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 licenses and bringing 30 years of industry experience. His prior experience includes a year at Morgan Stanley before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as Treasurer for West End Christian Reform Church, providing financial oversight and budgeting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and integrates research from the Wells Fargo Investment Institute in its investment approach.

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 with J.P. Morgan Securities, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Morgan Stanley from 2012 to 2023 and at his own firm, Waldron, from 2021 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

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 26 years of industry experience, currently serving at Edward Jones in Grand Rapids, MI since 2000. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Anderson is the 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 with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches, offering both discretionary and non-discretionary strategies under a fiduciary standard.

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 affiliated with Raymond James Financial in Grand Rapids, MI. His background includes positions at Padnos and Grand Wealth Management, and he holds teaching roles at Grace Christian University and Grand Valley State University. Van Loo is also a part owner of 56th Street Wealth Strategies LLC and Guide Point Financial Partners, entities involved in advisory support. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Brandon Valdo is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include eight years at Infinex Investments, 15 years with Flagstar Bank, and a year at Mass Mutual Investors Services. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.