Mary Vanderwal is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential and over 25 years of industry experience. Her prior roles include positions at Ameriprise and Comerica Securities. She is also involved with F02, a cash management platform serving retail and institutional investors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning processes and offers a range of investment and financial services through its extensive network of advisors.

Ian Deming is a financial advisor at Edward Jones in Lowell, MI, holding CFP® and Series 66 designations with nine years of industry experience. Prior to joining Edward Jones in 2017, he served five years in the United States Navy. He also serves on the Board of Directors for the Lowell Area Chamber of Commerce. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Matthew Herro is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he has experience in roles including positions at Qdoba and operating Herro Pressure Washing LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

John Schaefer is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Raymond James since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mark Stephens is a financial advisor with LPL Financial in Kentwood, MI, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Business Network International and Waddell & Reed, as well as operating his own advisory firm and serving as a pitching instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Dowie Vanderschaaf is a financial advisor with Stifel in Grand Rapids, MI, holding a Series 66 credential and 20 years of industry experience. He has been with Stifel Nicolaus Inc since 2005. Outside of his advisory role, he is a managing partner of PDJ LLC, involved in buying, selling, and managing rental properties. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Todd Loughin is a Series 66-licensed advisor at Equitable Advisors in Grand Rapids, MI, with eight years of industry experience. He began his career at Blythefield Country Club before working at Axa Advisors and has been with Equitable Advisors since 2018. Outside of his advisory work, he teaches finance courses as an adjunct professor at Davenport University and assists with customer service at university football games. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of investment models and third-party managers, focusing on personalized advice without relying on proprietary wrap fee programs or hypothetical performance advertising.

Ginger Roberts is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and affiliated firms for 25 years. Roberts is also involved with the American Cancer Society, serving as chairperson of the BHT&D team for the Ionia Relay for Life. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Jaakko Kasko is a CFP® and holds a Series 66 license, with 14 years of industry experience. He is currently with Cetera and has prior experience at Commonwealth Financial Network and Milestone Wealth Management, where he is also an insurance agent selling fixed insurance products. Kasko is the owner of MWM Operating LLC and Centre Real Estate Associates, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Elizabeth Berlin is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she serves on the board and finance committee of the Watermark Women's Golf League in Grand Rapids. Morgan Stanley Wealth Management provides a comprehensive range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Paul Mistaleski Jr. is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2025, he held various roles including positions at Quasar Distributors, Strive Asset Management, and multiple engagements at Hillsdale College. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Philip Glovick is a Series 66-licensed financial advisor with Equitable Advisors, based in Grand Rapids, MI, and has seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked with Axa Advisors, LLC. Outside of advising, he is a member attorney at Reed and Glovick, PLC, and is involved with DK Security and Law Dog Properties. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Ian Brinklow is a Planning Consultant at Fidelity Investments, where he works to co-create financial plans that align with clients' goals and preferences. He has been with Fidelity Investments since 2024, initially serving as a Relationship Manager before moving into his current role in 2026. Prior to joining Fidelity, Ian worked as a Financial Advisor at Equitable Advisors from 2022 to 2024. Outside of his professional work, Ian has personal interests that include art, football, museums, music, pets, and tennis.

Lisa Marie Block is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, NA since 2000. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence using quantitative and qualitative analysis and incorporates an ESG eligibility framework.

Emily Eichenberg is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and advisory programs that utilize firm-approved tools and methodologies to support client decision-making.

Adam Lee is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes roles at RenPSG and Northwestern Mutual, as well as positions at Butler University. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Chapman is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, N.A. located in Grand Rapids, MI. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and models.

Patrick Riley is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and 65 licenses and has worked in various capacities including ownership of Riley Planning & Investments and partnership in Riley JP Group, LLC. Riley serves on the board of the Van Andel Institute and coaches lacrosse for children in grades K through 12. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets with more than 10,000 advisors.

Ben Drury is a CFP®-certified financial advisor with 13 years of industry experience. He currently works at Fidelity and previously spent seven years at Charles Schwab and six years with Schwab Wealth Advisory. Outside of his advisory role, he serves as treasurer for the Block "E" Homeowners Association, managing dues collection and oversight of financial transactions. Ben is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.

Ryan Ostrowski is a CFP®-designated financial advisor with LPL Financial in Grand Rapids, MI, bringing 28 years of industry experience. He has worked at LPL Financial since 2002 and previously spent eight years at Community First Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.