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.

Adam Pendleton is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Ryan Ten Have is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Hudsonville, MI. Outside of his advisory role, he is a member of RBT Investments, a real estate holding LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Robert Melton is a financial advisor with Edward Jones in Hudsonville, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns Bear Creek Farms LLC, a farm focused on property clearing and preparation for tree planting in Allegan, MI. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

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.

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.

Justin Gritter is a CFP® professional with 20 years of experience, currently serving as a financial advisor at Edward Jones since 2005. Located in Byron Center, MI, he has also held a leadership role as a committee member at the Wylie Rotary Club Foundation in Grand Rapids, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Randy Valentine is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Valentine has worked with Raymond James since 2008 and owns Valentine Financial Svcs LLC. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports clients through advisory programs and institutional consulting services.

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.

Nathaniel Dostal is a financial advisor with LPL Financial, holding the Series 66 designation and based in Wyoming, Michigan. He has one year of industry experience and previously worked at Wells Fargo. He has also been affiliated with Oakland Community College since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches with access to model portfolios and research.

Ellen Naber is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been with Ameriprise since 2016 and also serves as an Executive Elder on the Board of Directors at Providence Church in Holland, MI. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team producing tailored Recommendation Reports based on proprietary research and third-party data, with implementation handled by clients and their advisors.

Nicholas Sieggreen is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. His prior roles include positions at Monroe, Sweeris & Tromp and Pennell CPA, as well as teaching engagements at Davenport University, University of Pittsburgh, Ferris State University, and Hudsonville Public Schools. He is also involved in providing financial planning and tax preparation services through separate business activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions typical of large institutional firms.