Antoinetta Freeman is a financial advisor at Fifth Third Securities, Inc. She holds a Series 66 designation and has nine years of industry experience. Her career includes positions at Edward Jones, Woodbury Financial Services Inc, and Atled Financial prior to joining Fifth Third Bank and Fifth Third Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform, combining advisor guidance with third-party portfolio management and various investment strategies.

Madison Cove is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Madison held various roles in education and community organizations. Madison also serves as an elected trustee for the Village of Freeport, where they participate in local governance and budgeting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Emily Taylor is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Robert W. Baird. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexis De Haan is a financial advisor with Edward Jones in Wyoming, Michigan, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Alexis worked at SpartanNash and Proos Manufacturing, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Gabriel Kuperus is a financial advisor with Ameriprise in Byron Center, MI, holding a Series 66 credential and six years of industry experience. He has worked at Ameriprise since 2019 and has prior experience that includes roles at Primerica, Berlin Raceway, and Cornerstone University. Outside of advisory work, he is involved in tax planning through a separate tax planning specialist role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Michael Billingsley is a financial advisor with Cambridge Investment Research Advisors in Wyoming, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Hansen Brokerage, Transamerica Financial Advisors, and Hantz Financial Services. Outside of his advisory work, he owns Retirement Plan Solutions, providing third-party administration and pension consulting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm delivers customized investment solutions through a network of independent financial professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.

Scott Kline is a financial advisor with Edward Jones in Wyoming, MI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Abigail Lininger is a financial advisor with Primerica Advisors in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Drake Financial Group, PFS Investments, Inc., and Primerica Financial Services. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, using third-party asset managers and a tiered wrap-fee structure.

Brandon Wilkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He worked at Edward Jones from 2012 to 2021 before joining Raymond James in 2021. Wilkins is a partner in BW Majestic Financial LLC, an independent branch of Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary investment consulting using analytical tools to support client goals and sponsors wrap-fee advisory programs across a large advisor network.

Christian Viel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience, including prior roles at IDEXX Laboratories and Fisher and Paykel Healthcare. Christian is involved in community activities as a committee member of the Ada Business Association and St. Matthews Lutheran Church, and he serves as president of BNI Referrals Plus. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, under various custody and platform arrangements.

Chad Wight is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at Raymond James and affiliated firms since 2015 and serves as a professor at Cornerstone University, a role he has held since 2008. 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, institutions, and nonprofit organizations. The firm employs a non-discretionary, goal-based approach utilizing risk profiling and analytic tools, and it offers specialized municipal advisory and employer consulting programs.

Timothy Wells is a CFP® professional with 13 years of experience currently affiliated with Cambridge Investment Research Advisors. He has been with the firm since 2013. Outside of his advisory role, Wells serves as treasurer for Truth 78 and is a board member of Grace Community Church in Hudsonville, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individual investors, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent financial professionals, utilizing a range of proprietary and third-party investment strategies.

Robert Kulaszewicz is a financial advisor with Primerica Advisors in Kentwood, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in sales of loan products through Primerica Mortgage, LLC and refers home security and automation products via Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Joel Vanlaar is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and 13 years of industry experience. He previously worked for Hantz Financial Services for 10 years before joining Ameriprise in 2022. Vanlaar is involved in supporting advisors operationally through Jaycob Willis Holdings LLC, assisting with trade execution, investment model management, and planning software. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Shelby Butler is a Series 66-registered advisor with Thrivent Investment Management, based in Wayland, MI, and has 20 years of industry experience. Butler has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial plans covering a broad range of topics, with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Ryan Walder is a financial advisor with Cambridge Investment Research Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, he serves as a youth sports coach and is a board member of Rapids Area Rays, a sports and fitness organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platforms, combining proprietary and third-party strategies tailored to client objectives.

Elizabeth Hassenger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her background includes roles at H&R Block, Billings Public Schools, and PFS Investments Inc. She is also involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, providing advisory services primarily through model-delivery strategies managed by unaffiliated asset managers.

Robert Ellinger III is a CFP® professional with nine years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior roles include positions at Action Point Retirement Group LLC and Action Point Financial. Outside of his advisory work, he is involved in crypto mining through a personal business venture. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Seth Timmer is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked with multiple firms, including Anchor Wealth Advisers and ESI Financial. Timmer is also involved in selling fixed insurance products such as life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

Stuart White Jr. is a CFP® and ChFC® with 26 years of experience in financial advising, currently with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. White is also the owner and president of Stuart White, Inc., a financial planning flow-through entity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.