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 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.

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.

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 at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Axa Advisors, Pruco Securities LLC, Palio, Oakland Marine, and United Shore. He was also affiliated with Grand Valley State University for five years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.

Andrew Mc Fadden is a financial advisor at Edward Jones in Caledonia, MI, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. 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 through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.