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Cameron K
Series 66
Grandville, MI
Hantz financial Services, Inc.
Cameron Kessler is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Group since 2023. Prior to his advisory role, he held various positions in the food service industry and attended Grand Valley State University. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supported by third-party managers and advanced technology platforms.
Kimberly S
ChFC®, Series 63, Series 65
Allendale, MI
Foundations Investment Advisors LLC
Kimberly Strosnider is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds the ChFC® designation and has previously worked with AlphaStar Capital Management, LLC and SGL Financial, LLC. In addition to her advisory role, she also engages in life, health, annuity, fixed, and long-term care insurance services through her business, Estate and Wealth Management Services LLC. Foundations Investment Advisors LLC serves a broad client base, including individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm offers financial planning and portfolio management using a mix of fundamental, technical, and cyclical analysis, with model portfolios and an asymmetric rebalancing approach.
Robert M
Series 63, Series 65
Grandville, MI
Hantz financial Services, Inc.
Robert Meduna is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience, all at Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party money managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services.
Kyle C
Series 66
Grandville, MI
Planmember Securities Corporation
Kyle Clement is a Series 66-licensed financial advisor with 17 years of industry experience, currently with PlanMember Securities Corporation. He holds roles including Vice President at Williams and Company Financial Services and W&C Wealth Management and has served on the Caledonia Township Planning Commission since 2025. Outside of his advisory work, Clement is active in his community as President of the Caledonia Youth Sports Organization and serves on the Caledonia Community School Board. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary. The firm offers education, support services, and a strategic asset allocation investment process that manages risk-based mutual-fund portfolios ranging from conservative to aggressive.
Andrew W
Series 63, Series 66
Grand Rapids, MI
J.P. Morgan Securities
Andrew Woudwyk is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Logan F
Series 66
Holland, MI
Edward Jones
Logan Faustyn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at 7th Sense, Total Quality Logistics, Walgreens, and Red Cedar Investment Management. He has also spent time in various other sectors including education and fulfillment. 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 strategies, maintaining a large network of advisors and branch offices across the country.
Michael L
CFP®, Series 66
Jenison, MI
Edward Jones
Michael Loney is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2004. He operates out of Jenison, MI, and holds the Series 66 designation. Outside of his advisory work, he owns a rental property used by his daughter and her roommate during college. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.
Nathan N
CFP®, Series 66
Hudsonville, MI
Edward Jones
Nathan Nelson is a CFP® and Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved with NDP Launch Fund I, LLC, a capital provider for real estate photography in Zeeland, MI. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory services through a large national network of advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.
Emily T
Series 63, Series 66
Byron Center, MI
Edward Jones
Emily Taylor is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Robert W. Baird. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Alexis D
Series 66
Wyoming, MI
Edward Jones
Alexis De Haan is a financial advisor with Edward Jones in Wyoming, Michigan, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Alexis worked at SpartanNash and Proos Manufacturing, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.
Gabriel K
Series 66
Byron Center, MI
Ameriprise
Gabriel Kuperus is a financial advisor with Ameriprise in Byron Center, MI, holding a Series 66 credential and six years of industry experience. He has worked at Ameriprise since 2019 and has prior experience that includes roles at Primerica, Berlin Raceway, and Cornerstone University. Outside of advisory work, he is involved in tax planning through a separate tax planning specialist role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.
Samantha E
Series 63
Grand Haven, MI
Edward Jones
Samantha Enerson is a financial advisor at Edward Jones in Grand Haven, MI, holding a Series 63 designation with 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Ella P
Series 66
Wyoming, MI
Edward Jones
Ella Perry is a financial advisor at Edward Jones in Wyoming, Michigan. She holds a Series 66 designation and has one year of industry experience, having been with Edward Jones since 2024. Prior to her advisory role, she held positions in retail and community engagement, including work at Von Maur and the University of Tennessee's Student Engagement Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Kimberly O
CFP®, Series 63, Series 65
Coopersville, MI
LPL Financial
Kimberly Obetts is a CFP® professional with 30 years of experience in financial services. She has been with LPL Financial since 2005 and previously worked at Comerica Securities. Obetts maintains a notary role and is involved with Towne & Country, LLC, an investment-related business entity. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.
Nicholas B
CFP®, Series 63, Series 65
Grandville, MI
LPL Financial
Nicholas Bakker is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His background includes roles with Waddell & Reed Inc. and involvement in nonprofit work such as Brookside CRC’s Financial Peace program. He also manages a blog website outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and advisor-facing technology.
Drew S
Series 66
Hudsonville, MI
Raymond James Financial
Drew Schierbeek is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has six years of industry experience, including operational work at VanderBaan Financial Group, Inc. Drew is based in Hudsonville, MI, and has held roles at Raymond James Financial Services Advisers and Raymond James Financial Services, Inc. since 2019. 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, corporations, and institutional clients. The firm employs fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.
Troy E
CFP®, Series 66
Grandville, MI
OSAIC
Troy Ernzer is a CFP® with 24 years of experience in the financial industry, currently serving at OSAIC. He previously worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for seventeen years. Outside of his advisory role, Ernzer is Executive Vice President of VantagePointe Financial, an insurance brokerage, and operates a small plow service and vehicle-sharing business in his community. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.
Michael B
Series 63, Series 65
Wyoming, MI
Cambridge Investment Research Advisors
Michael Billingsley is a financial advisor with Cambridge Investment Research Advisors in Wyoming, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Hansen Brokerage, Transamerica Financial Advisors, and Hantz Financial Services. Outside of his advisory work, he owns Retirement Plan Solutions, providing third-party administration and pension consulting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm delivers customized investment solutions through a network of independent financial professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.
Mark S
Series 63, Series 65
Grand Rapids, MI
Primerica Advisors
Mark Sitzema is a financial advisor with Primerica Advisors in Gowen, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating on a tiered wrap-fee structure.
Lawrence B
Series 63, Series 65
Spring Lake, MI
OSAIC
Lawrence Baird is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of advisory work, he serves as a retail ambassador for Go Brewing, promoting non-alcoholic beers at various retail venues. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to construct diversified portfolios tailored to client needs.
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