Gary Cooper is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at firms including infinex Investments, Macatawa Bank, Wintrust Bank, LPL Financial, and Wintrust Investments. Outside of his advisory role, he volunteers with The Conqueror's Strength Team in Zeeland, MI, where he spends time spreading positive messages. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, leveraging various portfolio management styles, firm research, and model manager options.

Bruce Pienton is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with POD Financial, LLC, a business entity for tax and investment purposes. 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 model portfolios, third-party subadvisors, and proprietary research.

Jason Lundgren is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Merrill since 2015 and joined Bank of America, N.A. in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Collin Bruursema is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and previously worked at Action Water Sports and Servpro. Bruursema serves on the Board of Directors for Starlight Ministries as Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on written recommendation reports and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Joel Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been affiliated with multiple firms, including Farpointe Wealth Advisors and DeLong & Brower Financial Services, and serves as an area representative promoting financial literacy programs through Crown Financial Ministries. Johnson is also involved in an online coaching program for individuals and businesses through TSMNA LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party investment options.

Kelli Malloy is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has worked at Merrill since 2013 and Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Molly Chelovich is a CFP®-certified financial advisor with 18 years of industry experience, currently with Raymond James & Associates. She previously worked at Merrill Lynch and Bank of America, NA. Molly serves as co-chair of the Professional Advisory Committee for the Grand Rapids Community Foundation, where she helps develop meeting agendas and provides feedback on financial advisory trends. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mitchell Eady is a financial advisor with LPL Financial holding a Series 66 designation. He has experience working at Macatawa Bank and Wintrust Investments, joining LPL Financial in 2025. Prior to his career in finance, his work history includes roles outside the industry such as in the food service sector. 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 uses a range of model portfolios and research tools in its investment management.

Thomas Munroe is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill Lynch. Munroe serves on the boards of the White Lake Yacht Club and the Western Michigan Yachting Association, where he assists in planning annual sailing regattas. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations with financial planning and consulting services, offering a range of portfolio management styles supplemented by firm research and model manager options.

Jessica Tomac is a CFP® and ChFC® professional with 13 years of experience, currently serving as a financial advisor at Edward Jones in Hudsonville, MI. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jack Godfrey is a financial advisor with LPL Financial in Zeeland, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a partner in Koele Godfrey Investment Group and has involvement in a farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research and third-party strategies with both discretionary and non-discretionary management options.

Valerie Kovac is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2020, following roles at USA Financial and Macy's. Outside of her advisory work, she serves as treasurer on the board of directors for the Jenison Athletic Boosters. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Raredon is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has held multiple roles, including positions at the University of Mississippi and Cedar Crest Dairy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports clients through various advisory programs and specialized institutional services.

Anna De Boer is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Stifel Nicolaus & Company Incorporated and Liberty University. She is also involved with Kapteyn Wealth Partners and The Kapteyn Group Financial Partners LLC, where she performs paraplanning and administrative functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals.

Regan Wilda is a financial advisor with Ameriprise in Grand Rapids, Michigan, holding a Series 66 designation and 16 years of industry experience. Prior to joining Ameriprise in 2018, Wilda worked at Merrill from 2009 to 2018 and briefly at Bank of America in 2018. Outside of advising, Wilda officiates middle and high school football games and walks neighborhood dogs. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendations in partnership with advisors like Wilda. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Paulo Zepeda is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Plante Moran and the University of Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Brandon Gualtiere is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Elijah Walcott is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he was a student for 11 years. Outside of advising, he serves as an administrative assistant to Aaron Oudbier at P&S Management LLC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment types.

Alex Gass is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Metro Health from 2016 to 2019. 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 range of advisory programs and investment strategies under a fiduciary standard.

Bryan Pieper is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. Prior to his current role at Edward Jones, he worked in various positions including at Inline Vape, Acosta, and LKQ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, maintaining a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.