Jonathan Dewey is a financial advisor with OSAIC Institutions, Inc., holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His work history includes roles at Infinex Investments, West Michigan Community Bank, The Huntington National Bank, The Huntington Investment Company, Cetera Investment Services, and TCF National Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

Andrew Woudwyk is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gary Chapman is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 designations and has 20 years of industry experience. He has worked with Ameriprise since 2009. Outside of his advisory role, Gary serves as a bus driver for after-school programs with the YMCA and works as an independent pickleball instructor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Jamie Herring is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill Lynch and Merrill since 1998. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Phillip Lodzinski is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2019, with prior experience at Grand River Aseptic Manufacturing and Cascade Hills Country Club. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Jeffery Wanner is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victoria Christensen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory role, she is involved in VanNoord Tax and Accounting, working approximately 15 hours per month in a non-investment related capacity. 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, and retirement plan consulting, providing both discretionary and non-discretionary management alongside diversified investment strategies and technology-enhanced portfolio solutions.

Daniel Faasse is a Series 66-licensed financial advisor affiliated with LPL Financial and Waypointe Wealth Advisors, based in Grand Rapids, MI. He has three years of industry experience, including roles at Royal Alliance Associates, Sii, and Royal Securities Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Jason Huber is a CFP® professional with 28 years of experience in the financial industry. He has worked at LPL Financial since 2021 and previously operated Huber Nichols, Inc. He has also been involved with St Isidore Catholic Church and ran Jph Consulting Inc. in prior years. 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 brokerage services through a national network of investment adviser representatives.

Myron Sawyer Jr. is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Robert Baird & Co. since 1998. Outside of his advisory role, he serves as Vice Chairman of the Board for the charitable Compass College of Cinematic Arts. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals, utilizing various management approaches and investment strategies, and also provides municipal advisory and public finance services.

Aimee Ohlman is a financial advisor at Edward Jones in Rockford, MI, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is starting a business selling products on Amazon. 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, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Linda Stotenbur is a CFP® with 27 years of industry experience, currently with Ameriprise in Grand Rapids, MI. She has been with Ameriprise and its predecessor firms since 2004. Outside of her advisory work, she is a co-owner of SSW Partners, LLC, which manages her Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Michael Malott is a financial advisor with Mass Mutual Investors Services based in Grand Rapids, MI. He holds a Series 66 designation and has four years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at W&S Brokerage Services and Bankers Life and Casualty Co, among other firms. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with implementation of recommendations requiring separate arrangements.

Paul Mysliwiec is a financial advisor with Ameriprise in Rockford, MI, holding the ChFC® designation and Series 63 license. He has 45 years of industry experience, including over 20 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in managing a business related to rental property. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Seaman Knapp III is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he serves as a director at Riverside World, Inc. and is on the boards of the Wyoming-Kentwood Chamber Foundation and Beacon Hill at Eastgate, focusing on oversight and strategic planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Scott Eccker is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1980 after earning a Bachelor's degree with a concentration in Economics and Finance from the University of Michigan's Stephen M. Ross School of Business. Scott comes from a family with a history at Merrill, with clients entrusting their assets to his family for three generations, since his grandfather was employed by a company later acquired by Merrill. Scott specializes in providing financial advice and guidance to attorneys, physicians, business executives, and entrepreneurs. His main areas of focus include financial strategies, retirement income planning services, and liability management. He is also a specially qualified Portfolio Manager who manages discretionary investment strategies tailored to clients' unique needs, utilizing individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Throughout his career, he has emphasized consistent long-term performance and aims to help clients avoid emotional responses to market fluctuations. Throughout his career, Scott has maintained long-term relationships with clients, many of whom have been with him for more than three decades, serving multiple generations within the same families. He holds the Personal Investment Advisor (PIA) designation and welcomes connections with clients seeking comprehensive consultation on their personal and business financial decisions.

Robert Maloof is a CFP® professional affiliated with Edward Jones in Grand Rapids, MI, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides various affiliated financial services including mutual funds, a trust company, and securities-based lending.

Drake Doyle is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at RFC Financial Planners and held roles at Valvoline and Hope College. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting.

Bradford Rowe is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior experience includes roles at Consumers Credit Union, CUSO Financial Services, Fidelity, Wells Fargo Clearing Services, and USAA Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Katherine Brandon is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab & Co. Inc. since 2015, including tenure at Charles Schwab Bank, SSB. Based in Grand Rapids, MI, her work spans both brokerage and advisory services within the firm. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm’s investment approach combines primarily non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios supported by research from Schwab Center for Financial Research.