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.

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.

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.

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.

Ryan Beishuizen is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Bank and Securities America Advisors. Beishuizen also provides insurance services as part of his client offerings. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management through multiple advisory platforms.

Roger Haag is a CFP® with 45 years of industry experience, currently affiliated with LPL Financial since 2020. His prior roles include positions at Harbour Investments, Inc and NEXT Financial Group, Inc, alongside long-term involvement with Investment & Retirement Consulting Group and Haag Financial Advisors Inc. He is also a notary public in Michigan and has provided estate planning services since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and various investment management strategies.

Randy Schmidt is a Certified Financial Planner® with 29 years of industry experience, currently affiliated with LPL Financial in Sparta, MI. He previously worked at Investment Centers of America, Inc. for 21 years and ICA Group Wealth Management, LLC for three years. 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 a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Colin Mc Key is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

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.

Thomas Braciak is a financial advisor at Cambridge Investment Research Advisors with 45 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cambridge in 2017, he was with MassMutual and MML Investor Services for 13 years. He serves as a board member of the Widowed Persons Service and participates as a citizen representative on the City of Grand Haven Economic Development Council’s Brownfield Board. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment platforms and proprietary as well as third-party model strategies, with features such as advisor business relationships involving legal and accounting referrals and institutional support services.

Kari Arrasmith is a CFP®-designated financial advisor with 12 years of industry experience, currently with LPL Financial since 2012. She also has a teaching role at Grand Valley State University starting in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Leonard Rowley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes prior roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of his advisory work, he manages an apparel design business called Get Barreled Apparel. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a variety of portfolio management and retirement services with a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

David Conley is a financial advisor with Edward Jones in Muskegon, Michigan, holding Series 63 and Series 66 licenses. He has worked at Edward Jones since 1989, accumulating 36 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Curtis Lucas is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, NA since 2006. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Scott Deater is a financial advisor at Edward Jones with a Series 66 designation and over eight years of professional experience. Prior to joining Edward Jones in 2025, he worked at MillerKnoll for six years and held roles at GHSP and Yanfeng Automotive Interiors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

James Tabb III is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. His prior roles include positions at ICA Group Wealth Management, Greenleaf Hospitality Group, and the US Department of Defense's Edelweiss Lodge & Resort. 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 services, and retirement plan consulting, with access to model portfolios, research, and various investment strategies.