Andrew Wilson is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Located in Grand Rapids, MI, his career has spanned over three decades in the financial services sector. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Mary Couch is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked at Cetera and its related entities since 2024 and serves as Practice Manager at Healy Financial, supporting financial advisors. Prior to her advisory career, she worked at WABE International School and Wells Fargo Funds Distributor, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and custodial relationships.

Justin Gritter is a CFP® professional with 20 years of experience, currently serving as a financial advisor at Edward Jones since 2005. Located in Byron Center, MI, he has also held a leadership role as a committee member at the Wylie Rotary Club Foundation in Grand Rapids, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

James Hamilton Jr. is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Voya Financial Advisors and JGH & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Dylan Mahaffey is an Investment Consultant at Fidelity, where he partners with individuals and their families to develop financial strategies tailored to their specific goals and aspirations. He utilizes the suite of tools and resources available through Fidelity to provide education and transparency, helping clients feel confident in their financial plans. He joined Fidelity Investments as a Financial Representative in 2024 and transitioned to his current role as an Investment Consultant in 2025. Dylan's experience focuses on collaborating with clients to co-create strategies that align with their financial objectives. Outside of his professional role, Dylan has personal interests in cars, fitness, social events with friends, and soccer.

Mary Beth Norris is a financial advisor with Ameriprise in Caledonia, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her prior roles include positions at Cetera and Summit Financial Group. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered by a centralized consulting team.

Paul Cook is a financial advisor at LPL Financial in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Langschied Financial, LPL Enterprise, Prudential Advisors, and Bank of Ann Arbor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and wealth management services supported by model portfolios, research, and technology solutions.

Amanda Boyd is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch since 2007 and has also worked at Bank of America since 2018. 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, offering model-based and discretionary strategies supported by internal and third-party investment teams for a variety of individual and institutional clients.

Darren James is a financial advisor with Fidelity Investments based in Rockford, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Fifth Third Bank, and several retirement planning firms. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm’s services range from discretionary portfolio management to fund advisory, including operations as a commodity pool operator and advisory roles to multiple registered investment companies.

Rachel Mraz is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has spent her entire career. She works with individuals, foundations, and retirement plans to define their financial goals and implement appropriate strategies. Rachel utilizes a comprehensive process that includes goal setting, strategy determination, implementation, and ongoing performance review. She holds a Bachelor's Degree from Cornell University and a Master's Degree from the American College, and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Advisor in Philanthropy (CAP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Rachel is involved in the community through board memberships with Davenport University Board of Trustees, Davenport University Foundation, Economic Club of Grand Rapids, Equest Center for Therapeutic Riding, and John Ball Zoo. Outside of work, she enjoys boating, cooking, golfing, skiing, and traveling.

Carmen Solano is a financial advisor at Raymond James & Associates with 10 years of industry experience. She previously worked at Merrill for 11 years before joining her current firm. Solano holds a Series 66 designation and is based in Grand Rapids, MI. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

David Johnson is a Series 66-registered financial advisor with Edward Jones, based in Belmont, MI, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Nathaniel Dostal is a financial advisor with LPL Financial, holding the Series 66 designation and based in Wyoming, Michigan. He has one year of industry experience and previously worked at Wells Fargo. He has also been affiliated with Oakland Community College since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches with access to model portfolios and research.

Sara Smith is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current role since 2009 with Morgan Stanley Smith Barney and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ellen Naber is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been with Ameriprise since 2016 and also serves as an Executive Elder on the Board of Directors at Providence Church in Holland, MI. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team producing tailored Recommendation Reports based on proprietary research and third-party data, with implementation handled by clients and their advisors.

David Veenstra is a financial advisor with Osaic and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including 20 years at Equity Services, Inc. He is also active as a musician through a sole proprietorship. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct diversified portfolios across various asset classes.

Derek Sall is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. His prior work includes roles at H&S Companies, U of M Health West, and Calvin University. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Nicholas Sieggreen is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. His prior roles include positions at Monroe, Sweeris & Tromp and Pennell CPA, as well as teaching engagements at Davenport University, University of Pittsburgh, Ferris State University, and Hudsonville Public Schools. He is also involved in providing financial planning and tax preparation services through separate business activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions typical of large institutional firms.

Kevin Cusack is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, Cusack manages his family’s farming operations, serves on the board of a college foundation, participates in veterans’ event planning, and holds several advisory and board positions related to publishing, education, and community development. Stifel serves a diverse clientele including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies that incorporate forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

Gregory Bootsma is a financial advisor with Morgan Stanley in Grand Rapids, Michigan, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of an equipment rental business in Byron Center, Michigan. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its Financial Advisors and Estate Planning Strategies Group.