Gary Townshend is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved with ABO Leasing Corporation/Hollymatic Corp through a CPA affiliate program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Donald Stoner is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates continuously since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

Paul Glovick is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels to implement client recommendations.

Brenda Kading Payne is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Cinco is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2021. Prior to this, he held roles at various entities including Isagenix International and managed several business entities. Cinco served on the Grand Valley State University Finance Advisory Board for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Justin Knapp is a CFP® professional with 11 years of experience in the financial services industry, all of which have been with Edward Jones since 2015. He holds a Series 66 license and serves as a board member of the Ada Township Downtown Development Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Charles Bonser is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at B&H Electric, New York Life/2M Financial, and Target. 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 a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Vanwingerden is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association. He serves as a committee member at Neland Ave Christian Reformed Church in Grand Rapids, Michigan. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Sumair Hassan is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at Grayskull Studio/Grayskull Media for five years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Jeffrey Westra is a financial advisor with Edward Jones in Middleville, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for the State of Michigan Department of Corrections from 2013 to 2017. Westra serves as a board member for Starting Over For Success, a private company based in Hastings, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.