Matthew Herro is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he has experience in roles including positions at Qdoba and operating Herro Pressure Washing LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Edward Dublis is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including eight years at LPL Financial prior to joining Cambridge in 2013. Outside of his advisory work, he is a professional musician. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and both proprietary and third-party investment strategies.

Henry James Ryan Telman is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Huntington Investment Company for 24 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Andrew Cousino is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked previously at firms including American Eagle and Kohl’s. Andrew is based in Byron Center, MI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Jada Doerr is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Phoenix Street Cafe and Cleanwater Corporation and has academic experience from the University of Michigan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Schaefer is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Raymond James since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Avery Hohlbein is a financial advisor at Edward Jones in Grand Rapids, MI, holding Series 63 and Series 65 licenses with nine years of industry experience. Prior to joining Edward Jones in 2026, Avery worked at The Huntington Investment Company for two years and Northwestern Mutual for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Ruble is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Regal Holdings, LLC and Edward Jones. Outside of his advisory work, he has engaged in gig economy roles such as grocery shopping for Shipt and food delivery for DoorDash. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Martin Brown is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1980, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies supported by internal and third-party managers.

Amber Coleman is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Grand Rapids, Michigan. She works closely with families, including senior executives, recent retirees, and divorcees, to develop personalized financial strategies aimed at pursuing long-term goals. Her approach emphasizes understanding the full financial picture and providing access to investment insights from Merrill Lynch as well as banking and lending solutions from Bank of America. Amber's expertise covers areas such as personal retirement planning, college education planning, executive compensation, liquidity management, and divorce transition planning. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Amber earned a Bachelor's Degree from Grand Valley State University and a Master's Degree from Ashford University. In addition to her professional role, Amber is actively engaged in community service, volunteering with organizations such as the American Cancer Society, Boulder Ridge Wild Animal Park, Kids Food Basket, LuvnPupz, Networking for Good, and West Michigan Dog Sports. She enjoys activities such as camping, hiking, drawing, painting, interior decorating, photography, yoga, traveling, spending time with her family, and participating in dog agility sports with her family dog.

Mark Stephens is a financial advisor with LPL Financial in Kentwood, MI, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Business Network International and Waddell & Reed, as well as operating his own advisory firm and serving as a pitching instructor. 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 portfolio programs, third-party asset management, and institutional platforms.

Dowie Vanderschaaf is a financial advisor with Stifel in Grand Rapids, MI, holding a Series 66 credential and 20 years of industry experience. He has been with Stifel Nicolaus Inc since 2005. Outside of his advisory role, he is a managing partner of PDJ LLC, involved in buying, selling, and managing rental properties. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Joseph Klein is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at The Huntington Investment Company for 29 years and has been associated with FMB for over three decades. Outside of his advisory role, Klein owns a limited rental property in Davenport, FL. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing annual advice focused on income stability and tax-aware withdrawal strategies.

Alexander Seekell is a financial advisor at Robert Baird & Co. with Series 66 credentials. He has prior experience at Marceco LTD. and MOSS, spanning over a decade in various roles before joining Robert Baird in 2024. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio management services tailored to client goals, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Todd Loughin is a Series 66-licensed advisor at Equitable Advisors in Grand Rapids, MI, with eight years of industry experience. He began his career at Blythefield Country Club before working at Axa Advisors and has been with Equitable Advisors since 2018. Outside of his advisory work, he teaches finance courses as an adjunct professor at Davenport University and assists with customer service at university football games. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of investment models and third-party managers, focusing on personalized advice without relying on proprietary wrap fee programs or hypothetical performance advertising.

Jaakko Kasko is a CFP® and holds a Series 66 license, with 14 years of industry experience. He is currently with Cetera and has prior experience at Commonwealth Financial Network and Milestone Wealth Management, where he is also an insurance agent selling fixed insurance products. Kasko is the owner of MWM Operating LLC and Centre Real Estate Associates, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Elizabeth Berlin is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she serves on the board and finance committee of the Watermark Women's Golf League in Grand Rapids. Morgan Stanley Wealth Management provides a comprehensive range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Michael Seekell is a financial advisor with Robert Baird & Co. in Fort Myers, FL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves as Treasurer and Board Member for Forest Hills Public Schools, advising on curriculum and financial matters. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of investment strategies.

Antony Harrison is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Berkshire Hathaway HomeServices Michigan Real Estate, and several other organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across various planning topics without including implementation. The firm uses holistic, goal-based analyses and offers clients options to combine planning with managed-account programs under a consolidated billing service called WealthPlan.

Paul Mistaleski Jr. is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2025, he held various roles including positions at Quasar Distributors, Strive Asset Management, and multiple engagements at Hillsdale College. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.