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.

Jared Meisling is a CFP® professional with 20 years of industry experience, currently affiliated with Ameriprise in Grand Rapids, MI. His prior roles include positions at The Huntington Investment Company, PNC Investments, and Fifth Third Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Moelker is a financial advisor with LPL Financial based in Grandville, MI, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors Inc., and Royal Securities Company. He is also the owner of David Moelker LLC, a business entity for tax and investment purposes. 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 and access to model portfolios and third-party asset managers, supporting advisors with technology and research tools.

Bradley Maclachlan is a financial advisor with Robert Baird & Co. in Spring Lake, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Robert Baird & Co. since 2011. Outside of his advisory role, he serves as a Finance Council Member for St. Patrick's / St. Anthony's Catholic Church, advising on church finances and fundraising activities. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with customized financial planning and portfolio management services. The firm offers a range of investment strategies and municipal advisory services alongside its wealth management capabilities.

Roger Haag is a CFP® professional with 45 years of industry experience, currently affiliated with LPL Financial since 2020. His prior roles include positions at Harbour Investments, Inc., NEXT Financial Group, Inc., and longstanding leadership at Investment & Retirement Consulting Group and Haag Financial Advisors Inc. He is also a notary public and has worked as an estate planner. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment strategies and platforms supported by research and technology tools, serving more than 22,800 advisors managing substantial discretionary assets.

Randy Schmidt is a CFP® with 30 years of industry experience currently affiliated with LPL Financial in Sparta, MI. He has been with LPL Financial since 2017 and previously worked over two decades with Investment Centers of America, Inc., followed by three years at ICA Group Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

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 in Grandville, MI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Robert W. Baird and Co. Incorporated from 2016 to 2020 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various research and technology tools to support its platforms.

Sandra Ruff is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2026. Her prior experience includes roles at The Huntington Investment Company and Huntington Private Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware strategies and asset allocation guidance.

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 at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked in various roles including at Calvin University since 2019. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Skylar Howard is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2021. Outside of his advisory role, Howard is employed part-time at JAM Sports and has a weekend dog-walking job. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pension plans, corporations, and institutional clients by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

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.

Donna Devaney is a financial advisor with Robert Baird & Co. in Howard City, MI, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Robert Baird & Co. since 1988. Outside of her advisory role, Donna serves as Treasurer and Secretary of Northern Pines Taxidermy and Wholesale Rugs, Inc., where she manages payroll, bills, and accounting. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management services. Their approach combines in-house and third-party managers across a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Edward Postma Jr. is a financial advisor with LPL Financial in Grandville, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at Waddell & Reed and Mission French Africa. He serves on a nonprofit board in Grand Rapids, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with various investment programs and tools, overseeing more than $819 billion in discretionary assets.

Kari Arrasmith is a CFP® professional with 13 years of industry experience, currently serving at LPL Financial since 2012. She also has an ongoing role at Grand Valley State University that began in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment programs and institutional platforms, supporting a large network of advisors and managing substantial discretionary assets.

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.

Joell Thompson is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.