Christopher Buckner is a Series 66 licensed financial advisor with four years of industry experience. He has worked at LPL Enterprise since 2026 and previously held positions at Jackson National Life Insurance Company and Lansing Community College. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Kyle Travis is a financial advisor at Stifel with 16 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds a Series 66 designation. Travis serves on the board of Luciana’s Legacy, a nonprofit supporting families with children facing terminal illnesses, and is actively involved in the Grand Rapids Lions Club, where he currently serves as president. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Tige Mauseth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals, families, and business owners in pursuing their financial goals through personalized strategies that align with their unique priorities. He works in areas such as college education planning, divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, managing new wealth, and portfolio management services. Tige holds a Bachelor's Degree from Michigan State University and holds the Professional Investment Advisor (PIA) designation. He emphasizes building strong relationships and providing clear, thoughtful guidance to help clients make informed financial decisions. Outside of his professional work, Tige is involved with the Boy Scouts of America. His personal interests include baseball, boating, fishing, football, ice hockey, rock climbing, soccer, swimming, and watching movies.

Eric Bender is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He has been the owner and operator of a seasonal concession business, Gibby's Concessions, since 2007. Prior to joining Edward Jones, he worked at Bruce's Frame and Alignment for sixteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Storch is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2016. He is based in Grand Rapids, MI. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Grant Hall is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at PNC Investments, The Huntington National Bank, JPMorgan Securities, Securities America, VIMA, LLC, and Waddell & Reed. Outside of his advisory role, he manages an advisory business under Jaycob Willis Holdings. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing asset management within Ameriprise accounts.

Gary Rajah is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 registrations and 36 years of industry experience. His prior work includes roles at Cantella & Co Inc and Securities America Advisors. Outside of finance, he is also a pianist and composer who performs and writes music for compensation. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using firm-provided tools and third-party managers to construct and manage diverse portfolios.

Asa Lakeman is a financial advisor with Osaic who holds the CFP® designation and a Series 66 license. He has 23 years of industry experience, including 16 years at Signator Investors Inc / John Hancock Financial Services before joining Osaic in 2018. Lakeman maintains several sole proprietorships related to insurance and securities marketing. Osaic Wealth, Inc. serves a broad client base including retail and institutional investors through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services and utilizes asset-allocation tools and third-party solutions to manage portfolios across a range of investment types.

Steven Bernas is a financial advisor at Merrill Lynch Wealth Management. He works with clients to develop strategies aligned with their financial goals by focusing on what matters most to them and their families. Steven holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree from Grand Valley State University.

Thomas Munroe is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Raymond James, he worked at Bank of America for 17 years and Merrill for 37 years. 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 diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rand Putterman is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding the CFP® designation and Series 66 license. He has 25 years of industry experience, including prior roles at Comerica Securities, Ameriprise Financial Services, and Davenport University. Outside of his advisory work, he holds a real estate license and is involved in cash management services through an outside business activity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and diverse investment products supported by firm-approved tools and the Global Investment Committee’s analyses.

Harley Gaul is currently working as an Investment Consultant. He aims to assist clients in organizing and structuring their financial plans by leveraging the tools and resources available at Fidelity. Harley's professional experience includes serving as an Insurance Agent at Washington National from 2024 to 2025. Outside of his professional work, Harley has personal interests that include board games, cars, fitness, and snowboarding.

Robert Raredon is a financial advisor with Raymond James Financial in Wyoming, MI, holding a Series 66 designation and 19 years of industry experience. He has worked with Raymond James since 2007 and owns RS Financial Consulting LLC, a support company managing the financial and staffing aspects of his practice. 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, utilizing tailored planning and analytical tools to support client goals.

Corwin Clausing is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 65 licenses and spent 22 years with Lincoln Financial Advisors prior to joining Osaic in 2025. Clausing also operates Clausing Financial Group, where he offers fixed annuities, fixed life insurance, long-term care insurance, and accident insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Willow Pavliga is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Prior to her career in finance, she held roles outside the industry including at Aldi and Home City Ice. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools to develop financial plans, serving a broad client base through various advisory and brokerage services.

Ryan Weaver is a financial advisor with Ameriprise in Ada, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he officiates basketball games for the Special Olympics of Michigan. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis in its approach, supported by a centralized consulting team and algorithmic tools to generate tailored recommendations.

Mc Lain Eccker is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing comprehensive financial strategies to help clients achieve their financial goals. His areas of expertise include stock concentration, tax mitigation strategies, deferred compensation, stock options and restricted stock, estate planning strategies, and retirement income planning. He holds a Bachelor's Degree from Western Michigan University and is a Chartered Retirement Planning Counselor (CRPC) as well as a Personal Investment Advisor (PIA). He is a member of the Western Michigan University Alumni Association. Outside of his professional work, Mc Lain participates in community organizations including Kids Food Basket Grand Rapids and Meals On Wheels Western Michigan. He enjoys spending time with his family, traveling, and boating on Lake Michigan.

Sean Kolody is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with clients to build long-term wealth through personalized planning and financial strategies. He collaborates closely with individuals and families to define their financial goals and develop portfolio strategies tailored to pursue those objectives. Sean provides ongoing advice and adjusts financial plans as clients' situations evolve. His areas of expertise include education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Sean holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Grand Valley State University. Outside of his professional role, Sean's personal interests include basketball, fishing, football, golfing, hunting, interior decorating, reading, skiing, spending time with his family, and traveling.

Mark Grooters is a financial advisor with LPL Enterprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Regulus, LLC and Regal Financial Group for six years and at Securities America Advisors and Securities America Inc for three years. He serves as Treasurer, Secretary, and Board Member for Grace Life Bible Church. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, model portfolio programs, third-party asset management arrangements, and offers brokerage and insurance products through its integrated platform.

Jacob Yerkes is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. He is also associated with Anchor Wealth Advisers as an associate financial advisor. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of program options including model portfolios, third-party managers, and bespoke strategies.