William Ellis is a CFP®-designated financial advisor at LPL Financial with 10 years of industry experience. His prior experience includes roles at Securities America Advisors and OneAmerica Securities. Outside of advising, he provides tax preparation and accounting services through Vision Tax Planning in Hudsonville, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research technology.

D. Brent Fennema is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and with 27 years of industry experience. His prior roles include positions at Securities America Advisors and SSN Advisory, among others. He is also involved in tax preparation and accounting through Vision Tax Planning and serves as a notary in Grand Rapids, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad platform of financial activities.

Mitchel Takens is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Securities America Advisors and New York Life. In addition to advising, he is involved in mortgage and real estate services through Nexa Mortgage, LLC and Independence Realty. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party strategies supported by advanced research and operational tools.

Cynthia Assink is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with LPL Financial and previously worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, Inc. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.