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Kendall V

Series 63, Series 66

Grand Rapids, MI

Raymond James & Associates

Kendall Vander Meulen is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at Fifth Third Securities and Wells Fargo Advisors. Outside of his advisory work, he rents out garage space through a peer-to-peer rental platform. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing multiple portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Alex G

Series 65, Series 63

Grand Rapids, MI

Raymond James & Associates

Alex Goodwin is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at several Raymond James entities, as well as Columbia Management Investment Distributors, Inc., and Gavin & Associates LLC. Outside of advising, he is a partner in multiple non-investment real estate businesses, assisting with buying, managing, and selling properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services with a range of investment strategies supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Randall L

Series 63, Series 65

Grand Rapids, MI

Raymond James & Associates

Randall Lanning is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with the firm since 2002 and holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nicholas R

Series 63, Series 66

Grand Rapids, MI

Raymond James & Associates

Nicholas Roth is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a range of portfolio management styles and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Conrad H

Series 66

Grand Rapids, MI

Raymond James & Associates

Conrad Hayes is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding a Series 66 designation and five years of industry experience. His career includes roles at Nylife Securities LLC and New York Life Insurance Co, as well as prior experience outside finance at Central Michigan University, Ric's Food Center, and Rockford High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Barbara P

Series 63, Series 66

Grand Rapids, MI

Raymond James & Associates

Barbara Paneral is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Robert W Baird & Co., Incorporated, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeffrey V

Series 63, Series 65

Grand Rapids, MI

Raymond James & Associates

Jeffrey Votruba is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera Investment Services, Citizens Securities, and Fifth Third Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Benjamin R

Series 66

Grand Rapids, MI

Raymond James & Associates

Benjamin Ross is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Consumers Credit Union, Michigan First Mortgage, and Meijer Credit Union. Ross serves as a board member of SEL4Success Inc., a nonprofit that provides pre-prepared lesson plans focused on social and emotional learning to schools. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Tammy H

Series 66, Series 65

Grand Rapids, MI

Raymond James & Associates

Tammy Hancock is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. She has been with Raymond James & Associates since 2000. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Aaron L

CFP®, Series 63, Series 66

Grand Rapids, MI

Raymond James & Associates

Aaron Louisell is a CFP® professional with five years of industry experience, currently with Raymond James & Associates. His prior roles include positions at Edward Jones and New York Life Insurance Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Dave H

Series 63, Series 65

Grand Rapids, MI

Raymond James & Associates

Dave Hilgendorf is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James for 27 years. Outside of his advisory role, he serves as Treasurer for the Morrison Lake Property Owners Association, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Alicia T

Series 63, Series 65

Grand Rapids, MI

Raymond James & Associates

Alicia Tatu is a financial advisor at Raymond James & Associates with 22 years of industry experience. She has been with Raymond James since 2003 and holds Series 63 and Series 65 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bradley K

CFP®, Series 65, Series 66

Grand Rapids, MI

Raymond James & Associates

Bradley Kaminski is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding the CFP® designation along with Series 65 and Series 66 licenses. He has 25 years of industry experience, having worked at Raymond James since 2017 and Oppenheimer & Co since 2006. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Tyler S

CFP®, Series 66

Grand Rapids, MI

Raymond James & Associates

Tyler Staples is a CFP® professional with 19 years of industry experience, currently affiliated with Raymond James & Associates since 2017. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds the Series 66 designation and is based in Grand Rapids, MI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeffrey V

Series 65, Series 66

Grand Rapids, MI

Raymond James & Associates

Jeffrey Vanderweele is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Raymond James since 2011 and also has experience with GT Independence since 2020. Outside of his advisory role, he serves as Chair of the Board and a Finance Committee member for Wedgwood Christian Services, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and nonprofit entities. The firm offers financial planning and non-discretionary consulting services supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Stephen P

Series 63, Series 65

Grand Rapids, MI

Raymond James & Associates

Stephen Paneral is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera Investment Advisers, and Charles Schwab. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Stephen O

Series 66

Grand Rapids, MI

Raymond James & Associates

Stephen Oberlin is a financial advisor at Raymond James & Associates in Grand Rapids, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Oberlin is involved with Windchill LLC, a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Samuel L

Series 66

Grand Rapids, MI

Raymond James & Associates

Samuel Lanning is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked previously at Stevens Advertising and Diocesan Publications. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Deborah S

Series 63, Series 65, Series 66

Grand Rapids, MI

Raymond James & Associates

Deborah Szymchack is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Raymond James & Associates since 2007. Outside of her advisory role, she has been involved in Mary Kay Cosmetics sales since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by research, multiple portfolio management styles, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Theresa H

Series 63, Series 66, Series 65

Grand Rapids, MI

Raymond James & Associates

Theresa Hilgendorf is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. She has worked at Raymond James & Associates since 2006 and is also associated with Windward Inc. since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lucas U

Series 66

Grand Rapids, MI

Raymond James & Associates

Lucas Underwood is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Michigan Mortgage and managing a business called Mybarefootwedding from 2017 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, combining various portfolio management styles and firm research to support client decisions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Sanath B

Series 63, Series 66

Grand Rapids, MI

Raymond James & Associates

Sanath Balaji is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Hantz Financial Services, Crunch, Keller Williams, and Northwestern Mutual. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base—including individuals, institutional and pension plans, and charitable organizations—offering financial planning and consulting services with a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John S

Series 63, Series 65, Series 66

Grand Rapids, MI

Raymond James & Associates

John Schaefer is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Raymond James since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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