Pamela Blodgett is a CFP®-designated financial advisor with 38 years of industry experience, currently with LPL Financial since 2013. She holds a Series 63 license and is based in Caledonia, MI. Outside of her advisory role, she serves in a fiduciary capacity for a family estate and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management.

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.

Matthew Walla is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience in the food and beverage distribution industry, including roles at Alliance Beverage Distribution, Jet's Pizza, Little Caesars, and Buddys Pizza. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.

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.

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.

Brian Machiela is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include work with Grandville Group LLC and Waddell & Reed, Inc. Outside of advisory activities, he is the owner of MachWest LLC, a company related to hunting land. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management options, supported by research from LPL and third-party providers.

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.

Baron Davis is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent Financial, Willis and Machnik Financial Services, and Avantax Investment Services. Outside of finance, he has experience with Spring Arbor University and worked at Shipt Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools, and it supports specialized services such as municipal advisory and SIMPLE IRA employer consulting.

David Van Der Klok is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2018. Outside of his advisory role, he owns a storage rental business in Mecosta, Michigan. J.P. Morgan Securities LLC provides institutional consulting services including asset allocation advice, investment manager searches, and customized performance reporting primarily to corporations, foundations, and defined contribution plan sponsors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Thomas Cole is a CFP® with six years of industry experience currently affiliated with LPL Financial in Grand Rapids, MI. His prior roles include positions at USA Financial, Infinex Investments, and Cottingham & Butler. He also holds a notary role at Flagstar Bank N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various specialized investment strategies.

Madeline Command is a financial advisor at Edward Jones in Jenison, MI, holding a Series 66 designation. She has been with Edward Jones since 2023 and has three years of industry experience. Prior to joining Edward Jones, she held various roles in industries including real estate and hospitality. 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 financial products, supported by a large nationwide network of advisors and branch offices.

Justin Gritter is a CFP® professional with 20 years of experience, currently serving as a financial advisor at Edward Jones since 2005. Located in Byron Center, MI, he has also held a leadership role as a committee member at the Wylie Rotary Club Foundation in Grand Rapids, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Randy Valentine is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Valentine has worked with Raymond James since 2008 and owns Valentine Financial Svcs LLC. 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 plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports clients through advisory programs and institutional consulting services.

Jody Tuinstra is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2017, Jody worked at Jenison Public School for two years. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement who meet certain asset criteria, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team, with an emphasis on managing assets within Ameriprise accounts.

Nathaniel Dostal is a financial advisor with LPL Financial, holding the Series 66 designation and based in Wyoming, Michigan. He has one year of industry experience and previously worked at Wells Fargo. He has also been affiliated with Oakland Community College since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches with access to model portfolios and research.

Ellen Naber is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been with Ameriprise since 2016 and also serves as an Executive Elder on the Board of Directors at Providence Church in Holland, MI. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team producing tailored Recommendation Reports based on proprietary research and third-party data, with implementation handled by clients and their advisors.

Nicholas Sieggreen is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. His prior roles include positions at Monroe, Sweeris & Tromp and Pennell CPA, as well as teaching engagements at Davenport University, University of Pittsburgh, Ferris State University, and Hudsonville Public Schools. He is also involved in providing financial planning and tax preparation services through separate business activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions typical of large institutional firms.

Davis Murphy is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and has experience in various roles across multiple industries. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework. The firm delivers these services through a select group of Wealth Advisors on a non-discretionary basis, combining centralized due diligence with access to a broad range of investment products.

William Smeda is a financial advisor at Edward Jones with three years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual from 2022 to 2025. His background also includes roles at Wedgewood Christian and work with Uber Eats, Door Dash, and Shipt. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Devos is a CFP® with 23 years of experience in the financial services industry, currently affiliated with LPL Financial since 2021. His prior roles include work with Grandville Group LLC and Waddell & Reed, Inc., among others. He has been involved with nonprofit organizations such as Habitat for Humanity and Gilda's Club Grand Rapids. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, including model portfolios and advanced portfolio management strategies.