William Ellis is a CFP®-designated financial advisor at LPL Financial with 10 years of industry experience. His prior experience includes roles at Securities America Advisors and OneAmerica Securities. Outside of advising, he provides tax preparation and accounting services through Vision Tax Planning in Hudsonville, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research technology.

Jonathan Mulder is a financial advisor with LPL Financial in Spring Lake, MI. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including roles at Merrill and the Center for Wealth Planning Advisors. Mulder has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options.

Michael Nagelvoort is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 27 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, Royal Securities, and Fifth Third Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives and supports diversified strategies using model portfolios, third-party subadvisors, and customized allocations.

Chad Wolters is a financial advisor with Primerica Advisors holding Series 63 and Series 65 designations. He has been with Primerica Financial Services since 2016 and has additional work experience at Holland Hospital, MillerKnoll, and PFS Investments Inc. He is based in Zeeland, MI. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Robert Ellinger III is a CFP® professional with nine years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior roles include positions at Action Point Retirement Group LLC and Action Point Financial. Outside of his advisory work, he is involved in crypto mining through a personal business venture. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Todd Overbeek is a financial advisor with LPL Financial in Grandville, MI, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Woodbury Financial Services for one year. Overbeek is also the owner of Preferred Resource Solutions, LLC, a third-party administrator that assists plan sponsors with plan design and employee communication. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, third-party asset management, and institutional platforms, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Colton De Vos is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at The Huntington National Bank, The Huntington Investment Company, and Equitable Advisors, LLC. Outside of finance, he is a 50% partner in Silver Shepherd AGS LLC, a retail business specializing in laser engraved and 3D printed products sold on Amazon and Etsy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach involves detailed analysis and collaboration between centralized teams and advisors, offering recommendations within a defined investment universe that includes affiliated product options.

Aaron Oudbier is a financial advisor at OSAIC with 25 years of industry experience. He previously worked at Royal Securities Co for 16 years and Signator Investors Inc for one year before joining OSAIC in 2018. Oudbier serves as a school board member and treasurer of the finance committee for Tri-Unity Christian School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, automated rebalancing, and access to third-party money managers to construct diversified portfolios.

Jessica Bosma is a financial advisor with Ameriprise in Grand Haven, MI, holding Series 63 and Series 65 credentials and 10 years of industry experience. She previously worked at The Huntington Investment Company from 2015 to 2024. Bosma serves as a trustee for the West Michigan SPCA, participating in board decision-making and liaising with external accountants. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income stability and tax-aware strategies.

David Stephan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and totaling 10 years of industry experience. He has worked with Cetera since 2020 and has prior experience at Summit Financial Networks and HD Vest. In addition to his advisory role, he owns and operates Stephan Accounting & Tax, Inc., a tax and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and access to various program platforms and third-party managers.

Kenneth Moore is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and five years of industry experience. He has worked at J.P. Morgan Securities since 2020 and is also involved as an owner and partner in a blockchain-based decentralized real estate LLC aimed at facilitating real estate investing through tokenized property ownership. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset allocation with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brooke Moore is a financial advisor at Ameriprise with 11 years of industry experience. Prior to joining Ameriprise in 2026, Brooke worked at Truist Advisory Services and Truist Investment Services, Inc. from 2021 to 2026, and at Bb&T Securities from 2018 to 2021. Outside of financial advising, Brooke also works as a delivery driver for a food delivery service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides clients with written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and collaborative service teams.

Dana Belliel is a financial advisor with Edward Jones in Comstock Park, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns DLQ Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and operates a large network of financial advisors and branch offices across the United States.

Daniel Wierenga is a financial advisor with Cetera in Grandville, MI, holding Series 65 and Series 66 credentials and two years of industry experience. He has worked with multiple firms, including Robert Van Loozenoord, CPA, where he also provides tax preparation and payroll services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

William Bassow is a CFP® professional with 34 years of experience in financial advising. He currently works at OSAIC and has previously been affiliated with Securities America Advisors, Inc. and Securities America, Inc. for 12 years. Outside of his advisory role, he operates a tax preparation and consulting business and owns an insurance practice. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios with various investment options.

Jared Meisling is a CFP® professional with 20 years of industry experience, currently affiliated with Ameriprise in Grand Rapids, MI. His prior roles include positions at The Huntington Investment Company, PNC Investments, and Fifth Third Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Moelker is a financial advisor with LPL Financial based in Grandville, MI, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors Inc., and Royal Securities Company. He is also the owner of David Moelker LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supporting advisors with technology and research tools.

Aaron Verkaik is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at firms including CapTrust and Calvin Nexus. His background also includes roles outside finance, such as working at Batts Painting and Kalamazoo Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of representatives, utilizing a range of investment strategies and operational tools.

Cameron Rios is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He has worked at Edward Jones since 2018 and previously spent 10 years at Robert W. Baird. Based in Holland, MI, he is part of a large network of financial advisors at 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with over $1 trillion in assets under management.

Nathan Haverdink is a financial advisor at Edward Jones with Series 66 credentials and has been in the industry since 2024. Prior to joining Edward Jones, he worked at Grand Valley State University and Grounds Management Solutions. 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 through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.