James Smilde is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Board of Directors and is Chair of the Finance Committee at Forest Hills Presbyterian Church. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kelli Vandellen is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, with prior roles at several firms including Waddell and Reed, Inc. Vandellen also has experience running a property-related business, Revivify Properties. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including model portfolios and retirement plan consulting.

Carson St. Amour is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he held positions at Gentex Corporation and Muskegon Quality Builders, and has academic experience from Michigan State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Charles Brown is a financial advisor at LPL Financial in Grand Rapids, MI, holding a Series 66 designation. He has been with LPL Financial since 2025 and previously worked in various roles including at Lake Michigan Credit Union and Banker's Life. He also has experience in education, having worked at Saginaw Valley State University and Clare High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Michael Curtis is a CFP®-credentialed financial advisor with 12 years of industry experience. He currently works at J.P. Morgan Securities in Grand Rapids, MI, where he has been since 2021. Prior to joining J.P. Morgan, Curtis held positions at PNC Bank and PNC Investments for eight years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers customized investment solutions delivered by a select group of Wealth Advisors.

Amy Ransler is a financial advisor at Edward Jones with eight years of industry experience and holds the Series 66 designation. She is based in Wyoming, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors.

Dinorah Livingston is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products through Primerica Mortgage, LLC and refers home security and automation services for a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Jennifer Rabb is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Camp Kamaji for Girls for three years and Cherry Door for four years. Outside of her advisory role, she owns Roamery, a small business that creates travel journals and activity books sold at art markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of household types and organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Mc Ninch is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Fifth Third Securities, JPMorgan Chase Bank, and management positions within TMG Capital Management, LLC and The McNinch Group, LLC. Outside of his advisory work, he serves on the board of Soapbox Soaps, a personal care products company, and is involved in healthcare and natural resources ventures through family-owned entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Josh Pfennig is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2004. In his role, he collaborates closely with High Net Worth families throughout West Michigan to develop and maintain personalized financial plans. Josh emphasizes a collaborative planning process that integrates clients' goals with Fidelity's resources, products, and services to help pursue their financial objectives. Throughout his tenure at Fidelity, Josh has focused on addressing the unique goals and complexities of each family he serves. His approach is centered on building trusted partnerships to support clients' financial success. Outside of his professional work, Josh enjoys cooking and baking, spending time with family, participating in social events with friends, playing golf, and volunteering.

Kimberly Hensley is a Certified Financial Planner (CFP®) with seven years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aiden McDonald is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked in various roles including at Grand Valley State University and Grand Blanc Township. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

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.

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.

Rachel Wilson is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.