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.

Jeffrey Howlett is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., and from 2013 to 2018 operated Jeff Jr. Design LLC. He is also an advisor at The Master's Financial Group of Michigan, a DBA through which he provides fee-based financial planning and term life insurance services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

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.

Alexander Overbeek is a financial advisor with LPL Financial in Grandville, MI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Robert W. Baird and Co. Incorporated from 2016 to 2020 before joining LPL Financial. 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 a range of financial planning and investment management solutions through a large network of advisors and utilizes various research and technology tools to support its platforms.

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.

Sandra Ruff is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2026. Her prior experience includes roles at The Huntington Investment Company and Huntington Private Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware strategies and asset allocation guidance.

Jared Baker is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Bay Welding Services, Inc. and Prodigy Medical, LLC. Outside of his advisory role, he is the owner of a short-term rental business in Homer, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Gordon Wadsworth is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Based in Grandville, MI, Wadsworth serves clients through one of the largest wealth management firms in the United States. 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 variety of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Streitel is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of advisory activities, she is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services via a large network of advisors.

William Postma is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked in various roles including at Calvin University since 2019. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jessie Devine is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Jessie worked at Consumers Credit Union, CUSO Financial Services, Morgan Stanley Financial Advisors, Davenport University, and Magna Mirrors. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

D. Brent Fennema is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and with 27 years of industry experience. His prior roles include positions at Securities America Advisors and SSN Advisory, among others. He is also involved in tax preparation and accounting through Vision Tax Planning and serves as a notary in Grand Rapids, 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad platform of financial activities.

Colin Mc Key is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Jacob Bouman is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Yanfeng Automotive/Kendrick Plastics. He is also the owner of Bouman Advisory Services LLC, a business primarily used for tax and payroll purposes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and has specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Andrew Huizen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His previous roles include positions at J.P. Morgan Chase and Charles Schwab. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals.

Daniel De Witt is a financial advisor with Ameriprise in Hudsonville, MI, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in business ownership related to tax preparation and administrative management for his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Edward Postma Jr. is a financial advisor with LPL Financial in Grandville, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at Waddell & Reed and Mission French Africa. He serves on a nonprofit board in Grand Rapids, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with various investment programs and tools, overseeing more than $819 billion in discretionary assets.

Kari Arrasmith is a CFP® professional with 13 years of industry experience, currently serving at LPL Financial since 2012. She also has an ongoing role at Grand Valley State University that began in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment programs and institutional platforms, supporting a large network of advisors and managing substantial discretionary assets.

Dawn Mazeikis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials. She has experience with PFS Investments Inc. and Primerica Financial Services since 2025. Prior to her career in financial advising, she spent over two decades managing James Street Inn Restaurant & Catering and was involved with Keller Williams Lakeshore and Blueprint Dentistry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies primarily managed by unaffiliated asset managers.

Fredrick Bush II is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2015 and 2016 respectively, and also has a long-term role with JCI/YanFeng since 2004. Outside of investment advising, he is involved in the sale of loan products and home-related services through Primerica affiliates. 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 under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes trading delegation to BNY Mellon Advisors.