Ross Diekema is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Holland, MI. Outside of his advisory role, Diekema is a member of CRT Ventures, LLC, an entity co-owned with a partner that will hold the title to their combined Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including 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 over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Connor Simpkins is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Holland, MI. His career includes multiple tenures at Edward Jones, as well as roles at Buckingham Strategic Wealth, LLC and American Funds/Capital Group. Simpkins also has experience outside finance, having worked at Hop Cat and held a position at Michigan State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anna Filcik is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with one year of industry experience. She previously worked at Custer Insurance Agency for eight years and at Calvary Schools of Holland for four years. Outside of her advisory role, she rents a room in her primary residence. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Theodore Simpkins is a financial advisor with Edward Jones in Holland, MI, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside his advisory role, he is involved as a member of CRT LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.