Jay Wallace Jr. is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2003, totaling 22 years of industry experience. He serves on the board of the Muskegon Yacht Club, contributing to general planning and policy making. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options, supported by a large nationwide network of financial advisors and branch offices.

Emily Urbaniak is a financial advisor at Edward Jones in Muskegon, MI, holding a Series 66 designation. She has seven years of experience at Edward Jones and previously worked in the retail and service industries, including five years at Wild Emerald Bridal and six years at Nathan's Hair Unlimited. Outside of her advisory role, she has experience managing a bridal business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Breanna Hansen is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Ryke's Bakery for three years. She is based in Muskegon, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.