Michael Vanderpoel is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors, LLC. Vanderpoel serves as treasurer for the Killgoar Foundation, a nonprofit organization based in Grand Rapids. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm employs an IPS-driven process grounded in modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Walsh is a financial advisor with Robert W. Baird & Co. Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having 18 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

George Slikkers is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 30 years with MassMutual Life Insurance Company and Mass Mutual Investors Services in Grand Rapids, MI. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to provide written recommendations tailored to client goals.

Lisa May is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Argus Financial Consultants for six years. May also serves as a Notary Public in her community. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Ryan Bassett is a financial advisor with OSAIC based in Grand Rapids, MI, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 18 years at John Hancock Financial Services and 8 years at Royal Alliance Associates, INC. Bassett is also president of Evolution Wealth Strategies LLC, an entity involved in the sale of insurance and securities products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing, serving clients with both discretionary and non-discretionary account management.

Rebekah Sessa is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she serves as a successor trustee, executor, and power of attorney in estate administration matters. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools to develop plans, with clients responsible for implementation and updates.

Timothy Elzinga is a Certified Financial Planner® with 35 years of industry experience, currently serving at OSAIC since 2024. He previously worked for Securities America Advisors, Inc. for 10 years. Elzinga serves as a member of the Investment Advisory Committee of the Reformed Church in America, overseeing fixed income and equity investments for the denomination. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, and charitable organizations, providing integrated brokerage and advisory services through multiple platforms and a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of investment types.

Scott Cosgrove is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Cambridge Investment Research in various capacities since 2011 and also leads In-Dollars Planning, which he founded in 2002. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, providing tailored strategies across multiple platform arrangements and investment approaches.

James Scholler is a financial advisor at Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Katke Golf Course and the Wuskowhan Players Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Fiorenzo is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm delivers written recommendation reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis through a centralized consulting team.

Edward Bujdos is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He co-leads the Eccker Bujdos Group, focusing on integrating all aspects of clients' financial lives to implement seamless, disciplined wealth management strategies. Ed's approach is centered on long-term, disciplined investment principles including asset allocation and diversification, aiming to reduce volatility and preserve wealth while generating income. Ed began his career in financial services in 1995 and has experience working with a diverse clientele, including business executives, entrepreneurs, and women managing their finances through various life transitions. He offers guidance on a range of financial topics such as retirement planning, wealth transfer, education planning, and portfolio management. Ed holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree in Economics from Central Michigan University and has served as a Trustee for the Grand Rapids Rotary Charities Foundation. Ed is also an active member of the Rotary Club of Grand Rapids. Outside of work, he enjoys baseball, biking, cooking, gardening, golfing, hiking, soccer, traveling, watching movies, and spending time with his family.

Eric Van Duyn is a financial advisor at Edward Jones in Hudsonville, MI. He holds a Series 66 designation and has recently started his advisory career in 2025. Prior to joining Edward Jones, Van Duyn owned and operated Evermore Entertainment, LLC, where he provided DJ and event music services. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Ahrens is a financial advisor at Stifel in Grand Rapids, MI, holding a Series 66 designation with four years of industry experience. His work history includes positions at Stifel since 2021, Northwestern Mutual in 2021, and other roles prior to entering the financial services sector. Stifel serves a diverse 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.

Craig Johnson is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Sigma Financial Corporation, Spc, Royal Alliance Associates, and Sii. Outside of his advisory work, he teaches monthly for Perspectives on the World Christian Movement and is involved with the Two Fish Foundation. 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, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Brian Revis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He works closely with high-net-worth individuals and families to help navigate the complexities associated with significant wealth. Using Fidelity's resources and capabilities, he develops tailored investment and wealth planning strategies that address income needs, tax-efficient investing opportunities, and legacy planning considerations. Before joining Fidelity, Revis held several roles at Charles Schwab, including Vice President - Financial Consultant from 2022 to 2023, Investment Consultant from 2021 to 2022, and Broker from 2019 to 2021. He began his career as a Broker Management Associate at Jackson National from 2016 to 2019. Revis is committed to building lasting relationships based on trust, collaboration, and personalized guidance.

Paul Storm is a financial advisor at Edward Jones in Sparta, MI, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. He is the owner and CEO of Luap Ink LLC, a creative and inspirational writing business that has been dormant since 2014 but is planned for relaunch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Larry Johnson is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and over 20 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2000 and has also worked at Bank of America, N.A. since 2025. Outside of his advisory role, he serves as a deacon at First Byron Christian Reformed Church, assisting with collection duties. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benton Miller is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at DFCU Financial and Cuso Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

Melissa Hutchinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she co-owns an office furniture company with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Claude Mc Manus is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Mc Manus serves on the Board of Directors for the West Michigan Recruiting District Advisory Council and the Family Center/US Army Reserves, and is involved in charitable work with the Knights of Columbus and Holy Trinity Church. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.