Daniel Kalsbeek is a financial advisor with LPL Financial in Grandville, MI, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Royal Alliance Associates, INC., Sii, and Royal Securities Company. He also serves as a transportation supervisor for a private school in Grand Rapids, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning, asset management, and retirement advice solutions through a large network of investment adviser representatives.

David Laplante is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He has been with Robert Baird & Co. since 1996 and holds Series 63 and Series 65 designations. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research and includes several distinctive features such as municipal advisory services and strategic minority investments.

David Cramer is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2008. Outside of his advisory role, he is involved in farming as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and insights from its Global Investment Committee.

Tracy Adams is a financial advisor at LPL Financial with 24 years of industry experience and a Series 66 designation. Her prior roles include positions at Ameriprise Financial Services, Osaic Institutions, Cetera Advisor Networks, Investacorp Advisory Services, and The Huntington Investment Company. She is also associated with MaxWealth Management as an investment representative. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms, supported by extensive operational and research tools.

Michael Braun is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and 37 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he serves as treasurer for the Immaculate Heart of Mary Church Golf League. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary management and separately managed accounts, with a range of investment strategies and overlay services.

Tevin Shackelford is a financial advisor at LPL Financial with eight years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Lake Michigan Credit Union, Hantz Group, and Walgreens. Outside of his advisory work, Shackelford serves as a basketball referee through the Michigan High School Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies delivered through a large network of investment adviser representatives.

Jason Vander Berg is a financial advisor with Edward Jones in Jenison, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Kurt Droppers is a financial advisor with Robert Baird & Co. in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves on the investment committee of the Portage Public School board. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies through a combination of in-house and third-party managers, providing services from financial planning to discretionary portfolio management.

Manuel Garcia is a financial advisor at Edward Jones in Grandville, MI, holding the Series 66 designation with four years of industry experience. He has been with Edward Jones since 2021 and previously worked for Suncoast Credit Union for ten years. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christina Devries is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and with two years of industry experience. Her prior work includes roles at Primerica Financial Services, EDUStaff, and Shipt. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options, operating primarily on a wrap-fee basis.

Jason Lillmars is a financial advisor with LPL Financial, holding CFP® and PFS™ designations and bringing 10 years of industry experience. He previously worked at Avantax Advisory Services and 1st Global entities and maintains involvement in accounting and tax preparation through Strategic CPA Accounting & Tax Solutions LLC. 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, including financial planning, model portfolios, and institutional platforms, supported by a broad network of investment adviser representatives.

Michael Haynes is a financial advisor at Edward Jones in Muskegon, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at ACMatic Inc and Hortech, Inc. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jacob Hufnagel is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation and two years of industry experience. He has worked with Robert W. Baird since 2017, including his current tenure starting in 2021, and previously held roles at Lake Michigan Credit Union and Generational Wealth Management. Robert W. Baird & Co.’s Private Wealth Management team, including The DDK Group, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a range of investment strategies supported by internal research and ongoing manager monitoring.

James Smilde is a financial advisor with Ameriprise Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior firms include Wells Fargo Clearing and Oppenheimer. He serves on the Board of Directors and chairs the Finance Committee at Forest Hills Presbyterian Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dinorah Livingston is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products through Primerica Mortgage, LLC and refers home security and automation services for a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Kimberly Hensley is a Certified Financial Planner (CFP®) with seven years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Asa Lakeman is a financial advisor with Osaic who holds the CFP® designation and a Series 66 license. He has 23 years of industry experience, including 16 years at Signator Investors Inc / John Hancock Financial Services before joining Osaic in 2018. Lakeman maintains several sole proprietorships related to insurance and securities marketing. Osaic Wealth, Inc. serves a broad client base including retail and institutional investors through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services and utilizes asset-allocation tools and third-party solutions to manage portfolios across a range of investment types.

Benjamin Genser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and eight years of industry experience. He has worked at various J.P. Morgan entities since 2014 and currently serves as a board member for the Ottawa County Economic Development Corporation and Brownfield Redevelopment Authority. J.P. Morgan Securities LLC primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ryan Weaver is a financial advisor with Ameriprise in Ada, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he officiates basketball games for the Special Olympics of Michigan. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis in its approach, supported by a centralized consulting team and algorithmic tools to generate tailored recommendations.

Jason Van Hoven is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked with Trillium Financial Advisors and been involved with the Grandville-Jenison Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.