Regan Wilda is a financial advisor with Ameriprise in Grand Rapids, Michigan, holding a Series 66 designation and 16 years of industry experience. Prior to joining Ameriprise in 2018, Wilda worked at Merrill from 2009 to 2018 and briefly at Bank of America in 2018. Outside of advising, Wilda officiates middle and high school football games and walks neighborhood dogs. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendations in partnership with advisors like Wilda. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bryce Kelley is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at MaxWealth Management at Lake Michigan Credit Union, Sysco, and Michigan State University. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Mark Davis II is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera, and TCF National Bank. 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 written recommendation reports and ongoing annual retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Paul Snow is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, for a combined total of 27 years. Equitable Advisors serves individual clients of varying wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and various third-party advisory platforms.

Carla Grimes Ooyevaar is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is involved with OKL LLC, where she serves as a financial advisor. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations.

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.

Daniel Sayfie is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously was employed by AXA Advisors, LLC. Outside of his advisory role, he operates a business under the name THE SNOW RETIREMENT GROUP. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered programs and third-party asset managers.

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.

Benjamin Vogler is a Planning Consultant at Fidelity Investments, where he collaborates closely with Financial Consultants to develop and implement customized financial strategies tailored to individuals and families. He emphasizes building lasting relationships through trust and education while assisting clients in navigating Fidelity's range of financial options to support their unique financial journeys. Benjamin's professional experience at Fidelity Investments includes roles as an Investment Consultant from 2025 to 2026 and a Relationship Manager from 2023 to 2024. Prior to Fidelity, he worked as a Financial Representative from 2022 to 2023 and as a Financial Service Representative from 2021 to 2022. Outside of his professional career, Benjamin's personal interests include boating, football, lake activities, skiing, and soccer.

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.

Justin Chopp is a Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with individuals and families to develop and implement personalized financial strategies that align with their unique goals and priorities. He has been with Fidelity Investments since 2017, advancing through various positions including Financial Representative, Investment Consultant, and Financial Consultant before assuming his current role in 2026. His approach emphasizes education, trust, and integrity to empower clients in making informed financial decisions and building lasting relationships focused on long-term objectives.

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.