Boston Knapp is a financial advisor at Edward Jones in Hastings, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he was a full-time student for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

David Tupper is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes two decades at Fifth Third Securities and several years with Huntington National Bank and The Huntington Investment Company. Outside of advising, he serves on the board of Grand Traverse Industries, a nonprofit employing individuals with disabilities, and is involved with the Munson Hospital Foundation board; he also owns Tups Classics, LLC, a classic car buying and selling venture. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes tailored retirement income planning and annual advisory support focused on income stability and tax-aware withdrawal strategies.

Mark Davis II is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera, and TCF National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Schaub is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Herman Miller and Market Source. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dewey Engelsma is a financial advisor with LPL Financial in Byron Center, MI. He holds CFP® and ChFC® designations and has 19 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Purshe Kaplan Sterling Investments, and Advisory Alpha. Outside of his advisory work, Engelsma teaches at Pavilion Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging a large network of investment adviser representatives and a variety of strategic investment tools.

Samuel Waldron is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and operated his own advisory firm, Waldron. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management services.

Edward Dublis is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including eight years at LPL Financial prior to joining Cambridge in 2013. Outside of his advisory work, he is a professional musician. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and both proprietary and third-party investment strategies.

Andrew Cousino is a financial advisor at Thrivent Investment Management based in Byron Center, MI. He holds the Series 66 designation and has one year of industry experience. His prior work history includes roles at American Eagle, Party City, Meijer, and Kohl's. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across a variety of financial topics. The firm’s approach separates planning services from investment management, allowing clients to combine both under a consolidated billing option called “WealthPlan.”

Joseph Klein is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at The Huntington Investment Company for 29 years and has been associated with FMB for over three decades. Outside of his advisory role, Klein owns a limited rental property in Davenport, FL. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing annual advice focused on income stability and tax-aware withdrawal strategies.

Dale Giddings Jr. is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in Marie Russell, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, operating with approximately 3,700 advisors and $15.5 billion in assets under management.

Adam Lee is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes roles at RenPSG and Northwestern Mutual, as well as positions at Butler University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management 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.

Brenda Kading Payne is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Westra is a financial advisor with Edward Jones in Middleville, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for the State of Michigan Department of Corrections from 2013 to 2017. Westra serves as a board member for Starting Over For Success, a private company based in Hastings, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.