Mark Keating is a financial advisor with OSAIC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has held roles at firms including Mass Mutual Investors Services, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, Keating is involved in management consulting through Advanced Business Partners Consulting LLC, assisting non-publicly traded companies with business operations and ownership transitions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that integrates a range of programs and third-party investment managers.

Ashley Patten is a financial advisor with Fisher Investments in Lowell, MI, holding Series 66 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Fisher Investments in 2019, Patten worked at Oppenheimerfunds Distributor, Inc. for 14 years and UBS Financial Services for one year. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

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 and holds a Series 66 designation. He has three years of industry experience, including prior roles at Farm Bureau Insurance and involvement with nonprofit and community organizations such as Rooted Young Adults Ministry and Davids House Ministries. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors and institutional clients like pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

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, 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 four years of industry experience. She holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior experience includes roles at Northpointe Bank, Saxonia-franke, and Wolverine Worldwide. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment management entities.

Dave Hilgendorf is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James for 27 years. Outside of his advisory role, he serves as Treasurer for the Morrison Lake Property Owners Association, a nonprofit organization. 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, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

Shawn Lahring is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding a Series 66 designation and 26 years of industry experience. He has worked at several firms including UBS Financial Services, Natcity Investments, and Chase Investment Services. Outside of his advisory role, he is co-owner of Mission Ranch, a family farm involved in the sale of beef and hay. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Ryan Smith is a financial advisor with LPL Financial and holds the ChFC® designation, along with Series 63 and 66 licenses. He has 26 years of industry experience and has been with LPL Financial since 2006. Outside of his advisory role, he coaches girls and boys soccer at West Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Troxell is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Axa Advisors, Pruco Securities LLC, and Palio, as well as time at Grand Valley State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs, utilizing third-party sponsors and proprietary solutions to tailor client portfolios and provide fiduciary services to qualified plans.

Mason Lesley is a financial advisor at Osaic Wealth Inc. in Grandville, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside the financial sector as well as involvement with Vantsingel Farms Produce Marketing. Mason is also a registered assistant at P & S Management Co LLC and a financial advisor at Vantagepointe Financial Group. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a wide range of investment programs delivered through a complex network of affiliated entities.

Ryan Eccker is a Financial Advisor at Merrill Lynch Wealth Management, working with everyday individuals and families to provide honest advice and build real relationships. He primarily serves clients in West Michigan, including Grand Rapids and Jenison, offering services such as personal retirement planning, portfolio management, and small business strategies. Ryan is part of the Eccker Bujdos Andrews Team, which delivers a wide range of wealth management services including investment management strategies, asset allocation guidance, and planning for retirement, legacy, and business succession. Ryan is a fourth-generation Merrill Financial Advisor, carrying forward a family legacy that deeply shapes his approach to client relationships. He studied Economics with a focus on Finance and Psychology at Michigan State University, from which he holds a Bachelor's degree. He also holds the Personal Investment Advisor (PIA) designation. Ryan aims to understand his clients deeply to create personalized strategies aligned with their financial goals. Outside of work, Ryan enjoys playing tennis and golf with his family and is a lifelong sports fan. He is a loyal Detroit Lions supporter and appreciates spending time in West Michigan. Ryan is also an avid traveler with a goal of visiting all 50 states. His personal interests include cooking and watching Netflix series. He values a good sense of humor and enjoys life's small pleasures.

Joell Thompson is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.