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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.

General estate planning guidance
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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.

Wealth management Executive Founder/Business Owner
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Jeffrey W

Series 66

Middleville, MI

Edward Jones

Jeffrey Westra is a financial advisor with Edward Jones in Middleville, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for the State of Michigan Department of Corrections from 2013 to 2017. Westra serves as a board member for Starting Over For Success, a private company based in Hastings, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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