Christina Devries is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and with two years of industry experience. Her prior work includes roles at Primerica Financial Services, EDUStaff, and Shipt. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options, operating primarily on a wrap-fee basis.

Matthew Spencer is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior experience with Bank of America, Huntington Bank, and various entrepreneurial ventures including automotive detailing and lawn care businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Fredrick Brown is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities for 12 years before joining Wells Fargo in 2021. Outside of his advisory role, he manages a rental property business that includes renting out a property through Airbnb. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Noah Miller is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2019. Outside of his advisory role, he has assisted as an associate at Al Bruchnak Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Scott Pope is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach involves non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates both quantitative and qualitative research methods.

Brice Blossom is a financial advisor with Thrivent Investment Management in Grand Rapids, MI, holding a Series 66 credential and having 10 years of industry experience. He has been with Thrivent Financial and its affiliated investment management firm since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics without engaging in portfolio management or institutional advisory services. The firm combines goal-based financial analyses with options to integrate planning and managed accounts through a consolidated billing program called “WealthPlan.”

Nolan Eccker is a Financial Advisor with Merrill Lynch Wealth Management. He assists individuals and families in organizing and managing their financial lives, focusing on areas such as retirement planning, consolidating retirement accounts, and creating strategies to grow wealth beyond employer plans. Prior to joining Merrill, Nolan worked at Northwestern Mutual, where he served wealth management clients and provided financial advice. Born and raised in Holland, Michigan, Nolan is a graduate of Michigan State University and a Personal Investment Advisor (PIA). As a fourth-generation financial advisor, he brings a long-standing familiarity with the industry and insight into the impact of sound financial planning. He currently resides in Grand Rapids, Michigan. In addition to his professional work, Nolan is involved in his community as a coach and mentor for West Ottawa Basketball and as a referee and coach for West Ottawa Little Panther's Basketball. His personal interests include basketball, boating, golfing, music, tennis, and spending time with his family.

Matthew Lehman is a financial advisor with LPL Financial in Kentwood, Michigan, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Signator Investors, Inc. in 2012. He is also involved in tax preparation and accounting through Bridgepoint Tax Consultants, where he is a co-member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 Series 66-licensed financial advisor with Morgan Stanley in Grand Rapids, MI, where she has worked since 2006, totaling 20 years with the firm. She has 10 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques.

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 with LPL Financial, holding a Series 66 credential and five years of industry experience. She previously worked at The QTI Group and has experience with the University of Wisconsin Foundation and University of Wisconsin-Madison. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, utilizing a range of strategies and advisor support tools.

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 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Spc, Sigma Financial Corporation, Eagle Strategies, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, Patton provides musical entertainment as a vocalist for restaurants and events. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a complex affiliate network that includes broker-dealer, asset management, insurance, and trust entities.

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 and has been with LPL Financial since 2006. He is based in Ada, MI, and is involved in a retail food business specializing in ice cream and food sales outside of his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced advisor tools.

James Smilde is a financial advisor with Ameriprise Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior firms include Wells Fargo Clearing and Oppenheimer. He serves on the Board of Directors and chairs the Finance Committee at Forest Hills Presbyterian Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused 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.