Kevin Feiten is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2019, following prior roles at Bridgepoint Wealth Management and Waddell & Reed, among others. Outside of his advisory work, he coaches youth hockey for Special Olympics Poly and provides respite care through The Arc of Oakland, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

James Yost is a ChFC®-designated financial advisor with 47 years of industry experience. He has been with LPL Financial since 2019 and previously spent 27 years at Hornor, Townsend & Kent, Inc. He also has a non-variable insurance business in Ada, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions, offering a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Michael Sonday is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has held roles at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2012. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Chad Zagel is a CFP® professional with 20 years of experience in the financial services industry, currently serving at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Grand Rapids, MI. Outside of his advisory role, he serves as the Vice Chair of the Board for the Jewish Federation of Grand Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Condon is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience working at LPL Enterprise since 2026 and has held prior roles at Butcher's Union, Michigan State University, and Celebration Cinema. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to various financial planning and consulting services.

Nathan Boonstra is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, and First Allied Advisory Services. Outside of his advisory work, he is involved with Five Lakes Firearms LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning and model portfolio programs, with advice delivered through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Michael Billingsley is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Transamerica Financial Advisors and Hansen Brokerage. Outside of his advisory role, he owns Retirement Plan Solutions, providing third-party administrator and pension consulting services, and is an independent insurance agent selling life, health, and disability insurance products. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms.

Russell Johnson is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with a career at Jpmorgan Chase Bank, N.A. dating back to 1977. Based in Grand Rapids, MI, he has extensive experience within the firm and its affiliated entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporates an ESG eligibility framework, and benefits from its broader derivatives and commodities capabilities.

Mark Dalman is a financial advisor with Cetera and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at LPL Financial and Elite Wealth Management. In addition to his advisory work, he serves as an insurance agent offering life, health, disability, annuities, long-term care, dental, and vision products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Sitzema is a financial advisor with Primerica Advisors in Gowen, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating on a tiered wrap-fee structure.

Dwaine Campbell is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Edward Jones and has previously worked at New York Life, Goldman Sachs & Co. LLC/AYCO, JPMorgan Chase, and General Reinsurance Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services supported by a large network of financial advisors and branch offices nationwide.

Tamara Sytsma is a CFP® with 23 years of industry experience, currently affiliated with Raymond James Financial in Grand Rapids, MI. She has been with Raymond James Financial Services, Inc. since 2003 and owns Sytsma Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports municipal and public finance advisory services.

Kendall Vander Meulen is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and 66 licenses and nine years of industry experience. Prior to joining Raymond James in 2025, he worked at Fifth Third Securities and Wells Fargo Clearing. Outside of his advisory role, he has rented out garage space through a peer-to-peer rental platform. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Michele Simons is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and uses research and analytics to support diversified investment strategies within available platform options.

Seth Stephens is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His career includes roles outside of finance such as pitching instructor and positions in food service and e-commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational and research tools.

Adam Steinmetz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works closely with individuals and families to develop customized financial plans that align with their unique situations and personal goals. Prior to his current role, Adam held positions at Fidelity Investments as a Planning Consultant from 2021 to 2024 and as a Financial Representative from 2017 to 2021. He also gained experience as a Personal Banker at Commerce Bank from 2016 to 2017. Throughout his career, Adam has focused on building strong client relationships and providing tailored financial guidance. His approach centers on collaboration and comprehensive planning to support clients in striving for improved financial well-being for themselves and their families.

Michael Steinebach is a financial advisor with LPL Financial who holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Hungerford Financial, United Planners' Financial Services, PNC Wealth Management, and Merrill. In addition to his advisory work, he is licensed as a non-variable insurance agent selling life, disability, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Claire Larson is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and previously worked at Chemical Bank, a division of TCF Financial, for five years. Larson is also involved with Double Eagle Partners, LLC, a passive investment in residential golf lots. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, SMAs, and affiliated mutual funds.

Tanya Hawley is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 license and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. She is involved with Mosaic Ventures, LLC, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services with a diverse platform that includes financial planning, model portfolios, and institutional programs.

Scott Kline is a financial advisor with Edward Jones in Wyoming, MI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.