Nathaniel Woolum is a Series 66-licensed financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he worked at Macatawa Bank and held roles at Biggby Coffee, Hope College, RBH Detasseling, and Mattawan High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and advanced tools including artificial intelligence to support client advice.

Brian Mccabe is a financial advisor with Ameriprise in Ada, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and maintains a broad offering of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Monroe is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, Monroe is involved with IBS 401(k) Administrators, a third-party administrator providing services to retirement plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and advisory services to individuals, retirement plan participants, and institutional clients. The firm supports its advisors with model portfolios, third-party subadvisors, and various platforms while maintaining one of the largest networks in the industry.

Nathan Sitzema is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, he is the founder and host of Grand Rapids Business Engagement. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure for its services.

Joshua Overbeek is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. His prior roles include working at Provisio Retirement Partners and Davenport University. 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 a range of financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Adam Carlson is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year at PC Biggs Inc. Outside of advising, he operates a sole proprietorship in White Cloud, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.

Eric Peters is a financial advisor at Robert Baird & Co. with 44 years of industry experience. He has been with Robert Baird & Co. since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns Gun Lake Discount Storage in Wayland, Michigan. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Thomas Graham is a Series 66-licensed financial advisor with Robert Baird & Co. in Grand Rapids, MI, where he has worked since 2021. He has four years of industry experience, with a background that includes various roles prior to joining Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a broad range of traditional and non-traditional investment strategies.

Ellen Vipond is a financial advisor at Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses with two years of industry experience. She previously worked for Walters Dimmick Petroleum for 30 years. Outside of her advisory role, she is a joint owner of Two Legs, LLC, a business focused on creating and selling craft items. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Jennifer Boodt is a financial advisor at Exchange Street Capital with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked for Spring Lake Public Schools for 24 years. Outside of her advisory role, she is the owner and artist of CreativeTherapy, a craft and art sales business. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification and long-term trading using ETFs, mutual funds, stocks, and bonds, and offers unique probate and executor support alongside ongoing financial counseling.

Melanie Meyer is a financial advisor at Exchange Street Capital with 12 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for Braeburn Wealth Management, LLC for 12 years before joining Exchange Street Capital. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, ranging from non-high-net-worth to high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification and long-term investment strategies, alongside offering unique probate and executor support services.