Stephanie, a Certified Financial Planner (CFP®) professional, is dedicated to simplifying the complexities of finances. Her passion lies in guiding clients to achieve their financial goals, drawing on her personal experiences as a mom who understands the everyday challenges of balancing money and family. Stephanie enjoys helping women take charge of their finances. She believes financial education is important and wants her clients to feel like they understand what they are investing in and become empowered with their finances. She specializes in helping women navigate difficult situations such as divorce, losing a spouse, or starting a business. Stephanie holds a BSBA undergraduate degree with a major in personal financial planning. Furthering her education, she earned a master's degree in advanced financial planning with a focus on financial therapy at Kansas State University. As the former president of The Financial Planning Association of Michigan (FPA), Stephanie actively contributed to various committees, including education, NexGen, mentorship, and symposium. Currently serving as the co-chair of the career development committee, she believes in the importance of advancing the financial planning profession. Stephanie is deeply committed to mentoring financial planning students across the state, advocating for women's participation in the profession, and fostering industry connections. In her leisure, Stephanie enjoys spending time with friends and family by the lake, at concerts, or while traveling. With a love for people and relationships, she enjoys entertaining, hosting gatherings, and bringing festive decorations to every holiday celebration. She is heavily involved in her community and is a CASA volunteer. She also started a non-profit, Once Upon a Room Grand Rapids, which decorates hospital rooms for children experiencing a long-term stay

Kelly Ballor is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity Investments since 2012, progressing through positions including Financial Consultant and Investment Representative. Kelly focuses on building customized financial plans by gaining a deep understanding of her clients and their family systems. Her approach emphasizes developing lifetime relationships and leveraging the resources of Fidelity to help clients work toward their definitions of financial success. She holds insurance licenses in Arkansas and California. Outside of her professional work, Kelly's interests include boating, cooking and baking, kayaking, movies, traveling, and yoga.

Adam Steinmetz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works closely with individuals and families to develop customized financial plans that align with their unique situations and personal goals. Prior to his current role, Adam held positions at Fidelity Investments as a Planning Consultant from 2021 to 2024 and as a Financial Representative from 2017 to 2021. He also gained experience as a Personal Banker at Commerce Bank from 2016 to 2017. Throughout his career, Adam has focused on building strong client relationships and providing tailored financial guidance. His approach centers on collaboration and comprehensive planning to support clients in striving for improved financial well-being for themselves and their families.

Kip Bliesner is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. In his current position, Kip focuses on building and nurturing lasting relationships with clients, guided by a commitment to their financial well-being. Kip approaches financial planning as a personalized process that goes beyond numbers and strategies. He emphasizes understanding each client's unique goals, values, and life circumstances to empower them with the knowledge and confidence to make informed decisions. Outside of his professional work, Kip enjoys biking, camping, football, hiking, and skiing.

Laura Pomeroy is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she was a Licensed Personal Banker at PNC Investments from 2005 to 2013. Her professional experience spans over a decade in wealth planning and financial consulting, where she focuses on building and maintaining sound financial plans tailored to each client's unique financial journey. Laura emphasizes a collaborative approach and long-term support in her work with clients. Outside of her professional role, Laura enjoys fitness activities, social events with friends, outdoor adventures, skiing, and swimming.