Mark Darnell is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. The firm serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

John Preston is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Munson is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Rocky Mountain Sports for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Colton Fair is a financial advisor at Merrill with a Series 66 license and two years of industry experience. His work background includes roles at Bank of America, Cornerstone Wealth Partners, and Northwestern Mutual. Outside of finance, he has experience with Michigan Sports Academies and has held positions at educational institutions such as Cornerstone University and Howardsville Christian School. 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.

Peter Almeroth is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Bryan Ridgeway is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and also operates Veltman Investment Management as an independent contractor. 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 institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has specialized affiliations that enhance its municipal and public finance capabilities.

Travis Wolf is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Kestra Financial, JPMorgan Securities, and JPMorgan Chase Bank. Outside of his advisory work, he is a tennis instructor at MVP Athletic Club in Rockford, Michigan. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm applies a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Patrick Hudson is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009, following earlier work at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to model financial outcomes.

Scott Stirdivant is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at General Equipment & Supply and Residential Elevators. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Mark Koppendrayer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding association with JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Koetje is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His career includes roles at VOYA Financial Advisors and Target Insurance Services. Koetje is also an elder and finance committee member at Wellspring Church in Hudsonville, Michigan. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides both proprietary and third-party investment strategies across multiple platforms and emphasizes documented advisor business relationships and institutional features tied to its scale.

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.

Sanath Balaji is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Hantz Financial Services, Crunch, Keller Williams, and Northwestern Mutual. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base—including individuals, institutional and pension plans, and charitable organizations—offering financial planning and consulting services with a variety of portfolio management styles and affiliated research.

Paul Snow is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999, having also worked at Axa Advisors, LLC during the same period. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Carla Grimes Ooyevaar is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is involved with OKL LLC, where she serves as a financial advisor. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Nicholas Hendon is a financial advisor with Ameriprise in Rockford, MI, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliate since 2012. Hendon is also a member of HSC Group LLC, a business entity involved in operating an Ameriprise franchise. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research-driven modeling and tax-efficiency analysis, delivering personalized retirement income advice through a centralized consulting team.

Jeffrey Liszewski is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individuals and institutional clients with a wide range of financial planning and investment services. The firm manages approximately $2.74 trillion in client assets and offers tailored advisory programs supported by structured planning tools and methodologies.

Daniel Sayfie is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018, following prior roles at AXA Advisors, Northstar Medical, Mercantile Bank, and Alma College. He operates a business under the name THE SNOW RETIREMENT GROUP. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, managing a substantial portion of assets on both discretionary and non-discretionary bases.

Thomas Picardy is a CFP®-certified financial advisor with LPL Financial in Grand Rapids, MI, bringing 24 years of industry experience. He has managed Picardy Wealth Management since 2016 and has been affiliated with LPL Financial since 2005. Outside of his advisory work, he serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, with investment options including discretionary and non-discretionary management, model portfolios, and research from various sources.

Benjamin Vogler is a Planning Consultant at Fidelity Investments, where he collaborates closely with Financial Consultants to develop and implement customized financial strategies tailored to individuals and families. He emphasizes building lasting relationships through trust and education while assisting clients in navigating Fidelity's range of financial options to support their unique financial journeys. Benjamin's professional experience at Fidelity Investments includes roles as an Investment Consultant from 2025 to 2026 and a Relationship Manager from 2023 to 2024. Prior to Fidelity, he worked as a Financial Representative from 2022 to 2023 and as a Financial Service Representative from 2021 to 2022. Outside of his professional career, Benjamin's personal interests include boating, football, lake activities, skiing, and soccer.