Trevor Miedema is a financial professional with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and affiliated entities since 2020 and has prior experience in diverse sectors including automotive services and construction. Trevor is also active as an insurance agent, selling life, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Jennifer May is a CFP® professional with 26 years of experience in financial advising, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, she worked for Cetera from 2014 to 2026 and has held roles at IB Wealth Management and Independent Bank since 2001. She is based in Grand Rapids, MI. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals, while also maintaining unique offerings like municipal advisory services and SIMPLE IRA Employer Advisory programs.

Miaya Huizinga is a financial advisor at Edward Jones in Hudsonville, MI, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Huntington Bank, Lowe’s, and Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lindsay Raap is a financial professional with 14 years of industry experience, currently affiliated with LPL Enterprise. She holds Series 63 and Series 65 designations and has previously worked at LPL Financial and The Prudential Insurance Company of America. Raap is also involved in non-variable insurance activities through her role at a licensed insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by LPL’s research, model portfolios, and third-party management resources. The firm’s integrated platform combines adviser programs with active financial product sales, including insurance, and participates in collateralized lending programs.

Jeffrey Patterson is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and operates out of Hudsonville, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Gerd Hansma is a CFP® with 42 years of industry experience, currently affiliated with OSAIC since 2024. He has held long-term roles at Fortis Investors, Inc. and owns G.R. Hansma Insurance, where he has been active since 1988. Outside of financial advising, Hansma works as a certified personal fitness trainer providing individualized fitness training. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employs firm-provided asset-allocation tools, and supports a range of investment options and management styles through a complex platform.

Richard Sottile is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Tina Duran is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors, LLC. Outside of her advisory role, she co-owns and manages bookkeeping and proposals for Dursko Electric, LLC, a family-owned business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Daniel Abbgy is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, he worked in several roles including positions at Yanfeng Interior Automotive and the YMCA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual-registered structure as both an SEC-registered investment adviser and broker-dealer.

Jesse Crim is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 license with four years of industry experience. His prior work includes roles at J.P. Morgan Securities, The Habegger Corporation, and FedEx Ground. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Laura Momber is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Fifth Third Securities and Fifth Third Bank. She is based in Grand Rapids, MI. 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.

Melissa Myers is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffery Hagen is a financial advisor with Robert W. Baird & Co. in Grand Haven, Michigan, holding a Series 66 designation and 10 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2014. Outside of his advisory role, he serves as a board member of the Forest Park Recreation Association. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ralph Kapalczynski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with Cuna Brokerage Services, Inc. and Adventure Credit Union since 2012. In addition to his advisory role, he serves as a financial institution advisor at Adventure Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, research resources, and technology-driven investment options.

Katie Hoxsie is a financial advisor with Ameriprise in Rockford, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Thomas Schlender is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2000. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Garrett Bartolec is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential. He has been with Morgan Stanley since 2024 and previously worked at Morgan Stanley Private Bank, N.A. from 2025. Prior to his financial industry experience, he studied at Michigan State University and taught at Forest Hills Northern. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, utilizing structured planning tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs alongside estate planning and advisory services.

Jason Kuennen is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns and operates Tax Planning Solutions LLC, a tax preparation and planning business serving individuals and businesses. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service designed to provide written recommendations and ongoing annual advice focused on retirement income planning, including tax-aware withdrawal strategies.

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 licenses and bringing 23 years of industry experience. She has worked at Raymond James & Associates since 2006 and is also associated 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 individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.