Grand Rapids, MI Crossings Dr SE Office

Chad Wight is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at Raymond James and affiliated firms since 2015 and serves as a professor at Cornerstone University, a role he has held since 2008. 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, institutions, and nonprofit organizations. The firm employs a non-discretionary, goal-based approach utilizing risk profiling and analytic tools, and it offers specialized municipal advisory and employer consulting programs.

Jason Wagenmaker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Raymond James since 2015 and also works as an associate for Kapteyn Wealth Partners, where he is involved in financial planning and advising. 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, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Landon Poll is a Series 66-credentialed financial advisor with five years of experience, currently associated with Raymond James Financial in Grand Rapids, MI. His work history includes roles at Cornerstone University and several financial services firms including The Kapteyn Group Financial Partners LLC and Kapteyn Wealth Partners. Poll is involved in financial planning and investment advice through these firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance advisory work through a unique affiliation.

Baron Davis is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent Financial, Willis and Machnik Financial Services, and Avantax Investment Services. Outside of finance, he has experience with Spring Arbor University and worked at Shipt Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools, and it supports specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Raymond Schat is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Raymond James and Guide Point Financial Partners, as well as employment at Calvin College. He serves as a deacon and president of the deacon committee at Hudsonville Protestant Reformed Church, where he oversees church finances and assists community members in need. 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 tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network, with a notable affiliation in municipal advisory services.

William Kapteyn Jr. is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James since 2015. He is also the managing member of The Kapteyn Group, Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Anna De Boer is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Stifel Nicolaus & Company Incorporated and Liberty University. She is also involved with Kapteyn Wealth Partners and The Kapteyn Group Financial Partners LLC, where she performs paraplanning and administrative functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals.