Thomas Hilldore is a financial advisor with Robert W. Baird & Co. Incorporated in Grand Rapids, MI. He holds a Series 66 designation and has 20 years of industry experience, including 21 years at Robert W. Baird & Co. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Theresa Hilgendorf is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 23 years of industry experience. She has been with Raymond James & Associates since 2006 and is also affiliated with Windward Inc. since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Barton Steindler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 18 years of industry experience. His prior experience includes roles at Securities America Advisors and Securities America Inc. He serves as a board trustee for Temple B'nai Israel. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through a network of independent financial professionals, offering a range of financial planning and investment management services with tailored strategies across multiple platforms.

Robert Tholl Jr. is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides services through structured planning processes and various investment programs.

Robert Peel is a financial advisor with Robert W. Baird & Co. in Grand Rapids, Michigan, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Peel serves on the investment committee of the Grand Haven Community Foundation’s Boer Family Fund, where he reviews portfolio performance quarterly. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Patrick Moss is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop financial plans tailored to their unique needs. He has been in this role since 2025. Prior to joining Fidelity Investments, Patrick gained experience in various financial advisory positions. He worked as a Wealth Management Advisor at Slavic401k from 2024 to 2025 and as an Account Manager at the same firm from 2023 to 2024. Before that, he served as a Financial Solutions Advisor at Merrill from 2022 to 2023. Patrick began his career as an Advisor Development Program Relationship Manager at Bank of America from 2020 to 2022. Outside of his professional work, Patrick has interests in fitness, food, music as an instrumentalist, tennis, and traveling.

Stephen Scholler is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 designations and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Scholler serves as a trustee and personal representative for friends and former clients in investment-related capacities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menu.

Anthony Williams is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. He previously worked at PNC Investments for eight years and Edward Jones for three years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to deliver tailored retirement income advice.

Philip Streng is a financial advisor with Edward Jones in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is a shareholder in a car wash business and involved as a limited partner in a venture capital network. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Admir Lugonjic is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and ten years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory role, Lugonjic serves as President of K&M Transport, Inc., a private company, and is Treasurer on the board of directors for the Grand Rapids Ballet, where he participates in strategic planning. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Mary Schanck is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2013. 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 a range of model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Hibbitts is a financial advisor with Ameriprise in Byron Center, MI, holding a Series 66 credential and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at BDO USA, LLP, Northwestern Mutual, and Trillium Financial. Outside of advisory work, he owns a truck and equipment leasing business and is involved in tax planning through Tax Planning Solutions LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Ethan Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Birch Associates, Rehmann Financial, Wells Fargo Clearing, and Prudential Equity Group. He is also the owner of two support companies, EAA1, LLC and River Valley Wealth Management. 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 institutions. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to model potential outcomes and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Anita Deboer is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Hoekstra is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Joseph Whitmer is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds a Series 66 designation and has worked at several advisory firms, including Financial Engines Advisors L.L.C. since 2016 and The Mutual Fund Store from 2014 to 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process alongside planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified model portfolios and long-term orientation.

Colin Byers is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2007 and Charles Schwab Bank since 2012. Based in Grand Rapids, MI, his career has been focused within the Schwab organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Jenna Riley is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. She has prior experience at VOYA Financial Advisors and operates Riley Planning & Investments, a financial and insurance services firm. Riley serves as a board member of the Van Andel Institute, participating in community outreach and charity events. Cetera Investment Advisers LLC is a nationwide platform serving individual, corporate, retirement, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a multi-manager approach with discretionary and non-discretionary options.

David Halvorson is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley. Halvorson is also the owner and founder of Windy Willow Co., a wellness brand based in Rockford, Michigan. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jordan Timmer is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His work history includes roles at Cetera and Anchor Wealth Advisers, where he serves as owner. Outside of his advisory work, Timmer is a member of the finance and investment committees at the Ronald McDonald House of Western Michigan and Byron Center Christian School, contributing to budget reviews and fundraising efforts. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform that allows advisors to implement various model portfolios and bespoke strategies across multiple program structures and custodial relationships.