William Postma is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked in various roles including at Calvin University since 2019. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Nathan Farrell is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2013. Outside of advising, he performs basic tax preparation on a limited basis. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Lindholm is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services from 2012 to 2018 before joining Raymond James in 2018. Lindholm is also the founder and CEO of Let These Animals Live, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, advisory programs, and institutional consulting, utilizing a variety of portfolio management styles and affiliated research to support client decision-making.

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 with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at J.P. Morgan Securities LLC for four years and at JPMorgan Chase Bank, N.A. for ten years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

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 with Fisher Investments, holding Series 65 and Series 66 credentials and 24 years of industry experience. Prior to joining Fisher Investments in 2019, he worked at Oppenheimerfunds Distributor, Inc. for 14 years and UBS Financial Services for one year. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and uses tax-aware processes and defensive tactics to manage risk and positioning.

Jacob Bouman is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Yanfeng Automotive/Kendrick Plastics. He is also the owner of Bouman Advisory Services LLC, a business primarily used for tax and payroll purposes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and has specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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 five years of industry experience, currently with Raymond James & Associates. His prior roles include positions at Edward Jones and New York Life Insurance Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Dick Tupper is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 licenses. He has 48 years of industry experience, having previously worked at Merrill for 46 years and Bank of America for 12 years before joining Raymond James in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Andrew Huizen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His previous roles include positions at J.P. Morgan Chase and Charles Schwab. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals.

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.

Brian Sandberg is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and has 27 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory work, he is involved in non-variable insurance sales and serves as a notary public for client document notarization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Edward Postma Jr. is a financial advisor with LPL Financial in Grandville, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at Waddell & Reed and Mission French Africa. He serves on a nonprofit board in Grand Rapids, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with various investment programs and tools, overseeing more than $819 billion in discretionary assets.

Josefine Hoetzel Roden is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. Her work history includes roles at Northpointe Bank, Saxonia-franke, and Wolverine Worldwide. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

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.