Mitchell Eady is a financial advisor with LPL Financial holding a Series 66 designation. He has experience working at Macatawa Bank and Wintrust Investments, joining LPL Financial in 2025. Prior to his career in finance, his work history includes roles outside the industry such as in the food service sector. 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 uses a range of model portfolios and research tools in its investment management.

Jack Godfrey is a financial advisor with LPL Financial in Zeeland, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a partner in Koele Godfrey Investment Group and has involvement in a farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research and third-party strategies with both discretionary and non-discretionary management options.

Brandon Gualtiere is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Scott Jungling is a CFP® and ChFC® with 15 years of industry experience, currently advising clients at Edward Jones since 2010. He is based in Holland, MI. Outside of his advisory role, Jungling is involved as an owner of a real estate holding company and a partner in a private investment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated capabilities including trust services and proprietary mutual funds.

Matthew Meyer is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he is a partner in several business ventures involving commercial real estate investments and leasing. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management offerings.

Matthew Grotenhuis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities Service Network Inc. He is also the owner of Deep Harbor LLC, a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Scott Pedersen is a financial advisor with Edward Jones in Holland, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Pedersen performs musical duties in worship services and occasionally at weddings and festivals, and he coaches 8th grade girls’ basketball for West Ottawa Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Douglas Stob is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Bishop is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as Vice-President and board member of the Zeeland Education Foundation and works as a competitive youth soccer referee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Cody Hagen is a financial advisor with Ameriprise in Hamilton, MI, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018, including time at Huizenga and Associates, and has prior work experience with Hagen Cement Products and Grand Valley State University. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice and written recommendation reports focused on income stability and tax-aware withdrawal strategies.

Alexander Bos is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with several years of experience at Edward Jones and prior roles at Tiara Yachts, Gentex Corporation, and Bay Meadows Recreation and Association. His background includes roles in both the financial services industry and corporate settings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Daniel Kleinheksel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner in ID Property Partners, LLC, an LLC formed to hold the lease for his Raymond James office. 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, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Paarlberg is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following prior experience at J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, Paarlberg serves as a financial consultant for a relative’s trust and is involved in a family business, GKB Packaging, LLC, where he handles bookkeeping. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services with a mix of manager-traded and model-traded strategies, ongoing manager oversight, and utilizes internal research and technology in client advice.

Julia Maltbie is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation. She has one year of industry experience and previously worked in various roles including at West Michigan Community Mental Health and Dragon Fruit Media. She has also been involved with a travel agency and several other organizations prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated products through a large network of advisors and branch offices nationwide.

Robert Clark is a financial advisor with Edward Jones in Holland, MI, holding Series 66 and Series 63 designations and 14 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Clark has been with Edward Jones since 2019. 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 as well as corporate 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 portfolios, separately managed accounts, and affiliated mutual funds.

Trenton Potter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fifth Third Bank and Potter Building Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and serves as an ERISA fiduciary when providing investment advice.

Jason Schrotenboer is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at Wintrust Bank and Macatawa Bank, with nearly two decades of banking experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and a variety of model portfolios and research sources.

Emily Atwell is a financial advisor with Robert Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2023, she was involved in the hospitality industry at Big E's Sports Bar and Grill. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of investment programs, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Thomas Orourke is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Cetera and Chemical Bank. He also serves as co-trustee for his spouse's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and a range of financial products including insurance-related vehicles and bank deposit sweep options.

Darrell Schultz is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role, he spent 27 years at Gordon Food Service. In addition to his advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.