Joseph Green is a financial advisor with Stifel, holding a Series 66 designation and 18 years of industry experience. He has worked at Stifel since 2012. Outside of his advisory role, he serves as Secretary of the Board for One South Harbor Members, LLC, a business condo owners group. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to produce asset allocation and retirement planning analyses.

Thomas Dewitt is a financial advisor with LPL Financial in Holland, MI, holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Macatawa Bank for 22 years and has been affiliated with WINTRUST Bank concurrently with his role at LPL Financial. Dewitt also acts in a fiduciary capacity for various testamentary trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Kyler Koch is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is involved in real estate ownership in Holland, Michigan. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with at least $1 million in investable assets. The firm provides written recommendation reports based on detailed modeling and tax-efficiency analysis, delivered through a centralized consulting team in partnership with its financial advisors.

Jeffrey Bodkins is a Series 66 licensed financial advisor with Edward Jones in Holland, MI, where he has worked since 2019. He has six years of industry experience, including a prior role at Michigan Air Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kurtis Abraham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously at Fifth Third Securities from 2014 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Zichterman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Advocare and Raymond James & Associates. Outside of advisory work, he is the owner of Drifter Lee Enterprises LLC and PC Lee Enterprises LLC, which manage various business and personal real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Luke De Boer is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and Equitable Advisors, LLC. Outside of his advisory work, De Boer serves as a part-time referee for a local soccer league. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment strategies.

Benjamin Herrman is a financial advisor at Robert W. Baird & Co. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Baird, he worked for 14 years at Holland Christian Schools. Benjamin is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a variety of investment strategies and ongoing manager oversight.

Kurtis Kamminga is a financial advisor with Charles Schwab in Holland, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Charles Schwab and operates KLK Holdings, LLC, a franchise business related to investment operations. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Kimberly Tinholt is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Infinex Investments Inc, Investment Professionals Inc, and West Michigan Community Bank. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with extensive national resources and a large network of financial advisors.

Deborah Vanderjagt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has worked with Cambridge since 2013. In addition to her advisory role, she is an author of the book "The Cranbrook Chronicles" and serves as an election inspector in Michigan. Cambridge Investment Research Advisors is a large SEC-registered adviser 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 a network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies across multiple custody platforms.

Allison Hunter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked at R.W. Baird since 2022. Prior to her advisory career, she held positions in the catering and food service industries. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Jamie Martinez is a financial advisor with Edward Jones, holding a Series 66 designation and 22 years of experience with the firm. Based in Holland, MI, Martinez has worked exclusively at Edward Jones since 2004. 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 under management through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Jonathan Mulder is a financial advisor with LPL Financial in Spring Lake, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with LPL Financial since 2016 following a brief tenure at Center for Wealth Planning Advisors, Inc. Mulder also operates Mulder Wealth Management as a related business activity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Michael Nagelvoort is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 27 years of industry experience. He has been with LPL Financial since 2019, following roles at Royal Alliance Associates, Sii, and Royal Securities. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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.