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.

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.

Samantha Enerson is a financial advisor with Edward Jones in Grand Haven, MI, holding a Series 63 designation and 15 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. The firm offers a range of advisory programs and investment strategies and is notable for its large network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Kimberly Obetts is a CFP® professional with 30 years of industry experience currently with LPL Financial since 2005. She holds Series 63 and Series 65 licenses and operates out of Coopersville, MI. Outside of her advisory role, she provides fixed annuity and life insurance sales as well as group and individual health insurance, including Medicare Advantage products, and is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from internal and third-party sources.

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.

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. In addition to his advisory role, Baird operates as an independent insurance agent selling fixed annuities, life insurance, and long-term care products, and he serves as president of a business S corporation used for accounting and tax purposes. He is also involved as a retail ambassador for a non-alcoholic brewing company. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple third-party money managers and managed account solutions.

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.

Thomas Baetens is a financial advisor at Edward Jones with 46 years of industry experience. He holds the 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. 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.

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.

Taggert Kelly is a financial advisor with LPL Financial in Spring Lake, MI, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at VOYA Financial Advisors and has been involved with Edge Sports for over a decade. Outside of his advisory work, he owns businesses including Edge Sports, Ortho Edge, and Solar Plunge. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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.

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 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Baird since 2009. Outside of her advisory role, Griffin serves on the Finance Committees of the Land Conservancy of West Michigan and the YWCA West Central Michigan. Baird’s Private Wealth Management department, including the DDK Group where Griffin works, provides services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a range of strategies such as separately managed accounts and tax-management approaches.

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.

Elijah Piwowarczyk is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Western Michigan University and M. P. Construction LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering a range of advisory programs with customized portfolio management and financial planning services. The firm utilizes in-house and third-party investment managers to tailor strategies according to client risk profiles.

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.