Eric Henley is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and no prior industry experience. Before joining Thrivent, he worked in education at Metro Nashville Public Schools and Robertson County Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad set of topics, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Daniel Kleinheksel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner in ID Property Partners, LLC, an LLC formed to hold the lease for his Raymond James office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Dolce is a financial advisor at Edward Jones with 29 years of industry experience. His background includes roles at Northwestern Mutual Investment Services LLC and other firms, as well as self-employment. Outside of finance, he works as a sports official in Grand Rapids, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

William Paarlberg is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following prior experience at J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, Paarlberg serves as a financial consultant for a relative’s trust and is involved in a family business, GKB Packaging, LLC, where he handles bookkeeping. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services with a mix of manager-traded and model-traded strategies, ongoing manager oversight, and utilizes internal research and technology in client advice.

Julia Maltbie is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation. She has one year of industry experience and previously worked in various roles including at West Michigan Community Mental Health and Dragon Fruit Media. She has also been involved with a travel agency and several other organizations prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated products through a large network of advisors and branch offices nationwide.

Robert Clark is a financial advisor with Edward Jones in Holland, MI, holding Series 66 and Series 63 designations and 14 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Clark has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as corporate 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 portfolios, separately managed accounts, and affiliated mutual funds.

Trenton Potter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fifth Third Bank and Potter Building Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and serves as an ERISA fiduciary when providing investment advice.

Jason Schrotenboer is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at Wintrust Bank and Macatawa Bank, with nearly two decades of banking experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and a variety of model portfolios and research sources.

Emily Atwell is a financial advisor with Robert Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2023, she was involved in the hospitality industry at Big E's Sports Bar and Grill. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of investment programs, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Thomas Orourke is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Cetera and Chemical Bank. He also serves as co-trustee for his spouse's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and a range of financial products including insurance-related vehicles and bank deposit sweep options.

Cynthia Assink is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with LPL Financial, having joined in 2026. Her prior experience includes five years at Robert Baird & Co. and 15 years at J.J.B. Hilliard, W.L. Lyons, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research and third-party subadvisors to support diversified investment strategies.

Darrell Schultz is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role, he spent 27 years at Gordon Food Service. In addition to his advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Jonathan De Kock is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. He has 10 years of industry experience, including roles at Robert Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, supported by in-house research and technology such as artificial intelligence.

Andrew Tinholt is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, he has worked part-time as a cashier at Winding Creek Golf Club. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies and operates a large network of financial advisors and branch offices across the United States.