Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Kevin T
Series 63, Series 66
Grand Rapids, MI
Hill Island Financial LLC
Kevin Toler is a financial advisor with Hill Island Financial LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Hill Island Financial in 2021, he worked at Ameriprise Financial Services, Inc. for 16 years. He serves on the Board of Directors for the East Congregational Church of Christ as Director of the Endowment Board and is also a board member of Spectrum Health Hospice. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers ERISA fiduciary services including IPS design and 3(21) investment oversight.
Rebecka P
Series 63, Series 66
Grand Rapids, MI
Hill Island Financial LLC
Rebecka Pratt is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding Series 63 and Series 66 designations with 17 years of industry experience. She has worked at Hill Island Financial since 2021 and previously at Ameriprise Financial Services from 2018 to 2021; she has also operated her own business since 2016. Pratt is a licensed insurance professional, dedicating less than 10% of her business time to this activity. Hill Island Financial serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using ETFs and mutual funds, combining fundamental and technical analysis with occasional short-term adjustments, and emphasizes ongoing personal contact with clients.
Daniel B
Series 66, Series 65
Grand Rapids, MI
Hill Island Financial LLC
Daniel Bloemers is a financial advisor at Hill Island Financial LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Ameriprise, Comerica Securities, and Flagstar Bank. Outside of advisory work, he is involved with Maestro, a cash management system for business and corporate clients. Hill Island Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, focusing on long-term portfolio construction using ETFs and mutual funds with a blend of fundamental and technical analysis.
Jacob V
Series 65
Grand Rapids, MI
Hill Island Financial LLC
Jacob Vanden Bosch is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. He previously worked at ISAM Securities for six years and has additional experience outside the financial industry. Hill Island Financial serves individuals, families, trusts, businesses, retirement plans, and charitable organizations with discretionary investment management and financial planning. The firm employs a long-term, ETF- and mutual fund-based portfolio construction approach and emphasizes personal client contact and tax-conscious custodial arrangements.
Amanda B
Series 65
Grand Rapids, MI
Hill Island Financial LLC
Amanda Bassford is a financial advisor at Hill Island Financial LLC with three years of industry experience. She holds a Series 65 designation and has worked at Hill Island Financial since 2021, following prior roles at Kevin Toler & Associates, Kelly Services, the Michigan Army National Guard, and Staples. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, high-net-worth families, trusts, estates, and businesses. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers ERISA fiduciary services, managing approximately $537 million for about 198 clients.
Arian N
CFP®, Series 66
Grand Rapids, MI
Hill Island Financial LLC
Arian Nelson is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Hill Island Financial LLC since 2022 and previously spent over a decade at Fifth Third Securities and Fifth Third Private Bank. Nelson is also involved in insurance sales on a limited basis. Hill Island Financial LLC serves individuals, families, trusts, businesses, retirement plans, and charitable organizations with discretionary investment management and financial planning. The firm focuses on long-term portfolio construction using ETFs and mutual funds and emphasizes ongoing personal contact and tax-efficient custodial arrangements.
Joshua M
Series 65
Grand Rapids, MI
Hill Island Financial LLC
Joshua Moeller is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding a Series 65 license with four years of industry experience. He previously worked at Kevin Toler & Associates for four years and spent eight years at Fitness Together. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, and businesses. The firm manages approximately $537 million and employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals.
Blake A
CFP®, Series 66
Grand Rapids, MI
Hill Island Financial LLC
Blake Appell is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Hill Island Financial LLC, where he has worked since 2024. His prior experience includes roles at Henrickson Nauta Wealth Advisors, AE Wealth Management, TriFound Financial, Merrill Lynch, and Fifth Third Bank. Hill Island Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, with a portfolio approach focused on long-term holdings in ETFs and mutual funds combined with fundamental and technical analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters