Bradley Harrison is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Merrill in 2023, he worked for Huntington National Bank and The Huntington Investment Company for a combined 19 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michelle Stebbins is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Wyma is a CFP® professional with 29 years of industry experience, all of which he has spent at Edward Jones. He holds Series 63 and Series 66 licenses and is based in Grand Rapids, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient solutions and securities-based lending.

Timothy Sullivan is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked for SII Investments, Inc. for 19 years before joining LPL Financial in 2018. Outside of his advisory role, he co-owns and serves as treasurer for a furniture liquidation business and is involved in a representative business in Grand Rapids, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research supported by both in-house and third-party resources.

Kyle Underwood is a financial advisor at Edward Jones in Grand Rapids, MI, with seven years of industry experience. He holds a Series 66 designation and previously worked for Wood TV for ten years. Outside of his advisory role, he serves as co-treasurer for the Thornapple Elementary Parent Teacher Organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated products through a nationwide network of financial advisors.

Mitchell Milks is a financial advisor at Ameriprise in Kalamazoo, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Equitable Advisors, Mercantile Bank, and Meyer C Weiner Company. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services while emphasizing the use of Ameriprise-managed accounts.

Jamie Hills is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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 financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including The Kapteyn Group Financial Partners LLC and has experience in financial planning and investment advice. Poll has also held roles outside finance, including positions at Cornerstone University and Grandville Public Schools. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning, non-discretionary investment consulting, and access to various managed account programs. The firm emphasizes advisory services with a significant portion of assets managed on a non-discretionary basis.

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 industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He is also a CPA and owner of Vand­erLugt, Mulder & DeVries, providing accounting and consulting services primarily to medical and dental practices. Additionally, he serves as secretary/treasurer for Neighborhood Church Ministries, a community outreach organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm delivers a variety of portfolio management solutions across multiple platform arrangements and maintains proprietary and third-party investment strategies.

James Marosi is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2015 and operated Kelly Jakems Photography from 2010 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Christopher Decker is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 credentials and bringing 16 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1999 and is also associated with Veltman Investment Management, where he supports operational functions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and charitable organizations. The firm offers specialized programs for small businesses and maintains a notable involvement in municipal and public finance through affiliated departments.

Christopher Wright is a financial advisor with Charles Schwab in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and having 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Wright serves as a voluntary finance committee member for St. James Parish, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments. The firm operates on a large scale with integrated advisory, brokerage, custody, and cash-sweep services.

Courtney White is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill, White worked at Riverbank Finance, Chicago Title of Michigan, and Nations Title Agency of Michigan. Outside of advising, White is a general partner and managing member of a startup LLC focused on graphic design and website creation, and also participates in plasma donation activities. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, pension plans, and charitable organizations. Their investment strategies combine model-based and discretionary approaches integrated within Bank of America’s wider corporate platform.

Lori Hess is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its planning process.

Kevin Sexton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Dennis Joppe is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with LPL Financial since 2009. Outside of his advisory role, he is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning to support various investment strategies.