Thomas Baetens is a financial advisor at Edward Jones with 46 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1979. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Taggert Kelly is a financial advisor with LPL Financial in Spring Lake, MI, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at VOYA Financial Advisors and has been involved with Edge Sports for over a decade. Outside of his advisory work, he owns businesses including Edge Sports, Ortho Edge, and Solar Plunge. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Alejandro Luna is a financial advisor at UBS Financial Services with 12 years of industry experience. He has held roles at UBS since 2017 and previously worked at Sentinus Securities LLC and Sentinus, LLC. He holds the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.

Blake Cramer is a financial advisor at Morgan Stanley in Muskegon, MI, holding a Series 66 designation with seven years of industry experience. His work history includes multiple roles at Morgan Stanley and a position at Grand Valley State University. 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 methodologies.

Nicholas Shaw is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lake Michigan Credit Union and Nike Inc. He has involvement with Oceanview Life and Annuity Company, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Heather Alber is a financial advisor with LPL Financial in Ravenna, MI, holding a Series 66 credential and bringing 25 years of industry experience. Her previous roles include positions at Raymond James Financial Services and Bykerk Financial Services. She is also a commissioned notary public in Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Elijah Piwowarczyk is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Western Michigan University and M. P. Construction LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering a range of advisory programs with customized portfolio management and financial planning services. The firm utilizes in-house and third-party investment managers to tailor strategies according to client risk profiles.

Joseph Green is a financial advisor with Stifel, holding a Series 66 designation and 18 years of industry experience. He has worked at Stifel since 2012. Outside of his advisory role, he serves as Secretary of the Board for One South Harbor Members, LLC, a business condo owners group. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to produce asset allocation and retirement planning analyses.

Jennifer Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2021, she worked with C & R Associates LLC, Waddell & Reed, Inc, and various insurance carriers associated with W&R insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Andrew Wesner is a financial advisor with LPL Financial in Muskegon, MI, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Alea Groshek is a financial advisor at Raymond James Financial with seven years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors and several other firms. Outside of advising, she is involved with Wise Move and Global Trends Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation.

Jeffrey Bodkins is a Series 66 licensed financial advisor with Edward Jones in Holland, MI, where he has worked since 2019. He has six years of industry experience, including a prior role at Michigan Air Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stacey Crosby is a financial advisor with LPL Financial in Ravenna, MI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior work includes roles at Lake Michigan Credit Union, Fifth Third Securities, and Fifth Third Bank. Outside of her advisory practice, she is co-owner of a real estate rental business. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning and advisory programs supported by in-house and third-party research.

Allison Loyselle is a financial advisor with Morgan Stanley in Muskegon, MI, holding a Series 63 designation and 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Thomas Ladd is a financial advisor with Robert W. Baird & Co. in Norton Shores, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Ladd serves on the investment committee of the Muskegon Catholic Central Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, employing a range of strategies from traditional equity and fixed income to non-traditional investments, alongside municipal advisory and public finance services.

Brandon Beukema is a financial advisor with LPL Financial in Ravenna, Michigan, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2020 and has also worked at Lake Michigan Credit Union since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Deborah Vanderjagt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has worked with Cambridge since 2013. In addition to her advisory role, she is an author of the book "The Cranbrook Chronicles" and serves as an election inspector in Michigan. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies across multiple custody platforms.

Jonathan Mulder is a financial advisor with LPL Financial in Spring Lake, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with LPL Financial since 2016 following a brief tenure at Center for Wealth Planning Advisors, Inc. Mulder also operates Mulder Wealth Management as a related business activity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Michele Vanderlinde is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 34 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, Vanderlinde serves on the advisory board of Kids Food Basket, a nonprofit focused on children and youth in Grand Rapids, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

William Bassow is a CFP® professional with 34 years of experience in financial advising. He currently works at OSAIC and has previously been affiliated with Securities America Advisors, Inc. and Securities America, Inc. for 12 years. Outside of his advisory role, he operates a tax preparation and consulting business and owns an insurance practice. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios with various investment options.