Erin Zylman is a CFP® with 18 years of industry experience and has been with Edward Jones in Holland, MI since 2016. Her credentials include Series 63 and Series 66 licenses. 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 under management 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.

Marne Krugielki is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Prior to joining Baird, he gained experience at Phil's BBQ and Kiss Ventures LLC. Marne is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by manager selection, internal research, and the use of advanced tools such as artificial intelligence.

Brian Dekock is a financial advisor with Robert Baird & Co. He holds Series 65 and Series 66 licenses and has 22 years of industry experience. Dekock has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons since 2004. Outside of his advisory role, he is the owner of a small rental business. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing both manager-traded and model-traded strategies and internal research tools.

Rachel Greiffendorf is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds a Series 66 designation and has worked in various capacities at Cambridge Investment Research, Wealth Foundations, Cantella & Co., Inc., Edward Jones Investments, and Fifth Third. Outside of her advisory role, she is also an agent for a travel and transportation services business. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of discretionary and non-discretionary strategies and multiple platform arrangements.

Kyle Bigford is a financial advisor at Edward Jones in Hamilton, MI, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he owns and operates a used car consignment dealership and motorcycle repair facility called Hamilton Speed Shop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Lance Baker is a financial advisor with Ameriprise in Holland, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Ameriprise and its affiliates since 2011. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the Pioneer Club in Holland. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with personalized advice and employs algorithmic automation overseen by a dedicated committee to generate tailored retirement income recommendations.

Matthew Wehner 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 roles at Redwater Restaurant Group and was involved with Baseball Concepts Acquisitions, LLC, among other positions. He has experience in both the education and sports sectors through his prior work with Hope College and various baseball organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Lori Marion is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Fifth Third Securities, Inc. for six years before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, combining a broad advisory platform with a range of non-advisory financial services.

Wayne De Bruyn is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. He also has a concurrent role at JJB Hilliard WL Lyons LLC, where he has worked since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird employs a variety of investment strategies including manager-traded and model-traded separately managed accounts, overlay management, and tax-management techniques, supported by internal research and technology such as artificial intelligence.

Theodore Simpkins is a financial advisor with Edward Jones in Holland, MI, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside his advisory role, he is involved as a member of CRT LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Timothy Huizenga is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Huizenga is a board member of Community Action House and volunteers on its finance committee. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Zichterman is a financial advisor with Stifel, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Raymond James & Associates for 14 years before joining Stifel Nicolaus & Co Inc. Outside of his advisory role, Zichterman is the founder and director of Northcoast Premier Youth Basketball and serves on the board and investment committee of the South Christian School Foundation. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Glen Mc Neil is a financial advisor with Edward Jones in Saugatuck, Michigan, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is the sole member of GMAC Holdings LLC, a rental business based in Fennville, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Gary Cooper is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at firms including infinex Investments, Macatawa Bank, Wintrust Bank, LPL Financial, and Wintrust Investments. Outside of his advisory role, he volunteers with The Conqueror's Strength Team in Zeeland, MI, where he spends time spreading positive messages. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, leveraging various portfolio management styles, firm research, and model manager options.

Joel Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been affiliated with multiple firms, including Farpointe Wealth Advisors and DeLong & Brower Financial Services, and serves as an area representative promoting financial literacy programs through Crown Financial Ministries. Johnson is also involved in an online coaching program for individuals and businesses through TSMNA LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party investment options.

Mitchell Eady is a financial advisor at LPL Financial with the Series 66 designation and less than one year of industry experience. His prior work includes roles at Wintrust Investments and Macatawa Bank, as well as positions outside of finance in food service and retail. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jack Godfrey is a financial advisor with LPL Financial based in Zeeland, MI, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory work, he is a partner in Koele Godfrey Investment Group and is involved in farming activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brandon Gualtiere is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Scott Jungling is a CFP® and ChFC® with 15 years of industry experience, currently advising clients at Edward Jones since 2010. He is based in Holland, MI. Outside of his advisory role, Jungling is involved as an owner of a real estate holding company and a partner in a private investment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated capabilities including trust services and proprietary mutual funds.

Matthew Meyer is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he is a partner in several business ventures involving commercial real estate investments and leasing. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management offerings.