Gina Bosetti is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Grand Rapids, MI, and has 14 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Lambert & Co, and Smart Bottoms. She has been with J.P. Morgan since 2021. 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 an ESG eligibility framework to inform recommendations.

Jeffrey Burns is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 designations and over 32 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 15 years and has been involved with several business entities related to financial services and tax preparation since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by in-house research and third-party resources.

Shaun Mcdougall is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Bank, HSBC Securities, and Citizens Bank. Outside of his advisory work, he is co-owner of S and R Shadetree LLC, a real estate rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, delivering both discretionary and non-discretionary management options.

Matthew Wadsworth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Grand Valley State University, Aptive Environmental, and Verhalen Inc. among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jennifer Baldini is a financial advisor with Raymond James Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Raymond James in 2019, she worked at Rehmann Financial for nine years. She serves as treasurer for Northwest Young Life and participates on the finance and investment committee for the Sparta Education Foundation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations based on client risk profiles and firm research, with a distinctive focus on advisory and implementation-support roles.

Joshua Koetje is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Cambridge since 2020 and previously worked with Solid Rock Investing and Grand Valley State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals employing various portfolio management and model-based strategies.

Melynda Crozier is a financial advisor with Wells Fargo Advisors in Grand Rapids, MI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017, following a brief tenure at Regulus Advisors, LLC. Outside of her advisory role, she co-owns small businesses involved in online sales of coffee, tea, and portable solar products. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored client recommendations.

Andrew Emerson is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential with two years of industry experience. His prior experience includes roles at Wintrust Investments, LPL Financial LLC, Osaic Institutions, Inc., and Macatawa Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by firm-approved tools without providing individual security recommendations as part of standalone plans.

David Kasprzak is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Ellen Bylsma is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 26 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years prior to joining LPL Financial. Outside of advisory work, she is involved in selling non-variable insurance products, including life, health, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.

Ryan Fulton is currently Vice President and Branch Leader at Fidelity Investments. In this role, he leads, manages, and inspires a team of financial professionals to help clients work towards achieving their personal financial goals. He has held various positions within Fidelity Investments since 2020, progressing from Central Relationship Manager to Planning Consultant, Financial Consultant, Branch Leader, and currently Vice President, Branch Leader. Prior to joining Fidelity Investments, Ryan worked as an Advisor Consultant at Franklin Templeton Investments from 2017 to 2020. His experience spans client relationship management, financial consulting, and branch leadership within the investment management sector.

Jeffrey Vanderweele is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Raymond James since 2011 and is currently affiliated with GT Independence. Outside of his advisory role, he serves as Chair of the Board and a Finance Committee member for Wedgwood Christian Services, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work alongside its wealth advisory services.

Jonathan Lash is a Series 66-licensed financial advisor with Merrill and Bank of America, based in Grand Rapids, MI. He has 12 years of industry experience, having worked at both Merrill and Bank of America since 2014. Outside of advising, he is a part-time Uber driver and owns a business focused on blogging about productivity and time management, as well as developing directory websites unrelated to financial topics. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jacob Brugger is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Target Corporation and Grand Valley State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Andrew Bopra is a CFP® professional affiliated with LPL Financial, with 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at firms including Matthew Cinco and Waddell & Reed, Inc. Outside of his advisory work, he operates Bopra Investment Management, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research from LPL Research and third-party subadvisors to provide diversified investment strategies.

Andrew Johnson is a financial advisor at Edward Jones in Belmont, MI, holding a Series 66 designation. He joined Edward Jones in 2025 after spending twelve years at Trane Technologies. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Peter Vanderschaaf is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel since 1988. Vanderschaaf serves as treasurer on the board of the Dutch Reformed Translation Society and is a board trustee for the Akademie Fur Reformatorische Theology, a theological seminary in Germany. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.