Blaire Hilt is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 credential and has been with Raymond James since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Vinner Mendez is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at J.P. Morgan Securities since 2018 and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Thomas Ladd is a financial advisor with Robert W. Baird & Co. in Norton Shores, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Ladd serves on the investment committee of the Muskegon Catholic Central Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, employing a range of strategies from traditional equity and fixed income to non-traditional investments, alongside municipal advisory and public finance services.

Brandon Beukema is a financial advisor with LPL Financial in Ravenna, Michigan, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2020 and has also worked at Lake Michigan Credit Union since 2010. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Deborah Vanderjagt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has worked with Cambridge since 2013. In addition to her advisory role, she is an author of the book "The Cranbrook Chronicles" and serves as an election inspector in Michigan. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies across multiple custody platforms.

Peter Mead is a financial advisor with Merrill in Jenison, Michigan, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of his advisory role, he serves on a financial committee in a fiduciary capacity for a nonprofit organization. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mason Norden is a Series 66-licensed financial advisor with Raymond James & Associates in Muskegon, MI, where he has worked since 2019. He has six years of industry experience and previously held positions at Northern Michigan University, Jimmy John's, and Muskegon Community College. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Jonathan Mulder is a financial advisor with LPL Financial in Spring Lake, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with LPL Financial since 2016 following a brief tenure at Center for Wealth Planning Advisors, Inc. Mulder also operates Mulder Wealth Management as a related business activity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Michele Vanderlinde is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 34 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, Vanderlinde serves on the advisory board of Kids Food Basket, a nonprofit focused on children and youth in Grand Rapids, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Brzozowski is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience with JP Morgan Chase and service in the Army National Guard. He also has a long-term involvement with American Tree Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Garrett Wever is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Wesco Inc. from 2022 to 2024. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Bassow is a CFP® professional with 34 years of experience in financial advising. He currently works at OSAIC and has previously been affiliated with Securities America Advisors, Inc. and Securities America, Inc. for 12 years. Outside of his advisory role, he operates a tax preparation and consulting business and owns an insurance practice. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios with various investment options.

Base Hammond is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in retirement benefits consultation and portfolio management. He advises corporate clients as well as high net worth individuals and families, providing fiduciary investment guidance for various benefit programs including equity compensation, defined contribution, defined benefit, and nonqualified deferred compensation plans. Base also assists clients in managing concentrated stock positions and significant transition events such as retirement, inheritance, or the sale of a business. He holds the Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor (CPFA) designations. Base earned a bachelor's degree in economics from Michigan State University. He is affiliated with the Hammond, Martin, McKeough Group and can be contacted via email at [email protected] or by phone at 231-725-6411. Base is involved with community organizations including Peoples Center and United Way of the Lakeshore.

Roger Haag is a CFP® with 45 years of industry experience, currently affiliated with LPL Financial since 2020. His prior roles include positions at Harbour Investments, Inc and NEXT Financial Group, Inc, alongside long-term involvement with Investment & Retirement Consulting Group and Haag Financial Advisors Inc. He is also a notary public in Michigan and has provided estate planning services since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and various investment management strategies.

Joseph Masvero is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial industry in 1997 when he joined Merrill. Joseph focuses on developing and implementing financial strategies tailored to his clients' specific goals, providing advice and guidance to individuals, families, businesses, and charitable organizations. His approach involves a comprehensive understanding of clients' complete financial picture to address their short- and long-term objectives. Joseph holds the Certified Financial Planner (CFP®) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Albion College. His client focus areas include college education planning, family wealth management, philanthropic and values-based investing, retirement income, special needs planning strategies, and services for endowments, foundations, and non-profits. In addition to his professional work, Joseph participates in community activities through involvement with organizations such as Park Place Circle Condo HOA and Muskegon Rescue Mission. He is also active in several professional and recreational clubs, including Caberfae Ski Club, West Michigan Flying Club, Grand River Sail Club, and Azzi Watch Club. His personal interests include adventure sports such as biking, boating, golfing, music, scuba diving, skiing, skydiving, traveling, and yoga.

Bonnie Adamczak Brown is a financial advisor with Raymond James & Associates in Norton Shores, MI, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting through various advisory programs and municipal advisory services.

Jeffrey Howlett is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., and from 2013 to 2018 operated Jeff Jr. Design LLC. He is also an advisor at The Master's Financial Group of Michigan, a DBA through which he provides fee-based financial planning and term life insurance services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Austin Wingett is a financial advisor with Raymond James & Associates in Muskegon, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked at Grand Valley State University and Bausch Best Bushes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide network of advisors.

Brandon Turnbull is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Voya Financial Advisors. Outside of his advisory role, he serves as a director on the Rotary Club of Muskegon and owns a business consulting firm, Millennium Consulting. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program platforms including discretionary and non-discretionary strategies.

Mark Roller is a financial advisor with Raymond James & Associates in Muskegon, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Raymond James & Associates since 2019 and is also the owner and licensed real estate broker of Mojo Group, LLC, a business involved in real estate brokerage and investment activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, relying on risk profiling and software-driven analyses, and provides municipal advisory services alongside a broad range of portfolio management options.