Todd Overbeek is a financial advisor with LPL Financial in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he owns Preferred Resource Solutions, LLC, a third-party administrator offering plan design, document services, and support for plan sponsors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, supported by model portfolios, research, and a variety of management approaches.

Aaron Oudbier is a financial advisor at OSAIC with 25 years of industry experience. He previously worked at Royal Securities Co for 16 years and Signator Investors Inc for one year before joining OSAIC in 2018. Oudbier serves as a school board member and treasurer of the finance committee for Tri-Unity Christian School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, automated rebalancing, and access to third-party money managers to construct diversified portfolios.

Kimberly Vande Vusse is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bofa Securities, and J.J.B. Hilliard W.L. Lyons. Kimberly is based in Holland, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Stephan is a financial advisor at Cetera with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including HD Vest and Summit Financial Networks. Outside of advising, he owns Stephan Accounting & Tax, Inc., a tax and accounting business he has operated since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management alongside financial planning and access to third-party money managers.

Michael Langenberg is a financial advisor with LPL Financial who holds Series 65 and Series 63 credentials and has 12 years of industry experience. His prior roles include positions at Cetera Investment Advisors LLC, The Huntington Investment Company, and WINTRUST Bank. Outside of his advisory work, he owns two businesses unrelated to investments, Intricate Design and Malta Woods. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven solutions.

Brooke Moore is a financial advisor at Ameriprise with 11 years of industry experience. Prior to joining Ameriprise in 2026, Brooke worked at Truist Advisory Services and Truist Investment Services, Inc. from 2021 to 2026, and at Bb&T Securities from 2018 to 2021. Outside of financial advising, Brooke also works as a delivery driver for a food delivery service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides clients with written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and collaborative service teams.

Daniel Wierenga is a financial advisor with Cetera in Grandville, MI, holding Series 65 and Series 66 credentials and two years of industry experience. He has worked with multiple firms, including Robert Van Loozenoord, CPA, where he also provides tax preparation and payroll services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

David Moelker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Royal Securities Company. Moelker is the owner of David Moelker LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary portfolio management supported by in-house research and third-party subadvisors.

Aaron Verkaik is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CapTrust and Calvin Nexus. Outside of advising, he has experience in non-financial roles including work at Batts Painting and Kalamazoo Country Club. 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, and retirement consulting, utilizing model portfolios and research from multiple sources.

Cameron Rios is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He has worked at Edward Jones since 2018 and previously spent 10 years at Robert W. Baird. Based in Holland, MI, he is part of a large network of financial advisors at Edward Jones. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with over $1 trillion in assets under management.

Gregg Mulder is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James, Commonwealth Financial Network, and Envoy, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Shadd Clausen is a financial advisor with Robert Baird & Co., holding a Series 66 designation and offering 22 years of industry experience. He has worked at Robert Baird since 2019 and was previously with Hilliard Lyons from 2003. Outside of his advisory role, Clausen is a partner in SDS Partners. Baird’s Private Wealth Management department, including the DDK Group where Clausen practices, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm provides financial planning, portfolio management, and brokerage services with an investment approach that incorporates manager-traded and model-traded strategies, tax-management, and ongoing in-house research.

Nathan Haverdink is a financial advisor at Edward Jones with Series 66 credentials and has been in the industry since 2024. Prior to joining Edward Jones, he worked at Grand Valley State University and Grounds Management Solutions. 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 through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Jeffrey Howlett is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., and from 2013 to 2018 operated Jeff Jr. Design LLC. He is also an advisor at The Master's Financial Group of Michigan, a DBA through which he provides fee-based financial planning and term life insurance services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Christina Fierro is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Triad Advisors, Advisory Alpha, David DeYoung, and Raymond James And Associates. 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 programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alexander Overbeek is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Robert W. Baird and Co. Incorporated from 2016 to 2020 before joining LPL Financial in 2020. 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 provides financial planning, advisory programs, and retirement consulting with access to model portfolios and research from multiple sources.

Tyler Buitenwerf is a CFP® with nine years of industry experience, currently affiliated with Cetera. He has held roles at Milestone Wealth Management, Commonwealth Financial Network, Jesse Langschied, and Waddell & Reed Inc. His other business activities include fixed insurance sales conducted at his branch location. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across diverse program structures.

Ilse Saewert is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2007. Outside of her advisory role, Saewert serves on the Finance and Investment Committee of the Community Foundation of Holland Zeeland and is a 50% partner in ID Partners LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Tami Wondergem is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has held positions at multiple firms including Equitable Advisors, Securities America, and My Personal Credit Union. In addition to her advisory role, she is licensed to offer health and Medicare insurance through the Buursma Agency. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and financial planning services to individuals, retirement plans, corporations, charities, and institutional clients. The firm operates a multi-manager platform offering various portfolio management options and serves over 800,000 clients through more than 10,000 advisors nationwide.

Jared Baker is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Bay Welding Services, Inc. and Prodigy Medical, LLC. Outside of his advisory role, he is the owner of a short-term rental business in Homer, Alaska. 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 services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.