Charles Lindholm is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of his advisory role, Lindholm is the founder and CEO of Let These Animals Live, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Tucker Fahlen is a financial advisor with LPL Financial based in Grand Rapids, MI, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include service at BCS Partners LLC dba Embark Financial Partners, Waddell & Reed, Inc., and Royal Alliance Associates, INC. He also worked as a golf coach at Cornerstone University from 2018 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management approaches.

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 at Morgan Stanley in Grand Rapids, MI, with five years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2015 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s research.

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 at Fisher Investments with 24 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Oppenheimerfunds Distributor, Inc. for 14 years before joining Fisher Investments in 2019. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes using a centralized investment process that employs quantitative and qualitative research and incorporates tax-aware strategies and risk management techniques.

Jacob Bouman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. He has worked at Raymond James since 2020 and owns Bouman Advisory Services LLC. Prior to his advisory career, he worked in the automotive industry at Yanfeng Automotive/Kendrick Plastics. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by extensive research and a broad affiliate network.

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 four years of experience in the financial industry. He is currently with Raymond James & Associates and previously worked at Edward Jones. Prior to his financial career, he spent 18 years at Diamond Concrete Sawing. Raymond James & Associates provides financial planning and investment consulting 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 through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Dick Tupper is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill, where he worked for over four decades. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, 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.

Andrew Huizen is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at J.P. Morgan Chase and Charles Schwab. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, and public entities. The firm offers tailored, primarily non-discretionary advisory services and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

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.

Daniel De Witt is a financial advisor with Ameriprise in Hudsonville, MI, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in business ownership related to tax preparation and administrative management for his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

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.

Edward Postma Jr. is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Mission French Africa and Waddell & Reed, Inc., among others. He serves as a board member of a nonprofit organization in Grand Rapids, Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven solutions.

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.

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.