Jeffrey Schaub is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Herman Miller and Market Source. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dewey Engelsma is a financial advisor with LPL Financial in Byron Center, MI. He holds CFP® and ChFC® designations and has 19 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Purshe Kaplan Sterling Investments, and Advisory Alpha. Outside of his advisory work, Engelsma teaches at Pavilion Christian School. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging a large network of investment adviser representatives and a variety of strategic investment tools.

Del Young is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously was employed by Autowares Group of Companies and Grand Valley State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kevin Priddy is a financial advisor with LPL Financial based in Coopersville, MI. He holds the Series 63 and Series 66 licenses and has 20 years of industry experience, including nine years as an independent financial advisor. Outside of his advisory role, he is involved in oil and gas exploration through Huntington Oil LLC and works as a tax associate for Intuit TurboTax. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by machine-learning tools and a broad platform of financial and banking partnerships.

Alexander Bos is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with several years of experience at Edward Jones and prior roles at Tiara Yachts, Gentex Corporation, and Bay Meadows Recreation and Association. His background includes roles in both the financial services industry and corporate settings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Connor Naklizki is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Cintas Corporation, LVZ Advisors, and Drake Financial Group. He also has eight years of experience associated with Byron Center High School and Hope College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory services, supported by a large nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Eric Henley is a Series 66-credentialed advisor with Thrivent Investment Management and has one year of industry experience. Prior to joining Thrivent, he worked in education with Metro Nashville Public Schools and Robertson County Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based planning that covers topics such as retirement, tax, estate, and special needs planning without including implementation of recommendations.

Brandon Valdo is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include eight years at Infinex Investments, 15 years with Flagstar Bank, and a year at Mass Mutual Investors Services. 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 portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Edward Dublis is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including eight years at LPL Financial prior to joining Cambridge in 2013. Outside of his advisory work, he is a professional musician. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and both proprietary and third-party investment strategies.

Andrew Cousino is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked previously at firms including American Eagle and Kohl’s. Andrew is based in Byron Center, MI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Levi Haight is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Avantax Investments Services, LPL Financial, and Guardian Life Insurance. Haight also manages Haight Wealth Group, LLC, which he established for tax purposes and employee payroll. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Michael Dolce is a financial advisor at Edward Jones with 29 years of industry experience. His background includes roles at Northwestern Mutual Investment Services LLC and other firms, as well as self-employment. Outside of finance, he works as a sports official in Grand Rapids, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Christopher Parker is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked in public education at several school districts in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Joseph Klein is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at The Huntington Investment Company for 29 years and has been associated with FMB for over three decades. Outside of his advisory role, Klein owns a limited rental property in Davenport, FL. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing annual advice focused on income stability and tax-aware withdrawal strategies.

Philip Hayes is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He worked at Edward Jones from 2008 to 2014 before joining LPL Financial in 2014. Outside of his advisory role, he is involved with Main Street Wealth Management, an entity related to his LPL business. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisor operations and research.

David Hibschman is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Jennifer Cobb is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Dale Giddings Jr. is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in Marie Russell, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, operating with approximately 3,700 advisors and $15.5 billion in assets under management.

Steven Monroe is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, Monroe is involved with IBS 401(k) Administrators, a third-party administrator providing services to retirement plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and advisory services to individuals, retirement plan participants, and institutional clients. The firm supports its advisors with model portfolios, third-party subadvisors, and various platforms while maintaining one of the largest networks in the industry.

Nathan Sitzema is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, he is the founder and host of Grand Rapids Business Engagement. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure for its services.