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.

Paulo Zepeda is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Plante Moran and the University of Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

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.

Bryan Pieper is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. Prior to his current role at Edward Jones, he worked in various positions including at Inline Vape, Acosta, and LKQ. 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, maintaining a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Thomas Picardy is a CFP® professional with 24 years of industry experience, affiliated with LPL Financial since 2005. He has operated Picardy Wealth Management since 2016. Outside of financial advising, he is a licensed notary public. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Nikki Huyser is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients to understand their family dynamics, situations, and financial goals to identify risks and opportunities. Nikki has extensive experience in the financial services industry, having worked at Fidelity Investments since 2021 in various roles including Relationship Manager and High Net Worth Associate. Prior to joining Fidelity, she spent two decades at Wells Fargo Advisors as a Senior Registered Client Associate. Outside of her professional work, Nikki engages in activities such as boating, fitness, hiking, puzzles, reading, and yoga.

Aaron Osborn is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 license and three years of industry experience. Prior to joining Merrill in 2022, he worked for Wynalda Packaging from 2011 to 2022. Osborn is involved with Bethany Christian Services Inc., a religious organization focused on foster care and housing for children. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Abby Williams is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. She has previous experience at Plante Moran Financial Advisors and the University of Dayton. Outside of advising, she is involved with Dinks & Dingers, a local social club where she serves food and drinks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Brooke Gibbard is a Series 66 licensed financial advisor with over three years of industry experience, currently with LPL Financial in Grand Rapids, MI. She previously worked at Voya Financial Advisors, Inc. and JGH & Associates, each from 2013 to 2021. In addition to her advisory role, she is a notary public in Grand Rapids. 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 wide range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Terry Rostic Jr. is a financial advisor at Edward Jones in Grand Rapids, MI, with one year of industry experience. He holds the Series 66 designation and previously worked at Beacon INC, Crowe LLC, and Mary Free Bed Rehabilitation Hospital. Outside of finance, he is the CEO of Black Calder Brewing Company, a brewery based in Wyoming, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Matthew Weber is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with eight years of industry experience. He worked at Precision Edge Surgical Products before returning to Edward Jones, where he has been since 2016. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Tyler Allen Czech is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Huntington Investment Company and Fisher Asset Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

William Weber is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has worked at Raymond James & Company, Inc. since 2018 and previously spent six years at Ameriprise Financial Services, Inc. Additionally, Weber serves in fiduciary roles such as trustee and personal representative. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services, with an emphasis on non-discretionary advisory relationships and a range of portfolio management strategies.

Alison Gillhespy is a financial advisor with OSAIC who holds a Series 66 designation and has 24 years of industry experience. She previously worked at Royal Alliance Associates, Inc. from 2018 to present and at SII/John Hancock Financial Services, Inc. from 1999 to 2018. Outside of her advisory role, she serves as a trustee on the Coopersville School Board and works as a riding lesson instructor for home-schooled children through Equine Impact. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using various platforms and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a wide range of investment vehicles.

Mark Andrews is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1997 in Grand Rapids, Michigan, returning in 2019 as a Vice President-Financial Advisor after spending 21 years with Fifth Third Securities. His work focuses on personalized wealth management strategies that address clients’ unique financial priorities and life stages. Mark’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He believes managing wealth involves more than building investment portfolios, emphasizing collaboration to help clients define what matters most as they navigate financial implications over time. He holds a Bachelor's and a Master's degree from Western Michigan University and holds the Personal Investment Advisor (PIA) designation. Mark is actively involved in his community, serving on the Board of Directors and as Treasurer for West Michigan Youth For Christ. Outside of work, he enjoys adventure sports, basketball, boating, skiing, surfing, and spending time with his family.

Paul Schmude is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis methods such as Secular Return Estimates and Monte Carlo simulations.

Corey Baker is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 14 years of industry experience. He previously worked at VALIC Financial Advisors for 11 years and has been involved with CK&A Services, LLC as a business owner. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with various non-advisory financial activities.

Michael Pniewski is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Robert W. Baird & Co. since 1988, serving the firm for over three decades. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individuals, businesses, pensions, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage. Baird employs a mix of manager-traded and model-traded strategies, internal research tools — including artificial intelligence — and offers distinct features such as municipal advisory services and strategic partnerships.

Anthony Ries is a CFP® professional with 26 years of industry experience, currently serving at LPL Financial. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, for 20 years. He also operates an investment management business under the name Hayden Ries Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.