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.

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 at Equitable Advisors with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers a combination of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that relies heavily on LPL-sponsored programs and endorsed third-party managers.

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 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. since 2007 and Charles Schwab Bank since 2012. He is based in Grand Rapids, MI. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and an integrated operational structure.

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.

Jordan Timmer is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His work history includes roles at Cetera and Anchor Wealth Advisers, where he serves as owner. Outside of his advisory work, Timmer is a member of the finance and investment committees at the Ronald McDonald House of Western Michigan and Byron Center Christian School, contributing to budget reviews and fundraising efforts. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform that allows advisors to implement various model portfolios and bespoke strategies across multiple program structures and custodial relationships.

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.

William Parker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of advisory work, he also operates as an independent insurance agent in Rockford, Michigan. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

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.

Shane Thorsen is a financial advisor with LPL Financial in Rockford, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work experience includes roles at Securities America Advisors, Securities America, Inc., Penn Mutual Life Insurance Company, and Hornor Townsend and Kent, Inc. Outside of advisory work, he has involvement in insurance-related activities. 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 technology-driven strategies.

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 at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2016, including time at AXA Advisors, LLC. Van Niekerk serves as a board member of the Big Brower Lake Improvement Association. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through various program sponsors and endorsed third-party managers.

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.

Trevor Shields is a CFP® with 10 years of industry experience, currently with LPL Financial in Grand Rapids, MI. His prior roles include positions at Waddell & Reed Inc and various insurance agencies, as well as operating his own consulting business. He serves on the board of the nonprofit Friendship Miles and works as an independent contractor ambassador for lululemon. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of advisers. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to proprietary and third-party research supporting both discretionary and non-discretionary portfolio management.

Brendan Butterfield is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His career includes roles at Bank of America, Fifth Third Bank, and New York Life. Outside of finance, he has been involved with Grand Valley State University club sports and has worked in the hospitality industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Steve Williams is a Financial Consultant currently working at Fidelity Investments since 2021. He collaborates with clients to understand their goals, risk tolerance, and expectations, aiming to build customized financial plans. His client base includes a range of individuals from young families to retired professionals. Prior to his current role, Steve worked as a Financial Advisor at New York Life from 2017 to 2021. His experience spans various aspects of financial consulting and advising, focusing on personalized financial planning. Outside of his professional work, Steve's interests include concerts, family activities, football, social events with friends, golf, and traveling.