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.

Michael Nagelvoort is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 27 years of industry experience. He has been with LPL Financial since 2019, following roles at Royal Alliance Associates, Sii, and Royal Securities. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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.

Chad Wolters is a financial advisor with Primerica Advisors holding Series 63 and Series 65 designations. He has been with Primerica Financial Services since 2016 and has additional work experience at Holland Hospital, MillerKnoll, and PFS Investments Inc. He is based in Zeeland, MI. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

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.

Derek L'huillier is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Wintrust Bank, The Huntington Investment Company, Infinex Investments, and Macatawa Bank. Outside of finance, he is the lead photographer and filmmaker for Life on Earth Productions, a business specializing in wedding photography and videography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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.

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 as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at Action Point Retirement Group LLC and Action Point Financial. Outside of his advisory work, he owns a crypto mining venture. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using model-based strategies and multiple platform arrangements.

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 with LPL Financial located in Kentwood, MI. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2023, he was employed at Hillsdale College and has experience with White Creek Lumber LLC. He is also currently involved as a non-variable insurance agent with Hansen Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining both discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

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.

Michael Cuellar is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with six years of industry experience. He previously worked at AAA Banking for five years and HAFCO for one year before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kyle Wood is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for five years at Whirlpool Corporation. He is involved with the 3 Mile Project, a nonprofit community youth center in Grand Rapids, where he oversees evenings to ensure a safe environment for children. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Kimberly Brandt is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo affiliates since 2009. Outside of her advisory role, she owns and operates a charter boat business offering cruises, safety training, and boat handling instruction on Lake Michigan. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 bringing 30 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he owns Preferred Resource Solutions, LLC, a third-party administrator offering plan design, document services, and support for plan sponsors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, supported by model portfolios, research, and a variety of management approaches.

Aaron Oudbier is a financial advisor at OSAIC with 25 years of industry experience. He previously worked at Royal Securities Co for 16 years and Signator Investors Inc for one year before joining OSAIC in 2018. Oudbier serves as a school board member and treasurer of the finance committee for Tri-Unity Christian School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, automated rebalancing, and access to third-party money managers to construct diversified portfolios.