Jennifer Scharphorn is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on offering a comprehensive approach to managing wealth, beginning with understanding a client's financial situation and personal goals. Jennifer helps clients create customized wealth management strategies that can adapt to changing needs and market conditions, providing access to Merrill's investment insights and Bank of America's banking and lending solutions. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, retirement income, and services for endowments, foundations, and non-profits. Jennifer holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Grand Valley State University. Jennifer supports the Merrill tradition of community involvement by volunteering with local organizations. Outside of her professional role, she enjoys adventure sports, baseball, basketball, cooking, football, photography, skiing, spending time with her family, and traveling.

Natalie Filker is a financial advisor at Edward Jones in Rockford, MI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked in healthcare roles including public health nursing and patient care assistance. Her healthcare background includes managing cases of Medicaid-eligible clients and providing care for mothers and newborns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Sonya Niewiek is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley for 10 years. She is based in Grand Rapids, MI. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Parker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of advisory work, he also operates as an independent insurance agent in Rockford, Michigan. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Markus Melsness is a financial advisor at Edward Jones in Byron Center, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held roles at Lifeworks LLC, Mayo Clinic, and several positions connected to Calvin University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

Lucas Underwood is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Michigan Mortgage and managing a business called Mybarefootwedding from 2017 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, combining various portfolio management styles and firm research to support client decisions.

Nicholas Venlet is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cambridge Investment Research Advisors and at LPL Financial in prior roles. Outside of his advisory work, he serves as a middle school basketball coach in East Grand Rapids, MI. 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 range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

June Matthysse is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of advisory duties, Matthysse is a notary public. Stifel serves a broad 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.

Shane Thorsen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Securities America Advisors and Penn Mutual Life Insurance Company. 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 range of financial planning and investment services through a large network of advisors, utilizing model portfolios and third-party subadvisors alongside proprietary research and technology tools.

James Haberlein is a CFP® professional with 29 years of experience in the financial services industry. He has been with Ameriprise since 1997, currently serving at the Grand Rapids, MI office. His credentials include the Series 63 license. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria. The firm provides comprehensive written recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic tools to support its advisory process.

Schalk Van Niekerk is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. Van Niekerk serves as a board member of the Big Brower Lake Improvement Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party asset managers tailored to client risk profiles and needs.

Zachary Ford is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in education with Grand Rapids Public Schools and has experience with Meijer and Swoon Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, offering discretionary and non-discretionary investment strategies supported by a nationwide network of thousands of financial advisors.

Ella Gardner is a Planning Consultant at Fidelity Investments, where she has been working since 2026. In her role, she collaborates closely with clients and the advisory team to facilitate ongoing financial planning conversations throughout the year. Her work emphasizes thoughtful preparation, meaningful conversations, and consistent follow-through to help clients stay engaged and informed as they consider their financial goals, priorities, and next steps.

Shelley Strobel Erhardt is a financial advisor with Osaic Wealth Inc. based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously spent 14 years at Stifel Independent Advisors, LLC. Outside of her advisory work, she is president and sole member of Strobel Resources, LLC, a consultative services business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Troy Augustat is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked for five years with the Grand Rapids Police Department and held several other positions in various industries. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Jonathan Lacroix is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2009. Outside of advising, he coaches Little League softball and volunteers at Gilda’s Club during the Meijer LPGA golf event in Grand Rapids, MI. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of investment strategies and platforms, including proprietary models and third-party options, with both discretionary and non-discretionary management tailored to client objectives.

Trevor Shields is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Waddell & Reed Inc for six years and has maintained independent consulting and advisory roles throughout his career. Shields serves on the board of the nonprofit Friendship Miles and works as an independent contractor ambassador for lululemon. 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 portfolio management solutions, leveraging both proprietary research and third-party subadvisors, supported by advanced operational tools while maintaining a broad array of non-advisory financial services.

Bruce Pienton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2023, he worked with Wells Fargo Clearing and Wells Fargo Advisors LLC for a total of 14 years. Outside of his advisory role, he is involved with several business entities in Grand Rapids, including real estate activities through St Benedict Properties LLC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jacob Jackson is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise, Jackson worked at Huntington National Bank and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.