Daniel De Weerdt is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in Hamilton, MI. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Wrona is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and has previously worked with firms including United Planners Financial Services and Regal Investment Advisors, LLC. Outside of his advisory roles, he has been involved with Calvary Baptist Church and held a position at Crouse Builders. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to corporations and charitable organizations, offering services through advisory and brokerage channels. The firm provides financial planning, model portfolio programs, and third-party asset management, utilizing an integrated platform that includes insurance products and lending services.

Elizabeth Hassenger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her background includes roles at H&R Block, Billings Public Schools, and PFS Investments Inc. She is also involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, providing advisory services primarily through model-delivery strategies managed by unaffiliated asset managers.

William Ellis is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors, Inc., SSN Advisory Inc, and OneAmerica Securities. Outside of his advisory work, Ellis is involved in tax preparation and accounting through his related business activity, Vision Tax Planning. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at Action Point Retirement Group LLC and Action Point Financial. Outside of his advisory work, he owns a crypto mining venture. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using model-based strategies and multiple platform arrangements.

Seth Timmer is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked with multiple firms, including Anchor Wealth Advisers and ESI Financial. Timmer is also involved in selling fixed insurance products such as life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

Stuart White Jr. is a CFP® and ChFC® with 26 years of experience in financial advising, currently with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. White is also the owner and president of Stuart White, Inc., a financial planning flow-through entity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

David Stephan is a financial advisor at Cetera with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including HD Vest and Summit Financial Networks. Outside of advising, he owns Stephan Accounting & Tax, Inc., a tax and accounting business he has operated since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management alongside financial planning and access to third-party money managers.

David Hart is a financial advisor at Edward Jones in Wayland, MI, with 26 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Elder Board and Finance Subcommittee of Byron Center Bible Church, where he is involved in governance and budget preparation. 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 programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Langenberg is a financial advisor with LPL Financial who holds Series 65 and Series 63 credentials and has 12 years of industry experience. His prior roles include positions at Cetera Investment Advisors LLC, The Huntington Investment Company, and WINTRUST Bank. Outside of his advisory work, he owns two businesses unrelated to investments, Intricate Design and Malta Woods. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven solutions.

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.

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.

Jay Buist is a Series 66-licensed financial advisor at Ameriprise in Wayland, MI, with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aaron Verkaik is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CapTrust and Calvin Nexus. Outside of advising, he has experience in non-financial roles including work at Batts Painting and Kalamazoo Country Club. 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 consulting, utilizing model portfolios and research from multiple sources.

Stacie Schenden is a financial advisor with LPL Enterprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise, she worked at PLP Advisors, LLC and operated Retirement Lifestyle Advocates, where she was also involved as an insurance agent specializing in fixed life and annuity products. Her background includes roles in the construction and materials industries over more than a decade. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment advice, insurance products, and lending programs.

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.

Scott Cousino is a CFP® professional with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Grand Rapids, MI. Outside of his advisory role, he is involved in community activities including board membership with Streams of Hope and the Fellowship of Christian Athletes. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of strategies from proprietary models to third-party managers across various custody platforms.

Christina Fierro is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Triad Advisors, Advisory Alpha, David DeYoung, and Raymond James And Associates. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Tyler Buitenwerf is a CFP® with nine years of industry experience, currently affiliated with Cetera. He has held roles at Milestone Wealth Management, Commonwealth Financial Network, Jesse Langschied, and Waddell & Reed Inc. His other business activities include fixed insurance sales conducted at his branch location. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across diverse program structures.