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 credentials and having 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 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 offers both brokerage and advisory solutions.

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® 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 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 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 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 in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He served with Wells Fargo Advisors LLC for seven years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is treasurer of Our Lady's Rosary Makers of Grand Rapids. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm employs a large network of advisors and uses research-driven investment strategies while providing a broad range of brokerage and advisory solutions.

Todd Overbeek is a financial advisor with LPL Financial in Grandville, MI, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Woodbury Financial Services for one year. Overbeek is also the owner of Preferred Resource Solutions, LLC, a third-party administrator that assists plan sponsors with plan design and employee communication. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, third-party asset management, and institutional platforms, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Colton De Vos is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at The Huntington National Bank, The Huntington Investment Company, and Equitable Advisors, LLC. Outside of finance, he is a 50% partner in Silver Shepherd AGS LLC, a retail business specializing in laser engraved and 3D printed products sold on Amazon and Etsy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach involves detailed analysis and collaboration between centralized teams and advisors, offering recommendations within a defined investment universe that includes affiliated product options.

Jonathan Tysman is a financial advisor at LPL Financial in Grand Rapids, MI, holding a Series 66 credential. He has experience working at Mosaic Wealth Management and PNC Bank, as well as involvement with Planet Fitness (Impact Fitness LLC) prior to his financial services career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a broad range of advisory and brokerage services. The firm supports its advisors with diverse investment strategies, technology tools, and a large network of over 22,800 advisors.