Jeffrey Westra is a financial advisor with Edward Jones in Middleville, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for the State of Michigan Department of Corrections from 2013 to 2017. Westra serves as a board member for Starting Over For Success, a private company based in Hastings, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Michael Mais is a financial advisor with Global Portfolio Services LLC in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been associated with American Portfolios Financial Services Inc. since 2012 and has also worked with Regal Investment Advisors LLC and as a self-employed advisor since 2011. Global Portfolio Services provides investment advisory services to individuals and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, asset allocation, third-party manager selection, and pension consulting. The firm employs a suitability-driven investment process combining fundamental, technical, and cyclical analysis, with active portfolio monitoring and rebalancing.