Neal Soenksen is a CFP® professional with seven years of experience at Edward Jones, where he has worked since 2019. Prior to joining Edward Jones, he spent 28 years at Eli Lilly. Outside of financial advising, he owns Connected Home Services, LLC, a home automation business, which he established to support his son's entrepreneurial efforts, and serves as an online instructor for E-Cornell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets.

Amy Schmid is a Series 66-licensed financial advisor with Edward Jones, based in Cadillac, MI. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Vanden Bos is a financial advisor with Edward Jones in Cadillac, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Rec Boat Holdings, LLC for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

D Andrew Ulrich is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Northern Lakes Community Mental Health for 13 years and was involved with the United Way organizations in Northwest Michigan and Wexford Missaukee Counties. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.