Jamie Hills is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, following five years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Matthew Ehinger is a ChFC® credentialed financial advisor with 20 years of industry experience, currently affiliated with Stifel Nicolaus and Company Incorporated where he has worked since 2005. He is based in Grand Rapids, MI. Outside of his advisory role, he owns farmland in Holland, MI. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations by providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking market assumptions and probabilistic modeling.

Landon Poll is a Series 66-credentialed financial advisor with five years of experience, currently associated with Raymond James Financial in Grand Rapids, MI. His work history includes roles at Cornerstone University and several financial services firms including The Kapteyn Group Financial Partners LLC and Kapteyn Wealth Partners. Poll is involved in financial planning and investment advice through these firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance advisory work through a unique affiliation.

Carleen Van Strien is a financial advisor at Edward Jones in Grand Rapids, MI, with 19 years at the firm and three years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she rents a spare room in her home to a roommate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Devries is a CFP® professional with 28 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and has been there since 2016. In addition to his advisory role, Devries owns an accounting and consulting firm that provides practice management and tax services to physicians and dentists. He also serves as Secretary/Treasurer for Neighborhood Church Ministries, a community outreach organization. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

James Marosi is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Patsy Jud is a financial advisor with Cetera holding a Series 66 credential and three years of industry experience. She previously worked at GlaxoSmithKline for 19 years and has operated Patsy SC Jud, LLC as a writer since 2010. In addition to her advisory work, she is an author of an inspiration book. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to various investment strategies including model portfolios, third-party managers, and bespoke solutions.

Kelly Jakems is a financial advisor with J.P. Morgan Securities in East Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with J.P. Morgan Securities since 2015 and also worked at JPMorgan Chase Bank, N.A. since 2016. From 2010 to 2020, Jakems operated Kelly Jakems Photography. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

Christopher Decker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 credentials and has 16 years of industry experience. Decker is also associated with Veltman Investment Management, where he serves in a support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Wright is a financial advisor with Charles Schwab in Grand Rapids, MI, holding Series 63, Series 65, and Series 66 licenses and bringing 33 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005, following a brief tenure at Wells Fargo Clearing. Outside of his advisory role, he serves voluntarily on the finance committee of St. James Parish, assisting with budget oversight. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Courtney White is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Merrill in 2022, White worked at Riverbank Finance, Chicago Title of Michigan, and Nations Title Agency of Michigan. Outside of advisory work, White is involved in managing a newly formed LLC focused on graphic design and website creation and participates in plasma donation activities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lori Hess is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley since 2012 and previously spent a year with UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through its network of advisors and specialized groups.

Kevin Sexton is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence, quantitative and qualitative research, and may incorporate ESG criteria.

Kristopher Marin is a financial advisor with Wells Fargo Advisors in Grand Rapids, MI, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2011 to 2026 before joining Wells Fargo Financial Network and Wells Fargo Clearing in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Marc Vander Beek is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2017. Prior to that, he spent a year at Gun Lake Casino. Merrill, together 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 plans, corporations, and charitable organizations.

Dennis Joppe is a financial advisor with LPL Financial in Grand Rapids, MI, holding the Series 63 and Series 65 licenses. He has 46 years of industry experience, including 17 years with LPL Financial and prior work at Mutual Service Corporation. He is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Sullivan is a financial advisor with LPL Financial in Ada, Michigan, holding a Series 66 designation. He began his financial advisory career in 2025 and has prior experience in various business ventures and educational roles, including multiple positions at Hope College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by technology tools and a broad network of advisors.

Rachel Kieras is a CFP®-designated financial advisor with Edward Jones in Grand Rapids, MI, bringing eight years of industry experience. She previously worked at Commonwealth Financial Network and CooperDavid Financial Group. Outside of finance, she has experience as a stage manager for local theater productions. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Matthew Gillette is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He has previously worked at Academy Wealth Management and Flagstar Bank and has a background in education with roles at Hope College and Rockford Public Schools. He serves as a board member of the Historic Ottawa Beach Society. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Austin Smith is a Series 66-licensed financial advisor with LPL Financial in Grandville, MI, with three years of industry experience. Prior to joining LPL, he worked at Huizenga Gamache & Associates and has diverse experience including roles outside finance such as automotive repair. He is involved with D's Auto and Truck Repair as an outside employment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by extensive tools and a large network of over 22,800 advisors.