Scott Veltman is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors since 2009. Outside of his advisory role, he is an owner and independent contractor at Veltman Investment Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a notable presence in municipal and public finance through its affiliated departments.

Jason Wagenmaker is a financial advisor with Raymond James Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. and related entities since 2015. Outside of his advisory role, Wagenmaker is involved as an associate at Kapteyn Wealth Partners, providing financial planning and advising services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers tailored financial planning and non-discretionary investment consulting, utilizing firm research and modeling tools, with a notable emphasis on advisory roles that support client decision-making rather than discretionary management.

Michael Ryan is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to define their financial goals and to develop portfolio strategies designed to meet those objectives. He provides ongoing advice and adapts strategies as clients' situations change. Michael's expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. As a Merrill Financial Advisor, he focuses on clear communication to help clients understand the reasoning behind their financial plans. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Indiana University. In addition to his professional work, Michael is involved in community organizations including the Indiana University Alumni West Michigan chapter, The Heroes Museum, and The Lions Club. He also serves in the United States Marine Corps Reserve. His personal interests include basketball, boating, football, hiking, ice hockey, swimming, spending time with his family, and watching movies.

Anastasiia Wolters is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding a Series 66 designation and six years of industry experience. She has worked at Raymond James & Associates since 2020 and previously held roles at several firms including First Command Financial Planning and Insurance Services. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations, emphasizing both retail and institutional advisory solutions.

Nathan Abbott is a financial advisor at LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Fifth Third Securities, Fifth Third Bank, Huntington Bank, and Northwestern Mutual. Abbott has also been involved in teaching roles at Davenport University and Saginaw Valley State University. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Atticus Bohr is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as a Financial Consultant Partner at Charles Schwab from 2021 to 2023, and as a Financial Advisor at Securian Financial Advisors of the Great Lakes from 2020 to 2021. Atticus's approach to financial planning focuses on understanding the unique goals and aspirations of his clients and their families. He aims to build relationships based on trust and transparency, helping clients feel confident and empowered in their financial decisions. Outside of his professional work, Atticus has personal interests in fitness and football.

Mason Godbold is a financial advisor with Edward Jones in Lowell, MI, holding a Series 66 designation and approximately four years of industry experience. His prior roles include work at Jackson National Life Insurance as a Strategic Support Associate focused on data and document management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Steven Sonday is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Linsco Private Ledger Corp since 2001. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Laura Morrison is a financial advisor with Edward Jones in Ada, Michigan, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

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.

Nathan Farrell is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2013. Outside of his advisory role, he performs basic tax preparation on a limited basis. 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, and consulting services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Charles Lindholm is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of his advisory role, Lindholm is the founder and CEO of Let These Animals Live, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Tucker Fahlen is a financial advisor with LPL Financial based in Grand Rapids, MI, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include service at BCS Partners LLC dba Embark Financial Partners, Waddell & Reed, Inc., and Royal Alliance Associates, INC. He also worked as a golf coach at Cornerstone University from 2018 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management approaches.

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 at Morgan Stanley in Grand Rapids, MI, with five years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2015 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s research.

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.

Ashley Patten is a financial advisor at Fisher Investments with 24 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Oppenheimerfunds Distributor, Inc. for 14 years before joining Fisher Investments in 2019. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes using a centralized investment process that employs quantitative and qualitative research and incorporates tax-aware strategies and risk management techniques.

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 four years of experience in the financial industry. He is currently with Raymond James & Associates and previously worked at Edward Jones. Prior to his financial career, he spent 18 years at Diamond Concrete Sawing. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Dick Tupper is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill, where he worked for over four decades. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.