Manuel Garcia is a financial advisor at Edward Jones in Grandville, MI, holding the Series 66 designation with four years of industry experience. He has been with Edward Jones since 2021 and previously worked for Suncoast Credit Union for ten 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Pope is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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.

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.

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.

Aiden McDonald is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked in various roles including at Grand Valley State University and Grand Blanc Township. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Christopher Buckner is a Series 66 licensed financial advisor with four years of industry experience. He has worked at LPL Enterprise since 2026 and previously held positions at Jackson National Life Insurance Company and Lansing Community College. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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.

Asa Lakeman is a financial advisor with Osaic who holds the CFP® designation and a Series 66 license. He has 23 years of industry experience, including 16 years at Signator Investors Inc / John Hancock Financial Services before joining Osaic in 2018. Lakeman maintains several sole proprietorships related to insurance and securities marketing. Osaic Wealth, Inc. serves a broad client base including retail and institutional investors through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services and utilizes asset-allocation tools and third-party solutions to manage portfolios across a range of investment types.

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.

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.

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.

Mark Grooters is a financial advisor with LPL Enterprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Regulus, LLC and Regal Financial Group for six years and at Securities America Advisors and Securities America Inc for three years. He serves as Treasurer, Secretary, and Board Member for Grace Life Bible Church. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, model portfolio programs, third-party asset management arrangements, and offers brokerage and insurance products through its integrated platform.

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.

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.

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.

Shaun Bredeweg is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities, including leadership roles at Bredeweg Wealth Management, LLC, which he founded in 2025. His career also includes prior experience with Camp Roger and BBZ Investments, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

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.