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.

Kimberly Savoie is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Stifel since 2004. She holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and advisory services alongside fee-based financial planning. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

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.

Margaret Doornewerd is a Series 66 licensed financial advisor with Edward Jones in Spring Lake, MI, where she has worked since 2008, accumulating 18 years of industry experience. She is also president of MLGD LLC, an entity involved in property maintenance. 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 nationwide network of more than 23,700 financial advisors.

Darryl Jarmosco is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 22 years of industry experience. He has been with Cambridge-affiliated firms since 2013 and also operates Darryl Jarmosco International, a business focused on business and peak performance/life coaching. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment platforms and combines proprietary and third-party strategies tailored to client objectives.

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.

Shelley Stefanits is a financial advisor with Edward Jones in Spring Lake, MI, holding a Series 66 designation and 18 years of industry experience. Prior to joining Edward Jones in 2026, she worked at Raymond James & Associates for eight years, JPMorgan Securities, LLC for four years, and was involved with Little Traverse Inn for four years. 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 investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Jennifer Crouse is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Company, Inc. since 2007. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Evan Llewellyn is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has worked at Edward Jones since 1998. Outside of his advisory role, he is a partner in a real estate holding company based in Spring Lake, Michigan. 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 programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

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.

Matthew Strong is a financial advisor at Edward Jones in Grand Haven, MI, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Edward Jones since 2005. 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 network of financial advisors and branch offices nationwide.

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.