Katie Hoxsie is a financial advisor at Ameriprise Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.

Garrett Bartolec is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential. He has been with Morgan Stanley since 2024 and previously worked at Morgan Stanley Private Bank, N.A. from 2025. Prior to his financial industry experience, he studied at Michigan State University and taught at Forest Hills Northern. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, utilizing structured planning tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs alongside estate planning and advisory services.

Theresa Hilgendorf is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. She has worked at Raymond James & Associates since 2006 and is also associated with Windward Inc. since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Tholl Jr. is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides services through structured planning processes and various investment programs.

Patrick Moss is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop financial plans tailored to their unique needs. He has been in this role since 2025. Prior to joining Fidelity Investments, Patrick gained experience in various financial advisory positions. He worked as a Wealth Management Advisor at Slavic401k from 2024 to 2025 and as an Account Manager at the same firm from 2023 to 2024. Before that, he served as a Financial Solutions Advisor at Merrill from 2022 to 2023. Patrick began his career as an Advisor Development Program Relationship Manager at Bank of America from 2020 to 2022. Outside of his professional work, Patrick has interests in fitness, food, music as an instrumentalist, tennis, and traveling.

Anthony Williams is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. He previously worked at PNC Investments for eight years and Edward Jones for three years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to deliver tailored retirement income advice.

Philip Streng is a financial advisor with Edward Jones in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is a shareholder in a car wash business and involved as a limited partner in a venture capital network. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Timothy Wall is a financial advisor at Fidelity with 12 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he serves as Deputy Grand Knight for the Knights of Columbus Council #944, participating in charitable activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers advisory services to registered investment companies and uses systematic methodologies including AI in its investment process.

Ethan Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 credentials and bringing 21 years of industry experience. He has worked at Raymond James since 2019 and previously at Birch Associates, LLC and Rehmann Financial. Anderson is also the owner of two support companies, EAA1, LLC and River Valley Wealth Management, both located in Grand Rapids, MI. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs through a large network, with additional capabilities in municipal finance and customized SIMPLE IRA consulting.

David Hoekstra is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Joseph Whitmer is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following a brief tenure at TMFS Advisors, LLC. He is based in Grand Rapids, MI. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering a range of workplace solutions, planner-led wealth management, and sub-advisory arrangements. The firm employs a committee-driven modeling process combined with planner delivery and online tools, managing approximately $326 billion for around 477,000 clients.

Colin Byers is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2007 and Charles Schwab Bank since 2012. Based in Grand Rapids, MI, his career has been focused within the Schwab organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Jenna Riley is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. She has prior experience at VOYA Financial Advisors and operates Riley Planning & Investments, a financial and insurance services firm. Riley serves as a board member of the Van Andel Institute, participating in community outreach and charity events. Cetera Investment Advisers LLC is a nationwide platform serving individual, corporate, retirement, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a multi-manager approach with discretionary and non-discretionary options.

David Halvorson is a CFP® and ChFC® professional with eight years of industry experience. He has worked at Edward Jones since 2019 and also holds positions with Morgan Stanley and Morgan Stanley Private Bank. Halvorson is the founder of Windy Willow Co., a wellness brand based in Rockford, MI. 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, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Natalie Filker is a financial advisor at Edward Jones in Rockford, MI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked in healthcare roles including public health nursing and patient care assistance. Her healthcare background includes managing cases of Medicaid-eligible clients and providing care for mothers and newborns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Lucas Underwood is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Michigan Mortgage and managing a business called Mybarefootwedding from 2017 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, combining various portfolio management styles and firm research to support client decisions.

James Haberlein is a CFP® professional with 29 years of experience in the financial services industry. He has been with Ameriprise since 1997, currently serving at the Grand Rapids, MI office. His credentials include the Series 63 license. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria. The firm provides comprehensive written recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic tools to support its advisory process.

Schalk Van Niekerk is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. Van Niekerk serves as a board member of the Big Brower Lake Improvement Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party asset managers tailored to client risk profiles and needs.

Ella Gardner is a Planning Consultant at Fidelity Investments, where she has been working since 2026. In her role, she collaborates closely with clients and the advisory team to facilitate ongoing financial planning conversations throughout the year. Her work emphasizes thoughtful preparation, meaningful conversations, and consistent follow-through to help clients stay engaged and informed as they consider their financial goals, priorities, and next steps.

Troy Augustat is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked for five years with the Grand Rapids Police Department and held several other positions in various industries. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.