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Michael C
Series 65
Grand Rapids, MI
Advisory Advocates LLC
Michael Cook is a financial advisor at Advisory Advocates LLC in Grand Rapids, MI, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Legacy Planning & Associates, Inc. and BetterTrades, Inc. Outside of his advisory work, he is president and owner of Trendlogic, Inc., a non-investment related business. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and active approaches such as tactical asset allocation, sector rotation, and option-protected overlay hedged models.
Larry A
Series 66
Grand Rapids, MI
Advisory Advocates LLC
Larry Andreano is a financial advisor at Advisory Advococates LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at L.M. Kohn & Company and Royal Securities Co. Outside of his advisory work, he has a controlling interest in SAIL, LLC, a company that owns apartments and is managed by a third party. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and active portfolio management, including tactical asset allocation and option-protected overlays, and utilizes affiliated sub-advisory arrangements in its investment approach.
Elizabeth B
Series 66
Grand Rapids, MI
Advisory Advocates LLC
Elizabeth Burgess is a financial advisor at Advisory Advocates LLC in Grand Rapids, MI, holding a Series 66 designation with nine years of industry experience. She has previously worked at Voya Financial Advisors and Legacy Planning & Associates, Inc. In addition to her advisory role, she is an independent insurance agent and serves as the managing member of Goldfinch Wealth Management, an LLC with ownership ties to Advisory Advocates. Advisory Advocates LLC is a team of seven advisors serving individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, employing a process that includes goal identification, risk assessment, and individualized portfolio management with ongoing reviews and third-party manager oversight.
Joseph D
Series 66
Bettendorf, IA
Advisory Advocates LLC
Joseph Degeorge is a financial advisor at Advisory Advocates LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Investment Consulting Group INC and Money Concepts Capital Corp. Outside of his advisory role, he is a special education teacher with the Durant Community School District. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management for individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and more active approaches such as tactical asset allocation and option-protected overlay hedged models, with some portfolios sub-advised and rebalanced quarterly.
John H
Series 65
Fort Wayne, IN
Advisory Advocates LLC
John Hill is a financial advisor at Advisory Advocates LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Luminist Capital, Wealth Watch Advisors, and Life Financial Wealth Management, where he remains owner and president. In addition to his advisory role, he offers life and health insurance and annuity products through Life Financial Wealth Management. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and more active approaches such as tactical asset allocation, sector rotation, and option-protected overlay hedged models, with some portfolios sub-advised and rebalanced quarterly.
Joseph B
Series 66
Grand Rapids, MI
Advisory Advocates LLC
Joseph Bonadies is a financial advisor with Advisory Advocates LLC in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. Before joining Advisory Advocates in 2025, he worked at L.M. Kohn & Company and held various roles outside finance, including as owner and consulting sommelier of Palissage, LLC, a wine and beverage consulting business. He also serves on the City of Holland International Relations Commission. Advisory Advocates LLC provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a process combining fundamental and technical analysis with strategic and tactical asset allocation, managing approximately $158.6 million across about 243 clients.
Alan T
Series 65
Grand Rapids, MI
Advisory Advocates LLC
Alan Tubbergen is a financial advisor with Advisory Advocates LLC and holds a Series 65 designation. He has 15 years of industry experience and has worked at several firms, including PLG Planning, LLC and PLP Advisors, LLC. Outside of his advisory work, he is involved with Growth Management Group, where he assists businesses with cost savings. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and more active approaches such as tactical asset allocation, sector rotation, and option-protected overlay models, often utilizing affiliated sub-advisers.
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