Anna Filcik is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with one year of industry experience. She previously worked at Custer Insurance Agency for eight years and at Calvary Schools of Holland for four years. Outside of her advisory role, she rents a room in her primary residence. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Andrew Lesperance is a financial advisor at Edward Jones in Holland, MI, holding the CFP® designation and Series 66 license with three years of industry experience. Prior to joining Edward Jones, he owned Lesperance Enterprises LLC, operating as GreenEdge of Michigan, from 2011 to 2022. 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 through a nationwide network of more than 23,000 financial advisors, offering a range of advisory and investment solutions under a fiduciary standard.

Spencer Bacon is a financial advisor with Cetera Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at multiple firms, notably DeLong & Brower P.C. where he has been a registered representative and operations manager since 2014. Outside of his advisory work, he is involved in a health insurance agency providing individual and group health insurance as well as HR support and wellness services. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform. The firm offers a range of portfolio management, financial planning, and consulting services, combining both discretionary and non-discretionary approaches and access to various third-party managers.

Daniel Melnyk is a CFP® professional with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Edward Jones and Cantella & Co., Inc. He operates under the DBA Wealth Foundations in Holland, MI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent professionals, utilizing multiple investment platforms and proprietary as well as third-party strategies.

Alma Grassmid is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to advising, she receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach managed by third-party asset managers and supports a range of strategic and tactical models, including recent additions focused on cryptocurrency ETFs.

Grace Mc Neil is a financial advisor at Edward Jones in Saugatuck, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in educational roles, including seven years at Martinsville Elementary School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Joshua Swanson is a financial advisor with Edward Jones in Zeeland, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a national network of more than 23,700 financial advisors.

James Casey II is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Securities America Advisors and Jhfn/Sii before joining LPL Financial in 2020. Outside of his advisory work, he is a co-owner and director of Image Enterprises, Inc., an advertising and marketing firm based in Hamilton, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, featuring both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Libby Nienhuis is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 registrations and with seven years of industry experience. Her prior roles include positions at The Juice Plus Company and Charter House Innovations, as well as ongoing work with Primerica Financial Services since 2015. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program delivered through a large network of advisors and utilizes model-delivery strategies created by unaffiliated asset managers.

Austin Disper is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Marketriders, Inc., Sogotrade, Inc., and Mariner Wealth Advisors, as well as experience at the University of Arkansas. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and operates a mix of discretionary and non-discretionary programs overseen by an Investment Committee.

Cooper Jennings is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and has also held roles at Uber and Lyft. Jennings spent time at Northwestern Mutual and Plante Moran, and has been involved with educational institutions including Hope College and Holland Christian Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brian Brink is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and two years of industry experience. He has been affiliated with Primerica Financial Services since 2005. Brink is the managing partner of Financial Resource Consultants LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Charlsey Cavric is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, Cavric worked in real estate and held roles in public service and healthcare, including service in the United States Army. Outside of advising, Cavric owns a photography business. 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, and institutions. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals.

Kristopher Reinhardt is a financial advisor with Edward Jones in Holland, MI, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including three years at Bank of America prior to joining Edward Jones in 2017. 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 programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Carey Koele is a financial advisor with LPL Financial in Zeeland, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of his advisory work, Koele has been involved in selling long-term care insurance. 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 financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

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.

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.

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.