Michael Smeenge is a financial advisor with LPL Financial based in Holland, MI, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Consumers Credit Union and Cuso Financial Services, LP for over a decade combined, and had a brief tenure at Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm provides a range of investment options through a large network of advisors and combines advisory services with various financial products and partnerships.

Lori Marion is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Fifth Third Securities, Inc. for six years before joining LPL Financial in 2014. 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 financial planning, wrap and model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, combining a broad advisory platform with a range of non-advisory financial services.

Markus Melsness is a financial advisor at Edward Jones in Byron Center, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held roles at Lifeworks LLC, Mayo Clinic, and several positions connected to Calvin University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

Alexander Mishler is a financial advisor with Edward Jones in Hudsonville, MI, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked for six years at Lake Michigan Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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.

Thomas Harkins is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. He has previously worked at Thrivent Financial and Premier Retirement Plan Advisors, and has experience outside finance including running a business called Mr. Squeegee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, estate, and tax planning without implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing arrangement called WealthPlan.

Collin Bruursema is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 credential and six years of industry experience. Prior to joining Ameriprise in 2020, he worked at Action Water Sports and Servpro. He serves on the Board of Directors for Starlight Ministries. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Karen Hill is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at Cetera since 2021 and previously at VOYA Financial Advisors for seven years. Hill is also the owner and president of Financial Investments Services Group, Inc., a firm involved in the sale and service of insurance, securities, and investment products. Cetera Investment Advisers LLC serves a broad client base including 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 with access to various program structures and third-party managers.

Lawrence Louzon is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Tupper is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes two decades at Fifth Third Securities and several years with Huntington National Bank and The Huntington Investment Company. Outside of advising, he serves on the board of Grand Traverse Industries, a nonprofit employing individuals with disabilities, and is involved with the Munson Hospital Foundation board; he also owns Tups Classics, LLC, a classic car buying and selling venture. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes tailored retirement income planning and annual advisory support focused on income stability and tax-aware withdrawal strategies.

Jessica Tomac is a CFP® and ChFC® professional with 13 years of experience, currently serving as a financial advisor at Edward Jones in Hudsonville, MI. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jack Godfrey is a financial advisor with LPL Financial based in Zeeland, MI, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory work, he is a partner in Koele Godfrey Investment Group and is involved in farming activities. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Valerie Kovac is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameriprise since 2020 and previously at USA Financial and Macy’s. Outside of her advisory role, she serves as treasurer on the Board of Directors for the Jenison Athletic Boosters. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines proprietary research and non-discretionary recommendations focused on income stability and tax-efficient withdrawal strategies.

Ronald Raredon is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has held multiple roles, including positions at the University of Mississippi and Cedar Crest Dairy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports clients through various advisory programs and specialized institutional services.

Elijah Walcott is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he was a student for 11 years. Outside of advising, he serves as an administrative assistant to Aaron Oudbier at P&S Management LLC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment types.

Alex Gass is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Metro Health from 2016 to 2019. 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 and offers a range of advisory programs and investment strategies under a fiduciary standard.

Bryan Pieper is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. Prior to his current role at Edward Jones, he worked in various positions including at Inline Vape, Acosta, and LKQ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, maintaining a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Scott Jungling is a CFP® and ChFC® with 15 years of industry experience, currently advising clients at Edward Jones since 2010. He is based in Holland, MI. Outside of his advisory role, Jungling is involved as an owner of a real estate holding company and a partner in a private investment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated capabilities including trust services and proprietary mutual funds.

Diana Vander Stelt is a financial advisor at Edward Jones in Hudsonville, MI, holding a Series 66 designation with one year of industry experience. Her work history includes multiple roles at Edward Jones since 2018 and prior experience in the pharmacy field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of financial advisors and branch offices.

Austin Beaulier is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Standard Lumber & Supply, EduParts, and Range Bank among others. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations delivered in partnership with its financial advisors.

Brennan Smits is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Valentine Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs across a large network of advisors.