Lori Marion is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial since 2014. 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 various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Wayne De Bruyn is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. He also has a concurrent role at JJB Hilliard WL Lyons LLC, where he has worked since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird employs a variety of investment strategies including manager-traded and model-traded separately managed accounts, overlay management, and tax-management techniques, supported by internal research and technology such as artificial intelligence.

Theodore Simpkins is a financial advisor with Edward Jones in Holland, MI, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside his advisory role, he is involved as a member of CRT LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Timothy Huizenga is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Huizenga is a board member of Community Action House and volunteers on its finance committee. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Zichterman is a financial advisor with Stifel, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Raymond James & Associates for 14 years before joining Stifel Nicolaus & Co Inc. Outside of his advisory role, Zichterman is the founder and director of Northcoast Premier Youth Basketball and serves on the board and investment committee of the South Christian School Foundation. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

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.

Gary Cooper is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at firms including infinex Investments, Macatawa Bank, Wintrust Bank, LPL Financial, and Wintrust Investments. Outside of his advisory role, he volunteers with The Conqueror's Strength Team in Zeeland, MI, where he spends time spreading positive messages. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, leveraging various portfolio management styles, firm research, and model manager options.

Collin Bruursema is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and previously worked at Action Water Sports and Servpro. Bruursema serves on the Board of Directors for Starlight Ministries as Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on written recommendation reports and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Joel Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been affiliated with multiple firms, including Farpointe Wealth Advisors and DeLong & Brower Financial Services, and serves as an area representative promoting financial literacy programs through Crown Financial Ministries. Johnson is also involved in an online coaching program for individuals and businesses through TSMNA LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party investment options.

Mitchell Eady is a financial advisor with LPL Financial holding a Series 66 designation. He has experience working at Macatawa Bank and Wintrust Investments, joining LPL Financial in 2025. Prior to his career in finance, his work history includes roles outside the industry such as in the food service sector. 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 various advisory programs, financial planning, and uses a range of model portfolios and research tools in its investment management.

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 in Zeeland, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a partner in Koele Godfrey Investment Group and has involvement in a farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research and third-party strategies with both discretionary and non-discretionary management options.

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.

Brandon Gualtiere is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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.