Bethany Klaus is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and previously held positions at Choice One Bank, LPL Financial, and Holland Capital Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Bruce Meyers is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of advising, he operates a CPA practice focused on tax return preparation and is involved with the Boy Scouts as Chief of the Okemos District. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Grace Carter Lambert is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates structured discovery conversations and firm-approved planning tools, relying on broad market models rather than individual security recommendations.

Gary Townshend is a financial advisor with LPL Financial in Ada, MI, where he has worked since 2006. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Financial, he spent one year at Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is involved with ABO Leasing Corporation/Hollymatic Corp in a CPA affiliate program capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and supports its advisors with advanced research and operational tools.

Olivia Wesorick is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with two years of industry experience. Her work history includes multiple periods at Edward Jones as well as a brief role at Peckham, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Donald Stoner is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates continuously since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

Paul Glovick is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors until 2020. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and tools.

Eric Peters is a financial advisor at Robert Baird & Co. with 44 years of industry experience. He has been with Robert Baird & Co. since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns Gun Lake Discount Storage in Wayland, Michigan. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Brenda Kading Payne is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. 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, operating under a fiduciary standard.

Thomas Graham is a Series 66-licensed financial advisor with Robert Baird & Co. in Grand Rapids, MI, where he has worked since 2021. He has four years of industry experience, with a background that includes various roles prior to joining Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a broad range of traditional and non-traditional investment strategies.

Matthew Cinco is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with several firms, including a 26-year tenure at Waddell & Reed, Inc., and has served on the Grand Valley State University Finance Advisory Board for 13 years. His background also includes roles in various business entities and tax preparation consulting. 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 financial planning and investment solutions, including model portfolios and third-party management, supported by extensive technology tools and a broad platform of non-advisory financial services.

Layne Bearss is a financial advisor with Ameriprise in Grand Rapids, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Layne worked at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Justin Knapp is a CFP® professional with 11 years of experience in the financial services industry, all of which have been with Edward Jones since 2015. He holds a Series 66 license and serves as a board member of the Ada Township Downtown Development Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Charles Bonser is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at B&H Electric, New York Life/2M Financial, and Target. 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 and profit-sharing plans, corporations, and charitable organizations.

Ellen Vipond is a financial advisor at Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses with two years of industry experience. She previously worked for Walters Dimmick Petroleum for 30 years. Outside of her advisory role, she is a joint owner of Two Legs, LLC, a business focused on creating and selling craft items. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

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.

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.

Michael Mais is a financial advisor with Global Portfolio Services LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at American Portfolios Financial Services Inc., Regal Investment Advisors LLC, and Valic Financial Advisors, alongside self-employment since 2011. Global Portfolio Services provides tailored investment advisory services to individuals and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, asset allocation, and pension consulting. The firm employs a suitability-driven investment process combining fundamental, technical, charting, and cyclical analysis, utilizing both long- and short-term trading and option strategies as appropriate.