David Conley is a financial advisor with Edward Jones in Muskegon, Michigan, holding Series 63 and Series 66 licenses. He has worked at Edward Jones since 1989, accumulating 36 years of industry experience. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Kevin Sexton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Austin Smith is a Series 66-licensed advisor with LPL Financial, where he has been working since 2023. He has two years of industry experience, including prior roles outside the financial sector. In addition to his advisory work, he is involved with D's Auto and Truck Repair, a non-investment related, home-based business. LPL Financial is a national SEC-registered firm serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment management tools.

Curtis Lucas is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, NA since 2006. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Garrett Schwan is a financial advisor with Mass Mutual Investors Services in Wyoming, Michigan, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual since 2019, as well as prior experience with John Hancock Advisers, LLC, John Hancock Funds, and John Hancock from 2016 to 2019. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management, wrap and money-manager programs, and educational seminars, with financial planning structured as ongoing, collaborative relationships using firm-approved analytical tools.

Jessica Joswick is a financial advisor at Edward Jones with 21 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007, returning to the firm in 2024 after a brief interval. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Infinex Investments, Inc. for eight years and has been affiliated with Flagstar Bank since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Samuels is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services, Avantax Investment Services, and Sagepoint Financial Inc. He is based in Wyoming, Michigan. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing various program structures and investment strategies.

Brian Machiela is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include work with Grandville Group LLC and Waddell & Reed, Inc. Outside of advisory activities, he is the owner of MachWest LLC, a company related to hunting land. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management options, supported by research from LPL and third-party providers.

Ryan Vander Galien is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Newell Brands and Meijer. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than 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.

Scott Deater is a financial advisor at Edward Jones with a Series 66 designation and over eight years of professional experience. Prior to joining Edward Jones in 2025, he worked at MillerKnoll for six years and held roles at GHSP and Yanfeng Automotive Interiors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

James Tabb III is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. His prior roles include positions at ICA Group Wealth Management, Greenleaf Hospitality Group, and the US Department of Defense's Edelweiss Lodge & Resort. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, with access to model portfolios, research, and various investment strategies.

Konrad Raclawski is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, he worked with Osaic Institutions, Inc. He serves on the boards of the Sparta Chamber of Commerce and Sparta Community Works. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice through a centralized team and structured recommendation reports.

Madeline Command is a financial advisor at Edward Jones in Jenison, MI, holding a Series 66 designation. She has been with Edward Jones since 2023 and has three years of industry experience. Prior to joining Edward Jones, she held various roles in industries including real estate and hospitality. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

Joshua Geerts is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance. Outside of his advisory career, he has been a part-time employee at The Outdoorsmen Pro Shop since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Rachel Morton is a Series 66 licensed financial advisor with Edward Jones in Grand Rapids, MI, where she has worked since 2013. She has three years of industry experience. Outside of her advisory role, she works as an independent Mary Kay cosmetics consultant. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of over 23,700 financial advisors.

Matthew Wadsworth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Grand Valley State University, Aptive Environmental, and Verhalen Inc. among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lisa Kraus is a Series 66-credentialed financial advisor at Edward Jones in Muskegon, MI, with five years of industry experience. Prior to joining Edward Jones in 2021, she worked with FineLine Creative and was involved with the Muskegon Lakeshore Figure Skating Club. Outside of finance, she serves as Vice President of Event LAB, producing local festivals including Taste of Muskegon, and teaches beginner ice skating lessons at Lakeshore Skating Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Tuinstra is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Royal Alliance Associates, Inc., Signator Investors Inc., and Royal Securities Co. Tuinstra serves as treasurer and director of the Doris Tuinstra Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Jody Tuinstra is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2017, Jody worked at Jenison Public School for two years. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement who meet certain asset criteria, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team, with an emphasis on managing assets within Ameriprise accounts.