Davis Murphy is a Series 66-licensed financial advisor with J.P. Morgan Securities in Grand Rapids, MI, bringing two years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Fidelity Investments from 2022 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations where applicable.

Tricia O Hearn is a Series 66-licensed financial advisor at Stifel with 19 years of industry experience, having been with the firm since 2005. She is based in Grand Rapids, MI, and also serves as a notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sabrina Szotko is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by tools such as Monte Carlo simulations.

Eric Christopherson is a financial advisor with Thrivent Investment Management in Grand Rapids, MI. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Wells Roselieb and Raia Wealth Management and several years at Olivet Nazarene University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based analyses and written recommendations across a range of financial planning topics. The firm combines planning with managed-account programs while keeping the services distinct and conducts periodic reviews without accepting discretionary trading authority for its planning services.

Gregory Flick is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co. since 1993. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zachary Terwilliger is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Plante Moran and KPMG, where he worked for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Stephan Stoimenoff is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and PRUCO Securities, LLC. He is involved in managing a financial advisory practice that includes sales and marketing of fixed annuities, securities, and insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of managed account options and third-party manager programs.

Ryan Mabie is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 license and bringing 25 years of industry experience. His career includes over a decade at Morgan Stanley and its affiliates before joining LPL Financial in 2020. Outside of his advisory role, he is involved with several business entities related to investment and tax services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of more than 22,800 advisors.

Chase Van Dam is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Fifth Third Securities, Inc. and Edward Jones. He serves as treasurer for Oakland Christian Reformed Church, managing the organization's benevolence accounts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

Lauren Anderson is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones as an advisor, she worked at Hudsonville Public Schools, National Heritage Academies, Navigator Truck Insurance Agency, and Grand Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, as well as tax-efficient services, supported by a nationwide network of approximately 23,701 financial advisors.

Anthony Payne is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials. Payne’s prior experience includes ten years at Wells Fargo Clearing and five years at Wells Fargo Investments, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Douglas Detmer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes extensive tenure at Metropolitan Life Insurance Company and its affiliated entities from 1991 to 2018, as well as roles with Prudential Insurance Company of America and Pruco Securities, LLC. He also managed The Detmer Trust for a decade. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Steven Neideck is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Tree of Life Bookstores and Taylor University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Scott O'mara is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with LPL Financial, having previously worked at Wells Fargo Clearing and Edward Jones. Outside of his advisory role, he is involved with POD FINANCIAL, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, supporting advisors with model portfolios, third-party subadvisors, and various advisory platforms.

Temple Duke is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their individual needs. He emphasizes building strong relationships and provides personalized strategies to assist clients through various life transitions. Since joining Fidelity Investments in 2022, Temple has held several roles including Financial Customer Associate, Financial Representative, and Relationship Manager, gaining experience in client relations and financial planning. This progression reflects his involvement in supporting clients' financial decision-making processes. Outside of his professional work, Temple has interests in board games, concerts, cooking and baking, gardening, parenthood, and theater.

Darryck Walker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities within Fidelity, including Planning Consultant, Investment Consultant, Investment Solutions Representative I, and Customer Relationship Advocate from 2022 to 2026. Throughout his tenure, he has focused on developing personalized financial strategies tailored to the goals and priorities of individuals and families. In his current role, Darryck partners with clients through comprehensive planning and thoughtful guidance, helping them navigate financial decisions with confidence and clarity. He aims to be a trusted resource by providing ongoing support as clients work toward their long-term financial objectives. Outside of his professional responsibilities, Darryck enjoys baseball, board games, football, golf, spending time with friends, and caring for pets.

Christopher Van Eenennaam is a financial advisor at Ameriprise with a Series 66 designation. He has worked in the financial industry since 2016, including seven years at Independent Bank and three years at the CFA Institute before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes proprietary research, algorithmic tools, and collaboration between centralized service teams and financial advisors, with enrollment subject to specific asset criteria.

Rishi Acharya is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations within an ESG eligibility framework.

Matt Lindgren is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes six years at Morgan Stanley prior to joining Ameriprise Financial Services, Inc. and continuing with Ameriprise Financial Services, LLC since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing annual planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Austin Lovett is a financial advisor with LPL Enterprise in Grand Rapids, MI, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, J.P. Morgan Securities LLC, and Equitable Advisors. Outside of his advisory work, he has worked as a delivery driver for DoorDash. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services.