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.

Jamie Herring is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill Lynch and Merrill since 1998. Merrill, along 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.

Jeffery Wanner is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America N.A. since 2014. 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.

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.

Madison Cove is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Madison held various roles in education and community organizations. Madison also serves as an elected trustee for the Village of Freeport, where they participate in local governance and budgeting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.

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.

Emily Taylor is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Robert W. Baird. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexis De Haan is a financial advisor with Edward Jones in Wyoming, Michigan, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Alexis worked at SpartanNash and Proos Manufacturing, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

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.

Scott Eccker is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1980 after earning a Bachelor's degree with a concentration in Economics and Finance from the University of Michigan's Stephen M. Ross School of Business. Scott comes from a family with a history at Merrill, with clients entrusting their assets to his family for three generations, since his grandfather was employed by a company later acquired by Merrill. Scott specializes in providing financial advice and guidance to attorneys, physicians, business executives, and entrepreneurs. His main areas of focus include financial strategies, retirement income planning services, and liability management. He is also a specially qualified Portfolio Manager who manages discretionary investment strategies tailored to clients' unique needs, utilizing individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Throughout his career, he has emphasized consistent long-term performance and aims to help clients avoid emotional responses to market fluctuations. Throughout his career, Scott has maintained long-term relationships with clients, many of whom have been with him for more than three decades, serving multiple generations within the same families. He holds the Personal Investment Advisor (PIA) designation and welcomes connections with clients seeking comprehensive consultation on their personal and business financial decisions.

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.

Tina Dittmer is a financial advisor at Merrill in Grand Rapids, MI, holding a Series 66 designation with 18 years of industry experience. She has been with Merrill Lynch since 1994. Merrill, along 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Gabriel Kuperus is a financial advisor with Ameriprise in Byron Center, MI, holding a Series 66 credential and six years of industry experience. He has worked at Ameriprise since 2019 and has prior experience that includes roles at Primerica, Berlin Raceway, and Cornerstone University. Outside of advisory work, he is involved in tax planning through a separate tax planning specialist role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Ella Perry is a financial advisor at Edward Jones in Wyoming, Michigan. She holds a Series 66 designation and has one year of industry experience, having been with Edward Jones since 2024. Prior to her advisory role, she held positions in retail and community engagement, including work at Von Maur and the University of Tennessee's Student Engagement Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Josiah Ryan is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience in the industry. Prior to joining Equitable Advisors, he held roles at Thrivent Financial, Aflac, and was involved with Cornerstone University in multiple capacities over several years. Outside of his advisory work, he has held various educational positions within Hopkins Public Schools. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and uses a combination of firm-offered and third-party advisory models.