Jason Wagenmaker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Guide Point Financial Partners, Royal Advisors, LLC, and Osaic FA, Inc. He is also involved as an associate employee with Kapteyn Wealth Partners, focusing on financial planning and advising. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Anastasiia Wolters is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2020. Her prior experience includes roles at First Command Financial Planning and other firms. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Nathan Abbott is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Huntington Bank, and Northwestern Mutual. Abbott also has academic experience, having worked at Davenport University since 2018. 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 supported by model portfolios, third-party subadvisors, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,900 advisors.

Atticus Bohr is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as a Financial Consultant Partner at Charles Schwab from 2021 to 2023, and as a Financial Advisor at Securian Financial Advisors of the Great Lakes from 2020 to 2021. Atticus's approach to financial planning focuses on understanding the unique goals and aspirations of his clients and their families. He aims to build relationships based on trust and transparency, helping clients feel confident and empowered in their financial decisions. Outside of his professional work, Atticus has personal interests in fitness and football.

Mason Godbold is a financial advisor with Edward Jones in Lowell, MI, holding a Series 66 designation and approximately four years of industry experience. His prior roles include work at Jackson National Life Insurance as a Strategic Support Associate focused on data and document management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Steven Sonday is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and 34 years of industry experience. He has been affiliated with Linsco Private Ledger Corp since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its network of over 22,800 advisors with various operational and research tools.

Laura Morrison is a financial advisor with Edward Jones in Ada, Michigan, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Nathan Farrell is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2013. Outside of advising, he performs basic tax preparation on a limited basis. 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.

Tucker Fahlen is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at BCS Partners LLC dba Embark Financial Partners, Waddell & Reed, Inc., and Royal Alliance Associates, INC. He also served as a golf coach at Cornerstone University from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, portfolio programs, third-party asset management access, and institutional platforms, with a wide range of investment strategies supported by research and technology tools.

Logan Hudson is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previous experience at Ernst & Young and Western Michigan University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process.

Philip Dentler is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding Series 65 and Series 63 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2025, he spent four years at J.P. Morgan Securities LLC and ten years at JPMorgan Chase Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Mark Keating is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has held roles at firms including Mass Mutual Investors Services, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, Keating is involved in management consulting through Advanced Business Partners Consulting LLC, assisting non-publicly traded companies with business operations and ownership transitions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that integrates a range of programs and third-party investment managers.

Ashley Patten is a financial advisor with Fisher Investments in Lowell, MI, holding Series 66 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Fisher Investments in 2019, Patten worked at Oppenheimerfunds Distributor, Inc. for 14 years and UBS Financial Services for one year. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Michael Meeuwsen is a financial advisor with Morgan Stanley in Grand Rapids, Michigan, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 1998. Meeuwsen serves on the finance committee of Grand Rapids Christian School and the investment committee of Hope College. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured tools and models to support client financial goals, with a broad range of retail and institutional investment offerings.

Aaron Louisell is a CFP® professional with five years of industry experience, currently with Raymond James & Associates. His prior roles include positions at Edward Jones and New York Life Insurance Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Matthew Dick is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience, including prior roles at Farm Bureau Insurance and involvement with nonprofit and community organizations such as Rooted Young Adults Ministry and Davids House Ministries. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors and institutional clients like pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Kristen Chatman is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process.

Brian Sandberg is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and has 27 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory work, he is involved in non-variable insurance sales and serves as a notary public for client document notarization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Josefine Hoetzel Roden is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior experience includes roles at Northpointe Bank, Saxonia-franke, and Wolverine Worldwide. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment management entities.

Dave Hilgendorf is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James for 27 years. Outside of his advisory role, he serves as Treasurer for the Morrison Lake Property Owners Association, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.