Mark Postema is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Grand Rapids, MI. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Logan Bylsma is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has been in the industry since 2024 and has prior experience working at Capin Crouse LLP, Plante & Moran, PLLC, and the City of Kentwood. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Victor Amaya is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its approach.

Terry Jordan is a financial advisor at OSAIC with 29 years of industry experience. He previously worked at Woodbury Financial Services for 16 years before joining OSAIC in 2024. Jordan holds the Series 63 and Series 66 credentials. Outside of his advisory role, he serves as president of an LLC and is involved in various insurance-related activities including as a licensed agent and Certified Financial Fiduciary. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and institutional clients through a large network of advisers. The firm provides integrated brokerage and advisory services with portfolio construction supported by proprietary tools and offers access to multiple third-party money managers and managed account solutions.

Holly Williams is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has been with Edward Jones since 2009 in various roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Beth Fredricks is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She worked at American Express Financial Advisors Inc. for 21 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bradley Harrison is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Merrill in 2023, he worked for Huntington National Bank and The Huntington Investment Company from 2004 to 2023. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Stebbins is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Wyma is a CFP® professional with 29 years of industry experience, all of which he has spent at Edward Jones. He holds Series 63 and Series 66 licenses and is based in Grand Rapids, MI. 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, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient solutions and securities-based lending.

Jamie Hills is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Landon Poll is a Series 66-credentialed financial advisor with five years of experience, currently associated with Raymond James Financial in Grand Rapids, MI. His work history includes roles at Cornerstone University and several financial services firms including The Kapteyn Group Financial Partners LLC and Kapteyn Wealth Partners. Poll is involved in financial planning and investment advice through these firms. 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, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance advisory work through a unique affiliation.

Carleen Van Strien is a financial advisor at Edward Jones in Grand Rapids, MI, with 19 years at the firm and three years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she rents a spare room in her home to a roommate. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Devries is a CFP® professional with 28 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He is also a CPA and owner of Vand­erLugt, Mulder & DeVries, providing accounting and consulting services primarily to medical and dental practices. Additionally, he serves as secretary/treasurer for Neighborhood Church Ministries, a community outreach organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm delivers a variety of portfolio management solutions across multiple platform arrangements and maintains proprietary and third-party investment strategies.

Patsy Jud is a financial advisor with Cetera holding a Series 66 credential and three years of industry experience. She previously worked at GlaxoSmithKline for 19 years and has operated Patsy SC Jud, LLC as a writer since 2010. In addition to her advisory work, she is an author of an inspiration book. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to various investment strategies including model portfolios, third-party managers, and bespoke solutions.

Kelly Jakems is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2015 and operated Kelly Jakems Photography from 2010 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Courtney White is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Merrill in 2022, White worked at Riverbank Finance, Chicago Title of Michigan, and Nations Title Agency of Michigan. Outside of advising, White is involved with Biolife, donating plasma, and is a general partner and managing member of Uncensored Threads LLC, a new business focused on graphic design, website creation, and order management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Sexton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Rachel Kieras is a CFP®-designated financial advisor with Edward Jones in Grand Rapids, MI, bringing eight years of industry experience. She previously worked at Commonwealth Financial Network and CooperDavid Financial Group. Outside of finance, she has experience as a stage manager for local theater productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Austin Smith is a Series 66-licensed advisor with LPL Financial, where he has been working since 2023. He has two years of industry experience, including prior roles outside the financial sector. In addition to his advisory work, he is involved with D's Auto and Truck Repair, a non-investment related, home-based business. LPL Financial is a national SEC-registered firm serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment management tools.

Penny Leal is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Ockerlund Capital & Wealth Management Group before joining Raymond James in 2019. In addition to her advisory role, she serves as a branch manager at Arcadia Capital in Holland, MI. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and integrates advanced analytical tools to support client goals.