Alison Gillhespy is a financial advisor with OSAIC who holds a Series 66 designation and has 24 years of industry experience. She previously worked at Royal Alliance Associates, Inc. from 2018 to present and at SII/John Hancock Financial Services, Inc. from 1999 to 2018. Outside of her advisory role, she serves as a trustee on the Coopersville School Board and works as a riding lesson instructor for home-schooled children through Equine Impact. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using various platforms and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a wide range of investment vehicles.

Mark Andrews is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1997 in Grand Rapids, Michigan, returning in 2019 as a Vice President-Financial Advisor after spending 21 years with Fifth Third Securities. His work focuses on personalized wealth management strategies that address clients’ unique financial priorities and life stages. Mark’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He believes managing wealth involves more than building investment portfolios, emphasizing collaboration to help clients define what matters most as they navigate financial implications over time. He holds a Bachelor's and a Master's degree from Western Michigan University and holds the Personal Investment Advisor (PIA) designation. Mark is actively involved in his community, serving on the Board of Directors and as Treasurer for West Michigan Youth For Christ. Outside of work, he enjoys adventure sports, basketball, boating, skiing, surfing, and spending time with his family.

Nathan Verbeek is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as Treasurer for West End Christian Reform Church, providing financial oversight and budgeting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Schaub is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Herman Miller and Market Source. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Paul Schmude is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis methods such as Secular Return Estimates and Monte Carlo simulations.

Dewey Engelsma is a financial advisor with LPL Financial in Byron Center, MI. He holds CFP® and ChFC® designations and has 19 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Purshe Kaplan Sterling Investments, and Advisory Alpha. Outside of his advisory work, Engelsma teaches at Pavilion Christian School. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging a large network of investment adviser representatives and a variety of strategic investment tools.

Debra Moon is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Samuel Waldron is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and operated his own advisory firm, Waldron. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management services.

Nicholas Mc Farland is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Cadillac Coffee Company for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Corey Baker is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 14 years of industry experience. He previously worked at VALIC Financial Advisors for 11 years and has been involved with CK&A Services, LLC as a business owner. 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 portfolio programs, third-party asset management, and institutional platforms, combining advisory services with various non-advisory financial activities.

Michael Pniewski is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Robert W. Baird & Co. since 1988, serving the firm for over three decades. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individuals, businesses, pensions, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage. Baird employs a mix of manager-traded and model-traded strategies, internal research tools — including artificial intelligence — and offers distinct features such as municipal advisory services and strategic partnerships.

Benjamin DeHoog is a Financial Consultant at Fidelity Investments, serving high net worth clients in West Michigan. He works with clients to educate them on various financial planning topics, products, and services, helping to co-create long-term plans aligned with their family's goals. Benjamin is supported by Fidelity Investments, a globally recognized financial services provider. He has been with Fidelity Investments since 2014, progressing through roles including Financial Representative (2014-2016), Investment Consultant (2016-2017), and Financial Consultant (2017 to present). This experience has focused on serving the financial needs of high net worth clients.

Anthony Ries is a CFP® professional with 26 years of industry experience, currently serving at LPL Financial. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, for 20 years. He also operates an investment management business under the name Hayden Ries Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mary Vanderwal is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential and over 25 years of industry experience. Her prior roles include positions at Ameriprise and Comerica Securities. She is also involved with F02, a cash management platform serving retail and institutional investors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning processes and offers a range of investment and financial services through its extensive network of advisors.

Connor Naklizki is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Cintas Corporation, LVZ Advisors, and Drake Financial Group. He also has eight years of experience associated with Byron Center High School and Hope College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory services, supported by a large nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Cory Preuss is a financial advisor with Ameriprise in Comstock Park, MI, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in managing administrative aspects of his practice through a legal entity supporting staff compensation and operations. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients with significant investable assets. The firm’s approach includes research-driven, model-based recommendations and emphasizes the use of Ameriprise-managed accounts alongside a centralized consulting team.

Rebecca Anderson is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones in Grand Rapids, MI since 2000. She holds Series 63 and Series 66 licenses and has additional involvement as Vice President of the Thornapple River Association, focusing on river beautification and environmental management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Ian Deming is a financial advisor at Edward Jones in Lowell, MI, holding CFP® and Series 66 designations with nine years of industry experience. Prior to joining Edward Jones in 2017, he served five years in the United States Navy. He also serves on the Board of Directors for the Lowell Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kristen Ramer is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Strategies LLC and the Johns Hopkins Center for Talented Youth. She is also the owner of Strategies LLC, through which she plans to provide consulting work on an as-needed basis. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach and serves as an advisor to multiple registered investment companies.

Nicholas Van Loo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Raymond James Financial Services. His prior experience includes roles at Padnos and Grand Wealth Management, and he also teaches investment-related courses at Grace Christian University and Grand Valley State University. Van Loo is a co-owner of several partnership support entities, including 56th Street Wealth Strategies LLC and Guide Point Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutional investors, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools, and offers a range of advisory programs alongside specialized municipal and SIMPLE IRA employer advisory services.