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.

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.

John Dykstra is a Series 66-licensed financial advisor with Wells Fargo Clearing in Grand Rapids, MI, bringing 18 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 serves as the board president of the Timber Ridge Estates Homeowners Association. 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 approach incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Drake Doyle is a financial advisor at LPL Financial in Grand Rapids, MI, holding a Series 66 designation and having three years of industry experience. Prior to joining LPL Financial in 2023, he worked at RFC Financial Planners and held roles in other companies including Valvoline. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bradford Rowe is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Consumers Credit Union, Fidelity, Wells Fargo Clearing Services, and USAA Financial Advisors. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology-driven operational and research tools.

Katherine Brandon is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab & Co. Inc. since 2015, including tenure at Charles Schwab Bank, SSB. Based in Grand Rapids, MI, her work spans both brokerage and advisory services within the firm. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm’s investment approach combines primarily non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Christopher Smith is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds a Series 66 credential and has worked at firms including Innovia Wealth, Eagle Strategies (NY Life), and New York Life. Smith is based in Grand Rapids, MI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial planning topics. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Ryan Toro is a financial advisor with LPL Financial, holding the Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley and Comerica Bank. Outside of finance, he has experience running a party rental business. 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 portfolios, and institutional platforms, supported by technology and a large network of advisors.

James Smith is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the board of Ocean Village Capstan, a homeowners association in Fort Pierce, FL. 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 uses research and analytics to guide investment decisions and offers a range of financial products through bank and insurance affiliates.

Barth Roberts is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 1989. Outside of his advisory work, he serves as the School Board President for Hope Academy of West Michigan, a charter school in Grand Rapids. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Bradley Berger is a Wealth Management Advisor with the Weemes/Berger Group at Merrill Lynch Wealth Management. He has been with the group since 2013 and focuses on providing a personal wealth management experience through goals-based planning, investment research, and dedicated service. His client focus areas include Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Tax Minimization, and Retirement Income. Brad graduated with a bachelor's degree in Finance from the Seidman College of Business at Grand Valley State University. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2016 and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Bradley is involved with The First Tee of West Michigan. He lives in East Grand Rapids with his wife and son and enjoys spending time with his family, fishing, tennis, golf, and platform tennis.

Emily Gunnels is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2014, with prior experience at The Counting House, LLC. She is based in Grand Rapids, MI. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jakob Engelkes is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining Morgan Stanley, he worked at Plante Moran Financial Advisors and JBL Resources. He also has a background in education, having been employed at Indiana Wesleyan University and Rockford High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Kevin Feiten is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2019, following prior roles at Bridgepoint Wealth Management and Waddell & Reed, among others. Outside of his advisory work, he coaches youth hockey for Special Olympics Poly and provides respite care through The Arc of Oakland, Inc. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

James Yost is a ChFC®-designated financial advisor with 47 years of industry experience. He has been with LPL Financial since 2019 and previously spent 27 years at Hornor, Townsend & Kent, Inc. He also has a non-variable insurance business in Ada, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions, offering a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Michael Sonday is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Chad Zagel is a CFP® professional with 20 years of experience in the financial services industry, currently serving at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Grand Rapids, MI. Outside of his advisory role, he serves as the Vice Chair of the Board for the Jewish Federation of Grand Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Condon is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience working at LPL Enterprise since 2026 and has held prior roles at Butcher's Union, Michigan State University, and Celebration Cinema. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to various financial planning and consulting services.

Nathan Boonstra is a Series 66-licensed financial advisor with LPL Financial in Grand Rapids, MI, and has 11 years of industry experience. His prior experience includes roles at Securities America Advisors, Securities America Inc, and First Allied Advisory Services. Outside of his advisory work, he has ownership interests in businesses unrelated to investments, including Five Lakes Firearms LLC. 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 financial planning and investment management solutions, utilizing both proprietary research and third-party strategies for discretionary and non-discretionary accounts.

Michael Billingsley is a financial advisor with Cambridge Investment Research Advisors in Wyoming, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Hansen Brokerage, Transamerica Financial Advisors, and Hantz Financial Services. Outside of his advisory work, he owns Retirement Plan Solutions, providing third-party administration and pension consulting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm delivers customized investment solutions through a network of independent financial professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.