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.

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.

Cooper Jennings is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and has also held roles at Uber and Lyft. Jennings spent time at Northwestern Mutual and Plante Moran, and has been involved with educational institutions including Hope College and Holland Christian Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brian Brink is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and two years of industry experience. He has been affiliated with Primerica Financial Services since 2005. Brink is the managing partner of Financial Resource Consultants LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Charlsey Cavric is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, Cavric worked in real estate and held roles in public service and healthcare, including service in the United States Army. Outside of advising, Cavric owns a photography business. 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, and institutions. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals.

Kristopher Reinhardt is a financial advisor with Edward Jones in Holland, MI, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including three years at Bank of America prior to joining Edward Jones in 2017. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Carey Koele is a financial advisor with LPL Financial in Zeeland, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of his advisory work, Koele has been involved in selling long-term care insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Erin Zylman is a CFP® with 18 years of industry experience and has been with Edward Jones in Holland, MI since 2016. Her credentials include Series 63 and Series 66 licenses. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marne Krugielki is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Prior to joining Baird, he gained experience at Phil's BBQ and Kiss Ventures LLC. Marne is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by manager selection, internal research, and the use of advanced tools such as artificial intelligence.

Brian Dekock is a financial advisor with Robert Baird & Co. He holds Series 65 and Series 66 licenses and has 22 years of industry experience. Dekock has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons since 2004. Outside of his advisory role, he is the owner of a small rental business. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing both manager-traded and model-traded strategies and internal research tools.

Rachel Greiffendorf is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds a Series 66 designation and has worked in various capacities at Cambridge Investment Research, Wealth Foundations, Cantella & Co., Inc., Edward Jones Investments, and Fifth Third. Outside of her advisory role, she is also an agent for a travel and transportation services business. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of discretionary and non-discretionary strategies and multiple platform arrangements.

Kyle Bigford is a financial advisor at Edward Jones in Hamilton, MI, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he owns and operates a used car consignment dealership and motorcycle repair facility called Hamilton Speed Shop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Lance Baker is a financial advisor with Ameriprise in Holland, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Ameriprise and its affiliates since 2011. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the Pioneer Club in Holland. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with personalized advice and employs algorithmic automation overseen by a dedicated committee to generate tailored retirement income recommendations.

Miaya Huizinga is a financial advisor at Edward Jones in Hudsonville, MI, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Huntington Bank, Lowe’s, and Edward Jones. 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, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Patterson is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and operates out of Hudsonville, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Michael Smeenge is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at Consumers Credit Union and Cuso Financial Services, LP prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and portfolio management services supported by in-house and third-party research.

Lori Marion is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial since 2014. 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 various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.