Amber Meyers is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2022, she worked for seven years at Northside Heating, Cooling & Refrigeration Inc. She holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

Breanna Hansen is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Ryke's Bakery for three years. She is based in Muskegon, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Rachelle Vanderwier is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Maureen Brading is a financial advisor with LPL Financial in Muskegon, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory work, she is also a commissioned notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management.

Michael Toth is a financial advisor with UBS Financial Services in Muskegon, MI, holding Series 63, 65, and 66 credentials and bringing 37 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the boards of Dexter Research Center, Inc. and Midwest Microdevices, Inc., both in the electronic and electrical equipment sector, and is also a board member of the West Michigan Horticultural Society, which manages the Frederik Meijer Garden & Sculpture Park. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities, providing a broad range of financial services including portfolio management, mutual funds distribution, and capital markets activities.

Eric Henley is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and no prior industry experience. Before joining Thrivent, he worked in education at Metro Nashville Public Schools and Robertson County Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad set of topics, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Levi Haight is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Avantax Investments Services, LPL Financial, and Guardian Life Insurance. Haight also manages Haight Wealth Group, LLC, which he established for tax purposes and employee payroll. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Jessica Byard is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2009. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services through various specialized programs.

Adam Carlson is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year at PC Biggs Inc. Outside of advising, he operates a sole proprietorship in White Cloud, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.

Sarah Lysiak Rahrig is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Waddell & Reed, Inc. for 14 years before joining LPL Financial in 2021. Outside of her advisory role, she serves as a notary in Michigan and is involved with Prestige Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Boodt is a financial advisor at Exchange Street Capital with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked for Spring Lake Public Schools for 24 years. Outside of her advisory role, she is the owner and artist of CreativeTherapy, a craft and art sales business. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification and long-term trading using ETFs, mutual funds, stocks, and bonds, and offers unique probate and executor support alongside ongoing financial counseling.

Melanie Meyer is a financial advisor at Exchange Street Capital with 12 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Braeburn Wealth Management for 12 years. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification, fundamental analysis, and modern portfolio theory with a long-term trading approach while also offering standalone financial planning and specialized probate support.