Matthew Lehman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of experience in the industry. He has been with LPL Financial since 2012. In addition to his advisory work, he is a co-member of Bridgepoint Tax Consultants, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and specialized investment strategies.

Matthew Ten Haaf is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 license and offering three years of industry experience. Prior to his current role, he worked at Morgan Stanley Private Bank and has experience in sports memorabilia retail through Johnny Ford Sports Cards and Memorabilia. He is also the sole proprietor of Icy Ice Cards LLC, a retail and online store in Caledonia, Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various financial planning and investment platforms.

Amy Hartman is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 20 years of experience at the firm. She has been with Morgan Stanley since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools and research from its Global Investment Committee.

Sarah Valencourt is a financial advisor with Raymond James & Associates in Ada, Michigan. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she owns a rental property in Grand Rapids, Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Rachel Dick is a financial advisor at LPL Financial with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at The QTI Group and the University of Wisconsin Foundation. Outside of her advisory duties, she is involved with Engle Asset Strategies LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Charles Langeland Jr. is a financial advisor with Stifel in Grand Rapids, MI, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Global Retirement Partners, LLC, LPL Financial, LLC, and Comerica Securities, Inc. since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Thomas Patton is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including New York Life and Eagle Strategies. Outside of his advisory role, Patton provides musical entertainment as a vocalist for restaurants and events. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and offers a range of integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jacob Hufnagel is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation and two years of industry experience. He has worked with Robert W. Baird since 2017, including his current tenure starting in 2021, and previously held roles at Lake Michigan Credit Union and Generational Wealth Management. Robert W. Baird & Co.’s Private Wealth Management team, including The DDK Group, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a range of investment strategies supported by internal research and ongoing manager monitoring.

Albert Engle is a CFP® with 32 years of industry experience, currently serving at LPL Financial since 2006. Based in Ada, MI, he has been involved in business ventures outside of financial advising, including ownership of an ice cream and food retail business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing a variety of model portfolios and research to support both discretionary and non-discretionary management.

James Smilde is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Board of Directors and is Chair of the Finance Committee at Forest Hills Presbyterian Church. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kelli Vandellen is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, with prior roles at several firms including Waddell and Reed, Inc. Vandellen also has experience running a property-related business, Revivify Properties. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including model portfolios and retirement plan consulting.

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 at LPL Financial in Grand Rapids, MI, holding a Series 66 designation. He has been with LPL Financial since 2025 and previously worked in various roles including at Lake Michigan Credit Union and Banker's Life. He also has experience in education, having worked at Saginaw Valley State University and Clare High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

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.

Amy Ransler is a financial advisor at Edward Jones with eight years of industry experience and holds the Series 66 designation. She is based in Wyoming, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of more than 23,700 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 a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Camp Kamaji for Girls for three years and Cherry Door for four years. Outside of her advisory role, she owns Roamery, a small business that creates travel journals and activity books sold at art markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of household types and organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Mc Ninch is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Fifth Third Securities, JPMorgan Chase Bank, and management positions within TMG Capital Management, LLC and The McNinch Group, LLC. Outside of his advisory work, he serves on the board of Soapbox Soaps, a personal care products company, and is involved in healthcare and natural resources ventures through family-owned entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 advisory career in 2026. Prior to joining LPL Enterprise, he worked in various roles including at Grand Valley State University and Grand Blanc Township. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.