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Jason H

CFP®, Series 63, Series 65

Grand Rapids, MI

LPL Financial

Jason Huber is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2021. Prior to joining LPL, he was associated with Huber Nichols, Inc. and various insurance carriers, and has experience at Waddell & Reed. Outside of his advisory work, he was involved with St Isidore Catholic Church from 2017 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Drake D

Series 66

Grand Rapids, MI

LPL Financial

Drake Doyle is a financial advisor at LPL Financial in Grand Rapids, MI, holding a Series 66 designation and having three years of industry experience. Prior to joining LPL Financial in 2023, he worked at RFC Financial Planners and held roles in other companies including Valvoline. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph V

CFP®, Series 63, Series 65

Grand Rapids, MI

LPL Financial

Joseph Vandyke is a financial advisor with LPL Financial in Grand Rapids, MI, holding the CFP® designation and Securities licenses Series 63 and 65. He has 28 years of industry experience, including more than two decades with Waddell & Reed, Inc., and has operated his own consulting business, Joseph D. VanDyke Consultant, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning and investment management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Derek S

Series 66

Grand Rapids, MI

LPL Financial

Derek Sall is a financial advisor at LPL Financial in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. His background includes roles at H&S Companies, U of M Health West, Laurens Tenkate LLC, and teaching positions at Calvin University and Calvin Christian High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, incorporating model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan O

CFP®, Series 63, Series 66

Grand Rapids, MI

LPL Financial

Ryan Ostrowski is a CFP®-designated financial advisor with LPL Financial in Grand Rapids, MI, bringing 28 years of industry experience. He has worked at LPL Financial since 2002 and previously spent eight years at Community First Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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