Joel Vanlaar is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and 13 years of industry experience. He previously worked for Hantz Financial Services for 10 years before joining Ameriprise in 2022. Vanlaar is involved in supporting advisors operationally through Jaycob Willis Holdings LLC, assisting with trade execution, investment model management, and planning software. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brian Kobi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2015. Outside of his advisory role, he owns several residential real estate investment entities in Grandville, Michigan. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Braylen Laverty is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Hantz Group and Hantz Financial Services Inc. Outside of his advisory career, he briefly operated Live Oak Coffeehouse & Roasters. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Kimberly Tinholt is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Infinex Investments Inc, Investment Professionals Inc, and West Michigan Community Bank. 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, operating under a fiduciary standard with extensive national resources and a large network of financial advisors.

Vinner Mendez is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at J.P. Morgan Securities since 2018 and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Phillip Veenstra is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Signator Investors, and Royal Securities Co. Phillip is involved with PMV, LLC, a business entity for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Ken Chesterman is a financial advisor with Primerica Advisors in Hudsonville, MI, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Mary Kay Zoulek is a CFP®-certified financial advisor with 22 years of industry experience. She has been with Edward Jones in Grandville, MI, since 2015. 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, supported by a large nationwide network of financial advisors and branch offices.

Deborah Vanderjagt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has worked with Cambridge since 2013. In addition to her advisory role, she is an author of the book "The Cranbrook Chronicles" and serves as an election inspector in Michigan. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies across multiple custody platforms.

Peter Mead is a financial advisor with Merrill in Jenison, Michigan, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of his advisory role, he serves on a financial committee in a fiduciary capacity for a nonprofit organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel De Weerdt is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in Hamilton, MI. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Allison Hunter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked at R.W. Baird since 2022. Prior to her advisory career, she held positions in the catering and food service industries. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

William Ellis is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors, Inc., SSN Advisory Inc, and OneAmerica Securities. Outside of his advisory work, Ellis is involved in tax preparation and accounting through his related business activity, Vision Tax Planning. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jamie Martinez is a financial advisor with Edward Jones, holding a Series 66 designation and 22 years of experience with the firm. Based in Holland, MI, Martinez has worked exclusively at Edward Jones since 2004. 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 advisors, offering a range of discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Michael Nagelvoort is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 27 years of industry experience. He has been with LPL Financial since 2019, following roles at Royal Alliance Associates, Sii, and Royal Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Chad Wolters is a financial advisor with Primerica Advisors holding Series 63 and Series 65 designations. He has been with Primerica Financial Services since 2016 and has additional work experience at Holland Hospital, MillerKnoll, and PFS Investments Inc. He is based in Zeeland, MI. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Ross Diekema is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Holland, MI. Outside of his advisory role, Diekema is a member of CRT Ventures, LLC, an entity co-owned with a partner that will hold the title to their combined Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. 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 advisory programs and investment solutions under a fiduciary standard.

Derek L'huillier is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Wintrust Bank, The Huntington Investment Company, Infinex Investments, and Macatawa Bank. Outside of finance, he is the lead photographer and filmmaker for Life on Earth Productions, a business specializing in wedding photography and videography. 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 through a national network of investment adviser representatives.

Michael Cuellar is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with six years of industry experience. He previously worked at AAA Banking for five years and HAFCO for one year before joining Edward Jones in 2019. 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 operates a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kyle Wood is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for five years at Whirlpool Corporation. He is involved with the 3 Mile Project, a nonprofit community youth center in Grand Rapids, where he oversees evenings to ensure a safe environment for children. 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 and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.