Bruce Pienton is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with POD Financial, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research.

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.

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.

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.

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.

Ronald Raredon is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has held multiple roles, including positions at the University of Mississippi and Cedar Crest Dairy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports clients through various advisory programs and specialized institutional services.

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.

Anna De Boer is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Stifel Nicolaus & Company Incorporated and Liberty University. She is also involved with Kapteyn Wealth Partners and The Kapteyn Group Financial Partners LLC, where she performs paraplanning and administrative functions. 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 institutional investors. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals.

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.

Regan Wilda is a financial advisor with Ameriprise in Grand Rapids, Michigan, holding a Series 66 designation and 16 years of industry experience. Prior to joining Ameriprise in 2018, Wilda worked at Merrill from 2009 to 2018 and briefly at Bank of America in 2018. Outside of advising, Wilda officiates middle and high school football games and walks neighborhood dogs. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendations in partnership with advisors like Wilda. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Paul Snow is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Equitable Advisors since 1999, including time under its previous name, Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Paulo Zepeda is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Plante Moran and the University of Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Elijah Walcott is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he was a student for 11 years. Outside of advising, he serves as an administrative assistant to Aaron Oudbier at P&S Management LLC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment types.