David Lucas is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and previously worked at PlanMember Securities Corporation and Williams & Co Financial Services. 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.

Blake Hibbitts is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at BDO USA, LLP, Northwestern Mutual, and Trillium Financial. Outside of advising, he owns a truck and equipment leasing business and works as a tax planning specialist. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to create tailored recommendation reports. As a large institutional firm, it also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Halvorson is a CFP® and ChFC® professional with eight years of industry experience. He has worked at Edward Jones since 2019 and also holds positions with Morgan Stanley and Morgan Stanley Private Bank. Halvorson is the founder of Windy Willow Co., a wellness brand based in Rockford, MI. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Robert Knapp is a financial advisor with Edward Jones in Hastings, MI, holding the Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of Rook Enterprises, LLC, a real estate business focused on managing an office building in Caledonia, MI. 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 and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jordan Timmer is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His work history includes roles at Cetera and Anchor Wealth Advisers, where he serves as owner. Outside of his advisory work, Timmer is a member of the finance and investment committees at the Ronald McDonald House of Western Michigan and Byron Center Christian School, contributing to budget reviews and fundraising efforts. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform that allows advisors to implement various model portfolios and bespoke strategies across multiple program structures and custodial relationships.

Markus Melsness is a financial advisor at Edward Jones in Byron Center, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held roles at Lifeworks LLC, Mayo Clinic, and several positions connected to Calvin University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

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.

Anna De Boer is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Stifel Nicolaus & Company Incorporated and Liberty University. She is also involved with Kapteyn Wealth Partners and The Kapteyn Group Financial Partners LLC, where she performs paraplanning and administrative functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals.

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 CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Advisory Alpha, and Purshe Kaplan Sterling Investments. Outside of his advisory work, Engelsma is also involved in teaching at Pavilion Christian School in Grand Rapids, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 with one year of industry experience. He holds a Series 66 designation and has worked previously at firms including American Eagle and Kohl’s. Andrew is based in Byron Center, MI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

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.