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 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 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.

Ryan Smith is a financial advisor with LPL Financial in Ada, Michigan, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 25 years of industry experience and has been with LPL Financial for 20 years. Outside of his advisory work, he serves as a soccer coach for both girls and boys teams at West Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

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.

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.

Alicia Tatu is a financial advisor at Raymond James & Associates with 22 years of industry experience. She has been with Raymond James since 2003 and holds Series 63 and Series 65 designations. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cameron Bartlett is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Vanguard from 2021 to 2024 and Auto-Owners Insurance Co from 2017 to 2021. He holds the Series 66 designation. 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 broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Andrew Hendriksen is a Series 66-licensed financial advisor with Morgan Stanley in Grand Rapids, MI, where he has worked since 2016, accumulating eight years of industry experience. Prior to his current role, he held positions at Bob's Snowplow, Dematic, and Calvin College. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

Steven Meyers is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he assists with billing and paperwork for a family-owned trucking business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Drew Hinckley is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2021. Outside of his advisory role, he co-owns a business that assists seniors in finding long-term care by managing its online presence and automation. J.P. Morgan Securities 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 to guide its recommendations.

Austin Hendrick is a Financial Consultant based in West Michigan. He is currently with Fidelity Investments, where he has held multiple roles since 2021, progressing from Financial Representative to Planning Consultant, Relationship Manager, and now Financial Consultant. Austin works with clients to develop financial plans tailored to their individual goals. He has a focus on financial education and aims to help families feel confident about their finances as they navigate different life stages. Outside of his professional work, Austin's interests include movies, reading, tennis, theater, and traveling.

William Mackay is a Wealth Management Advisor with the Certified Investment Management Analyst (CIMA) designation, affiliated with Merrill Lynch Wealth Management. He brings a comprehensive approach to institutional and high net worth financial strategies, emphasizing close client-consultant relationships. William is committed to serving the specific needs of his clients by designing customized investment portfolios focused on capital preservation and risk control. His expertise includes providing fiduciaries with unbiased, independent, and research-driven advice, with a particular understanding of nonprofit and defined benefit plan challenges. William employs a systematic and disciplined process to assist high net worth families in preserving and growing wealth for future generations. He also offers services in areas such as family wealth management strategies, institutional investment consulting, endowments and foundations support, socially responsible investing, and retirement planning. William graduated with honors from the University of Notre Dame with a Bachelor of Arts degree and studied law at the University of Michigan. He holds professional designations including the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He and his wife Amy reside in East Grand Rapids, Michigan, where they have raised two children and have been actively involved in community activities, particularly supporting educational, healthcare, and other local needs. William serves on professional organizations such as the East Grand Rapids School System and Foundation, Pine Rest Mental Health Hospital, Mary Free Bed Rehabilitation Hospital, and Van Andel Institute.