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 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.

Alexandrea Spendow is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at LiveSpace LLC, English Hills Event Centers, Affinity Events LLC, and P.F. Chang's China Bistro. She has also been involved with Affinity Events LLC since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary 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 registrations. He has 34 years of industry experience, including seven years with Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

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 at Raymond James Financial with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Raymond James Financial Services, Inc. since 1999. He is also involved with Veltman Investment Management 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 non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 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 advising, White is involved with Biolife, donating plasma, and is a general partner and managing member of Uncensored Threads LLC, a new business focused on graphic design, website creation, and order management. 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 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 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.

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.

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.