William Mc Collum III is a financial advisor with Edward Jones in Howard City, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Baetens is a financial advisor at Edward Jones with 47 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1979. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm has a large nationwide network of advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Scott Berens is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Taggert Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining LPL Financial in 2020, he worked at VOYA Financial Advisors for six years. Kelly is also a business owner of Edge Sports, a non-investment-related company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alejandro Luna is a financial advisor at UBS Financial Services with 12 years of industry experience. He has held roles at UBS since 2017 and previously worked at Sentinus Securities LLC and Sentinus, LLC. He holds the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.

Scott Kline is a financial advisor with Edward Jones in Wyoming, MI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Christopher Oisten is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and 39 years of industry experience. He previously worked at Royal Securities Company for 30 years and Signator Investment Inc. for one year before joining OSAIC in 2018. Outside of his advisory role, he serves on the finance committee of the Grandville United Methodist Church and has presented a financial planning program for Habitat for Humanity. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment vehicles.

Richard Vesnic is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jonna Mccaman is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Genpact, Advantage Sales & Marketing LLC, and several staffing firms. Outside of financial advising, she is a self-employed direct sales home consultant for The Longaberger Company. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-driven strategies provided by third-party asset managers.

Craig Taetsch is a CFP® professional with 11 years of experience in the financial services industry. He has been with Edward Jones since 2015 and was previously involved with Gordonshire, LLC as a managing partner. Outside of his advisory work, Taetsch serves as a USA Hockey official and has provided ride-sharing services in Grand Rapids to support community safety. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Courtney Folkerts is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. She has been with Primerica since 2021 and is also involved in the FASTer Way To Fat Loss program and the James Street Inn Restaurant. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure.

Justin Katt is a financial advisor at Osaic with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Securities America, Inc. He is also a licensed life insurance agent. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Elijah Piwowarczyk is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Western Michigan University and M. P. Construction LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering a range of advisory programs with customized portfolio management and financial planning services. The firm utilizes in-house and third-party investment managers to tailor strategies according to client risk profiles.

Abigail Lininger is a financial advisor with Primerica Advisors in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Drake Financial Group, PFS Investments, Inc., and Primerica Financial Services. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, using third-party asset managers and a tiered wrap-fee structure.

Joseph Meckley is a CFP®-designated financial advisor with Edward Jones in Holland, MI, where he has worked since 2011 and has 15 years of industry experience. He is the owner of CHORELINK LLC, an internet application business that he built but no longer manages. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services and investment solutions supported by a large national network of financial advisors and branch offices.

Kenneth Baker is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63, Series 65, and Series 66 licenses. He has two years of industry experience, including roles at Primerica Financial Services and earlier positions in various manufacturing and financial firms. Baker also has involvement in selling home security and automation products as part of affiliated business activities. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and provides advisory services through a nationwide network of advisors.

Richard Oneal is a financial advisor with OSAIC based in Grand Rapids, MI, holding Series 63 and Series 65 credentials and has 30 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. He serves as treasurer for Bethesda Farm, a ministry supporting individuals with special needs. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and uses various tools and platforms to support portfolio construction and management.

Christian Viel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience, including prior roles at IDEXX Laboratories and Fisher and Paykel Healthcare. Christian is involved in community activities as a committee member of the Ada Business Association and St. Matthews Lutheran Church, and he serves as president of BNI Referrals Plus. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, under various custody and platform arrangements.

Glenn Kimmel is a financial advisor with Edward Jones in Grand Rapids, MI, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the sole member of Kimmel Holdings LLC, a real estate holding company. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Bodkins is a Series 66 licensed advisor with Edward Jones in Holland, MI, where he has worked since 2019. He has seven years of industry experience and previously held roles at Process Engineering and Equipment Company and Michigan Air Solutions. 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, 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.