Kenneth Moore is a financial advisor at J.P. Morgan Securities with six years of experience at the firm and a total of five years in the industry. He holds Series 66 and Series 63 designations. Outside of his advisory role, Moore is involved with Decentralized Real Estate Property 001 DAO LLC, a blockchain-based real estate investment entity, where he serves as an owner and partner. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and focuses on non-discretionary advice through a select group of Wealth Advisors.

Dana Belliel is a financial advisor with Edward Jones in Comstock Park, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns DLQ Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and operates a large network of financial advisors and branch offices across the United States.

Daniel Wierenga is a financial advisor with Cetera in Grandville, MI, holding Series 65 and Series 66 credentials and two years of industry experience. He has worked with multiple firms, including Robert Van Loozenoord, CPA, where he also provides tax preparation and payroll services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

David Moelker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Royal Securities Company. Moelker is the owner of David Moelker LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary portfolio management supported by in-house research and third-party subadvisors.

Roger Haag is a CFP® with 45 years of industry experience, currently affiliated with LPL Financial since 2020. His prior roles include positions at Harbour Investments, Inc and NEXT Financial Group, Inc, alongside long-term involvement with Investment & Retirement Consulting Group and Haag Financial Advisors Inc. He is also a notary public in Michigan and has provided estate planning services since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and various investment management strategies.

Randy Schmidt is a Certified Financial Planner® with 29 years of industry experience, currently affiliated with LPL Financial in Sparta, MI. He previously worked at Investment Centers of America, Inc. for 21 years and ICA Group Wealth Management, LLC for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Nathan Haverdink is a financial advisor at Edward Jones with Series 66 credentials and has been in the industry since 2024. Prior to joining Edward Jones, he worked at Grand Valley State University and Grounds Management Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Scott Cousino is a CFP® professional with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Grand Rapids, MI. Outside of his advisory role, he is involved in community activities including board membership with Streams of Hope and the Fellowship of Christian Athletes. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of strategies from proprietary models to third-party managers across various custody platforms.

Jeffrey Howlett is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., and from 2013 to 2018 operated Jeff Jr. Design LLC. He is also an advisor at The Master's Financial Group of Michigan, a DBA through which he provides fee-based financial planning and term life insurance services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Alexander Overbeek is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Robert W. Baird and Co. Incorporated from 2016 to 2020 before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting with access to model portfolios and research from multiple sources.

Gordon Wadsworth is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Based in Grandville, MI, Wadsworth serves clients through one of the largest wealth management firms in the United States. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Streitel is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of advisory activities, she is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services via a large network of advisors.

William Postma is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked in various roles including positions at Calvin University and Michlawn Services. Outside of advising, he operates Postma Wealth Management and has involvement with a real estate business in Grandville, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with access to proprietary and third-party research and model portfolios.

Colin Mc Key is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Todd Engbers is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and LPL Financial. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and roles advising registered investment companies.

Edward Postma Jr. is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Mission French Africa and Waddell & Reed, Inc., among others. He serves as a board member of a nonprofit organization in Grand Rapids, Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven solutions.

Kari Arrasmith is a CFP®-designated financial advisor with 12 years of industry experience, currently with LPL Financial since 2012. She also has a teaching role at Grand Valley State University starting in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mason Lesley is a financial advisor with Osaic Wealth Inc. in Grandville, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Osaic, his background includes roles at Vivint Home Security and Ripon College. Outside of his advisory duties, he is a registered assistant at P & S Management Co LLC and involved with Vantagepointe Financial Group in sales and marketing of securities and investment advisory products. Osaic Wealth Inc. serves a diverse client base including individuals, institutions, and nonprofit organizations, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party management solutions.

Steven Meyers is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he assists with billing and paperwork for a family-owned trucking business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Mark Postema is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Grand Rapids, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.