Jason Wagenmaker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Raymond James since 2015 and also works as an associate for Kapteyn Wealth Partners, where he is involved in financial planning and advising. 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, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

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.

Steven Sonday is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Linsco Private Ledger Corp since 2001. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

D. Brent Fennema is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior experience includes roles at Securities America Advisors, Securities America, Ssn Advisory, and Edge Group Advisors. Outside of his advisory work, he is involved in tax preparation and accounting through Vision Tax Planning and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Nathan Farrell is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2013. Outside of his advisory role, he performs basic tax preparation on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Jacob Bouman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. He has worked at Raymond James since 2020 and is also the owner of Bouman Advisory Services LLC, a support company used for tax and payroll purposes. 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 institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through various advisory programs and specialized services.

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.

Alexander Kubiak is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

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.

Cameron Bartlett is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Vanguard from 2021 to 2024 and Auto-Owners Insurance Co from 2017 to 2021. He holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Dewey Engelsma is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. Prior to joining LPL Financial, he worked at Advisory Alpha and has experience in various roles including positions at Davenport University and Lakeland Pallets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and multiple investment strategies.

Steven Meyers is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he assists with billing and paperwork for a family-owned trucking business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Holly Williams is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has been with Edward Jones since 2009 in various roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Landon Poll is a Series 66-credentialed financial advisor with five years of experience, currently associated with Raymond James Financial in Grand Rapids, MI. His work history includes roles at Cornerstone University and several financial services firms including The Kapteyn Group Financial Partners LLC and Kapteyn Wealth Partners. Poll is involved in financial planning and investment advice through these firms. 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, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance advisory work through a unique affiliation.

Michael Devries is a CFP® professional with 28 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He is also a CPA and owner of Vand­erLugt, Mulder & DeVries, providing accounting and consulting services primarily to medical and dental practices. Additionally, he serves as secretary/treasurer for Neighborhood Church Ministries, a community outreach organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm delivers a variety of portfolio management solutions across multiple platform arrangements and maintains proprietary and third-party investment strategies.

Patsy Jud is a financial advisor with Cetera holding a Series 66 credential and three years of industry experience. She previously worked at GlaxoSmithKline for 19 years and has operated Patsy SC Jud, LLC as a writer since 2010. In addition to her advisory work, she is an author of an inspiration book. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to various investment strategies including model portfolios, third-party managers, and bespoke solutions.

Kevin Sexton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Casey Van Engen is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Casey worked at Ayer's Basement Systems and Sikkema Equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.