James Smilde is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Oppenheimer. He serves on the Board of Directors and chairs the Finance Committee for Forest Hills Presbyterian Church in Grand Rapids, MI. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Kelli Vandellen is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has worked with several firms, including Waddell and Reed, and has been with LPL Financial since 2017. Outside of her advisory role, she was involved with Revivify Properties for one year. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carson St. Amour is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he held positions at Gentex Corporation and Muskegon Quality Builders, and has academic experience from Michigan State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Charles Brown is a financial advisor with LPL Financial based in Grand Rapids, MI. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he worked at Lake Michigan Credit Union and Banker's Life, and he has experience in education and motorsports. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of more than 22,800 advisors.

Michael Curtis is a CFP®-credentialed financial advisor with 12 years of industry experience. He currently works at J.P. Morgan Securities in Grand Rapids, MI, where he has been since 2021. Prior to joining J.P. Morgan, Curtis held positions at PNC Bank and PNC Investments for eight years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers customized investment solutions delivered by a select group of Wealth Advisors.

Dinorah Livingston is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products through Primerica Mortgage, LLC and refers home security and automation services for a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Jennifer Rabb is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Camp Kamaji for Girls and Cherry Door. Outside of her advisory work, she owns Roamery, a business that creates travel journals and activity books sold at small art markets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Michael Mc Ninch is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities, Fifth Third Bank, and TMG Capital Management, LLC. Outside of his advisory role, he serves as a board member for Soapbox Soaps, a personal care company, and is involved in several family-owned investment entities spanning healthcare and land and mineral interests. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates ESG criteria in its recommendations and offers a range of investment products, leveraging its unique regulatory registrations within the broader J.P. Morgan organization.

Josh Pfennig is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2004. In his role, he collaborates closely with High Net Worth families throughout West Michigan to develop and maintain personalized financial plans. Josh emphasizes a collaborative planning process that integrates clients' goals with Fidelity's resources, products, and services to help pursue their financial objectives. Throughout his tenure at Fidelity, Josh has focused on addressing the unique goals and complexities of each family he serves. His approach is centered on building trusted partnerships to support clients' financial success. Outside of his professional work, Josh enjoys cooking and baking, spending time with family, participating in social events with friends, playing golf, and volunteering.

Aiden Mcdonald is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2026. Prior to joining LPL Enterprise, he worked in various roles including positions at Grand Valley State University and Grand Blanc Township. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Christopher Buckner is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes seven years at Jackson National Life Insurance Company and several roles in educational institutions such as Lansing Community College and Michigan State University. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by its research department and third-party strategists, and also offers non-securities products and affiliated insurance services.

Kyle Travis is a financial advisor at Stifel with 16 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds a Series 66 designation. Travis serves on the board of Luciana’s Legacy, a nonprofit supporting families with children facing terminal illnesses, and is actively involved in the Grand Rapids Lions Club, where he currently serves as president. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Tige Mauseth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals, families, and business owners in pursuing their financial goals through personalized strategies that align with their unique priorities. He works in areas such as college education planning, divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, managing new wealth, and portfolio management services. Tige holds a Bachelor's Degree from Michigan State University and holds the Professional Investment Advisor (PIA) designation. He emphasizes building strong relationships and providing clear, thoughtful guidance to help clients make informed financial decisions. Outside of his professional work, Tige is involved with the Boy Scouts of America. His personal interests include baseball, boating, fishing, football, ice hockey, rock climbing, soccer, swimming, and watching movies.

Jonathan Storch is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2016. He is based in Grand Rapids, MI. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Grant Hall is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at PNC Investments, The Huntington National Bank, JPMorgan Securities, Securities America, VIMA, LLC, and Waddell & Reed. Outside of his advisory role, he manages an advisory business under Jaycob Willis Holdings. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing asset management within Ameriprise accounts.

Gary Rajah is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 registrations and 36 years of industry experience. His prior work includes roles at Cantella & Co Inc and Securities America Advisors. Outside of finance, he is also a pianist and composer who performs and writes music for compensation. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using firm-provided tools and third-party managers to construct and manage diverse portfolios.

Jennifer Mierendorf is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with Cetera and Independent Bank. Outside of her advisory role, Mierendorf serves as a board member and treasurer for FMRVRT and participates in board activities for the ANBL library. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations to support municipal finance and specialized advisory programs.

Rachel Wilson is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Steven Bernas serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works with Merrill clients to understand their current financial situations and introduce solutions available through Merrill and Bank of America. Steven aims to empower clients with knowledge and tools to manage their financial lives and select platforms that align with their needs. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Steven earned his Bachelor's Degree from Grand Valley State University. His professional philosophy centers on helping clients identify priorities for themselves and their families to develop strategies that pursue their financial goals.

Thomas Munroe is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Raymond James, he worked at Bank of America for 17 years and Merrill for 37 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.