Gary Chapman is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 designations and has 20 years of industry experience. He has worked with Ameriprise since 2009. Outside of his advisory role, Gary serves as a bus driver for after-school programs with the YMCA and works as an independent pickleball instructor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Phillip Lodzinski is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2019, with prior experience at Grand River Aseptic Manufacturing and Cascade Hills Country Club. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Michael Loney is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2004. He operates out of Jenison, MI, and holds the Series 66 designation. Outside of his advisory work, he owns a rental property used by his daughter and her roommate during college. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Myron Sawyer Jr. is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Robert Baird & Co. since 1998. Outside of his advisory role, he serves as Vice Chairman of the Board for the charitable Compass College of Cinematic Arts. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals, utilizing various management approaches and investment strategies, and also provides municipal advisory and public finance services.

Samantha Enerson is a financial advisor at Edward Jones in Grand Haven, MI, holding a Series 63 designation with 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Kimberly Obetts is a CFP® professional with 30 years of experience in financial services. She has been with LPL Financial since 2005 and previously worked at Comerica Securities. Obetts maintains a notary role and is involved with Towne & Country, LLC, an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Troy Ernzer is a CFP® with 24 years of experience in the financial industry, currently serving at OSAIC. He previously worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for seventeen years. Outside of his advisory role, Ernzer is Executive Vice President of VantagePointe Financial, an insurance brokerage, and operates a small plow service and vehicle-sharing business in his community. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Mark Sitzema is a financial advisor with Primerica Advisors in Gowen, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating on a tiered wrap-fee structure.

Lawrence Baird is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of advisory work, he serves as a retail ambassador for Go Brewing, promoting non-alcoholic beers at various retail venues. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to construct diversified portfolios tailored to client needs.

William Mc Collum III is a financial advisor with Edward Jones in Howard City, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Baetens is a financial advisor at Edward Jones with 47 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1979. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm has a large nationwide network of advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Taggert Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining LPL Financial in 2020, he worked at VOYA Financial Advisors for six years. Kelly is also a business owner of Edge Sports, a non-investment-related company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alejandro Luna is a financial advisor at UBS Financial Services with 12 years of industry experience. He has held roles at UBS since 2017 and previously worked at Sentinus Securities LLC and Sentinus, LLC. He holds the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.

Christopher Oisten is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and 39 years of industry experience. He previously worked at Royal Securities Company for 30 years and Signator Investment Inc. for one year before joining OSAIC in 2018. Outside of his advisory role, he serves on the finance committee of the Grandville United Methodist Church and has presented a financial planning program for Habitat for Humanity. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment vehicles.

Richard Vesnic is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jonna Mccaman is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Genpact, Advantage Sales & Marketing LLC, and several staffing firms. Outside of financial advising, she is a self-employed direct sales home consultant for The Longaberger Company. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-driven strategies provided by third-party asset managers.

Blake Cramer is a financial advisor at Morgan Stanley in Muskegon, MI, holding a Series 66 designation with seven years of industry experience. His work history includes multiple roles at Morgan Stanley and a position at Grand Valley State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Craig Taetsch is a CFP® professional with 11 years of experience in the financial services industry. He has been with Edward Jones since 2015 and was previously involved with Gordonshire, LLC as a managing partner. Outside of his advisory work, Taetsch serves as a USA Hockey official and has provided ride-sharing services in Grand Rapids to support community safety. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Nicholas Shaw is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lake Michigan Credit Union and several other companies across different industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Heather Alber is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 credential and has worked at firms including Raymond James Financial Services, Bykerk Financial Services, and Robert Baird & Co. In addition to her advisory work, she is a Notary Public in Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.