Dana Belliel is a financial advisor with Edward Jones in Comstock Park, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns DLQ Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and operates a large network of financial advisors and branch offices across the United States.

Kameron Olsen is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and served in the United States Marine Corps from 2016 to 2022 before joining Edward Jones. 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 supported by a nationwide network of more than 23,700 advisors.

Randy Schmidt is a CFP® with 30 years of industry experience currently affiliated with LPL Financial in Sparta, MI. He has been with LPL Financial since 2017 and previously worked over two decades with Investment Centers of America, Inc., followed by three years at ICA Group Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

Todd Engbers is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and LPL Financial. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and roles advising registered investment companies.

Shawn Lahring is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding a Series 66 designation and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012. Outside of his financial advisory role, he co-owns a family farm, Mission Ranch, which sells beef and hay. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Alexandrea Spendow is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at LiveSpace LLC, English Hills Event Centers, Affinity Events LLC, and P.F. Chang's China Bistro. She has also been involved with Affinity Events LLC since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Rusche is a financial advisor at Ameriprise with 18 years of industry experience. He previously worked at Huntington Investment Company for 10 years and FIFTH THIRD SECURITIES, Inc. for 2 years. Outside of his advisory role, he owns Rusche Tractor, a small landscaping and yard work business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income planning service that emphasizes dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

James Tabb III is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at ICA Group Wealth Management, LLC for three years and has experience in the hospitality and distribution sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research assistance.

Konrad Raclawski is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, he worked with Osaic Institutions, Inc. He serves on the boards of the Sparta Chamber of Commerce and Sparta Community Works. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice through a centralized team and structured recommendation reports.

Seth Donnan is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and 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. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 advisors and over 15,000 branch offices nationwide.

Andrew Johnson is a financial advisor with Edward Jones in Belmont, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 12 years at Trane Technologies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Darren James is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pruco Securities, Prudential Insurance Company of America, and Fifth Third Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with notable use of AI and systematic methodologies.

David Johnson is a Series 66-registered financial advisor with Edward Jones, based in Belmont, MI, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Steven Neideck is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Tree of Life Bookstores and Taylor University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Adam Jenkins is a financial advisor with Thrivent Investment Management in Cedar Springs, MI, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Northwestern Mutual and has experience in general business operations, including managing a tanning salon through Solara LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services under a consolidated billing option.

Matthew Dijak is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica. Outside of his advisory role, he is involved with Dijak Consulting, PLC, where he performs marketing and administrative work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on income sources and tax-aware withdrawal strategies.

Bryan Kading is a financial advisor with Edward Jones in Rockford, MI, holding CFP®, ChFC®, and Series 63 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2010. 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, supported by a nationwide network of more than 23,700 financial advisors.

Brian Stearns is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Cambridge Investment Research Advisors, Inc. and Tri-Star Trust Bank. Stearns also serves as an agent for several insurance providers, managing existing policies while transitioning broker-dealer records to Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports a wide advisor network with specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

G. Bykerk is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Century Tax and Financial Services Inc and Raymond James Financial Services Advisors, Inc. He is also involved in several private investment ventures including partnerships in real estate and a private securities transaction business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers access to a broad network of advisory programs and specialized public finance services.

Alan Supp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior firms include Morgan Stanley, Cantella & Co., Inc., and Winslow, Evans & Crocker, Inc. Outside of his advisory work, he practices as a small animal veterinary practitioner in Cedar Springs, MI. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management and advisory platforms.