Mason Lesley is a financial advisor with Osaic Wealth Inc. in Grandville, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Osaic, his background includes roles at Vivint Home Security and Ripon College. Outside of his advisory duties, he is a registered assistant at P & S Management Co LLC and involved with Vantagepointe Financial Group in sales and marketing of securities and investment advisory products. Osaic Wealth Inc. serves a diverse client base including individuals, institutions, and nonprofit organizations, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party management solutions.

Dewey Engelsma is a Series 65-licensed financial advisor with LPL Financial based in Byron Center, MI. He has one year of industry experience, previously working at Advisory Alpha and holding roles at several other organizations including Davenport University and Covenant Christian High School. 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 variety of advisory services and platforms, combining broad financial activities with oversight of over $819 billion in discretionary assets and a large network of advisors.

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.

Mark Postema is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Grand Rapids, MI. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Jordan is a financial advisor at OSAIC with 29 years of industry experience. He previously worked at Woodbury Financial Services for 16 years before joining OSAIC in 2024. Jordan holds the Series 63 and Series 66 credentials. Outside of his advisory role, he serves as president of an LLC and is involved in various insurance-related activities including as a licensed agent and Certified Financial Fiduciary. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and institutional clients through a large network of advisers. The firm provides integrated brokerage and advisory services with portfolio construction supported by proprietary tools and offers access to multiple third-party money managers and managed account solutions.

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.

Leonard Rowley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes prior roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of his advisory work, he manages an apparel design business called Get Barreled Apparel. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a variety of portfolio management and retirement services with a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

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.

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.

Austin Smith is a Series 66-licensed financial advisor with LPL Financial in Grandville, MI, with three years of industry experience. Prior to joining LPL, he worked at Huizenga Gamache & Associates and has diverse experience including roles outside finance such as automotive repair. He is involved with D's Auto and Truck Repair as an outside employment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by extensive tools and a large network of over 22,800 advisors.

Curtis Lucas is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, NA since 2006. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Garrett Schwan is a financial advisor with Mass Mutual Investors Services in Wyoming, Michigan, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual since 2019, as well as prior experience with John Hancock Advisers, LLC, John Hancock Funds, and John Hancock from 2016 to 2019. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management, wrap and money-manager programs, and educational seminars, with financial planning structured as ongoing, collaborative relationships using firm-approved analytical tools.

Adam Pendleton is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jessica Joswick is a financial advisor at Edward Jones with 21 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007, returning to the firm in 2024 after a brief interval. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Anderson is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 designations and with 32 years of industry experience. She previously worked at Infinex Investments, Inc., Cetera, and Flagstar Bank, where she continues to have an affiliation. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives utilizing customized strategies and research tools.

Ryan Ten Have is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Hudsonville, MI. Outside of his advisory role, he is a member of RBT Investments, a real estate holding LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Samuels is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services, Avantax Investment Services, and Sagepoint Financial Inc. He is based in Wyoming, Michigan. 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 range of portfolio management and financial planning services through a large network of independent advisors, utilizing various program structures and investment strategies.

Brian Machiela is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Grandville Group LLC, Machiela Consulting LLC, and Waddell & Reed, Inc. Outside of his advisory work, he is the owner of MachWest LLC, a home-based hunting land business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Vander Galien is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Newell Brands and Meijer. He holds a Series 66 designation. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Melton is a financial advisor with Edward Jones in Hudsonville, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns Bear Creek Farms LLC, a farm focused on property clearing and preparation for tree planting in Allegan, MI. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.