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Justin K
CFP®, Series 66
Ada, MI
Edward Jones
Justin Knapp is a CFP® professional with 11 years of experience in the financial services industry, all of which have been with Edward Jones since 2015. He holds a Series 66 license and serves as a board member of the Ada Township Downtown Development Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.
Charles B
Series 66
Grand Rapids, MI
Merrill
Charles Bonser is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at B&H Electric, New York Life/2M Financial, and Target. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Ellen V
Series 63, Series 65
Grand Rapids, MI
Primerica Advisors
Ellen Vipond is a financial advisor at Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses with two years of industry experience. She previously worked for Walters Dimmick Petroleum for 30 years. Outside of her advisory role, she is a joint owner of Two Legs, LLC, a business focused on creating and selling craft items. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.
David V
Series 63, Series 66
Grand Rapids, MI
Morgan Stanley
David Vanwingerden is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008. Outside of his advisory role, he serves as a committee member of the Neland Ave Christian Reformed Church in Grand Rapids, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client strategies.
Sumair H
Series 63, Series 66
Grand Rapids, MI
J.P. Morgan Securities
Sumair Hassan is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at Grayskull Studio/Grayskull Media for five years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.
Michael M
Series 63, Series 66
Grand Rapids, MI
Global Portfolio Services LLC
Michael Mais is a financial advisor with Global Portfolio Services LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at American Portfolios Financial Services Inc., Regal Investment Advisors LLC, and Valic Financial Advisors, alongside self-employment since 2011. Global Portfolio Services provides tailored investment advisory services to individuals and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, asset allocation, and pension consulting. The firm employs a suitability-driven investment process combining fundamental, technical, charting, and cyclical analysis, utilizing both long- and short-term trading and option strategies as appropriate.
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