Micah Bykerk is a financial advisor at Raymond James Financial with approximately two years of industry experience. He holds the Series 66 designation and has previously worked at Grand Valley State University in various roles, including the Office of Financial Aid. Bykerk is based in Grand Rapids, MI. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains a notable presence in municipal and public finance through affiliated networks and specialized programs.

Rua Hekhuis is a Wealth Management Advisor at Merrill Lynch Wealth Management. She brings extensive experience working with clients who have complex financial needs, including entrepreneurs, professionals, and individuals involved in executive compensation, family wealth management strategies, legacy planning, and retirement income. Rua's approach emphasizes customized guidance tailored to each client's unique goals and life circumstances, leveraging the resources of Merrill and Bank of America to meet evolving client objectives. Rua holds a Master's Degree in Marketing and Management from the Rinker School of Business at Palm Beach Atlantic University and a Bachelor of Science in Marketing and Management with minors in Entrepreneurship, Social Sciences, and Economics from Northwood University. She is a CERTIFIED FINANCIAL PLANNER® and holds additional designations including Chartered Retirement Planning Counselor™, Sports & Entertainment Accredited Wealth Management Advisor™, and Personal Investment Advisor. Rua has been recognized on the Forbes "Top Women Wealth Advisors Best in State" list for consecutive years. Outside of her professional role, Rua resides in Spring Lake with her husband and two dogs. She dedicates time to support organizations such as the Humane Society of West Michigan and is involved with Michigan State University College of Human Medicine, Michigan Woman Forward, Paws with A Cause, and the Women's Resource Center. Her personal interests include running, biking, gardening, reading, martial arts, skiing, golfing, hiking, interior decorating, traveling, watching movies, and yoga.

Michael Gruszynski serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2019 and works with individuals, families, and businesses to help them reach their financial goals through comprehensive wealth management. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, as well as retirement income. With over a decade of experience in the technology industry prior to his role at Merrill, Michael brings problem-solving skills and a goals-based approach to his financial advising. He assists clients with retirement planning, tax minimization strategies, investments, estate planning services, wealth transfer, and corporate investment strategies. He holds professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Michael is a graduate of Michigan State University, where he earned a bachelor's degree. Born and raised in Michigan, he is a Detroit sports fan and enjoys personal interests such as adventure sports, baseball, basketball, camping, fishing, football, golfing, music, photography, and spending time with his family. He is also involved in the community through Big Brothers Big Sisters in Battle Creek, Michigan.

Brian Karsten is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2016 and has been associated with VanderLugt, Mulder & DeVries for over 26 years. Outside of advising, he is the owner and accountant for Hudsonville Floral & Gift Shop Inc., a retail floral business. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts, by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports tailored investment strategies through a network of independent professionals and employs various custody and platform arrangements, combining proprietary and third-party model strategies.

Paul Solberg is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert Baird & Co. since 1995 and Nmis since 2002. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Bryan Kading is a financial advisor with Edward Jones in Rockford, MI, holding CFP®, ChFC®, and Series 63 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Waselewsky is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside market simulations to support its advisory services.

Don Goetcheus is a CFP® with 32 years of industry experience, currently affiliated with Charles Schwab in Grand Rapids, MI. His work history includes roles at Ameriprise Financial Services, TD Ameritrade, and Charles Schwab. He also serves as the secretary of his fraternity alumni housing corporation. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and conducts thorough due diligence on alternative investments.

Karen Poppema is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Morgan Stanley and Benjamin F Edwards & Co. Outside of finance, she is the owner of Lowell Lavender LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with services spanning retail and institutional consulting.

Michael Gascon is a financial advisor with Ameriprise in Caledonia, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Gascon is involved in sales and marketing leadership at H&S Companies. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Brandon Moulton is a Financial Advisor at Merrill Lynch Wealth Management, where he specializes in helping individuals, families, and business owners build financial confidence through personalized service and disciplined investment decisions. He focuses on delivering tailored financial strategies in areas such as retirement planning, investment management, tax-efficient strategies, estate planning, philanthropic planning, and values-based investing. Brandon serves a diverse client base including high net worth individuals and families, pre-retirees and retirees, business owners, entrepreneurs, and young professionals. He provides holistic guidance backed by the resources of Bank of America and Merrill to support clients through every stage of life. He holds a Bachelor's Degree from Michigan State University's Eli Broad College of Business, where he was a member of the Wealth Management Program, and holds the Personal Investment Advisor (PIA) designation. Outside of work, Brandon enjoys adventure sports, boating, fishing, hunting, golfing, basketball, football, traveling, and spending time with his wife, daughter, and their two dogs.

Daniel Kalsbeek is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Royal Alliance Associates, INC., Sii, and Royal Securities Company. Outside of his advisory role, he serves as a transportation supervisor for a private school. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jamie Wiersma is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable activities including advisory roles to multiple registered investment companies and the use of AI-driven research methods.

Mitchel Takens is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Securities America Advisors, New York Life, and Nexa Mortgage. Outside of advisory work, he is involved in mortgage and real estate services through Independence Realty. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by a national network of investment adviser representatives.

Kaitlyn Valentine is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services since 2022. Her background includes six years at Graybull Commercial Cleaning and a year at Masonic Temple. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and has a notable focus on municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Joanne Sweetman is a CFP®-certified financial advisor with one year of experience at LPL Financial. She has operated Sweetman Advisory Services LLC since 2013, where she serves as president and provides tax, accounting, and advisory services, including assistance with international tax issues. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment solutions.

William Randall is a financial advisor with J.P. Morgan Securities in East Grand Rapids, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also serves as a general partner at Orcadian Ventures, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Carol Dehen is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2007. Outside of her advisory role, Dehen is involved in a non-investment related business entity for tax and investment purposes. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Herlein is a financial advisor at Merrill in Grand Rapids, MI, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Merrill, he worked at Huntington National Bank for six years and held positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Raymond James & Associates. He serves as Treasurer and Board Member for the nonprofit Ready for School, where he reviews financial reports and advises on financial decisions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Staufer is a financial advisor with Equitable Advisors in Grand Rapids, MI. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Outside of his advisory role, he operates a landscaping business and provides private cello lessons. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a range of third-party programs and platforms.