Cory Preuss is a financial advisor with Ameriprise in Comstock Park, MI, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in managing administrative aspects of his practice through a legal entity supporting staff compensation and operations. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients with significant investable assets. The firm’s approach includes research-driven, model-based recommendations and emphasizes the use of Ameriprise-managed accounts alongside a centralized consulting team.

Rebecca Anderson is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones in Grand Rapids, MI since 2000. She holds Series 63 and Series 66 licenses and has additional involvement as Vice President of the Thornapple River Association, focusing on river beautification and environmental management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Kristen Ramer is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Strategies LLC and the Johns Hopkins Center for Talented Youth. She is also the owner of Strategies LLC, through which she plans to provide consulting work on an as-needed basis. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach and serves as an advisor to multiple registered investment companies.

Nicholas Van Loo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Raymond James Financial Services. His prior experience includes roles at Padnos and Grand Wealth Management, and he also teaches investment-related courses at Grace Christian University and Grand Valley State University. Van Loo is a co-owner of several partnership support entities, including 56th Street Wealth Strategies LLC and Guide Point Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutional investors, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools, and offers a range of advisory programs alongside specialized municipal and SIMPLE IRA employer advisory services.

Brandon Valdo is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include eight years at Infinex Investments, 15 years with Flagstar Bank, and a year at Mass Mutual Investors Services. 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, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Henry James Ryan Telman is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Huntington Investment Company for 24 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Jada Doerr is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Phoenix Street Cafe and Cleanwater Corporation and has academic experience from the University of Michigan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Schaefer is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Raymond James since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Avery Hohlbein is a financial advisor at Edward Jones in Grand Rapids, MI, holding Series 63 and Series 65 licenses with nine years of industry experience. Prior to joining Edward Jones in 2026, Avery worked at The Huntington Investment Company for two years and Northwestern Mutual for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Ruble is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Regal Holdings, LLC and Edward Jones. Outside of his advisory work, he has engaged in gig economy roles such as grocery shopping for Shipt and food delivery for DoorDash. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Martin Brown is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1980, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies supported by internal and third-party managers.

Amber Coleman is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Grand Rapids, Michigan. She works closely with families, including senior executives, recent retirees, and divorcees, to develop personalized financial strategies aimed at pursuing long-term goals. Her approach emphasizes understanding the full financial picture and providing access to investment insights from Merrill Lynch as well as banking and lending solutions from Bank of America. Amber's expertise covers areas such as personal retirement planning, college education planning, executive compensation, liquidity management, and divorce transition planning. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Amber earned a Bachelor's Degree from Grand Valley State University and a Master's Degree from Ashford University. In addition to her professional role, Amber is actively engaged in community service, volunteering with organizations such as the American Cancer Society, Boulder Ridge Wild Animal Park, Kids Food Basket, LuvnPupz, Networking for Good, and West Michigan Dog Sports. She enjoys activities such as camping, hiking, drawing, painting, interior decorating, photography, yoga, traveling, spending time with her family, and participating in dog agility sports with her family dog.

Dowie Vanderschaaf is a financial advisor with Stifel in Grand Rapids, MI, holding a Series 66 credential and 20 years of industry experience. He has been with Stifel Nicolaus Inc since 2005. Outside of his advisory role, he is a managing partner of PDJ LLC, involved in buying, selling, and managing rental properties. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Alexander Seekell is a financial advisor at Robert Baird & Co. with Series 66 credentials. He has prior experience at Marceco LTD. and MOSS, spanning over a decade in various roles before joining Robert Baird in 2024. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio management services tailored to client goals, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Elizabeth Berlin is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she serves on the board and finance committee of the Watermark Women's Golf League in Grand Rapids. Morgan Stanley Wealth Management provides a comprehensive range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Michael Seekell is a financial advisor with Robert Baird & Co. in Fort Myers, FL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves as Treasurer and Board Member for Forest Hills Public Schools, advising on curriculum and financial matters. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of investment strategies.

Antony Harrison is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Berkshire Hathaway HomeServices Michigan Real Estate, and several other organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across various planning topics without including implementation. The firm uses holistic, goal-based analyses and offers clients options to combine planning with managed-account programs under a consolidated billing service called WealthPlan.

Paul Mistaleski Jr. is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2025, he held various roles including positions at Quasar Distributors, Strive Asset Management, and multiple engagements at Hillsdale College. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Lisa Ayotte is a financial advisor with Edward Jones in Grand Rapids, MI, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 30 years of industry experience, including over 27 years with Edward Jones and prior work at First Union Brokerage. Outside of advisory work, she is involved with Greyline Brewing Co., a brewery and pub in Grand Rapids. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Nathaniel Woolum is a Series 66-licensed financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he worked at Macatawa Bank and held roles at Biggby Coffee, Hope College, RBH Detasseling, and Mattawan High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and advanced tools including artificial intelligence to support client advice.