Ryan Mabie is a financial advisor with LPL Financial in Grand Rapids, Michigan, holding the Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2009 to 2020. Mabie is involved with several business entities related to both investment and non-investment activities, including Mosaic Wealth Management and Mosaic Ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing discretionary and non-discretionary management strategies supported by research and model portfolios.

Doug Boock is a financial advisor with Edward Jones in Grandville, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at GateHouse Media from 2008 to 2017. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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 with Merrill Lynch Wealth Management. Since joining the firm in 1997 as a Financial Planning Specialist, he has provided wealth management services to individuals, families, nonprofit organizations, and corporate clients. Scott focuses on clients' goals and concerns, employing a goals-based wealth management process supported by global resources and technology. He offers strategies including estate planning, investments, tax minimization, wealth transfer, and retirement income, tailored to each client's unique circumstances. Additionally, he collaborates with a Wealth Management Lending Officer from Bank of America, N.A., to provide lending solutions integrated into clients' overall financial strategies. Scott holds the position of qualified Senior Portfolio Advisor, managing discretionary custom investment strategies using Merrill model portfolios and third-party options. He earned a Bachelor's degree in General Management from Michigan State University's Broad College of Business. His professional credentials include the Certified Financial Planner (CFP) certification from the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School. Scott was named to Barron's "Top 1,200 Financial Advisors" list in 2018, 2020, 2021, and 2022, as well as to the Financial Times Top 400 Financial Advisors in 2019. He lives in East Grand Rapids, Michigan, with his wife Natalie and their three sons. His personal interests include boating, golfing, running, skiing, tennis, and spending time with his family.

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 at LPL Financial with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Variable Concepts since 1990. His background includes a long tenure at Cadaret, Grant & Co., Inc. Prior to joining LPL Financial in 2025, he worked extensively with Variable Concepts, where he has also been involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and diversified strategies.

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 credentials and bringing 33 years of industry experience. His career includes tenure at Prudential Insurance Company of America, Pruco Securities, LLC, and Metropolitan Life Insurance Company. He also managed The Detmer Trust for ten years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and financial planning. The firm’s platform integrates adviser programs with financial product sales, including insurance, and participates in collateralized lending programs.

Scott O’Mara is a financial advisor with LPL Financial in Grand Rapids, MI, holding CFP®, Series 63, and Series 66 designations and 14 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Clearing from 2020 to 2023 and Edward Jones from 2014 to 2020. He is also involved with POD FINANCIAL, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Cross is a financial advisor at Merrill with 10 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2016 and is currently affiliated with Bank of America, N.A. Since 2025, he has served as a member of the Endowment Committee for St. Andrew's Episcopal Church in Grand Rapids, MI. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The program utilizes model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and affiliated managers, with access to a broad range of products integrated within Bank of America’s corporate platform.

Temple Duke is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their individual needs. He emphasizes building strong relationships and provides personalized strategies to assist clients through various life transitions. Since joining Fidelity Investments in 2022, Temple has held several roles including Financial Customer Associate, Financial Representative, and Relationship Manager, gaining experience in client relations and financial planning. This progression reflects his involvement in supporting clients' financial decision-making processes. Outside of his professional work, Temple has interests in board games, concerts, cooking and baking, gardening, parenthood, and theater.

Darryck Walker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities within Fidelity, including Planning Consultant, Investment Consultant, Investment Solutions Representative I, and Customer Relationship Advocate from 2022 to 2026. Throughout his tenure, he has focused on developing personalized financial strategies tailored to the goals and priorities of individuals and families. In his current role, Darryck partners with clients through comprehensive planning and thoughtful guidance, helping them navigate financial decisions with confidence and clarity. He aims to be a trusted resource by providing ongoing support as clients work toward their long-term financial objectives. Outside of his professional responsibilities, Darryck enjoys baseball, board games, football, golf, spending time with friends, and caring for pets.

Christopher Van Eenennaam is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. His work history includes roles at the CFA Institute and several banks from 2010 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Rishi Acharya is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to 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 brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Richard Houck Jr. is a financial advisor with Edward Jones in Wyoming, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates Twin Pine Ranch LLC, where he raises and sells beef cows. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

John Vanderbaan is a financial advisor with Raymond James Financial in Hudsonville, MI, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Raymond James since 2010 and also operates Vanderbaan Financial Group, Inc. He serves on the Finance Council advisory board for St Sebastian Church, providing input on the organization’s financial decisions. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive emphasis on advisory and implementation-support services rather than discretionary management.

Austin Lovett is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including J.P. Morgan Securities LLC, Equitable Advisors, and The Prudential Insurance Company of America. Outside of his advisory work, Lovett has experience as a delivery driver for DoorDash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio strategies, third-party asset management, and a range of brokerage and insurance products via an integrated platform.