Paul Solberg is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert Baird & Co. since 1995 and Nmis since 2002. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Bryan Kading is a financial advisor with Edward Jones in Rockford, MI, holding CFP®, ChFC®, and Series 63 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2010. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Waselewsky is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside market simulations to support its advisory services.

Don Goetcheus is a CFP® with 32 years of industry experience, currently affiliated with Charles Schwab in Grand Rapids, MI. His work history includes roles at Ameriprise Financial Services, TD Ameritrade, and Charles Schwab. He also serves as the secretary of his fraternity alumni housing corporation. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and conducts thorough due diligence on alternative investments.

Karen Poppema is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Morgan Stanley and Benjamin F Edwards & Co. In addition to her advisory work, she is the owner of Lowell Lavender LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base with financial planning, investment consulting, and institutional fiduciary solutions. The firm offers a range of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Michael Gascon is a financial advisor with Ameriprise in Caledonia, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Gascon is involved in sales and marketing leadership at H&S Companies. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Brandon Moulton is a Financial Advisor at Merrill Lynch Wealth Management, where he specializes in helping individuals, families, and business owners build financial confidence through personalized service and disciplined investment decisions. He focuses on delivering tailored financial strategies in areas such as retirement planning, investment management, tax-efficient strategies, estate planning, philanthropic planning, and values-based investing. Brandon serves a diverse client base including high net worth individuals and families, pre-retirees and retirees, business owners, entrepreneurs, and young professionals. He provides holistic guidance backed by the resources of Bank of America and Merrill to support clients through every stage of life. He holds a Bachelor's Degree from Michigan State University's Eli Broad College of Business, where he was a member of the Wealth Management Program, and holds the Personal Investment Advisor (PIA) designation. Outside of work, Brandon enjoys adventure sports, boating, fishing, hunting, golfing, basketball, football, traveling, and spending time with his wife, daughter, and their two dogs.

Jamie Wiersma is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable activities including advisory roles to multiple registered investment companies and the use of AI-driven research methods.

Joanne Sweetman is a CFP®-certified financial advisor with one year of experience at LPL Financial. She has operated Sweetman Advisory Services LLC since 2013, where she serves as president and provides tax, accounting, and advisory services, including assistance with international tax issues. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment solutions.

William Randall is a financial advisor with J.P. Morgan Securities in East Grand Rapids, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also serves as a general partner at Orcadian Ventures, LLC. J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Carol Dehen is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2007. Outside of her advisory role, Dehen is involved in a non-investment related business entity for tax and investment purposes. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Herlein is a financial advisor at Merrill with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Merrill, he worked at Huntington National Bank for six years and held positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Raymond James & Associates. Outside of his advisory role, he serves as treasurer and board member for the nonprofit Ready for School in Holland, Michigan, where he reviews financial reports and advises on financial decisions. 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 plans, corporations, and charitable organizations.

Christopher Staufer is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he worked at Transamerica Financial Advisors and has entrepreneurial experience running a landscaping business and providing private cello lessons. Equitable Advisors serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

David Laplante is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He has been with Robert Baird & Co. since 1996 and holds Series 63 and Series 65 designations. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research and includes several distinctive features such as municipal advisory services and strategic minority investments.

Daniel Mushlock is a financial professional with Cetera and holds a Series 66 credential, bringing three years of industry experience. He is also the managing partner of Mushlock & Associates LLC, where he provides tax and accounting services as an enrolled agent. Outside of his advisory role, he is a partner at Mushlock Vacation Properties LLC, coordinating short-term rental bookings. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Benjamin Doerner is a financial advisor with LPL Financial in Kentwood, MI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bridgepoint Wealth Management, Union Bank of Michigan, Amazon, and Huntington National Bank. Outside of his advisory role, he is a notary and involved with Benjamin Capital LLC and Summit Land Acquisitions LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Erin Mc Govern is a CFP®-certified financial advisor with 12 years of industry experience, currently with Edward Jones since 2017. Prior to Edward Jones, she worked at Triad Advisors, Inc. and Global Financial Group Advisors, LLC for three years each. Outside of her advisory role, she is a co-owner of a condominium business in Grand Rapids, MI. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Smits is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the wealth management industry. He has been with Merrill Lynch Wealth Management since 1989. His role involves providing personalized wealth management strategies that adapt to changing market conditions, focusing on client-specific financial goals. His expertise covers financial strategies, retirement and estate planning services, and he serves individual, family, and corporate clients. He actively utilizes Merrill's resources, including specialists in advanced estate planning and retirement plans for business owners. David holds a Bachelor's Degree from Calvin College and has attained several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. He also holds the Personal Investment Advisor (PIA) designation. His approach combines extensive industry experience with practical judgment developed through client relationships and training. Beyond his professional work, David engages in community service aligned with the Merrill tradition of supporting local organizations. His personal interests include cooking, gardening, spending time with his family, and traveling.

Mark Tangen is a financial advisor at Primerica Advisors with 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of his advisory role, he is involved as a member of Horizontal Venture, LLC, a non-investment related business based in Grand Rapids, Michigan. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of strategic, tactical, tax-aware, and income distribution investment models.

Max Kramer is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has held multiple roles within Fidelity Investments, including Investment Consultant in 2022-2023 and Relationship Manager in 2022. Prior to joining Fidelity, Max served as a Financial Advisor at Credent Wealth Management from 2019 to 2021, and at Cambridge Investment Resource in 2019. He also worked as an Investment Advisor Representative at Gradient Securities from 2018 to 2019 and gained early experience as a Financial Intern at Daus Financial during 2017-2018. Max holds a California Insurance License, supporting his work in providing financial consultation. His professional focus is on partnering with clients to understand their goals and to help build financial plans that guide them through important financial events. Outside of his professional life, Max enjoys comedy, golf, spending time at the lake, and traveling.