Antony Harrison is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Berkshire Hathaway HomeServices Michigan Real Estate, and several other organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across various planning topics without including implementation. The firm uses holistic, goal-based analyses and offers clients options to combine planning with managed-account programs under a consolidated billing service called WealthPlan.

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 in Grand Rapids, MI. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, NA since 2000. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence using quantitative and qualitative analysis and incorporates an ESG eligibility framework.

Dale Giddings Jr. is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in Marie Russell, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, operating with approximately 3,700 advisors and $15.5 billion in assets under management.

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.

Adam Lee is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes roles at RenPSG and Northwestern Mutual, as well as positions at Butler University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Monroe is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, Monroe is involved with IBS 401(k) Administrators, a third-party administrator providing services to retirement plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and advisory services to individuals, retirement plan participants, and institutional clients. The firm supports its advisors with model portfolios, third-party subadvisors, and various platforms while maintaining one of the largest networks in the industry.

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 with J.P. Morgan Securities in Grand Rapids, Michigan, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Fifth Third Private Bank and Legacy Trust. Outside of finance, he is a joint owner of StretchLab, a boutique fitness franchise focused on stretching modalities in West Michigan, though he does not participate in day-to-day operations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting to clients with minimum portfolio sizes. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG considerations, supporting implementation through affiliated investment-management entities.

Nathan Sitzema is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, he is the founder and host of Grand Rapids Business Engagement. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure for its services.

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.

Patrick Riley is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and 65 licenses and has worked in various capacities including ownership of Riley Planning & Investments and partnership in Riley JP Group, LLC. Riley serves on the board of the Van Andel Institute and coaches lacrosse for children in grades K through 12. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets with more than 10,000 advisors.

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.

Ben Drury is a CFP®-certified financial advisor with 13 years of industry experience. He currently works at Fidelity and previously spent seven years at Charles Schwab and six years with Schwab Wealth Advisory. Outside of his advisory role, he serves as treasurer for the Block "E" Homeowners Association, managing dues collection and oversight of financial transactions. Ben is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.