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.

Cory Preuss is a financial advisor with Ameriprise in Comstock Park, MI, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in managing administrative aspects of his practice through a legal entity supporting staff compensation and operations. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients with significant investable assets. The firm’s approach includes research-driven, model-based recommendations and emphasizes the use of Ameriprise-managed accounts alongside a centralized consulting team.

Rebecca Anderson is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones in Grand Rapids, MI since 2000. She holds Series 63 and Series 66 licenses and has additional involvement as Vice President of the Thornapple River Association, focusing on river beautification and environmental management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Kristen Ramer is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Strategies LLC and the Johns Hopkins Center for Talented Youth. She is also the owner of Strategies LLC, through which she plans to provide consulting work on an as-needed basis. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach and serves as an advisor to multiple registered investment companies.

Eric Henley is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and no prior industry experience. Before joining Thrivent, he worked in education at Metro Nashville Public Schools and Robertson County Schools. 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 planning across a broad set of topics, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Nicholas Van Loo is a CFP® with five years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has held prior roles at Grand Wealth Management, LLC, and Padnos, and he also teaches investment-related courses at Grace Christian University and Grand Valley State University. Van Loo is a part-owner of several financial support entities, including 56th Street Wealth Strategies LLC and Guide Point Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory and consulting services across a large network of advisors.

Brandon Valdo is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at infinex Investments, Inc. for eight years as well as at Flagstar Bank for 15 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 financial planning and advisory programs, including retirement plan consulting and brokerage services.

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.

Daniel Kleinheksel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner in ID Property Partners, LLC, an LLC formed to hold the lease for his Raymond James office. 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, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Jada Doerr is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Phoenix Street Cafe and Cleanwater Corporation and has academic experience from the University of Michigan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Avery Hohlbein is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 63 designation with nine years of industry experience. Prior to joining Edward Jones in 2026, Avery worked at The Huntington Investment Company from 2024 to 2026 and Northwestern Mutual from 2015 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Daniel Ruble is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior roles include seven years at Regal Holdings, LLC, and earlier positions at Edward Jones and the FAA. Outside of his financial career, he works as a delivery driver for grocery and food delivery services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory programs, and brokerage services through an integrated platform that combines investment advice with access to insurance and lending products.

Martin Brown is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1980, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies supported by internal and third-party 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.

William Paarlberg is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following prior experience at J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, Paarlberg serves as a financial consultant for a relative’s trust and is involved in a family business, GKB Packaging, LLC, where he handles bookkeeping. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services with a mix of manager-traded and model-traded strategies, ongoing manager oversight, and utilizes internal research and technology in client advice.

Amber Coleman is a Senior Financial Advisor specializing in personalized wealth management strategies. She works with clients to develop flexible financial plans that align with their individual goals and changing market conditions. Based in Grand Rapids, Michigan, Amber serves a diverse clientele including senior executives, recent retirees, and individuals undergoing divorce transitions. Her areas of expertise include college education planning, executive compensation, retirement income, and managing new wealth among others. Amber holds a Bachelor's Degree from Grand Valley State University and a Master's Degree from Ashford University. She has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and communicates with clients in both English and Spanish. Amber is active in community organizations such as the American Cancer Society, Kids Food Basket, and West Michigan Dog Sports. She enjoys spending time with her family, as well as engaging in activities like camping, hiking, painting, and participating in dog sports.

Julia Maltbie is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation. She has one year of industry experience and previously worked in various roles including at West Michigan Community Mental Health and Dragon Fruit Media. She has also been involved with a travel agency and several other organizations prior to joining Edward Jones. 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 programs, investment solutions, and affiliated products through a large network of advisors and branch offices nationwide.