Brooke Gibbard is a financial advisor with LPL Financial in Grand Rapids, MI. She holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2021, she worked at Voya Financial Advisors, Inc. and JGH & Associates from 2013 to 2021. Brooke also serves as a notary in Grand Rapids. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Austin Beaulier is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Standard Lumber & Supply, EduParts, and Range Bank among others. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations delivered in partnership with its financial advisors.

Terry Rostic Jr. is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Beacon INC, Crowe LLC, and Mary Free Bed Rehabilitation Hospital. Outside of his advisory role, he serves as CEO of Black Calder Brewing Company, a brewery based in Wyoming, MI. 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 strategies, supported by a large network of financial advisors and branch offices across the United States.

Brennan Smits is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Valentine Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs across a large network of advisors.

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 six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Huntington Investment Company and Fisher Asset Management. He is based in Grand Rapids, MI. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling and centralized due diligence to inform its recommendations, applying an ESG eligibility framework.

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.

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.

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.

Debra Moon is a Series 66-licensed financial advisor with Edward Jones in Grand Rapids, MI, where she has worked since 2008. She has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

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 at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has previously worked at VALIC Financial Advisors and Agia. In addition to his advisory role, he is a business owner of CK&A Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Pniewski is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He has been with Robert Baird & Co. and its incorporated entity since 1988, serving in his current role since 1994. He holds Series 63 and Series 66 credentials and is based in Grand Rapids, MI. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies that range from traditional asset allocations to more complex investments and overlays.

Del Young is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously was employed by Autowares Group of Companies and Grand Valley State University. 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, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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®-certified financial advisor with 26 years of industry experience. He is affiliated with LPL Financial and has been working in the financial services sector since 2006, including time with Linsco/Private Ledger Corp. He also operates a separate investment management business under the name Hayden Ries Investment Management. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and model portfolios.

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.