Skylar Howard is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2021. Outside of his advisory role, Howard is employed part-time at JAM Sports and has a weekend dog-walking job. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pension plans, corporations, and institutional clients by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Charles Lindholm is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services from 2012 to 2018 before joining Raymond James in 2018. Lindholm is also the founder and CEO of Let These Animals Live, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, advisory programs, and institutional consulting, utilizing a variety of portfolio management styles and affiliated research to support client decision-making.

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 with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at J.P. Morgan Securities LLC for four years and at JPMorgan Chase Bank, N.A. for ten years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Todd Engbers is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and LPL Financial. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and roles advising registered investment companies.

Mark Keating is an investment advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Keating is also involved in business consulting for non-publicly traded companies through Advanced Business Partners Consulting LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios.

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.

Dick Tupper is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 licenses. He has 48 years of industry experience, having previously worked at Merrill for 46 years and Bank of America for 12 years before joining Raymond James in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

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.

Donna Devaney is a financial advisor with Robert Baird & Co. in Howard City, MI, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Robert Baird & Co. since 1988. Outside of her advisory role, Donna serves as Treasurer and Secretary of Northern Pines Taxidermy and Wholesale Rugs, Inc., where she manages payroll, bills, and accounting. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management services. Their approach combines in-house and third-party managers across a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

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 Series 63 and Series 66 credentials and four years of industry experience. Her work history includes roles at Northpointe Bank, Saxonia-franke, and Wolverine Worldwide. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

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.

Shawn Lahring is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding a Series 66 designation and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012. Outside of his financial advisory role, he co-owns a family farm, Mission Ranch, which sells beef and hay. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ryan Smith is a financial advisor with LPL Financial and holds the ChFC® designation, along with Series 63 and 66 licenses. He has 26 years of industry experience and has been with LPL Financial since 2006. Outside of his advisory role, he coaches girls and boys soccer at West Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Eccker is a Financial Advisor at Merrill Lynch Wealth Management, working with everyday individuals and families to provide honest advice and build real relationships. He primarily serves clients in West Michigan, including Grand Rapids and Jenison, offering services such as personal retirement planning, portfolio management, and small business strategies. Ryan is part of the Eccker Bujdos Andrews Team, which delivers a wide range of wealth management services including investment management strategies, asset allocation guidance, and planning for retirement, legacy, and business succession. Ryan is a fourth-generation Merrill Financial Advisor, carrying forward a family legacy that deeply shapes his approach to client relationships. He studied Economics with a focus on Finance and Psychology at Michigan State University, from which he holds a Bachelor's degree. He also holds the Personal Investment Advisor (PIA) designation. Ryan aims to understand his clients deeply to create personalized strategies aligned with their financial goals. Outside of work, Ryan enjoys playing tennis and golf with his family and is a lifelong sports fan. He is a loyal Detroit Lions supporter and appreciates spending time in West Michigan. Ryan is also an avid traveler with a goal of visiting all 50 states. His personal interests include cooking and watching Netflix series. He values a good sense of humor and enjoys life's small pleasures.

Joell Thompson is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Alicia Tatu is a financial advisor at Raymond James & Associates with 22 years of industry experience. She has been with Raymond James since 2003 and holds Series 63 and Series 65 designations. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.