Scott Deater is a financial advisor at Edward Jones with a Series 66 designation and over eight years of professional experience. Prior to joining Edward Jones in 2025, he worked at MillerKnoll for six years and held roles at GHSP and Yanfeng Automotive Interiors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

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.

Joshua Geerts is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Royal Alliance for one year. Outside of his advisory role, he is also a part-time employee at The Outdoorsmen Pro Shop, where he has worked since 2014. 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.

Rachel Morton is a Series 66 licensed financial advisor with Edward Jones in Grand Rapids, MI, where she has worked since 2013. She has three years of industry experience. Outside of her advisory role, she works as an independent Mary Kay cosmetics consultant. 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 and offers a range of advisory and investment solutions through a nationwide network of over 23,700 financial advisors.

William Vanoverloop is a CFP® professional with 20 years of industry experience, currently serving at Ameriprise in Hudsonville, MI. Prior to joining Ameriprise in 2026, he spent 20 years with The Huntington Investment Company. He serves as a board member of the Heritage Christian School Foundation, which supports a local Christian elementary school through grant funding. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Wadsworth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Grand Valley State University, Aptive Environmental, and Verhalen Inc. among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Jacob Tuinstra is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Royal Alliance Associates, Signator Investors Inc, and Royal Securities Co. Outside of his advisory role, he serves as treasurer and director on the Doris Tuinstra Foundation board and owns a business called Fit Express, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 a Series 66 designation and beginning his industry career in 2024. Prior to joining LPL Financial and DFCU Financial Partners in 2025, he was with Wells Fargo for one year. He has also been affiliated with Oakland Community College since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by proprietary research and technology, and oversees over $819 billion in discretionary assets.

Ellen Naber is a financial advisor at Ameriprise with 18 years of industry experience. She has worked with Ameriprise Financial Services, LLC since 2020 and held previous roles at Ameriprise Financial Services, Inc. and Hantz Financial Services, Inc. Outside of her advisory work, she 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. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice based on proprietary research and third-party data, focused on dependable income sources and tax-aware withdrawal strategies.

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.

William Smeda is a financial advisor with Edward Jones in Hudsonville, MI, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2025, he worked at Northwestern Mutual Investment Services and Northwestern Mutual from 2022 to 2025. His earlier work includes positions at Wedgewood Christian and various delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.

Aaron Devos is a Certified Financial Planner® with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, ADV Great Lakes Group, and founding Grandville Group LLC. Devos has been involved with nonprofit organizations such as Habitat for Humanity, Kids Food Basket, and Gilda's Club Grand Rapids. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

Doug Boock is a financial advisor with Edward Jones in Grandville, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at GateHouse Media from 2008 to 2017. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Phillip Kuyers is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Phillip.

Jaycob Willis is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, Willis is involved in independent insurance brokering and owns a consulting business. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Margaret Doornewerd is a Series 66 licensed financial advisor with Edward Jones in Spring Lake, MI, where she has worked since 2008, accumulating 18 years of industry experience. She is also president of MLGD LLC, an entity involved in property maintenance. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Lorie Smith is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Primerica Advisors in 2019, she worked at SpartanNash for 29 years. Outside of her advisory role, Smith serves as a CPR trainer at Kalamazoo Valley Community College, dedicating time monthly to this activity. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.