April Wiltzer Spohn is a financial advisor with Robert W. Baird & Co. in Jenison, MI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2003. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances through various investment approaches including separately managed accounts and overlay services.

Jackson Graham is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. He has been with R.W. Baird & Co. since 2022. His prior work history includes roles outside the financial industry, such as positions at Manistee Public Schools and Crossed Sabres Ranch. 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, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and manager options, and provides municipal advisory and public finance services alongside traditional investment capabilities.

Timothy Deenik is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Robert Baird & Co. since 2006. Outside of his advisory role, he is the owner of Deenik Global Holding LLC, a real estate holding entity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Jeffrey Walsh is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies alongside internal research and tax-management tools.

Timothy Elzinga is a Certified Financial Planner® with 36 years of experience in the financial services industry. He currently serves as an advisor at Osaic and previously worked with Securities America Advisors, Inc., Sunset Financial Services, Inc., and Fifth Third Securities, Inc. He is a member of the Investment Advisory Committee of the Reformed Church in America, where he reviews fixed income and equity investments for the denomination’s operating, endowment, and retirement funds. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and investment advisory services with a variety of investment options and third-party platforms, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing.

Eric Van Duyn is a financial advisor at Edward Jones in Hudsonville, MI. He holds a Series 66 designation and has recently started his advisory career in 2025. Prior to joining Edward Jones, Van Duyn owned and operated Evermore Entertainment, LLC, where he provided DJ and event music services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Paul Storm is a financial advisor at Edward Jones in Sparta, MI, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. He is the owner and CEO of Luap Ink LLC, a creative and inspirational writing business that has been dormant since 2014 but is planned for relaunch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Claude Mc Manus is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Mc Manus serves on the West Michigan Recruiting District Advisory Council and is involved in charitable work with the Knights of Columbus and Holy Trinity Church. 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, relying on proprietary research, third-party data, and algorithmic tools to provide tailored recommendations.

Miaya Huizinga is a financial advisor at Edward Jones with a Series 66 designation and four years at the firm. She has a total of nine years of industry experience, including positions at Lowes and Huntington Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kevin Jarchow is a financial advisor with LPL Financial in Grand Haven, MI, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Comerica Securities. In addition to his advisory role, he manages a business leasing office space to his wealth management practice and is involved in insurance sales through InSphere Insurance Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment strategies and operational support tools through a large network of advisory representatives.

Jeffrey Patterson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices, managing approximately $1.01 trillion in assets.

Jeffrey Groshek is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 13 years before joining Raymond James in 2022. He is also president of Global Trends Wealth Management, LLC, an advisory practice based in Norton Shores, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and has specialized capabilities in municipal advisory and SIMPLE IRA employer consulting.

Gerd Hansma is a CFP® with 42 years of industry experience, currently affiliated with OSAIC since 2024. He has held long-term roles at Fortis Investors, Inc. and owns G.R. Hansma Insurance, where he has been active since 1988. Outside of financial advising, Hansma works as a certified personal fitness trainer providing individualized fitness training. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employs firm-provided asset-allocation tools, and supports a range of investment options and management styles through a complex platform.

Mary Heitzman is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial. Her background includes roles at United Planners Financial Services, Cetera Advisor Networks, and Success Financial Group, LLC. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jeffery Hagen is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 license and bringing 11 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Hagen serves as a board member of the Forest Park Recreation Association in Grand Haven, MI. Robert W. Baird & Co.’s Private Wealth Management team provides services to individual, corporate, pension, and charitable clients through a variety of portfolio management and financial planning solutions. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Thomas Schlender is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2000. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Thomas Hilldore is a financial advisor with Robert W. Baird & Co. Incorporated in Grand Rapids, MI. He holds a Series 66 designation and has 20 years of industry experience, including 21 years at Robert W. Baird & Co. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Nathan Whipple is a financial advisor with Edward Jones in Muskegon, MI. He holds the ChFC® designation as well as Series 63 and Series 66 licenses, and has 19 years of industry experience, including over 20 years with Edward Jones. 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, affiliated mutual funds, and tax-efficient services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Robert Peel is a financial advisor with Robert W. Baird & Co. in Grand Rapids, Michigan, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Peel serves on the investment committee of the Grand Haven Community Foundation’s Boer Family Fund, where he reviews portfolio performance quarterly. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Zachary Flynn is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked for Daybreak Foods for eleven years. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.