Lisa Marie Block is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2000. In 2016, she also had a role at MVP Sportsplex. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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 at LPL Financial with 31 years of industry experience, including 27 years at LPL. He holds the Series 63 and Series 66 designations. Monroe is involved with IBS 401(K) Administrators, a third-party administrator providing services to retirement plans. 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 advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he was employed at Legacy Trust and Fifth Third Private Bank. Outside of finance, he is a joint owner of StretchLab, a boutique fitness franchise in West Michigan, though he does not have day-to-day responsibilities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

Joshua Overbeek is a financial advisor with LPL Financial and holds the Series 66 designation. He has five years of industry experience, including roles at Provisio Retirement Partners and prior work in education and hospitality. His background includes positions at Davenport University and The Mines Golf Course. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jessica Dejager is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Merrill Lynch since 2011 and has also worked at Bank of America N.A. since 2022. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Ostrowski is a CFP®-certified financial advisor with 28 years of industry experience, currently with LPL Financial in Grand Rapids, MI. He has worked at LPL Financial since 2002 and previously spent eight years at Community First Federal Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Cynthia Assink is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with LPL Financial, having joined in 2026. Her prior experience includes five years at Robert Baird & Co. and 15 years at J.J.B. Hilliard, W.L. Lyons, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research and third-party subadvisors to support diversified investment strategies.

Casey Tjalsma is a CFP®-certified financial advisor with 24 years of industry experience, currently with LPL Financial since 2021. He previously worked at Voya Financial Advisors and Jgh & Associates. Outside of his advisory work, he serves as a wedding officiant through the Universal Life Church and pursues photography as a part-time activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple investment strategies.

Bethany Klaus is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and previously held positions at Choice One Bank, LPL Financial, and Holland Capital Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Bruce Meyers is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of advising, he operates a CPA practice focused on tax return preparation and is involved with the Boy Scouts as Chief of the Okemos District. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Grace Carter Lambert is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates structured discovery conversations and firm-approved planning tools, relying on broad market models rather than individual security recommendations.