Bethany Klaus is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and previously held positions at Choice One Bank, LPL Financial, and Holland Capital Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Bruce Meyers is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of advising, he operates a CPA practice focused on tax return preparation and is involved with the Boy Scouts as Chief of the Okemos District. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Grace Carter Lambert is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates structured discovery conversations and firm-approved planning tools, relying on broad market models rather than individual security recommendations.

Gary Townshend is a financial advisor with LPL Financial in Ada, MI, where he has worked since 2006. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Financial, he spent one year at Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is involved with ABO Leasing Corporation/Hollymatic Corp in a CPA affiliate program 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, and supports its advisors with advanced research and operational tools.

Donald Stoner is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates continuously since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

Paul Glovick is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors until 2020. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and tools.

Matthew Cinco is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with several firms, including a 26-year tenure at Waddell & Reed, Inc., and has served on the Grand Valley State University Finance Advisory Board for 13 years. His background also includes roles in various business entities and tax preparation consulting. 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 financial planning and investment solutions, including model portfolios and third-party management, supported by extensive technology tools and a broad platform of non-advisory financial services.

Justin Knapp is a CFP® professional with 11 years of experience in the financial services industry, all of which have been with Edward Jones since 2015. He holds a Series 66 license and serves as a board member of the Ada Township Downtown Development Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

David Vanwingerden is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008. Outside of his advisory role, he serves as a committee member of the Neland Ave Christian Reformed Church in Grand Rapids, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client strategies.

Sumair Hassan is a financial advisor at J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with J.P. Morgan Chase since 2011 and previously worked at Grayskull Studio/Grayskull Media from 2013 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager research, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative analysis.