Sarah Van Dyke is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Ameriprise in 2026, she worked at The Huntington Investment Company for 18 years. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Cynthia Assink is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with LPL Financial and previously worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, Inc. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Darrell Schultz is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role, he spent 27 years at Gordon Food Service. In addition to his advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Brenda Kading Payne is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Andrew Tinholt is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, he has worked part-time as a cashier at Winding Creek Golf Club. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies and operates a large network of financial advisors and branch offices across the United States.

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.