Lisa Howland is a financial advisor with Robert W. Baird & Co. in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers financial planning, portfolio management, and brokerage services, tailoring strategies through a combination of in-house and third-party managers across a range of asset classes and investment approaches.

Ulrich Noorman is a financial advisor with Ameriprise, holding a Series 66 designation and 46 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate income strategies, Social Security options, and tax-efficient withdrawal plans. The firm combines research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with advisors.

Thomas Elzinga is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked at Ameriprise for 27 years before joining LPL Financial in 2025. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party subadvisors.

Paul Ondersma is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He has worked with LPL Financial since 2025 and previously spent two decades at Cadaret, Grant & Co., Inc. Ondersma is also the owner of Great Lakes Surfacing, a business unrelated to investment services. LPL Financial is a national firm serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing research and model portfolios to support discretionary and non-discretionary management.

Brooke Moore is a financial advisor at Ameriprise with 11 years of industry experience. Prior to joining Ameriprise in 2026, Brooke worked at Truist Advisory Services and Truist Investment Services, Inc. from 2021 to 2026, and at Bb&T Securities from 2018 to 2021. Outside of financial advising, Brooke also works as a delivery driver for a food delivery service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides clients with written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and collaborative service teams.

Daniel Wierenga is a financial advisor with Cetera in Grandville, MI, holding Series 65 and Series 66 credentials and two years of industry experience. He has worked with multiple firms, including Robert Van Loozenoord, CPA, where he also provides tax preparation and payroll services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Susan Krochalk is a financial advisor with Edward Jones in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 16 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Toni Jones is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. She has worked at various divisions within Raymond James since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services including municipal advisory work and SIMPLE IRA Employer Advisory programs.

Ian Blankenburg is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Northwestern Mutual and various other positions outside the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios.

Anh Tran is a financial advisor with Ameriprise in Ada, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, he owns and manages ANT Consulting LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies, and delivers these through a centralized consulting team alongside its financial advisors.

Valeri Lawson is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Allison Stolicker is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018. Her prior experience includes roles at All-Phase Grand Rapids and Shephard Enterprise, as well as a position at Northwood University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Abraham House is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2023. Outside of finance, he works as an assistant manager at MVP Sportsplex, a health and fitness facility. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through multiple planning and investment services.

Katie Tucker is a financial advisor with Raymond James Financial in Grand Rapids, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, her background includes roles at Northwood University, Marshall Community Credit Union, and Walmart. She is also employed as a financial advisor at 56th Street Wealth Strategies, LLC and Guide Point Financial Partners. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized municipal advisory and SIMPLE IRA consulting programs.

Meah Bajt is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has held positions at Bank of America, Merrill, Plante Moran, Jackson Financial Services, Ottawa Avenue Private Capital, and Michigan State University. Bajt has also been involved with TEDs and Spring Lake Country Club. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Schena Jr. is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Dallas Smock State Farm, and other organizations, as well as involvement with educational institutions such as Hope College and De La Salle Collegiate. 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 clients including individuals, high-net-worth investors, and institutions.

David Moelker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Royal Securities Company. Moelker is the owner of David Moelker LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary portfolio management supported by in-house research and third-party subadvisors.

Jeffrey Votruba is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera Investment Services, Citizens Securities, and Fifth Third Securities. 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, institutional investors, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research resources.

Stacie Schenden is a financial advisor with LPL Enterprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise, she worked at PLP Advisors, LLC and operated Retirement Lifestyle Advocates, where she was also involved as an insurance agent specializing in fixed life and annuity products. Her background includes roles in the construction and materials industries over more than a decade. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment advice, insurance products, and lending programs.

Matthew Nickels is a CFP® with 11 years of experience in the financial services industry. He has been with OSAIC since 2018 and previously worked at SII - John Hancock, Bank of America, and Merrill. Outside of his advisory role, he operates a separate LLC focused on producing written and digital content as well as providing freelance writing services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.