Benjamin Keiser is a financial advisor at Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation. He joined the firm in 2025 and has a varied background that includes work with Summit Ministries, Amazon, and self-employment ventures. The DDK Group at Robert W. Baird & Co., where Keiser works, serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, internal research tools, and tax management techniques, supporting approximately $394 billion in regulatory assets under management as of December 31, 2025.

Corey Kelva is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked previously at Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, Kelva is a landlord of a rental property in Kalkaska, Michigan. 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 IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Jessica Tiefenbach is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is the owner and partner of Small Town Roots LLC, a business involved in agriculture and retail, specializing in growing and selling cut flowers. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment products.

Craig Coughlin is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior firms include Brokers International Financial Services, Corecap Investments, and Regal Investment Advisors. He serves as a nonprofit board member for Safari Land Company and holds board positions in several for-profit entities. 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 and retirement consulting services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Nussdorfer is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Jackson National Life Distributors. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gregory Bartolec is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jessica Mariucci Kurylowicz is a Certified Financial Planner (CFP®) with 33 years of industry experience, currently serving as a financial advisor at Stifel since 2016. She holds Series 63 and Series 65 licenses and acts as a trustee of a personal family trust. Stifel serves a diverse client base, including individuals across wealth levels, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Dawn Lee is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Timothy Murray is a CFP® professional with 18 years of experience at Morgan Stanley in Grand Rapids, MI. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include, but are not limited to, financial planning, investment management, and estate planning strategies.

Jonathon Marosi is a Series 66-licensed financial advisor with Wells Fargo Clearing in Grand Rapids, MI, and has nine years of industry experience. His prior roles include positions at Ryder Center and Saginaw Valley State University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of services, including discretionary and non-discretionary retirement plan consulting, supported by research and analytics from Wells Fargo Investment Institute.

Robert Flermoen is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Albert De Jonge is a financial advisor at Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation with seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC, Hantz Financial Services, and Boatwerks Waterfront Restaurant. De Jonge attended Central Michigan University from 2014 to 2018. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers advisory and brokerage channels to implement client recommendations.

Drew Neitzel is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of his advisory role, Neitzel is a radio personality and color commentator, and he is involved with several local organizations, including serving on investment and financial development committees for the Kent County Parks Foundation and the Children’s Healing Center, as well as owning and directing a youth basketball camp. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related products and bank deposit sweep programs.

Ethan Lehman is a financial advisor with LPL Financial located in Kentwood, MI. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2023, he was employed at Hillsdale College and has experience with White Creek Lumber LLC. He is also currently involved as a non-variable insurance agent with Hansen Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining both discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Seth Timmer is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked with multiple firms, including Anchor Wealth Advisers and ESI Financial. Timmer is also involved in selling fixed insurance products such as life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

Branda Werdon is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Stuart White Jr. is a CFP® and ChFC® with 26 years of experience in financial advising, currently with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. White is also the owner and president of Stuart White, Inc., a financial planning flow-through entity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Kyle Sytsema is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI. He holds a Series 66 credential and has one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Transpecos Banks, and various educational and municipal organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Despres is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a part-owner of a gadget accessory website business and serves as treasurer for two nonprofit organizations focused on community activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Melanie Buck is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, she worked at Shannon Orthodontics and has experience at The Brass Cafe and Central Michigan University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals 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 uses a structured planning process supported by firm-approved tools and analyses.