Alexander Seekell is a financial advisor at Robert Baird & Co. with Series 66 credentials. He has prior experience at Marceco LTD. and MOSS, spanning over a decade in various roles before joining Robert Baird in 2024. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio management services tailored to client goals, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Robert Clark is a financial advisor with Edward Jones in Holland, MI, holding Series 66 and Series 63 designations and 14 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Clark has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds.

Michael Seekell is a financial advisor with Robert Baird & Co. in Fort Myers, FL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves as Treasurer and Board Member for Forest Hills Public Schools, advising on curriculum and financial matters. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of investment strategies.

Antony Harrison is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Berkshire Hathaway HomeServices Michigan Real Estate, and several other organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across various planning topics without including implementation. The firm uses holistic, goal-based analyses and offers clients options to combine planning with managed-account programs under a consolidated billing service called WealthPlan.

Lisa Ayotte is a financial advisor with Edward Jones in Grand Rapids, MI, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 30 years of industry experience, including over 27 years with Edward Jones and prior work at First Union Brokerage. Outside of advisory work, she is involved with Greyline Brewing Co., a brewery and pub in Grand Rapids. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

David Hibschman is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Trenton Potter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fifth Third Bank and Potter Building Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and serves as an ERISA fiduciary when providing investment advice.

Jason Schrotenboer is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at Wintrust Bank and Macatawa Bank, with nearly two decades of banking experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and a variety of model portfolios and research sources.

Nathaniel Woolum is a Series 66-licensed financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he worked at Macatawa Bank and held roles at Biggby Coffee, Hope College, RBH Detasseling, and Mattawan High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and advanced tools including artificial intelligence to support client advice.

Emily Atwell is a financial advisor with Robert Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2023, she was involved in the hospitality industry at Big E's Sports Bar and Grill. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of investment programs, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Brian Mccabe is a financial advisor with Ameriprise in Ada, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and maintains a broad offering of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Monroe is a financial advisor at LPL Financial with 31 years of industry experience, including 27 years at LPL. He holds the Series 63 and Series 66 designations. Monroe is involved with IBS 401(K) Administrators, a third-party administrator providing services to retirement plans. 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 a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jeremy Barber is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he was employed at Legacy Trust and Fifth Third Private Bank. Outside of finance, he is a joint owner of StretchLab, a boutique fitness franchise in West Michigan, though he does not have day-to-day responsibilities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Nathan Sitzema is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, he is the founder and host of Grand Rapids Business Engagement. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure for its services.

Thomas Orourke is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Cetera and Chemical Bank. He also serves as co-trustee for his spouse's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and a range of financial products including insurance-related vehicles and bank deposit sweep options.

Jeremy Block is a Series 66-licensed financial advisor with Merrill, based in Grand Rapids, MI, and has 11 years of industry experience. He has previously worked at Bank of America, N.A., Fifth Third Bank, and Fifth Third Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Evan Macauley is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2019 and has prior experience in various roles including coaching. Outside of his advisory work, Macauley serves as an assistant football coach at Forest Hills Northern High School and participates on the Finance Council for St. Luke University Parish. 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 individual, high-net-worth, and institutional clients.

Joshua Overbeek is a financial advisor with LPL Financial and holds the Series 66 designation. He has five years of industry experience, including roles at Provisio Retirement Partners and prior work in education and hospitality. His background includes positions at Davenport University and The Mines Golf Course. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jessica Dejager is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Merrill Lynch since 2011 and has also worked at Bank of America N.A. since 2022. 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.

Cynthia Assink is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with LPL Financial, having joined in 2026. Her prior experience includes five years at Robert Baird & Co. and 15 years at J.J.B. Hilliard, W.L. Lyons, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research and third-party subadvisors to support diversified investment strategies.