Scott Jungling is a CFP® and ChFC® with 15 years of industry experience, currently advising clients at Edward Jones since 2010. He is based in Holland, MI. Outside of his advisory role, Jungling is involved as an owner of a real estate holding company and a partner in a private investment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated capabilities including trust services and proprietary mutual funds.

Karen Thrun is a financial advisor with J.P. Morgan Securities, holding the ChFC® designation and multiple securities licenses, with 22 years of industry experience. She has worked at various J.P. Morgan affiliates since 2005 and is also involved in a separate business providing hockey and figure skate sharpening and related ice sport essentials. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria in their investment recommendations.

Aaron Osborn is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 license and three years of industry experience. Prior to joining Merrill in 2022, he worked for Wynalda Packaging from 2011 to 2022. Osborn is involved with Bethany Christian Services Inc., a religious organization focused on foster care and housing for children. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Diana Vander Stelt is a financial advisor at Edward Jones in Hudsonville, MI, holding a Series 66 designation with one year of industry experience. Her work history includes multiple roles at Edward Jones since 2018 and prior experience in the pharmacy field. 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 large national network of financial advisors and branch offices.

Abby Williams is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. She has previous experience at Plante Moran Financial Advisors and the University of Dayton. Outside of advising, she is involved with Dinks & Dingers, a local social club where she serves food and drinks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Brooke Gibbard is a financial advisor with LPL Financial in Grand Rapids, MI. She holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2021, she worked at Voya Financial Advisors, Inc. and JGH & Associates from 2013 to 2021. Brooke also serves as a notary in Grand Rapids. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Austin Beaulier is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Standard Lumber & Supply, EduParts, and Range Bank among others. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations delivered in partnership with its financial advisors.

Brennan Smits is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Valentine Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs across a large network of advisors.

Matthew Weber is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with eight years of industry experience. He worked at Precision Edge Surgical Products before returning to Edward Jones, where he has been since 2016. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Scott Pedersen is a financial advisor with Edward Jones in Holland, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Pedersen performs musical duties in worship services and occasionally at weddings and festivals, and he coaches 8th grade girls’ basketball for West Ottawa Public Schools. 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 operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Tyler Allen Czech is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Huntington Investment Company and Fisher Asset Management. He is based in Grand Rapids, MI. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling and centralized due diligence to inform its recommendations, applying an ESG eligibility framework.

William Weber is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has worked at Raymond James & Company, Inc. since 2018 and previously spent six years at Ameriprise Financial Services, Inc. Additionally, Weber serves in fiduciary roles such as trustee and personal representative. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services, with an emphasis on non-discretionary advisory relationships and a range of portfolio management strategies.

Mark Andrews is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1997 in Grand Rapids, Michigan, returning in 2019 as a Vice President-Financial Advisor after spending 21 years with Fifth Third Securities. His work focuses on personalized wealth management strategies that address clients’ unique financial priorities and life stages. Mark’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He believes managing wealth involves more than building investment portfolios, emphasizing collaboration to help clients define what matters most as they navigate financial implications over time. He holds a Bachelor's and a Master's degree from Western Michigan University and holds the Personal Investment Advisor (PIA) designation. Mark is actively involved in his community, serving on the Board of Directors and as Treasurer for West Michigan Youth For Christ. Outside of work, he enjoys adventure sports, basketball, boating, skiing, surfing, and spending time with his family.

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 CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Advisory Alpha, and Purshe Kaplan Sterling Investments. Outside of his advisory work, Engelsma is also involved in teaching at Pavilion Christian School in Grand Rapids, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Douglas Stob is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Bishop is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as Vice-President and board member of the Zeeland Education Foundation and works as a competitive youth soccer referee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Pniewski is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He has been with Robert Baird & Co. and its incorporated entity since 1988, serving in his current role since 1994. He holds Series 63 and Series 66 credentials and is based in Grand Rapids, MI. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies that range from traditional asset allocations to more complex investments and overlays.

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.

Anthony Ries is a CFP®-certified financial advisor with 26 years of industry experience. He is affiliated with LPL Financial and has been working in the financial services sector since 2006, including time with Linsco/Private Ledger Corp. He also operates a separate investment management business under the name Hayden Ries Investment Management. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and model portfolios.