Logan Bylsma is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has been in the industry since 2024 and has prior experience working at Capin Crouse LLP, Plante & Moran, PLLC, and the City of Kentwood. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Terry Jordan is a financial advisor at OSAIC with 29 years of industry experience. He previously worked at Woodbury Financial Services for 16 years before joining OSAIC in 2024. Jordan holds the Series 63 and Series 66 credentials. Outside of his advisory role, he serves as president of an LLC and is involved in various insurance-related activities including as a licensed agent and Certified Financial Fiduciary. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and institutional clients through a large network of advisers. The firm provides integrated brokerage and advisory services with portfolio construction supported by proprietary tools and offers access to multiple third-party money managers and managed account solutions.

Holly Williams is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has been with Edward Jones since 2009 in various roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kristi Turchan is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. She has previously worked at VOYA Financial Advisors and Jgh & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services with access to model portfolios and research from multiple sources.

Penny Leal is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Ockerlund Capital & Wealth Management Group before joining Raymond James in 2019. In addition to her advisory role, she serves as a branch manager at Arcadia Capital in Holland, MI. 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 and integrates advanced analytical tools to support client goals.

Jessica Joswick is a financial advisor at Edward Jones with 21 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007, returning to the firm in 2024 after a brief interval. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Hildenbrand is a financial advisor at Stifel with three years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2023, he worked in various roles including positions at Request Foods and LL Johns Aviation Insurance. He also operates a small business designing and selling sweatshirts locally through word of mouth. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Ryan Ten Have is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Hudsonville, MI. Outside of his advisory role, he is a member of RBT Investments, a real estate holding LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Stanley is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory work, he is associated with Fitzgerald Group, a company involved in mausoleum construction. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing manager-traded and model-traded strategies, tax management, and internal research including artificial intelligence tools.

Connor Simpkins is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Holland, MI. His career includes multiple tenures at Edward Jones, as well as roles at Buckingham Strategic Wealth, LLC and American Funds/Capital Group. Simpkins also has experience outside finance, having worked at Hop Cat and held a position at Michigan State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Robert Melton is a financial advisor with Edward Jones in Hudsonville, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns Bear Creek Farms LLC, a farm focused on property clearing and preparation for tree planting in Allegan, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Tracey Clark is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2017. Prior to this, she worked at McLaren Investment Partners and Raymond James Financial Services, and operated Tracey J. Photography LLC from 2015 to 2021. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering a range of services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Andersh is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. His prior work includes roles at Aerotek and the United States Department of Agriculture APHIS Division. 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 offers a range of advisory programs with various investment strategies under a fiduciary standard.

Zachary Kammeraad is a CFP® professional with five years of industry experience, currently associated with Mass Mutual Investors Services. He has worked with MassMutual Life Insurance Co since 2021 and previously spent four years at Calvin University. Outside of his advisory role, he serves as Treasurer for Egress Endurance, a nonprofit focused on helping individuals overcome addiction through sports. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved software and delivers recommendations tailored to clients' goals.

Barbara Mc Nally is a financial advisor with Edward Jones in Douglas, MI, holding the Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves on the Finance and Investment Committee for the Holland Symphony Orchestra. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Kelsey Hosner is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to advising, she gained experience at Macatawa Accounting Service and other local businesses. 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 annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

James Rosset is a financial advisor with Ameriprise in Holland, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior work includes roles at ChoiceOne Bank, OSAIC Institutions, Inc., LPL Financial, infinex Investments, Inc., and Flagstar Bank. He also serves as Vice President of Wealth Management at ChoiceOne Bank, maintaining dual employment with Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate tailored retirement income recommendations.

Jaela Leenstra is a financial advisor with Thrivent Investment Management in Holland, MI. She holds Series 65 and Series 63 licenses and has four years of industry experience. Her prior roles include positions at Third Coast Insurance, Private Client Services, and Gen-Wealth Partners, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning engagements that cover a broad range of topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services separate.

Charles Brower is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He is also a shareholder in Delong & Brower P.C., a CPA firm, and serves as treasurer for the nonprofit Lakeshore Rescue Mission. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with diverse program options and custodial relationships.

Dennis Price II is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked at Grand Valley State University and Rocket Mortgage. Outside of his advisory role, he is a coach for West Ottawa Public Schools. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and manager oversight.