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 in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Farm Bureau Insurance and Davids House Ministries. Outside of his advisory work, he has been involved with Rooted Young Adults Ministry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party model strategies across various platform arrangements.

Jesse Langschied is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Liberty National Life Insurance Company, Waddell & Reed, and operating Langschied Financial LLC dba 88 Keys LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.

Cameron Bartlett is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Vanguard from 2021 to 2024 and Auto-Owners Insurance Co from 2017 to 2021. He holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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, MI, holding Series 63 and Series 66 designations and 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor non-discretionary advice, primarily for clients maintaining significant assets in Ameriprise Managed Accounts.

Matthew Walla is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience in the food and beverage distribution industry, including roles at Alliance Beverage Distribution, Jet's Pizza, Little Caesars, and Buddys Pizza. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.

David Quinones is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at Fidelity, Wells Fargo Clearing, Wells Fargo Bank, and First Data Corporation. Outside of finance, he was involved with Purgatory Bar SLC from 2017 to 2021. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

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. She has 28 years of industry experience, including 20 years at Ameriprise and Ameriprise Financial Services, Inc. In addition to her advisory role, she has been involved with Pull Barn Enterprises, a business entity for tax and investment purposes. 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 supported by in-house and third-party research, alongside various institutional and participant advice programs.

Mark Smith is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2017. Prior to that, he worked at Regal Investment Advisors LLC and American Portfolios Financial Services. Smith also serves as a board member of the University Club of Grand Rapids and owns MW Smith & Associates LLC, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

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 in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked at Rehmann Financial from 2010 to 2019 before joining Raymond James in 2019. Baldini serves as treasurer for Northwest Young Life and is a finance committee member for the Sparta Education Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 since 2020 and previously worked with Solid Rock Investing and Grand Valley State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals employing various portfolio management and model-based strategies.

Christopher Van Eenennaam is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. His work history includes roles at the CFA Institute and several banks from 2010 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Rishi Acharya 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 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Austin Lovett is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including J.P. Morgan Securities LLC, Equitable Advisors, and The Prudential Insurance Company of America. Outside of his advisory work, Lovett has experience as a delivery driver for DoorDash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio strategies, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Stephen Carter is a financial advisor with LPL Financial in Ada, Michigan, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors Inc, and Royal Securities Company. He serves as vice president of the Covered Village Mall Owners Association, a local condominium association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeremy Moore is a Series 66-licensed financial advisor at Ameriprise in Byron Center, MI, with 18 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.