Alexander Overbeek is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Robert W. Baird and Co. Incorporated from 2016 to 2020 before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting with access to model portfolios and research from multiple sources.

Tyler Buitenwerf is a CFP® with nine years of industry experience, currently affiliated with Cetera. He has held roles at Milestone Wealth Management, Commonwealth Financial Network, Jesse Langschied, and Waddell & Reed Inc. His other business activities include fixed insurance sales conducted at his branch location. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across diverse program structures.

Christy Glisson is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and eight years of experience at Edward Jones. Prior to joining Edward Jones, she worked at Target for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Ilse Saewert is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2007. Outside of her advisory role, Saewert serves on the Finance and Investment Committee of the Community Foundation of Holland Zeeland and is a 50% partner in ID Partners LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Tami Wondergem is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has held positions at multiple firms including Equitable Advisors, Securities America, and My Personal Credit Union. In addition to her advisory role, she is licensed to offer health and Medicare insurance through the Buursma Agency. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and financial planning services to individuals, retirement plans, corporations, charities, and institutional clients. The firm operates a multi-manager platform offering various portfolio management options and serves over 800,000 clients through more than 10,000 advisors nationwide.

Darlene Frederick is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 license and having 23 years of industry experience. She has been with Equitable Advisors since 2002 and previously worked with Axa Advisors. Outside of her advisory role, she owns a photography business. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs and provides ERISA fiduciary services to qualified plans.

Scott Veltman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 1999 and also owns and operates Veltman Investment Management, where he serves as an independent contractor and branch manager. 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 and profit-sharing plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisor affiliations and specialized advisory programs.

Jason Wagenmaker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Raymond James since 2015 and also works as an associate for Kapteyn Wealth Partners, where he is involved in financial planning and advising. 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 and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Michael Ryan is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes positions at Bank of America, Merrill, Allstate Insurance Company, and service in the United States Marine Corps as an Anti-Tank Missile Man. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services through a combination of personal financial advisors and affiliated entities.

Jared Baker is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Bay Welding Services, Inc. and Prodigy Medical, LLC. Outside of his advisory role, he is the owner of a short-term rental business in Homer, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nathan Abbott is a financial advisor at LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Fifth Third Securities, Fifth Third Bank, Huntington Bank, and Northwestern Mutual. Abbott has also been involved in teaching roles at Davenport University and Saginaw Valley State University. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Arthur Buys is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2010. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Atticus Bohr is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as a Financial Consultant Partner at Charles Schwab from 2021 to 2023, and as a Financial Advisor at Securian Financial Advisors of the Great Lakes from 2020 to 2021. Atticus's approach to financial planning focuses on understanding the unique goals and aspirations of his clients and their families. He aims to build relationships based on trust and transparency, helping clients feel confident and empowered in their financial decisions. Outside of his professional work, Atticus has personal interests in fitness and football.

Gordon Wadsworth is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Based in Grandville, MI, Wadsworth serves clients through one of the largest wealth management firms in the United States. 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 and offers a variety of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Streitel is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of advisory activities, she is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services via a large network of advisors.

William Postma is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked in various roles including positions at Calvin University and Michlawn Services. Outside of advising, he operates Postma Wealth Management and has involvement with a real estate business in Grandville, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with access to proprietary and third-party research and model portfolios.

Jessie Devine is a financial advisor with LPL Financial in Holland, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, Jessie worked with Consumers Credit Union, CUSO Financial Services, and Morgan Stanley Financial Advisors, and has a background that includes a decade at Magna Mirrors and three years at Davenport University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

D. Brent Fennema is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior experience includes roles at Securities America Advisors, Securities America, Ssn Advisory, and Edge Group Advisors. Outside of his advisory work, he is involved in tax preparation and accounting through Vision Tax Planning and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Skylar Howard is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2021. Outside of his advisory role, Howard is employed part-time at JAM Sports and has a weekend dog-walking job. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pension plans, corporations, and institutional clients by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Nathan Farrell is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2013. Outside of his advisory role, he performs basic tax preparation on a limited basis. 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 range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.