. Outside of her advisory work, she is president and sole member of Strobel Resources, LLC, a consultative services business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Troy Augustat is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked for five years with the Grand Rapids Police Department and held several other positions in various industries. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Jonathan Lacroix is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2009. Outside of advising, he coaches Little League softball and volunteers at Gilda’s Club during the Meijer LPGA golf event in Grand Rapids, MI. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of investment strategies and platforms, including proprietary models and third-party options, with both discretionary and non-discretionary management tailored to client objectives.

Bruce Pienton is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for seven years. He is also involved with POD Financial, LLC, a business entity for tax purposes. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Brendan Butterfield is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His career includes roles at Bank of America, Fifth Third Bank, and New York Life. Outside of finance, he has been involved with Grand Valley State University club sports and has worked in the hospitality industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Steve Williams is a Financial Consultant currently working at Fidelity Investments since 2021. He collaborates with clients to understand their goals, risk tolerance, and expectations, aiming to build customized financial plans. His client base includes a range of individuals from young families to retired professionals. Prior to his current role, Steve worked as a Financial Advisor at New York Life from 2017 to 2021. His experience spans various aspects of financial consulting and advising, focusing on personalized financial planning. Outside of his professional work, Steve's interests include concerts, family activities, football, social events with friends, golf, and traveling.

Mark Darnell is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. The firm serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jason Lundgren is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Merrill since 2015 and joined Bank of America, N.A. in 2025. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

John Preston is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Christopher Munson is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Rocky Mountain Sports for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Peter Almeroth is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kelli Malloy is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, PNC Wealth Management, Natcity Investments, and Wells Fargo Clearing. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Molly Chelovich is a CFP®-certified financial advisor with 18 years of industry experience, currently with Raymond James & Associates. She previously worked at Merrill Lynch and Bank of America, NA. Molly serves as co-chair of the Professional Advisory Committee for the Grand Rapids Community Foundation, where she helps develop meeting agendas and provides feedback on financial advisory trends. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.