Gretchen Zomermaand

Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at Compass Lighthouse Capital since 2019 and Northwest Wealth Management since 2010. In addition to his advisory role, he is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and access to model portfolios managed by third-party sub-advisers. The firm’s investment approach includes rigorous selection and ongoing monitoring of sub-advisers based on quantitative and qualitative criteria, with clients selecting risk categories aligned to model portfolios.

Ben Gesink is a CFP® with three years of industry experience, currently serving as a financial advisor at Water Valley Investment Advisors, Inc. He has worked at Financial Engines Advisors L.L.C., Iowa State Bank, Dordt University, and Western Christian High School. Water Valley Investment Advisors, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment policies and long-term fundamental analysis. The firm manages discretionary portfolios primarily composed of mutual funds, equities, fixed income, and ETFs, with regular reporting and no account minimums.

Kevin Gesink is a CFA® charterholder with 25 years of industry experience. He has been with Water Valley Investment Advisors, Inc. since 2000. The firm provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, emphasizing fundamental analysis and long-term trading with portfolios primarily composed of mutual funds, equities, fixed income, and ETFs. Water Valley Investment Advisors prepares tailored Investment Policy Statements for each client and offers discretionary management without using third-party advisers or wrap programs.

Jeremy Van Beek is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC and Cornerstone Financial Advisors, INC, as well as teaching and other work at Dordt University. He serves as a church elder at Living Water Community Church in Orange City, IA, and is a commissioned notary public in the state. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing both discretionary and nondiscretionary investment strategies.

Andrew Borger is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and one year of industry experience. He previously worked at The Planning Firm, American State Bank, and Diamond Vogel. Outside of his advisory role, Borger serves on the advisory council for the Family Crisis Center, is a board member of Ridge Golf Club, and acts as treasurer and deacon at Bethel Christian Reformed Church. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Benjamin Hulstein is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having worked with New York Life Insurance Company since 2001. Hulstein serves as a board member and president of the Stewarts Landing Condo Association. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.