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 a Series 66 designation and beginning his industry career in 2024. Prior to joining LPL Financial and DFCU Financial Partners in 2025, he was with Wells Fargo for one year. He has also been affiliated with Oakland Community College since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by proprietary research and technology, and oversees over $819 billion in discretionary assets.

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 at Ameriprise with 18 years of industry experience. She has worked with Ameriprise Financial Services, LLC since 2020 and held previous roles at Ameriprise Financial Services, Inc. and Hantz Financial Services, Inc. Outside of her advisory work, she 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. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice based on proprietary research and third-party data, focused on dependable income sources and tax-aware withdrawal strategies.

David Veenstra is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Equity Services, Inc. for 20 years before joining OSAIC in 2024. Outside of his advisory work, Veenstra is also a musician, performing through a sole proprietorship. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with model-based asset allocation and portfolio optimization, delivering both brokerage and advisory services across various managed account and financial planning programs.

Derek Sall is a financial advisor at LPL Financial in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. His background includes roles at H&S Companies, U of M Health West, Laurens Tenkate LLC, and teaching positions at Calvin University and Calvin Christian High School. 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 wide range of advisory and brokerage services, incorporating model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

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.

Jonathan Wendt is a CFP®-certified financial advisor with LPL Financial, based in Kentwood, MI, and has 12 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is associated with Wendt Financial Services, Inc., a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Scott Voltz is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked with LPL Financial since 2024 and previously served at Milken Community Schools. Outside of his advisory role, Voltz is involved extensively in coaching and refereeing water polo at various collegiate and national organizations. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technological research tools.

William Zimdar is a financial advisor with LPL Financial, holding a Series 66 designation and based in Grand Rapids, MI. He has recently entered the industry, accumulating less than one year of experience. His prior work includes roles at Peacehaven Advisory Group, Dow Jones, and the University of Michigan. 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 portfolios, third-party asset management, and institutional platforms.

Rebecca Garvey is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones Investments for 16 years before joining Ameriprise in 2025. Garvey also owns Fiducia Wealth Partners, through which she manages her Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual planning focused on income sources and tax-aware withdrawal strategies.

Davis Murphy is a Series 66-licensed financial advisor with J.P. Morgan Securities in Grand Rapids, MI, bringing two years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Fidelity Investments from 2022 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations where applicable.

Tricia O Hearn is a Series 66-licensed financial advisor at Stifel with 19 years of industry experience, having been with the firm since 2005. She is based in Grand Rapids, MI, and also serves as a notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Hatfield is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving business owners, successful professionals, and multi-generational families through comprehensive financial planning, investment management, borrowing, and cash management services. His approach covers personal wealth management, business ownership transitions, and 401(k) plan services, catering to both established high-net-worth clients and emerging wealth clients. Jonathan has over 15 years of experience in wealth management, beginning his career as an analyst at J.P. Morgan's Private Bank in 2009. He moved to Chicago in 2012 to work with high-net-worth families and endowments, focusing on creating actionable plans that integrate advice from legal and tax counsel. He earned the Certified Private Wealth Advisor® certification in 2017 and later helped grow J.P. Morgan's presence in West Michigan. In 2020, he established his practice at Merrill Lynch to serve a broader client base, including younger families and business owners. Jonathan holds a bachelor's degree in Business and Psychology from Hope College. He is certified as a Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he lives in Cascade Township with his wife and two children. He volunteers as a coach for a mountain biking program for children at Cannonsburg Ski Area and serves as president and alumni board member for the Hope College Alumni Association.

Sabrina Szotko is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by tools such as Monte Carlo simulations.

Eric Christopherson is a financial advisor with Thrivent Investment Management in Grand Rapids, MI. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Wells Roselieb and Raia Wealth Management and several years at Olivet Nazarene University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based analyses and written recommendations across a range of financial planning topics. The firm combines planning with managed-account programs while keeping the services distinct and conducts periodic reviews without accepting discretionary trading authority for its planning services.

Gregory Flick is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co. since 1993. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ashley Gutierrez is a financial advisor at Ameriprise with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of her advisory role, Gutierrez has worked as an Uber driver since 2018. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources. The firm’s approach combines proprietary research and third-party data to deliver personalized, non-discretionary retirement recommendations.