Chad Wolters is a financial advisor with Primerica Advisors holding Series 63 and Series 65 designations. He has been with Primerica Financial Services since 2016 and has additional work experience at Holland Hospital, MillerKnoll, and PFS Investments Inc. He is based in Zeeland, MI. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Ross Diekema is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Holland, MI. Outside of his advisory role, Diekema is a member of CRT Ventures, LLC, an entity co-owned with a partner that will hold the title to their combined Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Derek L'huillier is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Wintrust Bank, The Huntington Investment Company, Infinex Investments, and Macatawa Bank. Outside of finance, he is the lead photographer and filmmaker for Life on Earth Productions, a business specializing in wedding photography and videography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Michael Cuellar is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with six years of industry experience. He previously worked at AAA Banking for five years and HAFCO for one year before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kyle Wood is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for five years at Whirlpool Corporation. He is involved with the 3 Mile Project, a nonprofit community youth center in Grand Rapids, where he oversees evenings to ensure a safe environment for children. 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 and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Kimberly Brandt is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo affiliates since 2009. Outside of her advisory role, she owns and operates a charter boat business offering cruises, safety training, and boat handling instruction on Lake Michigan. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kimberly Vande Vusse is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bofa Securities, and J.J.B. Hilliard W.L. Lyons. Kimberly is based in Holland, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Aaron Verkaik is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CapTrust and Calvin Nexus. Outside of advising, he has experience in non-financial roles including work at Batts Painting and Kalamazoo Country Club. 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, utilizing model portfolios and research from multiple sources.

Cameron Rios is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He has worked at Edward Jones since 2018 and previously spent 10 years at Robert W. Baird. Based in Holland, MI, he is part of a large network of financial advisors at Edward Jones. 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 wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with over $1 trillion in assets under management.

Gregg Mulder is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James, Commonwealth Financial Network, and Envoy, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Shadd Clausen is a financial advisor with Robert Baird & Co., holding a Series 66 designation and offering 22 years of industry experience. He has worked at Robert Baird since 2019 and was previously with Hilliard Lyons from 2003. Outside of his advisory role, Clausen is a partner in SDS Partners. Baird’s Private Wealth Management department, including the DDK Group where Clausen practices, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm provides financial planning, portfolio management, and brokerage services with an investment approach that incorporates manager-traded and model-traded strategies, tax-management, and ongoing in-house research.

Ilse Saewert is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2007. Outside of her advisory role, Saewert serves on the Finance and Investment Committee of the Community Foundation of Holland Zeeland and is a 50% partner in ID Partners LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Tami Wondergem is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has held positions at multiple firms including Equitable Advisors, Securities America, and My Personal Credit Union. In addition to her advisory role, she is licensed to offer health and Medicare insurance through the Buursma Agency. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and financial planning services to individuals, retirement plans, corporations, charities, and institutional clients. The firm operates a multi-manager platform offering various portfolio management options and serves over 800,000 clients through more than 10,000 advisors nationwide.

Arthur Buys is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2010. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jessie Devine is a financial advisor with LPL Financial in Holland, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, Jessie worked with Consumers Credit Union, CUSO Financial Services, and Morgan Stanley Financial Advisors, and has a background that includes a decade at Magna Mirrors and three years at Davenport University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

D. Brent Fennema is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior experience includes roles at Securities America Advisors, Securities America, Ssn Advisory, and Edge Group Advisors. Outside of his advisory work, he is involved in tax preparation and accounting through Vision Tax Planning and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Daniel Kempker is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019 and at J.J.B. Hilliard, W.L. Lyons, Inc. for over 30 years. Outside of his advisory role, he is a partner at HL Partners. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded strategies with ongoing manager selection and research support.

Lee Bosko is a financial advisor with Ameriprise in Holland, MI, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 30 years before joining Ameriprise in 2019. Bosko serves on the Board of Directors for HABA, where he is Vice President. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Stephen Kiss is a financial advisor at Robert Baird & Co. with 36 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard W.L. Lyons from 1992 to 2018. Kiss holds Series 63 and Series 65 licenses. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a range of strategies including manager-traded and model-traded SMAs, tax management, and direct indexing.

Daniel De Witt is a financial advisor with Ameriprise in Hudsonville, MI, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in business ownership related to tax preparation and administrative management for his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.