Caryn Wiers

The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Norris, Perne & French LLP (NPF) is a private wealth management firm and registered investment advisor headquartered in Grand Rapids, Michigan. The firm was founded in 1933 by Abbott Norris, Ford Perné & Charles French. NPF provides advisory services to individuals, banks, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, school districts and state or municipal governments.

BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

EquaTerra, Inc. provides advisory services in information technology (IT) and business process transformation. It offers advisory services in the areas of finance and accounting, human resources, information technology, real estate services and facilities management, supply chain, procurement, business processes and shared services. The company was founded in 2003 and is headquartered in Houston, TX.

RDV Corp. operates as a private investment and financial management company. Its services include investment management, tax, personal services, estate planning, and foundation administration services. The company is headquartered in Grand Rapids, MI.

Chardan Capital Markets LLC is a registered broker-dealer headquartered in New York City. The firm was founded by Kerry Propper and Steve Urbach in 2003. The firm offers a range of services which include capital raising, merger and acquisition advisory, strategic advisory, equity research, corporate access and institutional trading to institutional clients.

Grand Rapids Symphony operates as a music association. The company was founded in 1930 and is headquartered in Grand Rapids, MI.

Mercantile Bank of Michigan provides financial products and services. The firm offers checking, savings, and student accounts. Its lending portfolio includes mortgage loan products; consumer loans, such as home equity, automobile, recreational vehicle, personal, and overdraft protection loans; and business loans comprising small business administration financing options. The company was founded in 1997 and is headquartered in Grand Rapids, MI.

Lake Michigan Credit Union operates as a credit union. Its services include personal and commercial banking, mortgage, personal and business insurance and investments. The company was founded by Lloyd F. Hutt in October 1933 and is headquartered in Grand Rapids, MI.

Grand Rapids Community Foundation promotes arts, community development, education, environment, health, and human services. It was founded in 1922 and is headquartered in Grand Rapids, MI.

Atomic Object LLC designs and develops web, mobile, desktop and device related software. The firm serves automotive, healthcare, education, and financial services industries. The company was founded by Bill Bereza and Carl Erickson in 2001and is headquartered in Grand Rapids, MI.

Charter Private Capital Management, Inc. (Charter Private Capital) is a venture capital/private equity, subsidiary of Charter Capital Holdings, Inc. founded in 1989. The firm is headquartered in Grand Rapids, Michigan.

The Right Place, Inc. is a business assistance service provider located in Grand Rapids, MI. The non-profit company is located in Greater Grand Rapids, which is known for its fast-growing tech industry and strong talent pipeline of STEM graduates. The region offers affordable and easy access to major markets and has a robust infrastructure, making it an attractive location for companies of all sizes. The company has been helping West Michigan companies since 1985 to invest over $5.10 billion and create 47,000 new jobs in the region.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

Retirement Income Solutions, Inc. (RIS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ann Arbor, Michigan. The firm was founded by K. Larry Hastie and R. Griffith McDonald in 1992 and became a corporation formed under the laws of the State of Michigan in 1993. RIS provides investment advisory services to individuals, high net-worth individuals, trusts, estates and charitable organizations, pension and profit-sharing plans, corporations or other business entities, and not-for-profit entities.

Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers.

Red Cedar Investment Management LLC (RCIM) is a registered investment adviser headquartered in Grand Rapids, Michigan and was founded by Michael S. Gilmore. The firm is a direct subsidiary of 4100 Group, Inc., which is ultimately held by Renaissance Health Service Corp. RCIM provides discretionary investment management services to institutional clients including pension and retirement plans, registered investment companies, corporations, and foundations.

Advisory Alpha LLC is an independent, SEC-registered investment advisor headquartered in Holland, Michigan. The firm was founded in 2011 by Steve Osterink, Jr. They provide investment advice and/or management supervisory services to individuals, high-net-worth individuals, other registered investment advisers, defined contribution and defined benefit retirement plans, corporate and institutional investors.

Lakewood Hughes Group LLC (Lakewood Hughes Group) is a private equity firm founded in 2020 by James V. Buzzitta and Gregory J. Corona. The firm is headquartered in Grand Rapids, Michigan.

Ascend Vietnam Ventures(Ascend Vietnam) is a venture capital firm founded in 2021 by Binh Tran and Eddie Thai. The firm is headquartered in Vietnam.