Craig Taetsch is a CFP® professional with 11 years of experience in the financial services industry. He has been with Edward Jones since 2015 and was previously involved with Gordonshire, LLC as a managing partner. Outside of his advisory work, Taetsch serves as a USA Hockey official and has provided ride-sharing services in Grand Rapids to support community safety. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Barbara Griffin is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Baird since 2009. Outside of her advisory role, Griffin serves on the Finance Committees of the Land Conservancy of West Michigan and the YWCA West Central Michigan. Baird’s Private Wealth Management department, including the DDK Group where Griffin works, provides services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a range of strategies such as separately managed accounts and tax-management approaches.

Courtney Folkerts is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. She has been with Primerica since 2021 and is also involved in the FASTer Way To Fat Loss program and the James Street Inn Restaurant. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure.

Justin Katt is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America and Securities America Advisors. In addition to his advisory role, he is also licensed as a life insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, combining various investment platforms and third-party money managers to support customized portfolio management.

Abigail Lininger is a financial advisor with Primerica Advisors in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Drake Financial Group, PFS Investments, Inc., and Primerica Financial Services. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, using third-party asset managers and a tiered wrap-fee structure.

Joseph Meckley is a financial advisor at Edward Jones in Holland, MI, holding the CFP® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he was previously the owner of Chorelink LLC, an internet application that he no longer manages. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of financial advisors across the country.

Thomas Dewitt is a financial advisor with LPL Financial in Holland, MI, holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Macatawa Bank for 22 years and has been affiliated with WINTRUST Bank concurrently with his role at LPL Financial. Dewitt also acts in a fiduciary capacity for various testamentary trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Richard Oneal is a financial advisor with OSAIC based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and has 30 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. He serves as treasurer for Bethesda Farm, a ministry supporting individuals with special needs. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and uses various tools and platforms to support portfolio construction and management.

Kyler Koch is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is involved in real estate ownership in Holland, Michigan. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with at least $1 million in investable assets. The firm provides written recommendation reports based on detailed modeling and tax-efficiency analysis, delivered through a centralized consulting team in partnership with its financial advisors.

Glenn Kimmel is a financial advisor with Edward Jones in Grand Rapids, MI, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the sole member of Kimmel Holdings LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Bodkins is a Series 66 licensed financial advisor with Edward Jones in Holland, MI, where he has worked since 2019. He has six years of industry experience, including a prior role at Michigan Air Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kurtis Abraham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously at Fifth Third Securities from 2014 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Leist is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and possessing 42 years of industry experience. His work history includes roles at Cetera Wealth Services and Summit Financial Group. He serves as an elected board member of Shoreline Christ Fellowship, advising on future planning and building maintenance. Cetera Investment Advisers LLC is a nationwide network of independent advisors managing over $256 billion in assets, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with both discretionary and non-discretionary options.

Bryan Zichterman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Advocare and Raymond James & Associates. Outside of advisory work, he is the owner of Drifter Lee Enterprises LLC and PC Lee Enterprises LLC, which manage various business and personal real estate activities. 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 using analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Luke De Boer is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and Equitable Advisors, LLC. Outside of his advisory work, De Boer serves as a part-time referee for a local soccer league. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment strategies.

Matthew Soderdahl is a financial advisor at Edward Jones based in Wyoming, Michigan. He holds a Series 66 designation and has a year of industry experience. His prior work history includes roles at Edward Jones, Colorado School of Mines, Hillsdale College, Buckle, and Center Grove School Corporation. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Timothy Weir is a financial advisor with LPL Financial, holding the Series 63 and Series 66 licenses and bringing 23 years of industry experience. His previous roles include positions at Waddell & Reed, various insurance carriers, and managing Grandville Group LLC. He has also been involved with Bronx Brothers LLC and served in a role at High Pointe Community Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Robert Vanloozenoord is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and has operated a CPA tax and accounting practice since 1981. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Benjamin Herrman is a financial advisor at Robert W. Baird & Co. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Baird, he worked for 14 years at Holland Christian Schools. Benjamin is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a variety of investment strategies and ongoing manager oversight.

Kurtis Kamminga is a financial advisor with Charles Schwab in Holland, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Charles Schwab and operates KLK Holdings, LLC, a franchise business related to investment operations. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investment offerings.