Ellen Naber is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been with Ameriprise since 2016 and also serves as an Executive Elder on the Board of Directors at Providence Church in Holland, MI. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team producing tailored Recommendation Reports based on proprietary research and third-party data, with implementation handled by clients and their advisors.

Nicholas Sieggreen is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. His prior roles include positions at Monroe, Sweeris & Tromp and Pennell CPA, as well as teaching engagements at Davenport University, University of Pittsburgh, Ferris State University, and Hudsonville Public Schools. He is also involved in providing financial planning and tax preparation services through separate business activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions typical of large institutional firms.

Gary Buller is a financial advisor with Edward Jones in Allegan, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at TTI, Michigan State University, Jackson National Life Insurance, and others. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nicholas Grinzinger is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He worked at Edward Jones for 13 years before joining Raymond James in 2020. Outside of his advisory role, he is a partner in G3 Asset Management LLC, an LLC intended to own real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services, drawing on diverse portfolio management styles and affiliated research.

Evan Bowling is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at Best Buy, Chili's, Bair Lake Bible Camp, and Anderson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Phillip Kuyers is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Phillip.

Jaycob Willis is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, Willis is involved in independent insurance brokering and owns a consulting business. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

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.

Kyle Trevino is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of his advisory role, Trevino serves as Vice President on the board of the Three Days Foundation, a private family nonprofit focused on assisting individuals facing financial, emotional, or physical distress. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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.

Mitchel Takens is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Securities America Advisors, New York Life, and Nexa Mortgage. Outside of advisory work, he is involved in mortgage and real estate services through Independence Realty. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by a national network of investment adviser representatives.

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.

Stacie Middleton is a financial advisor at Cetera with Series 63 and Series 65 credentials and three years of industry experience. She has held roles at Cetera and Cetera Financial Specialists LLC since 2023. Outside of advising, Middleton serves as treasurer for several local organizations, including a parent association and a homeowners association, and manages a youth soccer team. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.