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Amy R

Series 66

Wyoming, MI

Edward Jones

Amy Ransler is a financial advisor at Edward Jones with eight years of industry experience and holds the Series 66 designation. She is based in Wyoming, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew H

Series 66

Wayland, MI

Edward Jones

Matthew Hart is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for eight years at Pulte Group. He holds a Series 66 designation. 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 strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans Newlywed/Engaged
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Eric B

Series 66

Middleville, MI

Edward Jones

Eric Bender is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He has been the owner and operator of a seasonal concession business, Gibby's Concessions, since 2007. Prior to joining Edward Jones, he worked at Bruce's Frame and Alignment for sixteen years. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Educators, Teachers, and Academics
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Grant H

Series 66

Byron Center, MI

Ameriprise

Grant Hall is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at PNC Investments, The Huntington National Bank, JPMorgan Securities, Securities America, VIMA, LLC, and Waddell & Reed. Outside of his advisory role, he manages an advisory business under Jaycob Willis Holdings. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing asset management within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert R

Series 66

Wyomimg, MI

Raymond James Financial

Robert Raredon is a financial advisor with Raymond James Financial in Wyoming, MI, holding a Series 66 designation and 19 years of industry experience. He has worked with Raymond James since 2007 and owns RS Financial Consulting LLC, a support company managing the financial and staffing aspects of his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, utilizing tailored planning and analytical tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jacob Y

Series 66

Caledonia, MI

Cetera

Jacob Yerkes is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. He is also associated with Anchor Wealth Advisers as an associate financial advisor. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of program options including model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Philip M

Series 66

Wayland, MI

Thrivent Investment Management

Philip Maass is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he manages recreational land in Delton, Michigan, which includes timber sales, a mineral lease agreement, and a long-term billboard contract. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines comprehensive planning with managed-account options under a consolidated billing service called WealthPlan while maintaining separation between the two services.

Business ownership considerations
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Jason C

CFP®, Series 63, Series 65

Hudsonville, MI

Ameriprise

Jason Crottie is a CFP® professional with 23 years of industry experience, currently advising at Ameriprise in Hudsonville, MI. Prior to joining Ameriprise in 2026, he spent over two decades with Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Shaun B

Series 63, Series 65

Grand Rapids, MI

Raymond James Financial

Shaun Bredeweg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at BBZ Investments, LLC and Camp Roger, and he currently leads Bredeweg Wealth Management, LLC as CEO and President. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to inform client decisions, while also offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert R

CFP®, Series 63, Series 65

Byron Center, MI

STIFEL

Robert Rix is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to this, he worked at Oppenheimer & Co for 13 years. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Joshua K

Series 63, Series 65

Byron Center, MI

Edward Jones

Joshua Kantor is a financial advisor at Edward Jones with 25 years of industry experience. He previously worked at T Rowe Price and Invesco Distributors, Inc. He holds Series 63 and Series 65 designations. 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 with a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William K

Series 63, Series 65

Grand Rapids, MI

Raymond James Financial

William Kapteyn Jr. is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James since 2015. He is also the managing member of The Kapteyn Group, Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Eric D

Series 63, Series 66

Byron Center, MI

Ameriprise

Eric Deuker is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999 and served in the U.S. Army Reserve from 2009 to 2021. Outside of his advisory work, he manages a travel agency business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ian E

Series 66

Caledonia, MI

Cetera

Ian Elgersma is a financial advisor at Cetera with 10 years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliated entities since 2015. Outside of his advisory role, he owns and manages business entities related to real estate development and business expenses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform that enables advisors to implement various investment strategies under discretionary and non-discretionary authorities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Levi B

Series 66

Wyoming, MI

Raymond James Financial

Levi Bykerk is a financial advisor with Raymond James Financial in Wyoming, MI, holding the Series 66 designation and one year of industry experience. He has a diverse background including roles in education at multiple Christian schools and involvement with Calvary Christian Reformed Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through its advisory programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Benton M

Series 63, Series 66

Wyoming, MI

LPL Financial

Benton Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His career includes roles at DFCU Financial, Cuso Financial Services, J.P. Morgan Securities, and Chase Investment Services Corp. He is involved in DFCU Financial Partners, a business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alex G

CFP®, ChFC®, Series 66

Alto, MI

Edward Jones

Alex George is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2016. Outside of his advisory role, he is a partner in an apartment rental business in Grand Rapids, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. 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.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Founder/Business Owner Doctor or Medical Professional Real Estate Professional Intergenerational Families
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Trevor M

Series 66

Caledonia, MI

Cetera

Trevor Miedema is a financial professional with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and affiliated entities since 2020 and has prior experience in diverse sectors including automotive services and construction. Trevor is also active as an insurance agent, selling life, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ralph K

Series 63, Series 65

Wyoming, MI

LPL Financial

Ralph Kapalczynski Jr. is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Waddell & Reed and CUNA Brokerage Services, Inc. In addition to his advisory role, he serves with Adventure Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason K

Series 63, Series 65

Byron Center, MI

Ameriprise

Jason Kuennen is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns and operates Tax Planning Solutions LLC, a tax preparation and planning business serving individuals and businesses. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service designed to provide written recommendations and ongoing annual advice focused on retirement income planning, including tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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