Jason Van Hoven is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked with Trillium Financial Advisors and been involved with the Grandville-Jenison Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Philip Maass is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he manages recreational land in Delton, Michigan, which includes timber sales, a mineral lease agreement, and a long-term billboard contract. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines comprehensive planning with managed-account options under a consolidated billing service called WealthPlan while maintaining separation between the two services.

Deborah Verker is a CFP®-certified financial advisor with 23 years of industry experience. She currently works at LPL Financial and has previous experience at firms including VOYA Financial Advisors and Jgh & Associates. Verker is also involved with Ascend Wealth Management, which operates as a DBA for her LPL business. 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 other institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies.

Austin Owens is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2024 and is also involved with Corporate Settlement Solutions. Outside of his advisory role, Owens is a commissioned notary and holds non-variable insurance licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various strategies and technology tools, and supports a network of over 22,800 advisors.

Deborah Szymchack is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Raymond James & Associates since 2007. Outside of her advisory role, she has been involved in Mary Kay Cosmetics sales since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by research, multiple portfolio management styles, and specialized municipal advisory services.

Jeff Hoag is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works with high-net-worth individuals to develop tax-efficient investment strategies and personalized financial plans tailored to their long-term objectives. He leverages his deep expertise in financial planning along with the resources and strategies available through Fidelity Investments to help clients preserve and grow their wealth. Jeff's career in the financial services industry began in 2007 as a Licensed Personal Banker at JPMorgan Chase. He joined Fidelity Investments in 2011 and has held several roles there, including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President and Financial Consultant. Outside of his professional work, Jeff enjoys boating, fishing, golf, music, spending time with friends at social events, and caring for his pets.

Brian La Fave is a CFP® credentialed financial advisor with 14 years of industry experience. He is currently with Ameriprise in Grand Rapids, MI, having previously worked at firms including The Huntington Investment Company, Bank of America, Merrill, Fifth Third Securities, PNC Wealth Management, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Shaun Bredeweg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at BBZ Investments, LLC and Camp Roger, and he currently leads Bredeweg Wealth Management, LLC as CEO and President. 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 emphasizes tailored, non-discretionary planning and uses advanced analytical tools to inform client decisions, while also offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Michael Vanderpoel is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as Treasurer for the Killgoar Foundation, where he handles bookkeeping and prepares checks. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Robert Rix is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to this, he worked at Oppenheimer & Co for 13 years. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Lisa May is a financial advisor with LPL Financial in Ada, Michigan, holding a Series 66 designation and eight years of industry experience. She previously worked at Argus Financial Consultants for six years. Outside of her advisory role, she serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, combining model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Ryan Bassett is a financial advisor with OSAIC based in Grand Rapids, MI, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 18 years at John Hancock Financial Services and 8 years at Royal Alliance Associates, INC. Bassett is also president of Evolution Wealth Strategies LLC, an entity involved in the sale of insurance and securities products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing, serving clients with both discretionary and non-discretionary account management.

Rebekah Sessa is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she serves as a successor trustee, executor, and power of attorney in estate administration matters. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools to develop plans, with clients responsible for implementation and updates.

Timothy Elzinga is a Certified Financial Planner® with 36 years of experience in the financial services industry. He currently serves as an advisor at Osaic and previously worked with Securities America Advisors, Inc., Sunset Financial Services, Inc., and Fifth Third Securities, Inc. He is a member of the Investment Advisory Committee of the Reformed Church in America, where he reviews fixed income and equity investments for the denomination’s operating, endowment, and retirement funds. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and investment advisory services with a variety of investment options and third-party platforms, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing.

Scott Cosgrove is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Cambridge Investment Research in various capacities since 2011 and also leads In-Dollars Planning, which he founded in 2002. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, providing tailored strategies across multiple platform arrangements and investment approaches.

James Scholler is a financial advisor at Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Katke Golf Course and the Wuskowhan Players Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joshua Kantor is a financial advisor at Edward Jones with 25 years of industry experience. He previously worked at T Rowe Price and Invesco Distributors, Inc. He holds Series 63 and Series 65 designations. 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 strategies, operating under a fiduciary standard with a large national network of advisors and branch offices.

William Kapteyn Jr. is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James since 2015. He is also the managing member of The Kapteyn Group, Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Edward Bujdos is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1995 and joined Merrill in 2008, where he co-founded the Eccker Bujdos Group alongside Senior Financial Advisor Scott Eccker. The team focuses on implementing disciplined wealth management strategies that aim to build, preserve, and transfer client assets through customized, long-term investment approaches grounded in asset allocation and diversification principles. Ed provides comprehensive financial guidance across various areas, including retirement planning, legacy planning, college education planning, and special needs planning strategies. He works with business executives, entrepreneurs, and has extensive experience addressing the financial needs of women in changing life circumstances. Additionally, Ed is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and he manages discretionary portfolios incorporating individual securities and model portfolios. He holds a Bachelor's degree from Central Michigan University and serves as a Trustee for the Grand Rapids Rotary Charities Foundation. Ed is also actively involved with the Rotary Club of Grand Rapids. Outside of his professional work, he enjoys baseball, biking, cooking, gardening, golfing, hiking, soccer, spending time with his family, traveling, and watching movies.

Eric Deuker is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999 and served in the U.S. Army Reserve from 2009 to 2021. Outside of his advisory work, he manages a travel agency business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.