Robert Maloof is a CFP® professional affiliated with Edward Jones in Grand Rapids, MI, with 19 years of industry experience. He has been with Edward Jones since 2006. 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 nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides various affiliated financial services including mutual funds, a trust company, and securities-based lending.

Josiah Ryan is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience in the industry. Prior to joining Equitable Advisors, he held roles at Thrivent Financial, Aflac, and was involved with Cornerstone University in multiple capacities over several years. Outside of his advisory work, he has held various educational positions within Hopkins Public Schools. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and uses a combination of firm-offered and third-party advisory models.

John Dykstra is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and bringing 18 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as president of the Timber Ridge Estates HOA board in Grand Rapids, MI. Wells Fargo Advisors is a large national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individuals, corporations, and institutions, utilizing both brokerage and advisory solutions supported by extensive research and analytics.

Drake Doyle is a financial advisor at LPL Financial in Grand Rapids, MI, holding a Series 66 designation and having three years of industry experience. Prior to joining LPL Financial in 2023, he worked at RFC Financial Planners and held roles in other companies including Valvoline. 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.

Bradford Rowe is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Consumers Credit Union, Fidelity, Wells Fargo Clearing Services, and USAA Financial Advisors. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology-driven operational and research tools.

Katherine Brandon is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab & Co. Inc. since 2015, including tenure at Charles Schwab Bank, SSB. Based in Grand Rapids, MI, her work spans both brokerage and advisory services within the firm. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm’s investment approach combines primarily non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Christopher Smith is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds a Series 66 credential and has worked at firms including Innovia Wealth, Eagle Strategies (NY Life), and New York Life. Smith is based in Grand Rapids, MI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial planning topics. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Ryan Toro is a financial advisor with LPL Financial, holding the Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley and Comerica Bank. Outside of finance, he has experience running a party rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a large network of advisors.

James Smith is a financial advisor with Wells Fargo Clearing in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the board of Ocean Village Capstan, a homeowners association in Fort Pierce, FL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines internal research and third-party analytics to support its investment solutions, serving a broad client base with both brokerage and advisory offerings.

Barth Roberts is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 1989. Outside of his advisory work, he serves as the School Board President for Hope Academy of West Michigan, a charter school in Grand Rapids. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Emily Gunnels is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and was previously with The Counting House, LLC from 2018 to 2025. Prior to that, she has been affiliated with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process is supported by a centralized due diligence team that combines quantitative and qualitative research, and the program features broader derivatives and commodities capabilities compared with many institutional advisory programs.

Jakob Engelkes is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining Morgan Stanley, he worked at Plante Moran Financial Advisors and JBL Resources. He also has a background in education, having been employed at Indiana Wesleyan University and Rockford High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

James Yost is a ChFC®-designated financial advisor with 47 years of industry experience. He has been with LPL Financial since 2019 and previously spent 27 years at Hornor, Townsend & Kent, Inc. He also has a non-variable insurance business in Ada, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions, offering a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Michael Sonday is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has held roles at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2012. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Chad Zagel is a CFP® professional with 20 years of experience in the financial services industry, currently serving at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Grand Rapids, MI. Outside of his advisory role, he serves as the Vice Chair of the Board for the Jewish Federation of Grand Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Condon is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience working at LPL Enterprise since 2026 and has held prior roles at Butcher's Union, Michigan State University, and Celebration Cinema. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to various financial planning and consulting services.

Nathan Boonstra is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, and First Allied Advisory Services. Outside of his advisory work, he is involved with Five Lakes Firearms LLC, a business unrelated to investments. 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 services including financial planning and model portfolio programs, with advice delivered through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Russell Johnson is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with a career at Jpmorgan Chase Bank, N.A. dating back to 1977. Based in Grand Rapids, MI, he has extensive experience within the firm and its affiliated entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporates an ESG eligibility framework, and benefits from its broader derivatives and commodities capabilities.

Mark Dalman is a financial advisor with Cetera and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at LPL Financial and Elite Wealth Management. In addition to his advisory work, he serves as an insurance agent offering life, health, disability, annuities, long-term care, dental, and vision products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dwaine Campbell is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Edward Jones and has previously worked at New York Life, Goldman Sachs & Co. LLC/AYCO, JPMorgan Chase, and General Reinsurance Corporation. 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 wide range of advisory services supported by a large network of financial advisors and branch offices nationwide.