Mark Roller is a financial advisor with Raymond James & Associates in Muskegon, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Raymond James & Associates since 2019 and is also the owner and licensed real estate broker of Mojo Group, LLC, a business involved in real estate brokerage and investment activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, relying on risk profiling and software-driven analyses, and provides municipal advisory services alongside a broad range of portfolio management options.

Lori Vieau is a Series 66-licensed financial advisor with Raymond James & Associates, based in Muskegon, MI. She has 16 years of industry experience and has been with Raymond James & Associates since 2009. Outside of her advisory role, she has experience managing rental property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a broad range of portfolio management styles and affiliated research.

Scott Geiger is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1994. 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 with approximately $1.01 trillion in assets under management and maintains a large nationwide network of financial advisors and branch offices.

Gavin Hansen is a financial advisor with Ameriprise in Muskegon, MI, holding a Series 66 designation. He joined Ameriprise in 2026 and has prior experience working in various roles across multiple industries, including Eagle Alloy Inc. and Walmart. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Heylmun is a Series 66 licensed financial advisor with Edward Jones in Whitehall, MI, where he has worked since 2011, accumulating 14 years of industry experience. He owns Heylmun Holdings LLC, which holds a recently approved golf patent and engages with golf manufacturers, and he also buys and sells Detroit sports cards and memorabilia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Jack Mc Keough is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he specializes in developing customized financial strategies tailored to clients' unique life priorities. He focuses on areas including corporate executive services, executive compensation, family wealth management strategies, institutional investment consulting, retirement income, and legacy planning. Jack's approach emphasizes understanding clients' personal perspectives to create transparent and manageable wealth plans. Jack holds a bachelor's degree from Michigan State University and is a Personal Investment Advisor (PIA). He began his career selling insurance during college before joining Merrill Lynch. As part of The Hammond, Martin and Associates Team, he collaborates with Merrill's Chief Investment Office to design investment strategies aligned with clients' financial and life goals. Outside of his professional work, Jack enjoys golfing, spending time with his family, and swimming. He is engaged and shares his home with his fiancé and their dog.

James Bird is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022. Prior to that, he held roles at Adventure Credit Union and CUNA Brokerage Services, where he continues to be associated. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Akselberg is a financial advisor with LPL Financial in Muskegon, MI. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he worked at Frederik Meijer Gardens & Sculpture Park and Spring Lake Country Club. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Gregory De Voursney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1993 and has served with Merrill since 2000. Greg focuses on creating customized investment portfolios for retirees, professionals, business owners, and other high-net-worth individuals aiming for financial independence. Greg's expertise includes personal retirement planning, portfolio management services, and retirement income strategies. He holds a Bachelor's Degree from the University of Notre Dame and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes the importance of trust, relationships, and a personalized approach in delivering financial services, aiming to align investment solutions with the broader needs of his clients' lives. Outside of his professional work, Greg enjoys biking, chess, football, golfing, hiking, ice hockey, tennis, and spending time with his family. He lives in Norton Shores with his wife and three children.

James Panozzo is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera and its predecessor firms since 2007. In addition to his advisory role, he is involved with Investment Management Group, Inc. as an advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program options.

Dale Robinson is a CFP® professional with 46 years of experience in the financial services industry. He is currently with Osaic Wealth Inc., having previously worked at LPL Financial, National Planning Corporation, and Cetera Advisors LLC. Robinson operates Robinson Wealth Management, LLC, a business related to his advisory activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Jay Wallace Jr. is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2003, totaling 22 years of industry experience. He serves on the board of the Muskegon Yacht Club, contributing to general planning and policy making. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options, supported by a large nationwide network of financial advisors and branch offices.

Kenneth Johnson is a financial advisor with LPL Financial in Muskegon, MI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and involvement with the City of Muskegon. He served as a council member and mayoral candidate, contributing to local government and community affairs. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and specialized portfolio management services supported by in-house and third-party research.

Paul Dickinson is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Lincoln Investment and Legend Advisory Corporation. Dickinson is also involved as an independent insurance agent through Ash Brokerage. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using various platform arrangements and both proprietary and third-party strategies.

Caterina Holt is a financial advisor with Raymond James & Associates in Muskegon, MI, holding a Series 66 designation and 15 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, she is involved in small business ownership, including a functional fitness gym and its holding company. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by firm research, and provides specialized municipal advisory services.

Michael Ladd is a financial advisor at Raymond James & Associates with 25 years of industry experience. He has been with Raymond James & Associates since 2009 and holds a Series 66 designation. Outside of advisory work, he serves as treasurer for the West Willow Home Owner's Association in Spring Lake, MI, and is a passive investor in BCKSTGR, a mobile-led loyalty program. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and firm-supported research.

Nicole Galarneau is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she serves as a successor trustee for a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Emily Urbaniak is a financial advisor at Edward Jones in Muskegon, MI, holding a Series 66 designation. She has seven years of experience at Edward Jones and previously worked in the retail and service industries, including five years at Wild Emerald Bridal and six years at Nathan's Hair Unlimited. Outside of her advisory role, she has experience managing a bridal business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Jonathan Cox is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. for eight years. Outside of advising, he owns and operates Cox Accounting and Tax Service, which he has run since 1994. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Michael Haynes is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at ACMatic Inc and Hortech, Inc. 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.