Jeffrey Liszewski is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individuals and institutional clients with a wide range of financial planning and investment services. The firm manages approximately $2.74 trillion in client assets and offers tailored advisory programs supported by structured planning tools and methodologies.

Daniel Sayfie is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018, following prior roles at AXA Advisors, Northstar Medical, Mercantile Bank, and Alma College. He operates a business under the name THE SNOW RETIREMENT GROUP. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, managing a substantial portion of assets on both discretionary and non-discretionary bases.

Alex Gass is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Metro Health from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Bryan Pieper is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. Prior to his current role at Edward Jones, he worked in various positions including at Inline Vape, Acosta, and LKQ. 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, maintaining a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Thomas Picardy is a CFP®-certified financial advisor with LPL Financial in Grand Rapids, MI, bringing 24 years of industry experience. He has managed Picardy Wealth Management since 2016 and has been affiliated with LPL Financial since 2005. Outside of his advisory work, he serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, with investment options including discretionary and non-discretionary management, model portfolios, and research from various sources.

Benjamin Vogler is a Planning Consultant at Fidelity Investments, where he collaborates closely with Financial Consultants to develop and implement customized financial strategies tailored to individuals and families. He emphasizes building lasting relationships through trust and education while assisting clients in navigating Fidelity's range of financial options to support their unique financial journeys. Benjamin's professional experience at Fidelity Investments includes roles as an Investment Consultant from 2025 to 2026 and a Relationship Manager from 2023 to 2024. Prior to Fidelity, he worked as a Financial Representative from 2022 to 2023 and as a Financial Service Representative from 2021 to 2022. Outside of his professional career, Benjamin's personal interests include boating, football, lake activities, skiing, and soccer.

Karen Thrun is a financial advisor with J.P. Morgan Securities, holding the ChFC® designation and multiple securities licenses, with 22 years of industry experience. She has worked at various J.P. Morgan affiliates since 2005 and is also involved in a separate business providing hockey and figure skate sharpening and related ice sport essentials. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria in their investment recommendations.

Aaron Osborn is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 license and three years of industry experience. Prior to joining Merrill in 2022, he worked for Wynalda Packaging from 2011 to 2022. Osborn is involved with Bethany Christian Services Inc., a religious organization focused on foster care and housing for children. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Chopp is a Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with individuals and families to develop and implement personalized financial strategies that align with their unique goals and priorities. He has been with Fidelity Investments since 2017, advancing through various positions including Financial Representative, Investment Consultant, and Financial Consultant before assuming his current role in 2026. His approach emphasizes education, trust, and integrity to empower clients in making informed financial decisions and building lasting relationships focused on long-term objectives.

Diana Vander Stelt is a financial advisor at Edward Jones in Hudsonville, MI, holding a Series 66 designation with one year of industry experience. Her work history includes multiple roles at Edward Jones since 2018 and prior experience in the pharmacy field. 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 large national network of financial advisors and branch offices.

Abby Williams is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. She has previous experience at Plante Moran Financial Advisors and the University of Dayton. Outside of advising, she is involved with Dinks & Dingers, a local social club where she serves food and drinks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

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, with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, including a brief period at Precision Edge Surgical Products and Kohl’s. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.