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.

Michael Mais is a financial advisor with Global Portfolio Services LLC in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been associated with American Portfolios Financial Services Inc. since 2012 and has also worked with Regal Investment Advisors LLC and as a self-employed advisor since 2011. Global Portfolio Services provides investment advisory services to individuals and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, asset allocation, third-party manager selection, and pension consulting. The firm employs a suitability-driven investment process combining fundamental, technical, and cyclical analysis, with active portfolio monitoring and rebalancing.