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 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Thomas Harkins is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. He has previously worked at Thrivent Financial and Premier Retirement Plan Advisors, and has experience outside finance including running a business called Mr. Squeegee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, estate, and tax planning without implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing arrangement called WealthPlan.

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.

Colton Fair is a financial advisor at Merrill with a Series 66 license and two years of industry experience. His work background includes roles at Bank of America, Cornerstone Wealth Partners, and Northwestern Mutual. Outside of finance, he has experience with Michigan Sports Academies and has held positions at educational institutions such as Cornerstone University and Howardsville Christian School. 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.

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 with Merrill in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has worked at Merrill since 2013 and Bank of America, N.A. since 2024. 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 individuals, high-net-worth clients, pension 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.

Bryan Ridgeway is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and also operates Veltman Investment Management as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has specialized affiliations that enhance its municipal and public finance capabilities.

Travis Wolf is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Kestra Financial, JPMorgan Securities, and JPMorgan Chase Bank. Outside of his advisory work, he is a tennis instructor at MVP Athletic Club in Rockford, Michigan. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm applies a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Patrick Hudson is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009, following earlier work at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to model financial outcomes.

Thomas Munroe is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill Lynch. Munroe serves on the boards of the White Lake Yacht Club and the Western Michigan Yachting Association, where he assists in planning annual sailing regattas. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations with financial planning and consulting services, offering a range of portfolio management styles supplemented by firm research and model manager options.

Scott Stirdivant is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at General Equipment & Supply and Residential Elevators. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Valerie Kovac is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2020, following roles at USA Financial and Macy's. Outside of her advisory work, she serves as treasurer on the board of directors for the Jenison Athletic Boosters. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Koppendrayer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding association with JPMorgan Chase Bank since 2006. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Koetje is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His career includes roles at VOYA Financial Advisors and Target Insurance Services. Koetje is also an elder and finance committee member at Wellspring Church in Hudsonville, Michigan. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides both proprietary and third-party investment strategies across multiple platforms and emphasizes documented advisor business relationships and institutional features tied to its scale.

Sanath Balaji is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Hantz Financial Services, Crunch, Keller Williams, and Northwestern Mutual. 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 broad client base—including individuals, institutional and pension plans, and charitable organizations—offering financial planning and consulting services with a variety of portfolio management styles and affiliated research.