Elizabeth Berlin is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she serves on the board and finance committee of the Watermark Women's Golf League in Grand Rapids. Morgan Stanley Wealth Management provides a comprehensive range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Michael Seekell is a financial advisor with Robert Baird & Co. in Fort Myers, FL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves as Treasurer and Board Member for Forest Hills Public Schools, advising on curriculum and financial matters. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of investment strategies.

Paul Mistaleski Jr. is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2025, he held various roles including positions at Quasar Distributors, Strive Asset Management, and multiple engagements at Hillsdale College. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Lisa Ayotte is a financial advisor with Edward Jones in Grand Rapids, MI, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 30 years of industry experience, including over 27 years with Edward Jones and prior work at First Union Brokerage. Outside of advisory work, she is involved with Greyline Brewing Co., a brewery and pub in Grand Rapids. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Philip Glovick is a Series 66-licensed financial advisor with Equitable Advisors, based in Grand Rapids, MI, and has seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked with Axa Advisors, LLC. Outside of advising, he is a member attorney at Reed and Glovick, PLC, and is involved with DK Security and Law Dog Properties. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

David Hibschman is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Ian Brinklow is a Planning Consultant at Fidelity Investments, where he works to co-create financial plans that align with clients' goals and preferences. He has been with Fidelity Investments since 2024, initially serving as a Relationship Manager before moving into his current role in 2026. Prior to joining Fidelity, Ian worked as a Financial Advisor at Equitable Advisors from 2022 to 2024. Outside of his professional work, Ian has personal interests that include art, football, museums, music, pets, and tennis.

Lisa Marie Block is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2000. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Nathaniel Woolum is a Series 66-licensed financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he worked at Macatawa Bank and held roles at Biggby Coffee, Hope College, RBH Detasseling, and Mattawan High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and advanced tools including artificial intelligence to support client advice.

Emily Eichenberg is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and advisory programs that utilize firm-approved tools and methodologies to support client decision-making.

Brian Mccabe is a financial advisor with Ameriprise in Ada, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and maintains a broad offering of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Monroe is a financial advisor at LPL Financial with 31 years of industry experience, including 27 years at LPL. He holds the Series 63 and Series 66 designations. Monroe is involved with IBS 401(K) Administrators, a third-party administrator providing services to retirement plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Chapman is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, N.A. located in Grand Rapids, MI. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and models.

Jeremy Barber is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he was employed at Legacy Trust and Fifth Third Private Bank. Outside of finance, he is a joint owner of StretchLab, a boutique fitness franchise in West Michigan, though he does not have day-to-day responsibilities. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jeremy Block is a Series 66-licensed financial advisor with Merrill, based in Grand Rapids, MI, and has 11 years of industry experience. He has previously worked at Bank of America, N.A., Fifth Third Bank, and Fifth Third Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Evan Macauley is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2019 and has prior experience in various roles including coaching. Outside of his advisory work, Macauley serves as an assistant football coach at Forest Hills Northern High School and participates on the Finance Council for St. Luke University Parish. 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 individual, high-net-worth, and institutional clients.

Joshua Overbeek is a financial advisor with LPL Financial and holds the Series 66 designation. He has five years of industry experience, including roles at Provisio Retirement Partners and prior work in education and hospitality. His background includes positions at Davenport University and The Mines Golf Course. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jessica Dejager is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Merrill Lynch since 2011 and has also worked at Bank of America N.A. since 2022. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Ostrowski is a CFP®-certified financial advisor with 28 years of industry experience, currently with LPL Financial in Grand Rapids, MI. He has worked at LPL Financial since 2002 and previously spent eight years at Community First Federal Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Cynthia Assink is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with LPL Financial, having joined in 2026. Her prior experience includes five years at Robert Baird & Co. and 15 years at J.J.B. Hilliard, W.L. Lyons, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research and third-party subadvisors to support diversified investment strategies.