Robert Rix is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to this, he worked at Oppenheimer & Co for 13 years. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Lisa May is a financial advisor with LPL Financial in Ada, Michigan, holding a Series 66 designation and eight years of industry experience. She previously worked at Argus Financial Consultants for six years. Outside of her advisory role, she serves as a notary public. 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 range of financial planning and portfolio management services, combining model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Ryan Bassett is a ChFC® with 25 years of industry experience, currently affiliated with OSAIC. He previously worked at John Hancock Financial Services for 18 years before joining Royal Alliance Associates, Inc. in 2018. Bassett is president of Evolution Wealth Strategies LLC, a firm involved in insurance and securities sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by proprietary tools and third-party manager programs.

Rebekah Sessa is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she serves as a successor trustee, executor, and power of attorney in estate administration matters. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools to develop plans, with clients responsible for implementation and updates.

Timothy Elzinga is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include tenures at Securities America Advisors, Inc., Sunset Financial Services, Inc., and Fifth Third Securities, Inc. He is an active member of the Investment Advisory Committee of the Reformed Church in America, where he participates in semiannual reviews of church investment funds. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services tailored to individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach supported by various tools and third-party manager options.

Scott Cosgrove is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has been associated with Cambridge Investment Research since 2011 and has operated In-Dollars Planning since 2002. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

James Scholler is a financial advisor at Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Katke Golf Course and the Wuskowhan Players Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joshua Kantor is a financial advisor at Edward Jones with 25 years of industry experience. He previously worked at T Rowe Price and Invesco Distributors, Inc. He holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large national network of advisors and branch offices.

Michael Fiorenzo is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm delivers written recommendation reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis through a centralized consulting team.

William Kapteyn Jr. is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James since 2015. He is also the managing member of The Kapteyn Group, Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Edward Bujdos is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1995 and joined Merrill in 2008, where he co-founded the Eccker Bujdos Group alongside Senior Financial Advisor Scott Eccker. The team focuses on implementing disciplined wealth management strategies that aim to build, preserve, and transfer client assets through customized, long-term investment approaches grounded in asset allocation and diversification principles. Ed provides comprehensive financial guidance across various areas, including retirement planning, legacy planning, college education planning, and special needs planning strategies. He works with business executives, entrepreneurs, and has extensive experience addressing the financial needs of women in changing life circumstances. Additionally, Ed is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and he manages discretionary portfolios incorporating individual securities and model portfolios. He holds a Bachelor's degree from Central Michigan University and serves as a Trustee for the Grand Rapids Rotary Charities Foundation. Ed is also actively involved with the Rotary Club of Grand Rapids. Outside of his professional work, he enjoys baseball, biking, cooking, gardening, golfing, hiking, soccer, spending time with his family, traveling, and watching movies.

Eric Deuker is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Ameriprise since 1999 in various capacities and served in the U.S. Army Reserve from 2009 to 2021. Outside of advisory work, he manages a travel agency business and holds managerial roles in multiple related entities. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing tax-aware withdrawal strategies.

Ian Elgersma is a financial advisor at Cetera with 10 years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliated entities since 2015. Outside of his advisory role, he owns and manages business entities related to real estate development and business expenses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform that enables advisors to implement various investment strategies under discretionary and non-discretionary authorities.

Eric Van Duyn is a financial advisor at Edward Jones in Hudsonville, MI. He holds a Series 66 designation and has recently started his advisory career in 2025. Prior to joining Edward Jones, Van Duyn owned and operated Evermore Entertainment, LLC, where he provided DJ and event music services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Ahrens is a financial advisor at Stifel in Grand Rapids, MI, holding a Series 66 designation with four years of industry experience. His work history includes positions at Stifel since 2021, Northwestern Mutual in 2021, and other roles prior to entering the financial services sector. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Levi Bykerk is a financial advisor with Raymond James Financial in Wyoming, MI, holding the Series 66 designation and one year of industry experience. He has a diverse background including roles in education at multiple Christian schools and involvement with Calvary Christian Reformed Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through its advisory programs and partnerships.

Craig Johnson is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His work history includes roles at Sigma Financial Corporation, SPC, Royal Alliance Associates, INC., and Sii. Outside of his advisory work, he volunteers as a teacher with Perspectives on the World Christian Movement. 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 range of financial planning and asset management services delivered through a large network of investment adviser representatives using various portfolio strategies and technology tools.

Brian Revis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He works closely with high-net-worth individuals and families to help navigate the complexities associated with significant wealth. Using Fidelity's resources and capabilities, he develops tailored investment and wealth planning strategies that address income needs, tax-efficient investing opportunities, and legacy planning considerations. Before joining Fidelity, Revis held several roles at Charles Schwab, including Vice President - Financial Consultant from 2022 to 2023, Investment Consultant from 2021 to 2022, and Broker from 2019 to 2021. He began his career as a Broker Management Associate at Jackson National from 2016 to 2019. Revis is committed to building lasting relationships based on trust, collaboration, and personalized guidance.

Larry Johnson is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and over 20 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2000 and has also worked at Bank of America, N.A. since 2025. Outside of his advisory role, he serves as a deacon at First Byron Christian Reformed Church, assisting with collection duties. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benton Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His career includes roles at DFCU Financial, Cuso Financial Services, J.P. Morgan Securities, and Chase Investment Services Corp. He is involved in DFCU Financial Partners, a business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.