Amie Moran is a Series 65-credentialed financial advisor with seven years of industry experience. She is currently with AE Wealth Management, LLC and has also worked at IAMS Wealth Management, GFT Wealth Strategies, and Global Financial Trust. In addition to her advisory roles, she is involved in insurance sales and services through Global Financial Trust. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing nearly $50 billion for over 127,000 clients across a platform-driven service model.

Antoinetta Freeman is a financial advisor at Fifth Third Securities, Inc. She holds a Series 66 designation and has nine years of industry experience. Her career includes positions at Edward Jones, Woodbury Financial Services Inc, and Atled Financial prior to joining Fifth Third Bank and Fifth Third Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform, combining advisor guidance with third-party portfolio management and various investment strategies.

Nicole Dawes is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at LPL Financial since 2011, Independent Financial Partners, and Independent Advisor Alliance since 2018. She is also a commissioned notary public. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to enhance client service delivery.

Kurt Sytsma is a financial advisor with Money Concepts Capital Corp in Grand Rapids, MI, holding a Series 66 credential and 11 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and also works with Money Concepts International. Outside of his advisory role, he is active as an independent agent selling various health insurance products for multiple providers and works on window treatment fabrication and installation on a limited basis. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches with both discretionary and non-discretionary programs and manages a network of several hundred advisors overseeing approximately $4.07 billion in client assets.

Alex Bergsma is a Series 66 licensed financial advisor with Commonwealth Financial Network, based in Grand Rapids, MI, and has one year of industry experience. Prior to joining Commonwealth, he worked at CooperDavis Financial Group and has held various roles in educational and mental health organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed account programs, access to third-party asset managers, and comprehensive back-office services, serving both individual and institutional clients.

Sage Kissman is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation. Kissman has been with Morgan Stanley since 2025, with prior experience at Wells Fargo Clearing and Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Sharon Dykhouse is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves on the investment committee of CSI, an educational organization in Grand Rapids focused on monitoring outside investment managers. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Scott Bylsma is a CFP® professional with 37 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Merrill from 2001 to 2012. 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 and provides both brokerage and advisory solutions.

Victoria Christensen is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with LPL Financial since 2010. In addition to her advisory role, she is involved with VanNoord Tax and Accounting in a non-investment related capacity. 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 financial planning and investment management services, utilizing both proprietary model portfolios and third-party strategies, supported by advanced operational tools.

Katherine Sarb is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo in 2021, she held various roles including positions with the Grand Rapids Symphony and Calvin College. Outside of her advisory work, she is a vocalist with The Soul Syndicate Band. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Daniel Faasse is a Series 66 licensed financial advisor with over four years of industry experience. He is currently affiliated with LPL Financial and Waypointe Wealth Advisors, having previously worked at Royal Alliance Associates, INC., Sii, and Royal Securities Company. Outside of his advisory role, he is active as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jason Huber is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2021. Prior to joining LPL, he was associated with Huber Nichols, Inc. and various insurance carriers, and has experience at Waddell & Reed. Outside of his advisory work, he was involved with St Isidore Catholic Church from 2017 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Aimee Ohlman is a financial advisor at Edward Jones in Rockford, MI, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones for her entire advisory career, starting in 2016. Outside of her advisory role, she is the owner of Ohlrie Brands, a new business focused on selling products on Amazon. 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 national network of financial advisors and branch offices.

Linda Stotenbur is a CFP® with 27 years of industry experience, currently with Ameriprise in Grand Rapids, MI. She has been with Ameriprise and its predecessor firms since 2004. Outside of her advisory work, she is a co-owner of SSW Partners, LLC, which manages her Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Michael Malott is a financial advisor with Mass Mutual Investors Services based in Grand Rapids, MI. He holds a Series 66 designation and has four years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at W&S Brokerage Services and Bankers Life and Casualty Co, among other firms. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with implementation of recommendations requiring separate arrangements.

Paul Mysliwiec is a financial advisor with Ameriprise in Rockford, MI, holding the ChFC® designation and Series 63 license. He has 45 years of industry experience, including over 20 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in managing a business related to rental property. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Seaman Knapp III is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he serves as a director at Riverside World, Inc. and is on the boards of the Wyoming-Kentwood Chamber Foundation and Beacon Hill at Eastgate, focusing on oversight and strategic planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Nicholas Rocca is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2011 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and advisory services across a broad range of offerings.

Kelly Ballor is the Vice President and Wealth Planner at Fidelity Investments, where she has been positioned since 2018. In her role, she collaborates with clients and their families to develop customized financial plans, emphasizing long-term relationships and leveraging Fidelity's resources to help clients achieve their financial goals. With a career at Fidelity Investments dating back to 2012, Kelly has held positions as Financial Consultant and Investment Representative before assuming her current role, bringing over a decade of experience in financial planning. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Kelly has interests in boating, cooking and baking, kayaking, movies, traveling, and yoga.

Sharon Apol is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously at Fifth Third Securities from 2010 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.