Overwhelmed by options?
Answer a few questions to see advisors matched to you.
532 advisors near
49464
within the area shown on the map
Out of 400,000+ nationwide
Nicole C
Series 65
Holland, MI
Advisory Alpha, LLC
Nicole Crandell is a Series 65-licensed financial advisor with eight years of experience, currently with Advisory Alpha, LLC since 2018. Prior to joining Advisory Alpha, she worked at GNS America from 2016 to 2018. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and serving as a subadvisor and co-advisor to other registered investment advisers. The firm uses a centralized investment team applying a fund-of-funds approach across managed portfolio series and maintains ongoing asset-allocation oversight and systematic rebalancing.
Ryan E
Series 63, Series 66
Holland, MI
Advisory Alpha, LLC
Ryan Elenbaas is a financial advisor with Advisory Alpha, LLC and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of advising, he is a partner in a flight school business. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm manages portfolios through a variety of managed strategies and also provides subadvisory and co-advisory services to other registered investment advisors.
Bernard B
CFP®, ChFC®, Series 63
Jenison, MI
Founders Financial Securities LLC
Bernard Bowhuis is a financial advisor at Founders Financial Securities LLC with 41 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to his current role since 2010, he has been associated with Benchmark Financial Design Group since 1999 and serves as President and Owner of Benchmark Financial Services, which involves the sale of life and health insurance products. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various advisory platforms and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth programs.
Joshua W
Series 66
Holland, MI
Summit Wealth Group
Joshua Willink is a financial advisor at Summit Wealth Group in Holland, MI, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 12 years. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment allocations based on client profiles and employs a variety of analytical methods, often using third-party money managers and sub-advised models.
Mark O
Series 63, Series 65
Holland, MI
Advisory Alpha, LLC
Mark Oneil is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Advisors National, LLC and Cetera Advisors LLC. Outside of his advisory role, he serves as Managing Director of O'Neil Insurance Agency, where he is involved in insurance sales, education, consulting, and coaching, and he is also owner and member of Successful Retirements, LLC, a business management firm. Advisory Alpha serves individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions including retirement plans, 529 and HSA platforms, donor-advised funds, and 1031 exchanges. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a diverse investment approach with a broad menu of managed portfolio series.
Jared A
Series 65
Holland, MI
Advisory Alpha, LLC
Jared Aulick is a Series 65 licensed financial advisor with Advisory Alpha, LLC, where he has worked since 2023. He has three years of industry experience and previously held roles at Consolidated Electrical Distributors, Meijer Inc, Spectrum Health, and Shipt Inc. Outside of his advisory work, he serves as an assistant coach for the West Ottawa Boys Varsity Lacrosse Team. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors, managing portfolios with a range of strategies including fund-of-funds, individual securities, and structured products.
Brenden D
Series 65
Holland, MI
Advisory Alpha, LLC
Brenden De Wys is a Series 65-licensed advisor with Advisory Alpha, LLC, based in Holland, MI, and has three years of industry experience. Prior to joining Advisory Alpha, he worked at Adecco and Skylark Machine Inc. and spent over two decades in full-time education. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors, managing a diverse range of managed portfolio strategies with an emphasis on discretionary management and a broad menu of specialty investment options.
Kyon P
Series 66
Byron Center, MI
Signal Advisors Wealth, LLC
Kyon Pannill is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning / Alternative Wealth, Wealthspan Investment Management, and Retirement Wealth Advisors, among other firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.
Eric H
CFP®, Series 63, Series 65
Hudsonville, MI
G. A. Repple & Company
Eric Hoogstra is a CFP® with over 32 years of industry experience. He has been with G. A. Repple & Company since 2004. Outside of his advisory role, Hoogstra is involved in several charitable and educational activities, including serving on the board of Kuyper College and teaching at multiple universities. He is also a vice president at Centennial Coatings and volunteers as an amateur radio operator for the Ottawa County Emergency Communications. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to tailor portfolios according to client goals and risk tolerances and offers a range of investment programs, including ETF-focused and Biblically-Responsible Investing models.
Joseph K
Series 66
Jenison, MI
Centennial Securities Company, Inc.
Joseph Klunder is a Series 66-licensed financial advisor with three years of industry experience. He has worked at Northwestern Mutual and has been involved with Grand Valley State University since 2018. Outside of finance, he has experience with Masterpiece Flower Company and Calvin Christian High School. He is affiliated with Centennial Securities Company, Inc., a multi-team advisory firm managing approximately $1.15 billion in assets and serving a diverse client base including individuals, trusts, retirement plans, and foundations. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.
