Scott Berens is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Scott Clausen is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2012. Outside of his advisory role, he is a property owner and landlord. Robert Baird & Co. serves individuals, business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department, offering financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Barbara Griffin is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Robert W. Baird since 2009. Griffin serves on the finance committees of the Land Conservancy of West Michigan and YWCA West Central Michigan. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a mix of in-house and third-party managers, covering traditional and non-traditional investment strategies.

Courtney Folkerts is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. She has been with Primerica since 2021 and is also involved in the FASTer Way To Fat Loss program and the James Street Inn Restaurant. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure.

Joseph Meckley is a financial advisor at Edward Jones in Holland, MI, holding the CFP® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he was previously the owner of Chorelink LLC, an internet application that he no longer manages. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of financial advisors across the country.

Thomas Dewitt is a financial advisor with LPL Financial in Holland, MI, holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Macatawa Bank for 22 years and has been affiliated with WINTRUST Bank concurrently with his role at LPL Financial. Dewitt also acts in a fiduciary capacity for various testamentary trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Kyler Koch is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is involved in real estate ownership in Holland, Michigan. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with at least $1 million in investable assets. The firm provides written recommendation reports based on detailed modeling and tax-efficiency analysis, delivered through a centralized consulting team in partnership with its financial advisors.

Kurtis Abraham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously at Fifth Third Securities from 2014 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Zichterman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Holland, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Raymond James & Associates and Advocare, as well as operating Zichterman Wealth Management. Outside of advising, he owns businesses including Drifter Lee Enterprises LLC and PC Lee Enterprises LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by firm research and a wide affiliate network.

Luke De Boer is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and Equitable Advisors, LLC. Outside of his advisory work, De Boer serves as a part-time referee for a local soccer league. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment strategies.

Benjamin Herrman is a financial advisor at Robert W. Baird & Co. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Baird, he worked for 14 years at Holland Christian Schools. Benjamin is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a variety of investment strategies and ongoing manager oversight.

Kurtis Kamminga is a financial advisor with Charles Schwab in Holland, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Charles Schwab and operates KLK Holdings, LLC, a franchise business related to investment operations. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Kimberly Tinholt is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Infinex Investments Inc, Investment Professionals Inc, and West Michigan Community Bank. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with extensive national resources and a large network of financial advisors.

Daniel De Weerdt is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in Hamilton, MI. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Allison Hunter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked at R.W. Baird since 2022. Prior to her advisory career, she held positions in the catering and food service industries. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Jamie Martinez is a financial advisor with Edward Jones, holding a Series 66 designation and 22 years of experience with the firm. Based in Holland, MI, Martinez has worked exclusively at Edward Jones since 2004. 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 under management through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Michael Nagelvoort is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 27 years of industry experience. He has been with LPL Financial since 2019, following roles at Royal Alliance Associates, Sii, and Royal Securities. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Ross Diekema is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Holland, MI. Outside of his advisory role, Diekema is a member of CRT Ventures, LLC, an entity co-owned with a partner that will hold the title to their combined Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Derek L'huillier is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Wintrust Bank, The Huntington Investment Company, Infinex Investments, and Macatawa Bank. Outside of finance, he is the lead photographer and filmmaker for Life on Earth Productions, a business specializing in wedding photography and videography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Michael Cuellar is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with six years of industry experience. He previously worked at AAA Banking for five years and HAFCO for one year before joining Edward Jones in 2019. 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 operates a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.