Jaycob Willis is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, Willis is involved in independent insurance brokering and owns a consulting business. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Melisa Lautenschleger is a Series 66-licensed financial advisor with eight years of industry experience. She is affiliated with Edward Jones in Allegan, MI. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Houck Jr. is a financial advisor with Edward Jones in Wyoming, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates Twin Pine Ranch LLC, where he raises and sells beef cows. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

John Vanderbaan is a financial advisor with Raymond James Financial in Hudsonville, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2010 and also operates VanderBaan Financial Group, Inc. since 2007. Vanderbaan serves on the Finance Council advisory board for St Sebastian Church, providing input on the church’s financial matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non‑discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Raymond Schat is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Raymond James and Guide Point Financial Partners, as well as employment at Calvin College. He serves as a deacon and president of the deacon committee at Hudsonville Protestant Reformed Church, where he oversees church finances and assists community members in need. 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 institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network, with a notable affiliation in municipal advisory services.

Kyle Trevino is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of his advisory role, Trevino serves as Vice President on the board of the Three Days Foundation, a private family nonprofit focused on assisting individuals facing financial, emotional, or physical distress. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Brian Karsten is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2016 and has been associated with VanderLugt, Mulder & DeVries for over 26 years. Outside of advising, he is the owner and accountant for Hudsonville Floral & Gift Shop Inc., a retail floral business. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts, by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports tailored investment strategies through a network of independent professionals and employs various custody and platform arrangements, combining proprietary and third-party model strategies.

Patrick Mccullough II is a CFP® professional with 37 years of experience in financial advising. He is currently with Cetera and has held positions at Summit Financial Networks, LLC, and several related firms over his career. Outside of advising, he owns McCullough Inc., a corporation established for tax purposes, and works as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Mitchel Takens is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Securities America Advisors, New York Life, and Nexa Mortgage. Outside of advisory work, he is involved in mortgage and real estate services through Independence Realty. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by a national network of investment adviser representatives.

Kaitlyn Valentine is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Graybull Commercial Cleaning and was involved with the Masonic Temple. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs while maintaining specialized services in municipal and public finance.

Ailine Flores is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and five years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A. and Transformed Trucking LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Daniel Vansingel is a financial advisor with LPL Financial in Caledonia, MI, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He previously worked at Securities America Advisors from 2016 to 2021 before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing model portfolios and research from internal and third-party sources.

Stacie Middleton is a financial advisor at Cetera with Series 63 and Series 65 credentials and three years of industry experience. She has held roles at Cetera and Cetera Financial Specialists LLC since 2023. Outside of advising, Middleton serves as treasurer for several local organizations, including a parent association and a homeowners association, and manages a youth soccer team. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Amy Ransler is a financial advisor at Edward Jones with eight years of industry experience and holds the Series 66 designation. She is based in Wyoming, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors.

Matthew Hart is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for eight years at Pulte Group. He holds a Series 66 designation. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Eric Bender is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He has been the owner and operator of a seasonal concession business, Gibby's Concessions, since 2007. Prior to joining Edward Jones, he worked at Bruce's Frame and Alignment for sixteen years. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Hall is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at PNC Investments, The Huntington National Bank, JPMorgan Securities, Securities America, VIMA, LLC, and Waddell & Reed. Outside of his advisory role, he manages an advisory business under Jaycob Willis Holdings. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing asset management within Ameriprise accounts.

Robert Raredon is a financial advisor with Raymond James Financial in Wyoming, MI, holding a Series 66 designation and 19 years of industry experience. He has worked with Raymond James since 2007 and owns RS Financial Consulting LLC, a support company managing the financial and staffing aspects of his practice. 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 institutional clients, utilizing tailored planning and analytical tools to support client goals.

Jacob Yerkes is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. He is also associated with Anchor Wealth Advisers as an associate financial advisor. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of program options including model portfolios, third-party managers, and bespoke strategies.

Philip Maass is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he manages recreational land in Delton, Michigan, which includes timber sales, a mineral lease agreement, and a long-term billboard contract. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines comprehensive planning with managed-account options under a consolidated billing service called WealthPlan while maintaining separation between the two services.