Laura Morrison is a financial advisor with Edward Jones in Ada, Michigan, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Ashley Patten is a financial advisor with Fisher Investments in Lowell, MI, holding Series 66 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Fisher Investments in 2019, Patten worked at Oppenheimerfunds Distributor, Inc. for 14 years and UBS Financial Services for one year. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Drew Schanski is a financial advisor at Edward Jones in Ionia, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Stellantis for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and has a large national network of advisors and branch offices.

Matthew Dick is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience, including prior roles at Farm Bureau Insurance and involvement with nonprofit and community organizations such as Rooted Young Adults Ministry and Davids House Ministries. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors and institutional clients like pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Jesse Langschied is a CFP®-designated financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Waddell & Reed, Liberty National Life Insurance Company, and managing Langschied Financial LLC, also known as 88 Keys LLC. Outside of advising, he has been involved with Breton Road Properties 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 solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cameron Bartlett is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Vanguard for three years and Auto-Owners Insurance Company for four years. He also has a business entity, Cameron Bartlett LLC, used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Stephen O'mara is a financial advisor with Edward Jones in Ionia, MI. He holds Series 63 and Series 66 securities registrations and has 23 years of industry experience, including 24 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Jacob Kemp is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory role, he worked for Capital Steel & Wire, Inc. for ten years and served as an on-field football official for the Collegiate Officiating Consortium Football in the Big Ten for nine years. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies.

Kristin Carstensen is a financial advisor with Ameriprise in Belding, Michigan, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include personalized Recommendation Reports and ongoing advice focused on reliable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Tammy Black is a financial advisor with Ameriprise in Lowell, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at The Huntington Investment Company and The Huntington National Bank from 1998 to 2026. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

David Quinones is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he has been involved with Purgatory Bar SLC. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Thomas Wall is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2012, with prior experience at Soave Financial Partners LLC and Raymond James Financial Services, Inc. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

Lisa Cargill is a financial advisor with LPL Financial in Grand Rapids, MI, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 20 years. Outside of advisory work, she is involved with Pull Barn Enterprises, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Mark Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and previously held roles at Regal Investment Advisors LLC and American Portfolios Financial Services. Additionally, Smith serves on the board of the University Club of Grand Rapids and owns businesses involved in insurance and employee benefits administration. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides discretionary and non-discretionary management using various platforms and offers access to third-party advisers and proprietary model strategies.

Samantha Ringler is a financial advisor at Edward Jones in Ionia, MI, holding a Series 66 designation with seven years of experience. Prior to joining Edward Jones in 2019, she worked in healthcare-related roles including positions at Elite Dental Partners and McIver Chiropractic Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Jennifer Baldini is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Rehmann Financial and Wells Fargo Clearing prior to joining Raymond James in 2019. She serves as treasurer for Northwest Young Life and is a finance committee member for the Sparta Education Foundation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and nonprofit organizations. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and is noted for its municipal and public-finance capabilities and customized retirement plan advisory services.

Joshua Koetje is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2020. Prior to that, he was affiliated with Grand Valley State University and Solid Rock Investing for four years. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms, supporting both discretionary and non-discretionary management strategies.

Christopher Van Eenennaam is a financial advisor at Ameriprise with a Series 66 designation. He has worked in the financial industry since 2016, including seven years at Independent Bank and three years at the CFA Institute before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes proprietary research, algorithmic tools, and collaboration between centralized service teams and financial advisors, with enrollment subject to specific asset criteria.

Rishi Acharya is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations within an ESG eligibility framework.

Austin Lovett is a financial advisor with LPL Enterprise in Grand Rapids, MI, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, J.P. Morgan Securities LLC, and Equitable Advisors. Outside of his advisory work, he has worked as a delivery driver for DoorDash. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services.