Lawrence Louzon is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Rachel Chupailo is a financial advisor with Ameriprise in Norton Shores, MI, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise and its related entities since 2018 and previously worked at Charter Communications. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted advice primarily focused on assets held within Ameriprise-managed accounts.

Brian Gerrans is a CFP® professional with 27 years of industry experience. He is currently an advisor at LPL Financial, where he has worked since 2021. His prior experience includes roles at Waddell & Reed, Inc., various insurance carriers, and his own consulting group. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and oversight of substantial discretionary assets.

Amber Meyers is a financial advisor with LPL Financial, holding a Series 66 designation and bringing three years of industry experience. Prior to joining LPL Financial, she spent seven years at Northside Heating, Cooling & Refrigeration Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning and asset management solutions.

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, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory role, she is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Priddy is a financial advisor with LPL Financial based in Coopersville, MI. He holds the Series 63 and Series 66 licenses and has 20 years of industry experience, including nine years as an independent financial advisor. Outside of his advisory role, he is involved in oil and gas exploration through Huntington Oil LLC and works as a tax associate for Intuit TurboTax. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by machine-learning tools and a broad platform of financial and banking partnerships.

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 Series 66-credentialed advisor with Thrivent Investment Management and has one year of industry experience. Prior to joining Thrivent, he worked in education with Metro Nashville Public Schools and Robertson County Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based planning that covers topics such as retirement, tax, estate, and special needs planning without including implementation of recommendations.

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.

Michael Dolce is a financial advisor at Edward Jones with 29 years of industry experience. His background includes roles at Northwestern Mutual Investment Services LLC and other firms, as well as self-employment. Outside of finance, he works as a sports official in Grand Rapids, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

Philip Hayes is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He worked at Edward Jones from 2008 to 2014 before joining LPL Financial in 2014. Outside of his advisory role, he is involved with Main Street Wealth Management, an entity related to his LPL business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisor operations and research.

Jennifer Cobb is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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 who holds Series 63 and Series 66 licenses and has five years of industry experience. She previously worked at Waddell & Reed, Inc. for 14 years before joining LPL Financial in 2021. Sarah performs notary services in Michigan and operates a consulting business in addition to her advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 for Braeburn Wealth Management, LLC for 12 years before joining Exchange Street Capital. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, ranging from non-high-net-worth to high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification and long-term investment strategies, alongside offering unique probate and executor support services.