William Paarlberg is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following prior experience at J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, Paarlberg serves as a financial consultant for a relative’s trust and is involved in a family business, GKB Packaging, LLC, where he handles bookkeeping. 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 a range of financial planning and portfolio management services with a mix of manager-traded and model-traded strategies, ongoing manager oversight, and utilizes internal research and technology in client advice.

Amber Coleman is a Senior Financial Advisor specializing in personalized wealth management strategies. She works with clients to develop flexible financial plans that align with their individual goals and changing market conditions. Based in Grand Rapids, Michigan, Amber serves a diverse clientele including senior executives, recent retirees, and individuals undergoing divorce transitions. Her areas of expertise include college education planning, executive compensation, retirement income, and managing new wealth among others. Amber holds a Bachelor's Degree from Grand Valley State University and a Master's Degree from Ashford University. She has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and communicates with clients in both English and Spanish. Amber is active in community organizations such as the American Cancer Society, Kids Food Basket, and West Michigan Dog Sports. She enjoys spending time with her family, as well as engaging in activities like camping, hiking, painting, and participating in dog sports.

Mark Stephens is a financial advisor with LPL Financial in Kentwood, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Business Network International and Waddell & Reed, along with operating his own firm, Mark Stephens, LLC, and working as a pitching instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Julia Maltbie is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation. She has one year of industry experience and previously worked in various roles including at West Michigan Community Mental Health and Dragon Fruit Media. She has also been involved with a travel agency and several other organizations prior to joining Edward Jones. 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, investment solutions, and affiliated products through a large network of advisors and branch offices nationwide.

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.

Todd Loughin is a Series 66-licensed advisor at Equitable Advisors in Grand Rapids, MI, with eight years of industry experience. He began his career at Blythefield Country Club before working at Axa Advisors and has been with Equitable Advisors since 2018. Outside of his advisory work, he teaches finance courses as an adjunct professor at Davenport University and assists with customer service at university football games. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of investment models and third-party managers, focusing on personalized advice without relying on proprietary wrap fee programs or hypothetical performance advertising.

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.

Philip Hayes is a financial advisor with LPL Financial in Coopersville, MI, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2014. Hayes operates Main Street Wealth Management as part of his advisory activities. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

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.

Jennifer Cobb is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Ian Brinklow is a Planning Consultant at Fidelity Investments, where he works to co-create financial plans that align with clients' goals and preferences. He has been with Fidelity Investments since 2024, initially serving as a Relationship Manager before moving into his current role in 2026. Prior to joining Fidelity, Ian worked as a Financial Advisor at Equitable Advisors from 2022 to 2024. Outside of his professional work, Ian has personal interests that include art, football, museums, music, pets, and tennis.

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.