Eva Trudell is a financial advisor with Edward Jones in Rockford, MI, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Edward Jones for nine years, with a brief one-year period of unemployment in 2017. Outside of her advisory role, she is engaged in selling items on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 Certified Financial Planner® with 29 years of industry experience, currently affiliated with LPL Financial in Sparta, MI. He previously worked at Investment Centers of America, Inc. for 21 years and ICA Group Wealth Management, LLC for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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.

James Tabb III is a financial advisor with LPL Financial in Sparta, MI, holding the Series 66 credential and five years of industry experience. Prior to his current role, he worked at ICA Group Wealth Management, LLC for three years and has held various positions in hospitality and distribution companies. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

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 at Edward Jones in Belmont, MI, holding a Series 66 designation. He joined Edward Jones in 2025 after spending twelve years at Trane Technologies. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Darren James is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities, Prudential Insurance Company of America, Fifth Third Bank, and Altruistic Retirement Planning. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

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, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Northwestern Mutual and various business ventures. Outside of advisory work, he is the managing member of a tanning salon business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes broad planning topics and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

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.

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.

Kimberly Hensley is a Certified Financial Planner (CFP®) with seven years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 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, operating under a fiduciary standard.