Sumair Hassan is a financial advisor at J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with J.P. Morgan Chase since 2011 and previously worked at Grayskull Studio/Grayskull Media from 2013 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager research, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative analysis.

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.