Justin C
Series 65
Holland, MI
Advisory Alpha, LLC
Justin Chase is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at firms including Sift and Member First Mortgage. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and serving as a subadvisor and co-advisor to other registered investment advisers. The firm employs a centralized Investment Team that uses a fund-of-funds approach across diversified managed portfolios.
Riley A
Series 66
Holland, MI
Advisory Alpha, LLC
Riley Aalderink is a financial advisor with Advisory Alpha, LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Vision Financial Group, Cambridge Investment Research Advisors, and Merrill. He is also active as an insurance agent, selling fixed and traditional insurance products. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised fund offerings. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a broad range of managed portfolio strategies.
Daniel R
CFP®, Series 65
Holland, MI
Advisory Alpha, LLC
Daniel Ribbink is a CFP® professional with six years of industry experience, currently serving at Advisory Alpha, LLC since 2019. Prior to his current role, he has held positions at Amazon, AXA Advisors, and several other organizations. Outside of finance, he is the head bowling coach at Grand Valley State University, managing players and coordinating tournaments. Advisory Alpha is a multi-team SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach guided by a centralized Investment Team and is notable for its subadvisory roles with other RIAs and specialized retirement-plan solutions.
Jonathan L
CFA®
Holland, MI
Advisory Alpha, LLC
Jonathan Lohr is a CFA® charterholder with nine years of industry experience. He has been with Advisory Alpha, LLC since 2016. Outside of his advisory work, he is the sole member of Universal Financial Consulting Group LLC, where he performs bookkeeping and reporting. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for a range of individual and high-net-worth clients. The firm employs a fund-of-funds investment approach supported by a centralized Investment Team and also serves as a subadvisor and co-advisor to other RIAs.
James S
Series 63, Series 66
Holland, MI
Advisory Alpha, LLC
James Schipper is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been a partner at Schipper & Osterink since 1995, providing financial management, consulting, and insurance services. Schipper is also a licensed insurance agent offering term life insurance and fixed annuities to clients. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team utilizing a fund-of-funds approach. The firm serves a broad client base and acts as a subadvisor and co-advisor for other registered investment advisers while offering specialized retirement-plan solutions and various discretionary portfolio management strategies.
Benjamin A
CFP®
Holland, MI
Advisory Alpha, LLC
Benjamin Allen is a CFP® professional with seven years at Advisory Alpha, LLC and a prior 20-year career in the United States Air Force. He is based in Holland, MI, and has four years of industry experience. Advisory Alpha, LLC manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team that employs a fund-of-funds approach across diverse portfolios. The firm also acts as a subadvisor and co-advisor to other RIAs and offers specialized retirement-plan solutions along with technology services for advisors.
Nathan W
Series 63, Series 66
Holland, MI
Advisory Alpha, LLC
Nathan Weeber is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for nine years and has been associated with Vision Financial Group since 2007, where he also acts as an insurance agent specializing in fixed and traditional insurance products. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a diversified investment approach featuring managed portfolio series and discretionary management.
Connor G
CFP®, Series 63, Series 65
Holland, MI
Advisory Alpha, LLC
Connor Gaffney is a CFP® with seven years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC. His prior roles include positions at LPL Financial, Plante Moran Financial Advisors, and Simplicity Wealth. Outside of his advisory work, he owns and operates Victory Peak Wealth Management, providing financial services, consulting, and education. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and manages a broad range of managed portfolio series with discretionary oversight.
Tyler B
Series 65
Hamilton, MI
Foundations Investment Advisors LLC
Tyler Bosch is a financial advisor at Foundations Investment Advisors LLC in Hamilton, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Foundations, he worked at MDRN Capital, LLC and has operated Bosch Financial Services, LLC since 2018, where he sells life insurance and annuities. Outside of advising, he serves as a referral partner for Strike Tax, a firm offering R&D tax credit studies for small to mid-sized businesses. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, supported by a large network of affiliated offices.
Richard K
Series 63, Series 65
Jenison, MI
MissionSquare Retirement
Richard Kennedy Jr. is a financial advisor at MissionSquare Retirement with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement and deferred compensation plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
532 advisors near
49464
within the area shown on the map
Out of 400,000+ nationwide