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.

Scott Bylsma is a CFP® professional with 36 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2012 to 2016. He holds Series 63 and Series 65 licenses and is based in Grand Rapids, MI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Katherine Sarb is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo in 2021, she held various roles including positions with the Grand Rapids Symphony and Calvin College. Outside of her advisory work, she is a vocalist with The Soul Syndicate Band. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

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.

Michael Loney is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2004. He operates out of Jenison, MI, and holds the Series 66 designation. Outside of his advisory work, he owns a rental property used by his daughter and her roommate during college. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

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.

Nathan Nelson is a CFP® and Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved with NDP Launch Fund I, LLC, a capital provider for real estate photography in Zeeland, MI. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory services through a large national network of advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.

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.

Emily Taylor is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Robert W. Baird. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexis De Haan is a financial advisor with Edward Jones in Wyoming, Michigan, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Alexis worked at SpartanNash and Proos Manufacturing, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

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.

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.

Nicholas Rocca is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.