Kelly Hoezee is a financial advisor at Principal Financial Services with 17 years of industry experience. She holds a Series 66 designation and previously worked for Northwestern Mutual Investment Services, LLC for 10 years. Outside of her advisory role, she is a Mary Kay consultant, providing skincare products to friends and family. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Sharon Westveer is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at several firms, including PNC Investments since 2017, and has a concurrent long-term involvement with Black Swamp Percussion. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and manages investments primarily via mutual funds and ETFs.

Jaime Wynsma is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Infinex Investments, Inc. since 2018 and was previously with Investment Professionals Inc. from 2012 to 2018. Wynsma is also employed at West Michigan Community Bank and assists with office duties in a concrete construction business operated by his spouse. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a substantial book of non-discretionary assets.

Millard Coleman II is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining VOYA in 2020, he worked with Valic Financial Advisors, Horace Mann Investors, and Massachusetts Mutual Life Insurance Company. Outside of his advisory practice, Coleman is co-founder of football training camps for youth and high school athletes and serves as Finance Director at Transformation Community Church. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures with an emphasis on non-discretionary client recommendations.

Mandi Dillon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior roles include positions at Principal Financial Services and Stifel Nicolaus & Co Inc. Dillon has also been involved with nonprofit organizations such as Big Brothers Big Sisters of Colorado and the American Cancer Society. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning process and serves a large participant base relative to its advisor headcount.

Trina Lichtenwalner is an advisor with Money Concepts Capital Corp in Zeeland, MI, holding Series 65 and Series 63 licenses. She has one year of industry experience, with prior roles including positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, she has been involved with the Holland Symphony Orchestra since 2022. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches and offers a range of discretionary and non-discretionary portfolio programs.

Christopher Mulford is a CFP® currently with Creative Planning, where he has worked since 2025. He has prior experience in various industries, including roles at Butterball Farms, Pregis Films, Dematic, and Magna International. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other portfolio management techniques and comprehensive retirement plan services.

Jared Ensing is a financial advisor at Independent Advisor Alliance, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed Inc. Jared provides investment advisory services through Independent Advisor Alliance and maintains affiliate relationships with LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance planning and asset aggregation.

Andrew Willit is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and based in Holland, MI. He joined Osaic in 2026 and has prior experience working at Howard Miller, Aldi USA, and Macatawa Golf Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms and managers.

Joseph Klein is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Huntington since 1997 and has prior work history including Ameriprise and FMB. Outside of advising, he owns a limited rental property in Davenport, Florida. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.

Sarah Van Dyke is a financial advisor at The Huntington Investment Company with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Van Dyke worked at Ameriprise Financial Services, LLC from 2026 to the present and has been with The Huntington Investment Company since 2008. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing multiple wrap-fee programs through the Envestnet MAS platform.

Logan Faustyn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at 7th Sense, Total Quality Logistics, Walgreens, and Red Cedar Investment Management. He has also spent time in various other sectors including education and fulfillment. 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 and investment strategies, maintaining a large network of advisors and branch offices across the country.

Nathan Nelson is a CFP® and Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved with NDP Launch Fund I, LLC, a capital provider for real estate photography in Zeeland, MI. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory services through a large national network of advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.

Sandra Baughman is a financial advisor at Edward Jones in Hamilton, MI, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones Investments since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jensen Postema is a CFP® with seven years of industry experience, currently affiliated with Cetera. He previously worked at Edward Jones and operated Advisory Alpha LLC for five years. His background also includes roles in various financial and non-financial businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Richard Shanley is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2005 and worked at Horizon Wealth Management, LLC from 2014 to 2022. Outside of his advisory role, he maintains an accounting business under Shanley Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jeffrey Schipper is a financial advisor at Edward Jones in Holland, MI, with four years of industry experience. He holds a Series 66 designation and previously worked at Western Michigan Christian High School, Good Samaritan Ministries, and Faith Christian Reformed Church. 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, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kurtis De Horn is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2023, he held various roles at Mercantile Bank, Northpointe Bank, and Macatawa Bank. He holds Series 63 and Series 66 designations. 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 tax-efficient solutions.

Drew Schierbeek is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has six years of industry experience, including operational work at VanderBaan Financial Group, Inc. Drew is based in Hudsonville, MI, and has held roles at Raymond James Financial Services Advisers and Raymond James Financial Services, Inc. since 2019. 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 fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Jeffrey Kammeraad is a financial advisor with Mass Mutual Investors Services in Holland, MI, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience and has been with Mass Mutual and its affiliates since 1989. Outside of advising, he works occasionally as an agent for disability and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software and collaborative annual planning engagements.