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 at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Argus Financial Consultants for six years. May also serves as a Notary Public in her community. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Ryan Bassett is a financial advisor with OSAIC based in Grand Rapids, MI, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 18 years at John Hancock Financial Services and 8 years at Royal Alliance Associates, INC. Bassett is also president of Evolution Wealth Strategies LLC, an entity involved in the sale of insurance and securities products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing, serving clients with both discretionary and non-discretionary account management.

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 Certified Financial Planner® with 35 years of industry experience, currently serving at OSAIC since 2024. He previously worked for Securities America Advisors, Inc. for 10 years. Elzinga serves as a member of the Investment Advisory Committee of the Reformed Church in America, overseeing fixed income and equity investments for the denomination. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, and charitable organizations, providing integrated brokerage and advisory services through multiple platforms and a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of investment types.

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 affiliated with Cambridge Investment Research in various capacities since 2011 and also leads In-Dollars Planning, which he founded in 2002. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, providing tailored strategies across multiple platform arrangements and investment approaches.

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, where he has been serving clients since 2008. He co-leads the Eccker Bujdos Group, focusing on integrating all aspects of clients' financial lives to implement seamless, disciplined wealth management strategies. Ed's approach is centered on long-term, disciplined investment principles including asset allocation and diversification, aiming to reduce volatility and preserve wealth while generating income. Ed began his career in financial services in 1995 and has experience working with a diverse clientele, including business executives, entrepreneurs, and women managing their finances through various life transitions. He offers guidance on a range of financial topics such as retirement planning, wealth transfer, education planning, and portfolio management. Ed holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree in Economics from Central Michigan University and has served as a Trustee for the Grand Rapids Rotary Charities Foundation. Ed is also an active member of the Rotary Club of Grand Rapids. Outside of work, he enjoys baseball, biking, cooking, gardening, golfing, hiking, soccer, traveling, watching movies, and spending time with his family.

Eric Deuker is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999 and served in the U.S. Army Reserve from 2009 to 2021. Outside of his advisory work, he manages a travel agency business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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 credentials and bringing 12 years of industry experience. His prior roles include positions at Sigma Financial Corporation, Spc, Royal Alliance Associates, and Sii. Outside of his advisory work, he teaches monthly for Perspectives on the World Christian Movement and is involved with the Two Fish Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

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 at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at DFCU Financial and Cuso Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from various sources.