A wealth of experience.

Aligned to your success.

With more than a century of experience, we bring principled and practical knowledge to the goal of helping advisors and their clients flourish.

  • Todd Brandstadt, CFP®, CIMA®
    Todd Brandstadt CFP®, CIMA®

    Executive Vice President, Director of Branches, Managing Director – Investments, Grand Rapids, MI

  • Tad Edwards
    Tad Edwards

    Chairman, CEO and President

  • Ben Edwards
    Ben Edwards

    Senior Vice President, Assistant Director of Branches

  • Brooke Eggleston
    Brooke Eggleston

    Executive Vice President, Chief Human Resources Officer

  • Chris Keller
    Chris Keller

    Executive Vice President, Director of Business Services

  • Tom Martin
    Tom Martin

    Executive Vice President, Chief Financial Officer

  • Doug Rubenstein
    Doug Rubenstein

    Executive Vice President – Senior Advisor to the Chairman

  • Gwen Taylor
    Gwen Taylor

    Executive Vice President – Chief Legal Officer

  • Chris Whiting
    Chris Whiting

    Executive Vice President, Director, Financial Strategies Group, CFP®

  • Bill Wisdom
    Bill Wisdom

    Executive Vice President, Director of Regulatory & Oversight Services