Leah Dotinga is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Valmark Securities and Strategies Wealth Advisors. Leah is also a notary public in Grand Rapids, MI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Robert Wrona is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and has previously worked with firms including United Planners Financial Services and Regal Investment Advisors, LLC. Outside of his advisory roles, he has been involved with Calvary Baptist Church and held a position at Crouse Builders. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to corporations and charitable organizations, offering services through advisory and brokerage channels. The firm provides financial planning, model portfolio programs, and third-party asset management, utilizing an integrated platform that includes insurance products and lending services.

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 at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2014, with a brief period at Health Care Storage Solutions from 2020 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, and provides both discretionary and non-discretionary management options.

Tammy Sadek is a financial advisor with LPL Financial, holding a Series 66 designation and approximately two years of industry experience. Prior to her current role, she worked at Heaven at Home Hospice and VetCor, and she has managed Cat Hyperthyroid Radioactive Iodine Services LLC since 2014. Outside of finance, she owns an agricultural fruit and flower orchard and consults for the Petco Pet Wellness Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by a variety of investment models and research resources.

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.

William Ellis is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors, Inc., SSN Advisory Inc, and OneAmerica Securities. Outside of his advisory work, Ellis is involved in tax preparation and accounting through his related business activity, Vision Tax Planning. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Sernau is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked previously at Securities America Advisors, Securities America, Inc., and Lake Michigan Credit Union. Outside of advisory work, he is involved in an online retail business, Five Lakes Firearms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Lisa Dean is a financial advisor with LPL Financial in Kentwood, MI, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL in 2021, she operated Bridgepoint Wealth Management and Lisa Dean Inc, and has experience with Waddell & Reed and various insurance carriers. She is also involved with Hansen Brokerage Services as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Benjamin Keiser is a financial advisor at Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation. He joined the firm in 2025 and has a varied background that includes work with Summit Ministries, Amazon, and self-employment ventures. The DDK Group at Robert W. Baird & Co., where Keiser works, serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, internal research tools, and tax management techniques, supporting approximately $394 billion in regulatory assets under management as of December 31, 2025.

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 with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is the owner and partner of Small Town Roots LLC, a business involved in agriculture and retail, specializing in growing and selling cut flowers. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment products.

Craig Coughlin is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior firms include Brokers International Financial Services, Corecap Investments, and Regal Investment Advisors. He serves as a nonprofit board member for Safari Land Company and holds board positions in several for-profit entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and retirement consulting services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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 18 years of experience at Morgan Stanley in Grand Rapids, MI. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 that include, but are not limited to, financial planning, investment management, and estate planning strategies.