Overwhelmed by options?
Answer a few questions to see advisors matched to you.
294 advisors near
49424
within the area shown on the map
Out of 400,000+ nationwide
Ryan V
CFP®, Series 63, Series 65
Holland, MI
LVZ, Inc.
Ryan Vanderzwart is a CFP® with over 31 years of experience in the financial services industry. He has been with LVZ, Inc. since 1995 and previously worked at NEXT Financial Group and Harbour Investments, Inc. In addition to his advisory role, he owns LVZ Consulting, which offers administrative services, tax preparation, and notary public services. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets through a team of 17 advisors. The firm offers a range of portfolio styles that combine fundamental and technical analysis, with options including Biblically Responsible Investing and direct indexing, and provides investment management and consulting services to a broad client base.
Joel P
Series 66
Holland, MI
Advisory Alpha, LLC
Joel Palmbos is a financial advisor at Advisory Alpha, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Vision Financial Group as a wealth advisor and insurance agent. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning and specialized retirement-plan solutions. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.
Elijah B
Series 65
Holland, MI
Advisory Alpha, LLC
Elijah Beckwith is a financial advisor at Advisory Alpha, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Computer Aid, Inc. for five years. In addition to his advisory role, he serves as Director of Client Experience at Schipper and Osterink, providing financial management, consulting, and insurance services. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team that employs a fund-of-funds approach across various managed portfolio series. The firm also offers specialized retirement plan solutions and serves as a subadvisor and co-advisor to other registered investment advisers.
Robert K
Series 65
Holland, MI
Advisory Alpha, LLC
Robert Kort is a financial advisor at Advisory Alpha, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Advisory Alpha since 2020, following prior roles at Planners Alliance LLC and AlphaStar Capital Management. Kort also operates Kort Advisor Group, where he conducts insurance sales and client meetings related to annuity contracts. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a diverse range of managed portfolio series using a fund-of-funds approach with discretionary management.
Jaden E
Series 65
Holland, MI
Advisory Alpha, LLC
Jaden Elenbaas is a Series 65-licensed financial advisor with three years of industry experience, currently working at Advisory Alpha, LLC. Prior to joining Advisory Alpha, he held roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. In addition to his advisory work, Elenbaas is involved in insurance sales and provides financial and consulting services through Vision Financial Group. Advisory Alpha is an SEC-registered multi-team firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other RIAs, offering specialized retirement-plan solutions and discretionary portfolio management.
Nicole C
Series 65
Holland, MI
Advisory Alpha, LLC
Nicole Crandell is a Series 65-licensed financial advisor with eight years of experience, currently with Advisory Alpha, LLC since 2018. Prior to joining Advisory Alpha, she worked at GNS America from 2016 to 2018. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and serving as a subadvisor and co-advisor to other registered investment advisers. The firm uses a centralized investment team applying a fund-of-funds approach across managed portfolio series and maintains ongoing asset-allocation oversight and systematic rebalancing.
Ryan E
Series 63, Series 66
Holland, MI
Advisory Alpha, LLC
Ryan Elenbaas is a financial advisor with Advisory Alpha, LLC and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of advising, he is a partner in a flight school business. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm manages portfolios through a variety of managed strategies and also provides subadvisory and co-advisory services to other registered investment advisors.
Joshua W
Series 66
Holland, MI
Summit Wealth Group
Joshua Willink is a financial advisor at Summit Wealth Group in Holland, MI, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 12 years. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment allocations based on client profiles and employs a variety of analytical methods, often using third-party money managers and sub-advised models.
Mark O
Series 63, Series 65
Holland, MI
Advisory Alpha, LLC
Mark Oneil is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Advisors National, LLC and Cetera Advisors LLC. Outside of his advisory role, he serves as Managing Director of O'Neil Insurance Agency, where he is involved in insurance sales, education, consulting, and coaching, and he is also owner and member of Successful Retirements, LLC, a business management firm. Advisory Alpha serves individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions including retirement plans, 529 and HSA platforms, donor-advised funds, and 1031 exchanges. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a diverse investment approach with a broad menu of managed portfolio series.
Jared A
Series 65
Holland, MI
Advisory Alpha, LLC
Jared Aulick is a Series 65 licensed financial advisor with Advisory Alpha, LLC, where he has worked since 2023. He has three years of industry experience and previously held roles at Consolidated Electrical Distributors, Meijer Inc, Spectrum Health, and Shipt Inc. Outside of his advisory work, he serves as an assistant coach for the West Ottawa Boys Varsity Lacrosse Team. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors, managing portfolios with a range of strategies including fund-of-funds, individual securities, and structured products.
