Donna Bourbeau was promoted to Client Service Representative II

Nicholas Bourbeau was promoted to Participant Services Administrator

Carlos Clay, Jr. was promoted to Program Team Lead

Elva Clayborn was promoted to Team Service Coordinator II

Holly Crump was promoted to Wealth Management Advisor

Andrew Edgar was promoted to Senior Private Alternatives Analyst

Ashleigh Egler-Williams was promoted to Senior Audit Associate

Brian Farrell was promoted to Senior Wealth Management Advisor

Tracy Gauthier was promoted to Senior Vice President, Director of Compliance

Jocelyn Goheen was promoted to Senior Family Office Coordinator

Rosie Hall was promoted to Senior Relationship Manager – Team Lead

Lisa Hojnacki was promoted to Participant Services Specialist-Team Lead

Michael Holmes was promoted to Assistant Vice President, Senior Trust Relationship Officer

Julie Howes was promoted to Senior Trust Operations Analyst – Team Mentor

Kelly Jorgensen was promoted to Family Office Fiduciary -Grand Rapids

Katie Mallette was promoted to Senior Recordkeeping Specialist-Team Lead

Gabbi May was promoted to Human Resources Specialist

Chris Middleton was promoted to Chief Retirement Plan Officer

Mike Mikrut was promoted to Senior Wealth Management Advisor

Rachel Mortensen was promoted to Estate Settlement Officer – Team Lead

Sam Riethman was promoted to Trader and Senior Fixed Income Associate

Kristen Rollins was promoted to Senior Systems Engineer

Joel Saukas was promoted to Senior Salesforce Administrator

Beth Simon was promoted to Senior Marketing Specialist and Business Development Liaison

Hayley Smith-Bailey was promoted to Assistant Director of Operations – Team and Execution

Alex Solis-Mullen was promoted to Assistant Vice President, Senior Estate Settlement Officer

Jenny Sowell was promoted to Senior Trust Relationship Associate

Jackie Sperling was promoted to Assistant Director of Human Resources

Andrea Stidmon was promoted to Assistant Vice President, Assistant Director of Operations – Strategy and Process

Maria Tomlinson was promoted to Trust Operations Analyst

Megan VanOosten was promoted to Senior Trust Operations Analyst

Nick Yealin was promoted to Manager Selection Associate

Jan Youker was promoted to Senior Team Service Coordinator – Traverse City