Matthew Ter Avest is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Allegan, MI. He has three years of industry experience, including roles at Voisard Asset Management Group and Tibbitts Financial Consulting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Michael Reinhart is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously spent five years with Global Financial Private Capital, LLC and GF Investment Services, LLC. Outside of his advisory role, he is involved in fixed annuities and indexed annuities sales and service. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches and multiple managed account solutions.

Aiden Gortmaker is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Grand River Bank, Edward Jones, and FedEx Grounds. Gortmaker also has a background in education, having worked at Cornerstone University, Caledonia High School, and Kraft Meadows Middle School. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions through fee-based wrap programs, financial planning, and investment management. The firm offers a range of managed strategies and combines custody and execution services with an internal trading desk.

Brian Allen is a financial advisor with Empower Advisory Group in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Personal Capital Advisors Corporation, Securities America, and LPL Financial among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model connects financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

David Tupper is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously spent 20 years at Fifth Third Securities, Inc. Outside of his advisory work, he serves on the boards of Grand Traverse Industries and the Munson Hospital Foundation, and owns a business involved in buying and selling classic cars. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm uses an open-architecture investment approach combining third-party and proprietary strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Mark Davis II is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Ameriprise, Cetera, and TCF National Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and affiliate model offerings, providing portfolio management and trade execution services.

Michael Ruplinger is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2025. His prior experience includes roles at Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab's research tools and standard asset allocation models.

Susan Foster is a financial advisor at Money Concepts Capital Corp with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Money Concepts since 1992. Foster also serves as president of Thornapple Financial Center Inc., a taxes and accounting management business she has led since 1986, and is involved with Life Matters Worldwide in a non-investment related role. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across about 14,700 clients.

Henry James Ryan Telman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with The Huntington Investment Company since 2002 and has also worked at Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

Emily Taylor is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Robert W. Baird. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexis De Haan is a financial advisor with Edward Jones in Wyoming, Michigan, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Alexis worked at SpartanNash and Proos Manufacturing, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Gabriel Kuperus is a financial advisor with Ameriprise in Byron Center, MI, holding a Series 66 credential and six years of industry experience. He has worked at Ameriprise since 2019 and has prior experience that includes roles at Primerica, Berlin Raceway, and Cornerstone University. Outside of advisory work, he is involved in tax planning through a separate tax planning specialist role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Ella Perry is a financial advisor at Edward Jones in Wyoming, Michigan. She holds a Series 66 designation and has one year of industry experience, having been with Edward Jones since 2024. Prior to her advisory role, she held positions in retail and community engagement, including work at Von Maur and the University of Tennessee's Student Engagement Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Drew Schierbeek is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has six years of industry experience, including operational work at VanderBaan Financial Group, Inc. Drew is based in Hudsonville, MI, and has held roles at Raymond James Financial Services Advisers and Raymond James Financial Services, Inc. since 2019. 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 fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Michael Billingsley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and also affiliated with Hansen Brokerage since 2015. Outside of his advisory work, he owns Retirement Plan Solutions, providing third-party administration and pension consulting services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using diverse investment platforms and strategies.

Abigail Lininger is a financial advisor with Primerica Advisors in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Drake Financial Group, PFS Investments, Inc., and Primerica Financial Services. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, using third-party asset managers and a tiered wrap-fee structure.

Christian Viel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience, including prior roles at IDEXX Laboratories and Fisher and Paykel Healthcare. Christian is involved in community activities as a committee member of the Ada Business Association and St. Matthews Lutheran Church, and he serves as president of BNI Referrals Plus. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, under various custody and platform arrangements.

Chad Wight is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at Raymond James and affiliated firms since 2015 and serves as a professor at Cornerstone University, a role he has held since 2008. 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, institutions, and nonprofit organizations. The firm employs a non-discretionary, goal-based approach utilizing risk profiling and analytic tools, and it offers specialized municipal advisory and employer consulting programs.

Matthew Soderdahl is a financial advisor at Edward Jones based in Wyoming, Michigan. He holds a Series 66 designation and has a year of industry experience. His prior work history includes roles at Edward Jones, Colorado School of Mines, Hillsdale College, Buckle, and Center Grove School 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joel Vanlaar is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and 13 years of industry experience. He previously worked for Hantz Financial Services for 10 years before joining Ameriprise in 2022. Vanlaar is involved in supporting advisors operationally through Jaycob Willis Holdings LLC, assisting with trade execution, investment model management, and planning software. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.