Braylen Laverty is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Hantz Group and Hantz Financial Services Inc. Outside of his advisory career, he briefly operated Live Oak Coffeehouse & Roasters. 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 an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Chance Coda is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2019, following four years at Gwn Securities Inc. Outside of advisory work, he serves as Treasurer on the Board of Directors for the Dean Lake Forest Condo Association and is involved in accounting and tax preparation through The Coda Corporation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Brandon Beukema is a financial advisor with LPL Financial in Ravenna, MI, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial since 2020 and has additional work history at Lake Michigan Credit Union dating back to 2010. His other business activities include roles related to non-variable insurance with Oceanview Life and Annuity Company and Aspida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a broad network of investment adviser representatives, utilizing various investment strategies and technology tools.

Phillip Veenstra is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 credential and has previously worked at Royal Alliance Associates, Signator Investors Inc, and Royal Securities Co. Outside of his advisory role, he is involved with PMV, LLC, a business entity for tax and investment purposes. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Rios is a financial advisor at Edward Jones in Grand Rapids, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Rios is a board member of the Family Hope Foundation, which raises and distributes funds for children with disabilities, and is involved with Grey Line Brewing, a brewery and restaurant in Grand Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brock Hoffman is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and five years of industry experience. He has been associated with PFS Investments Inc. since 2018 and Primerica Financial Services since 2018. Outside of advisory work, he drives for Uber on a part-time basis. Primerica Advisors sponsors and manages a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and offers advisory services through a large network of financial advisors.

Mary Kay Zoulek is a CFP® professional with 23 years of industry experience, currently serving clients at Edward Jones in Grandville, MI. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Benjamin Keiser is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as time spent with Summit Ministries and extended travel. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves a broad client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a range of strategies and internal research tools to support client advice.

Jonathan Mulder is a financial advisor with LPL Financial in Spring Lake, MI. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including roles at Merrill and the Center for Wealth Planning Advisors. Mulder has been with LPL Financial since 2016. 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, supporting advisors with various strategic and tactical investment options.

Michele Vanderlinde is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds a Series 63 designation and has worked at various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, N.A. Outside of her advisory role, she serves on the advisory board of Kids Food Basket, a nonprofit focused on children and youth in Grand Rapids, Michigan. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating firm‑approved tools and scenario modeling.

Todd Overbeek is a financial advisor with LPL Financial in Grandville, MI, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Woodbury Financial Services for one year. Overbeek is also the owner of Preferred Resource Solutions, LLC, a third-party administrator that assists plan sponsors with plan design and employee communication. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, third-party asset management, and institutional platforms, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Aaron Oudbier is a financial advisor at OSAIC with 25 years of industry experience. He previously worked at Royal Securities Co for 16 years and Signator Investors Inc for one year before joining OSAIC in 2018. Oudbier serves as a school board member and treasurer of the finance committee for Tri-Unity Christian School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, automated rebalancing, and access to third-party money managers to construct diversified portfolios.

Jessica Bosma is a financial advisor with Ameriprise in Grand Haven, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She previously worked at The Huntington Investment Company from 2015 to 2026. Bosma serves as a trustee on the board of the West Michigan SPCA, where she participates in decision-making and liaises with the outside accountant for financial reporting. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice and written recommendation reports tailored to clients approaching or in retirement.

David Stephan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and totaling 10 years of industry experience. He has worked with Cetera since 2020 and has prior experience at Summit Financial Networks and HD Vest. In addition to his advisory role, he owns and operates Stephan Accounting & Tax, Inc., a tax and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and access to various program platforms and third-party managers.

Kenneth Moore is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and five years of industry experience. He has worked at J.P. Morgan Securities since 2020 and is also involved as an owner and partner in a blockchain-based decentralized real estate LLC aimed at facilitating real estate investing through tokenized property ownership. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset allocation with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lisa Howland is a financial advisor with Robert W. Baird & Co. in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers financial planning, portfolio management, and brokerage services, tailoring strategies through a combination of in-house and third-party managers across a range of asset classes and investment approaches.

Dana Belliel is a financial advisor with Edward Jones in Comstock Park, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns DLQ Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and operates a large network of financial advisors and branch offices across the United States.