Brenden D
Series 65
Holland, MI
Advisory Alpha, LLC
Brenden De Wys is a Series 65-licensed advisor with Advisory Alpha, LLC, based in Holland, MI, and has three years of industry experience. Prior to joining Advisory Alpha, he worked at Adecco and Skylark Machine Inc. and spent over two decades in full-time education. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors, managing a diverse range of managed portfolio strategies with an emphasis on discretionary management and a broad menu of specialty investment options.
Eric H
CFP®, Series 63, Series 65
Hudsonville, MI
G. A. Repple & Company
Eric Hoogstra is a CFP® with over 32 years of industry experience. He has been with G. A. Repple & Company since 2004. Outside of his advisory role, Hoogstra is involved in several charitable and educational activities, including serving on the board of Kuyper College and teaching at multiple universities. He is also a vice president at Centennial Coatings and volunteers as an amateur radio operator for the Ottawa County Emergency Communications. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to tailor portfolios according to client goals and risk tolerances and offers a range of investment programs, including ETF-focused and Biblically-Responsible Investing models.
Justin C
Series 65
Holland, MI
Advisory Alpha, LLC
Justin Chase is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at firms including Sift and Member First Mortgage. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and serving as a subadvisor and co-advisor to other registered investment advisers. The firm employs a centralized Investment Team that uses a fund-of-funds approach across diversified managed portfolios.
Riley A
Series 66
Holland, MI
Advisory Alpha, LLC
Riley Aalderink is a financial advisor with Advisory Alpha, LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Vision Financial Group, Cambridge Investment Research Advisors, and Merrill. He is also active as an insurance agent, selling fixed and traditional insurance products. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised fund offerings. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a broad range of managed portfolio strategies.
Daniel R
CFP®, Series 65
Holland, MI
Advisory Alpha, LLC
Daniel Ribbink is a CFP® professional with six years of industry experience, currently serving at Advisory Alpha, LLC since 2019. Prior to his current role, he has held positions at Amazon, AXA Advisors, and several other organizations. Outside of finance, he is the head bowling coach at Grand Valley State University, managing players and coordinating tournaments. Advisory Alpha is a multi-team SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach guided by a centralized Investment Team and is notable for its subadvisory roles with other RIAs and specialized retirement-plan solutions.
Jonathan L
CFA®
Holland, MI
Advisory Alpha, LLC
Jonathan Lohr is a CFA® charterholder with nine years of industry experience. He has been with Advisory Alpha, LLC since 2016. Outside of his advisory work, he is the sole member of Universal Financial Consulting Group LLC, where he performs bookkeeping and reporting. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for a range of individual and high-net-worth clients. The firm employs a fund-of-funds investment approach supported by a centralized Investment Team and also serves as a subadvisor and co-advisor to other RIAs.
James S
Series 63, Series 66
Holland, MI
Advisory Alpha, LLC
James Schipper is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been a partner at Schipper & Osterink since 1995, providing financial management, consulting, and insurance services. Schipper is also a licensed insurance agent offering term life insurance and fixed annuities to clients. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team utilizing a fund-of-funds approach. The firm serves a broad client base and acts as a subadvisor and co-advisor for other registered investment advisers while offering specialized retirement-plan solutions and various discretionary portfolio management strategies.
Benjamin A
CFP®
Holland, MI
Advisory Alpha, LLC
Benjamin Allen is a CFP® professional with seven years at Advisory Alpha, LLC and a prior 20-year career in the United States Air Force. He is based in Holland, MI, and has four years of industry experience. Advisory Alpha, LLC manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team that employs a fund-of-funds approach across diverse portfolios. The firm also acts as a subadvisor and co-advisor to other RIAs and offers specialized retirement-plan solutions along with technology services for advisors.
Nathan W
Series 63, Series 66
Holland, MI
Advisory Alpha, LLC
Nathan Weeber is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for nine years and has been associated with Vision Financial Group since 2007, where he also acts as an insurance agent specializing in fixed and traditional insurance products. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a diversified investment approach featuring managed portfolio series and discretionary management.
Connor G
CFP®, Series 63, Series 65
Holland, MI
Advisory Alpha, LLC
Connor Gaffney is a CFP® with seven years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC. His prior roles include positions at LPL Financial, Plante Moran Financial Advisors, and Simplicity Wealth. Outside of his advisory work, he owns and operates Victory Peak Wealth Management, providing financial services, consulting, and education. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and manages a broad range of managed portfolio series with discretionary oversight.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
294 advisors near
49424
within the area shown on the map
Out of 400,000+ nationwide