Gregory Mead is a Wealth Management Advisor and the founder and lead advisor for the Mead Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2001, providing oversight and setting the investment strategy for his team. Greg is a Portfolio Manager in the Merrill Investment Advisory Program and offers discretionary management of personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also incorporates alternative investments for qualified clients, including private equity, real estate, and hedge funds. Greg holds a Bachelor's degree from the Eli Broad School of Business at Michigan State University, graduating with High Honors and a 4.0 cumulative GPA. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation. Over the years, Greg has been named to Forbes' "Best-in-State Wealth Advisors" list multiple times from 2019 through 2023. Actively involved in his community, Greg serves on the Board of Directors and Finance Committee for the Boys and Girls Club of Greater Kalamazoo and on the Board of Directors for the West Michigan Spartans Alumni Association. He is a former member of the Finance Committee for the Grand Rapids Public Museum. Greg lives in Grand Rapids, MI with his wife Angela and their three sons. Outside of work, he enjoys skiing, volleyball, biking, boating, and spending time with his family. He grew up in Traverse City and spends summers there with his family.

Elizabeth Hassenger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her background includes roles at H&R Block, Billings Public Schools, and PFS Investments Inc. She is also involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, providing advisory services primarily through model-delivery strategies managed by unaffiliated asset managers.

David Koenes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at LPL Financial during two periods totaling 10 years and was previously associated with Health Care Storage Solutions and America Group Financial Services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools.

Scot Fay is a Certified Financial Planner (CFP®) with 33 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he holds a 30% ownership stake in a general partnership for a single dwelling rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning areas. The firm emphasizes planning delivered through financial advisors and does not provide discretionary portfolio management for institutional clients.

Matthew Sernau is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Securities America Advisors, Lake Michigan Credit Union, and Ameriprise. Outside of his advisory work, he is involved in an online retail business, Five Lakes Firearms LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting a large network of advisors with both proprietary and third-party investment solutions.

Lisa Dean is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Her prior roles include positions at Merrill, Waddell & Reed, and Bridgepoint Wealth Management, where she also operated her own entity, Lisa Dean Inc. She serves as an agent with Hansen Brokerage Services in addition to her advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions featuring model portfolios, third-party asset managers, and customized strategies supported by advanced operational and research tools.

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 at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is involved as a partner and sole proprietor of Small Town Roots LLC, a business focused on growing and selling cut flowers in Byron Center, Michigan. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally acts in an advisory capacity rather than providing individual security recommendations.

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 with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Timothy Murray is a CFP® professional with 19 years of experience in the financial services industry. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is based in Grand Rapids, MI. 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 through financial advisors 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 Series 66-licensed financial advisor with eight years of industry experience. He has worked with Equitable Advisors since 2018, following roles at Axa Advisors, LLC, and Hantz Financial Services. Prior to his financial services career, he was involved with Boatwerks Waterfront Restaurant and completed his education at Central Michigan University. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and nonprofits by providing financial planning, retirement consulting, and asset management solutions. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs through both in-house and third-party providers.

Robert Ellinger III is a CFP® professional with nine years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior roles include positions at Action Point Retirement Group LLC and Action Point Financial. Outside of his advisory work, he is involved in crypto mining through a personal business venture. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Drew Neitzel is a Series 66-registered financial advisor with Wells Fargo Clearing in Grand Rapids, Michigan. He has 12 years of industry experience and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a radio personality and color commentator, and he owns and directs a youth basketball camp through DN Basketball LLC. 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 combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to manage assets totaling approximately $671 billion.

Ethan Lehman is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Hillsdale College. Outside of his advisory role, he remains employed with Hillsdale College in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of over 22,800 advisors.

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.