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Virgil B

Series 63, Series 66

Sarnac, MI

Cetera

Virgil Biggs is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has worked at various firms including Avantax and BHT&D, CPA's, where he provides tax preparation and consultation services. Biggs is involved in several nonprofit and community organizations, including serving as treasurer for Hands of Mercy International and as a director for Sparrow Ionia Hospital Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Debra M

Series 66

Grand Rapids, MI

Edward Jones

Debra Moon is a Series 66-licensed financial advisor with Edward Jones in Grand Rapids, MI, where she has worked since 2008. She has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert D

Series 63, Series 65

Ionia, MI

LPL Financial

Robert Diekema is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Jesse Langschied, Waddell and Reed Inc, and Purposeful Wealth Strategies. He operates in Ionia, MI, and has been affiliated with LPL Financial since 2021. 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 provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management with access to research, model portfolios, and alternative strategies.

College savings (529s, UTMA, etc.)
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Ian D

CFP®, Series 66

Lowell, MI

Edward Jones

Ian Deming is a CFP® and Series 66 registered advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience and previously served five years in the United States Navy. He serves on the Board of Directors for the Lowell Area Chamber of Commerce. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ginger R

Series 63, Series 66

Saranac, MI

Cetera

Ginger Roberts is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and affiliated firms for 25 years. Roberts is also involved with the American Cancer Society, serving as chairperson of the BHT&D team for the Ionia Relay for Life. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jaakko K

CFP®, Series 66

Lowell, MI

Cetera

Jaakko Kasko is a CFP® and holds a Series 66 license, with 14 years of industry experience. He is currently with Cetera and has prior experience at Commonwealth Financial Network and Milestone Wealth Management, where he is also an insurance agent selling fixed insurance products. Kasko is the owner of MWM Operating LLC and Centre Real Estate Associates, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Philip G

Series 66

Grand Rapids, MI

Equitable Advisors

Philip Glovick is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC. Outside of his advisory role, he is a member attorney at Reed & Glovick, PLC, and is involved with DK Security, a non-investment business in Grand Rapids. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model with an emphasis on individualized client service.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Lisa Marie B

Series 63, Series 65

Grand Rapids, MI

J.P. Morgan Securities

Lisa Marie Block is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2000. In 2016, she also had a role at MVP Sportsplex. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Paul G

Series 63, Series 65

Grand Rapids, MI

Equitable Advisors

Paul Glovick is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Justin K

CFP®, Series 66

Ada, MI

Edward Jones

Justin Knapp is a CFP® professional with 11 years of experience in the financial services industry, all of which have been with Edward Jones since 2015. He holds a Series 66 license and serves as a board member of the Ada Township Downtown Development Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Family Business Business ownership considerations Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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