Cory Preuss is a financial advisor with Ameriprise in Comstock Park, MI, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in managing administrative aspects of his practice through a legal entity supporting staff compensation and operations. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients with significant investable assets. The firm’s approach includes research-driven, model-based recommendations and emphasizes the use of Ameriprise-managed accounts alongside a centralized consulting team.

Rebecca Anderson is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones in Grand Rapids, MI since 2000. She holds Series 63 and Series 66 licenses and has additional involvement as Vice President of the Thornapple River Association, focusing on river beautification and environmental management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Ian Deming is a CFP® and Series 66 registered advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience and previously served five years in the United States Navy. He serves on the Board of Directors for the Lowell Area Chamber of Commerce. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kristen Ramer is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Strategies LLC and the Johns Hopkins Center for Talented Youth. She is also the owner of Strategies LLC, through which she plans to provide consulting work on an as-needed basis. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach and serves as an advisor to multiple registered investment companies.

Nicholas Van Loo is a CFP® with five years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has held prior roles at Grand Wealth Management, LLC, and Padnos, and he also teaches investment-related courses at Grace Christian University and Grand Valley State University. Van Loo is a part-owner of several financial support entities, including 56th Street Wealth Strategies LLC and Guide Point Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory and consulting services across a large network of advisors.

Brandon Valdo is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at infinex Investments, Inc. for eight years as well as at Flagstar Bank for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services.

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.

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 a Series 63 designation with nine years of industry experience. Prior to joining Edward Jones in 2026, Avery worked at The Huntington Investment Company from 2024 to 2026 and Northwestern Mutual from 2015 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies 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 prior roles include seven years at Regal Holdings, LLC, and earlier positions at Edward Jones and the FAA. Outside of his financial career, he works as a delivery driver for grocery and food delivery services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory programs, and brokerage services through an integrated platform that combines investment advice with access to insurance and lending products.

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.

Christopher Parker is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked in public education at several school districts in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Amber Coleman is a Senior Financial Advisor specializing in personalized wealth management strategies. She works with clients to develop flexible financial plans that align with their individual goals and changing market conditions. Based in Grand Rapids, Michigan, Amber serves a diverse clientele including senior executives, recent retirees, and individuals undergoing divorce transitions. Her areas of expertise include college education planning, executive compensation, retirement income, and managing new wealth among others. Amber holds a Bachelor's Degree from Grand Valley State University and a Master's Degree from Ashford University. She has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and communicates with clients in both English and Spanish. Amber is active in community organizations such as the American Cancer Society, Kids Food Basket, and West Michigan Dog Sports. She enjoys spending time with her family, as well as engaging in activities like camping, hiking, painting, and participating in dog sports.

Mark Stephens is a financial advisor with LPL Financial in Kentwood, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Business Network International and Waddell & Reed, along with operating his own firm, Mark Stephens, LLC, and working as a pitching instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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.

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.