Daniel Kempker is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019 and at J.J.B. Hilliard, W.L. Lyons, Inc. for over 30 years. Outside of his advisory role, he is a partner at HL Partners. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded strategies with ongoing manager selection and research support.

Charles Lindholm is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services from 2012 to 2018 before joining Raymond James in 2018. Lindholm is also the founder and CEO of Let These Animals Live, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, advisory programs, and institutional consulting, utilizing a variety of portfolio management styles and affiliated research to support client decision-making.

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.

Lee Bosko is a financial advisor with Ameriprise in Holland, MI, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 30 years before joining Ameriprise in 2019. Bosko serves on the Board of Directors for HABA, where he is Vice President. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Stephen Kiss is a financial advisor at Robert Baird & Co. with 36 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard W.L. Lyons from 1992 to 2018. Kiss holds Series 63 and Series 65 licenses. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a range of strategies including manager-traded and model-traded SMAs, tax management, and direct indexing.

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 is also the owner of Bouman Advisory Services LLC, a support company used for tax and payroll purposes. 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 offers tailored non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through various advisory programs and specialized services.

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.

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.

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.

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.

Kari Arrasmith is a CFP®-designated financial advisor with 12 years of industry experience, currently with LPL Financial since 2012. She also has a teaching role at Grand Valley State University starting in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 been with J.P. Morgan Securities since 2012. Outside of his financial advisory role, he co-owns a family farm, Mission Ranch, which sells beef and hay. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brenda Marzynski is a CFP®, ChFC®, and holds a Series 66 license with 26 years of industry experience. She has worked at Stifel since 2025 and previously spent 19 years at infinex Investments, Inc., with additional experience at LPL Financial and Wintrust Investments. Stifel serves a broad range of clients including individual, institutional, charitable, and municipal entities, offering brokerage and investment advisory services that utilize a proprietary investment methodology developed by its Investment Strategy Group.

Dawn Mazeikis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials. She has experience with PFS Investments Inc. and Primerica Financial Services since 2025. Prior to her career in financial advising, she spent over two decades managing James Street Inn Restaurant & Catering and was involved with Keller Williams Lakeshore and Blueprint Dentistry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies primarily managed by unaffiliated asset managers.

Fredrick Bush II is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2015 and 2016 respectively, and also has a long-term role with JCI/YanFeng since 2004. Outside of investment advising, he is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes trading delegation to BNY Mellon Advisors.

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 with Osaic Wealth Inc. in Grandville, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Osaic, his background includes roles at Vivint Home Security and Ripon College. Outside of his advisory duties, he is a registered assistant at P & S Management Co LLC and involved with Vantagepointe Financial Group in sales and marketing of securities and investment advisory products. Osaic Wealth Inc. serves a diverse client base including individuals, institutions, and nonprofit organizations, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party management solutions.