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.

Benjamin Keiser is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as time spent with Summit Ministries and extended travel. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves a broad client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a range of strategies and internal research tools to support client advice.

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.

Craig Coughlin is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior experience includes roles at Brokers International Financial Services, Corecap Investments, Regulus Advisors, and Regal Financial Group. He serves on the board of Safari Land Company, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment strategies, research tools, and multiple financial products.

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.

Andrew Bok is a Certified Financial Planner® and holds the Series 66 designation. He has seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, he worked at the CSM Group for nine years. Outside of his advisory work, Bok is a minority equity owner in a rental property in Grand Rapids, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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®-designated financial advisor with nine years of industry experience. He is affiliated with Cambridge Investment Research Advisors, where he has worked since 2020. Prior to that, he was with Action Point Retirement Group LLC and Action Point Financial. Outside of his advisory role, he is involved in cryptocurrency mining through an independently owned business. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and third-party advisers, including proprietary model strategies under the Founders Gate Capital brand.

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.

Branda Werdon is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 licenses. She has 26 years of industry experience, including 10 years with Wells Fargo Clearing. 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 a range of brokerage and advisory solutions supported by research and analytics.