Chad Zagel is a CFP® professional with 20 years of experience in the financial services industry, currently serving at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Grand Rapids, MI. Outside of his advisory role, he serves as the Vice Chair of the Board for the Jewish Federation of Grand Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shaun Rayman is a CFP® professional at Edward Jones in Grand Rapids, Michigan, with 19 years of industry experience. He has been with Edward Jones since 2006. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Zachary Terwilliger is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Plante Moran and KPMG, where he worked for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Lauren Anderson is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones as an advisor, she worked at Hudsonville Public Schools, National Heritage Academies, Navigator Truck Insurance Agency, and Grand Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, as well as tax-efficient services, supported by a nationwide network of approximately 23,701 financial advisors.