Matthew Dick is a financial advisor with Cambridge Investment Research Advisors in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Farm Bureau Insurance and Davids House Ministries. Outside of his advisory work, he has been involved with Rooted Young Adults Ministry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party model strategies across various platform arrangements.

Alexander Kubiak is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kristen Chatman is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process.

Donna Devaney is a financial advisor with Robert Baird & Co. in Howard City, MI, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Robert Baird & Co. since 1988. Outside of her advisory role, Donna serves as Treasurer and Secretary of Northern Pines Taxidermy and Wholesale Rugs, Inc., where she manages payroll, bills, and accounting. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management services. Their approach combines in-house and third-party managers across a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Brian Sandberg is a financial advisor with LPL Financial in Ada, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2006. Outside of his advisory role, Sandberg is a licensed notary and involved in insurance sales including disability, long-term care, and annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Josefine Hoetzel Roden is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Northpointe Bank, Saxonia-franke, Wolverine Worldwide, and Spectrum Health Medical Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Madeline Beck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at HUB International for four years and held various roles in real estate, transportation, and education sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Dave Hilgendorf is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he serves as Treasurer for the Morrison Lake Property Owners Association, a nonprofit organization in Clarksville, Michigan. Raymond James & Associates provides financial planning and investment consulting services 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, supporting both discretionary and non-discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

Ryan Smith is a financial advisor with LPL Financial in Ada, Michigan, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 25 years of industry experience and has been with LPL Financial for 20 years. Outside of his advisory work, he serves as a soccer coach for both girls and boys teams at West Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

Nicholas Troxell is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Axa Advisors, Pruco Securities LLC, Palio, Oakland Marine, and United Shore. He was also affiliated with Grand Valley State University for five years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Ryan Eccker is a Financial Advisor at Merrill Lynch Wealth Management, working with everyday individuals and families to provide honest advice and build real relationships. He primarily serves clients in West Michigan, including Grand Rapids and Jenison, offering services such as personal retirement planning, portfolio management, and small business strategies. Ryan is part of the Eccker Bujdos Andrews Team, which delivers a wide range of wealth management services including investment management strategies, asset allocation guidance, and planning for retirement, legacy, and business succession. Ryan is a fourth-generation Merrill Financial Advisor, carrying forward a family legacy that deeply shapes his approach to client relationships. He studied Economics with a focus on Finance and Psychology at Michigan State University, from which he holds a Bachelor's degree. He also holds the Personal Investment Advisor (PIA) designation. Ryan aims to understand his clients deeply to create personalized strategies aligned with their financial goals. Outside of work, Ryan enjoys playing tennis and golf with his family and is a lifelong sports fan. He is a loyal Detroit Lions supporter and appreciates spending time in West Michigan. Ryan is also an avid traveler with a goal of visiting all 50 states. His personal interests include cooking and watching Netflix series. He values a good sense of humor and enjoys life's small pleasures.

Joell Thompson is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Andrew Mc Fadden is a financial advisor at Edward Jones in Caledonia, MI, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. 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 through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alicia Tatu is a financial advisor with Raymond James & Associates in Grand Haven, MI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Raymond James since 2003. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program 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, supporting both retail and institutional clients with a range of advisory and consulting services.

Cameron Bartlett is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Vanguard from 2021 to 2024 and Auto-Owners Insurance Co from 2017 to 2021. He holds the Series 66 designation. 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 broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Andrew Hendriksen is a Series 66-licensed financial advisor with Morgan Stanley in Grand Rapids, MI, where he has worked since 2016, accumulating eight years of industry experience. Prior to his current role, he held positions at Bob's Snowplow, Dematic, and Calvin College. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

Drew Hinckley is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has been employed since 2022. He has three years of industry experience, including roles at JPMorgan Chase and Davenport University. Outside of his advisory work, he is involved as a partner in a healthcare startup focused on connecting seniors with long-term care facilities through digital platforms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Austin Hendrick is a Financial Consultant based in West Michigan. He is currently with Fidelity Investments, where he has held multiple roles since 2021, progressing from Financial Representative to Planning Consultant, Relationship Manager, and now Financial Consultant. Austin works with clients to develop financial plans tailored to their individual goals. He has a focus on financial education and aims to help families feel confident about their finances as they navigate different life stages. Outside of his professional work, Austin's interests include movies, reading, tennis, theater, and traveling.

William Mackay is a Wealth Management Advisor with the Certified Investment Management Analyst (CIMA) designation, affiliated with Merrill Lynch Wealth Management. He brings a comprehensive approach to institutional and high net worth financial strategies, emphasizing close client-consultant relationships. William is committed to serving the specific needs of his clients by designing customized investment portfolios focused on capital preservation and risk control. His expertise includes providing fiduciaries with unbiased, independent, and research-driven advice, with a particular understanding of nonprofit and defined benefit plan challenges. William employs a systematic and disciplined process to assist high net worth families in preserving and growing wealth for future generations. He also offers services in areas such as family wealth management strategies, institutional investment consulting, endowments and foundations support, socially responsible investing, and retirement planning. William graduated with honors from the University of Notre Dame with a Bachelor of Arts degree and studied law at the University of Michigan. He holds professional designations including the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He and his wife Amy reside in East Grand Rapids, Michigan, where they have raised two children and have been actively involved in community activities, particularly supporting educational, healthcare, and other local needs. William serves on professional organizations such as the East Grand Rapids School System and Foundation, Pine Rest Mental Health Hospital, Mary Free Bed Rehabilitation Hospital, and Van Andel Institute.

John Fuger is a financial advisor with STIFEL in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services alongside financial planning and third-party adviser recommendations. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.