Melisa Lautenschleger is a Series 66-licensed financial advisor with eight years of industry experience. She is affiliated with Edward Jones in Allegan, MI. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mark Recoulley is a CFP® with 12 years of industry experience, currently advising at Edward Jones since 2019. Before joining Edward Jones, he worked at the University of Texas from 2011 to 2019. Outside of his advisory role, he is co-owner of a commercial real estate business where he approves maintenance requests and rental agreements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

John Vanderbaan is a financial advisor with Raymond James Financial in Hudsonville, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2010 and also operates VanderBaan Financial Group, Inc. since 2007. Vanderbaan serves on the Finance Council advisory board for St Sebastian Church, providing input on the church’s financial matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non‑discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Lisa Timimmer is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Her prior experience includes roles at Cetera and Chemical Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brad Hulst is a financial advisor with Robert W. Baird & Co. in Holland, MI, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Kimberly Bos is a financial advisor with Edward Jones in Holland, MI, holding Series 63 and Series 66 designations and having 22 years of industry experience. She has been with Edward Jones since 2004. 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 various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steve Townsend is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Fifth Third Securities. 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. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large-scale, integrated operational structure.

Nathaniel Volkema is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with OSAIC and has previously worked at Royal Alliance Associates, INC. and Sii. Outside of his advisory work, he serves on the board of directors for the Macatawa Bay Yacht Club. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various asset-allocation tools, investment platforms, and third-party money manager access.

Eric Emelander is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Raymond James since 2017 and previously spent two years with Robert W. Baird. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Brent Kehrwecker is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked for Grand River Bank for ten years. He is a commissioned notary in the state of Michigan. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Anna Filcik is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with one year of industry experience. She previously worked at Custer Insurance Agency for eight years and at Calvary Schools of Holland for four years. Outside of her advisory role, she rents a room in her primary residence. 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 supported by a large nationwide network of financial advisors and branch offices.

Andrew Lesperance is a financial advisor at Edward Jones in Holland, MI, holding the CFP® designation and Series 66 license with three years of industry experience. Prior to joining Edward Jones, he owned Lesperance Enterprises LLC, operating as GreenEdge of Michigan, from 2011 to 2022. 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 through a nationwide network of more than 23,000 financial advisors, offering a range of advisory and investment solutions under a fiduciary standard.

Spencer Bacon is a financial advisor with Cetera Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at multiple firms, notably DeLong & Brower P.C. where he has been a registered representative and operations manager since 2014. Outside of his advisory work, he is involved in a health insurance agency providing individual and group health insurance as well as HR support and wellness services. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform. The firm offers a range of portfolio management, financial planning, and consulting services, combining both discretionary and non-discretionary approaches and access to various third-party managers.

Daniel Melnyk is a CFP® professional with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Edward Jones and Cantella & Co., Inc. He operates under the DBA Wealth Foundations in Holland, MI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent professionals, utilizing multiple investment platforms and proprietary as well as third-party strategies.

Alma Grassmid is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to advising, she receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach managed by third-party asset managers and supports a range of strategic and tactical models, including recent additions focused on cryptocurrency ETFs.

Grace Mc Neil is a financial advisor at Edward Jones in Saugatuck, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in educational roles, including seven years at Martinsville Elementary School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Joshua Swanson is a financial advisor with Edward Jones in Zeeland, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2011. 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 supported by a national network of more than 23,700 financial advisors.

James Casey II is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Securities America Advisors and Jhfn/Sii before joining LPL Financial in 2020. Outside of his advisory work, he is a co-owner and director of Image Enterprises, Inc., an advertising and marketing firm based in Hamilton, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, featuring both discretionary and non-discretionary management supported by in-house and third-party research.

Libby Nienhuis is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 registrations and with seven years of industry experience. Her prior roles include positions at The Juice Plus Company and Charter House Innovations, as well as ongoing work with Primerica Financial Services since 2015. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program delivered through a large network of advisors and utilizes model-delivery strategies created by unaffiliated asset managers.

Austin Disper is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Marketriders, Inc., Sogotrade, Inc., and Mariner Wealth Advisors, as well as experience at the University of Arkansas. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and operates a mix of discretionary and non-discretionary programs overseen by an Investment Committee.