Nicholas Mc Farland is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Cadillac Coffee Company for five years. 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 nationwide network of more than 23,000 financial advisors.

Corey Baker is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 14 years of industry experience. He previously worked at VALIC Financial Advisors for 11 years and has been involved with CK&A Services, LLC as a business owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with various non-advisory financial activities.

Michael Pniewski is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Robert W. Baird & Co. since 1988, serving the firm for over three decades. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individuals, businesses, pensions, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage. Baird employs a mix of manager-traded and model-traded strategies, internal research tools — including artificial intelligence — and offers distinct features such as municipal advisory services and strategic partnerships.

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.

Kevin Priddy is a financial advisor with LPL Financial based in Coopersville, MI. He holds the Series 63 and Series 66 licenses and has 20 years of industry experience, including nine years as an independent financial advisor. Outside of his advisory role, he is involved in oil and gas exploration through Huntington Oil LLC and works as a tax associate for Intuit TurboTax. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by machine-learning tools and a broad platform of financial and banking partnerships.

Benjamin DeHoog is a Financial Consultant at Fidelity Investments, serving high net worth clients in West Michigan. He works with clients to educate them on various financial planning topics, products, and services, helping to co-create long-term plans aligned with their family's goals. Benjamin is supported by Fidelity Investments, a globally recognized financial services provider. He has been with Fidelity Investments since 2014, progressing through roles including Financial Representative (2014-2016), Investment Consultant (2016-2017), and Financial Consultant (2017 to present). This experience has focused on serving the financial needs of high net worth clients.

Anthony Ries is a CFP® professional with 26 years of industry experience, currently serving at LPL Financial. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, for 20 years. He also operates an investment management business under the name Hayden Ries Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mary Vanderwal is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential and over 25 years of industry experience. Her prior roles include positions at Ameriprise and Comerica Securities. She is also involved with F02, a cash management platform serving retail and institutional investors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning processes and offers a range of investment and financial services through its extensive network of advisors.

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.

Nicholas Van Loo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Raymond James Financial Services. His prior experience includes roles at Padnos and Grand Wealth Management, and he also teaches investment-related courses at Grace Christian University and Grand Valley State University. Van Loo is a co-owner of several partnership 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, including individual and high-net-worth clients, institutional investors, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools, and offers a range of advisory programs alongside specialized municipal and SIMPLE IRA employer advisory services.

Brandon Valdo is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include eight years at Infinex Investments, 15 years with Flagstar Bank, and a year at Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Matthew Herro is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he has experience in roles including positions at Qdoba and operating Herro Pressure Washing LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

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.

Henry James Ryan Telman is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Huntington Investment Company for 24 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

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.

John Schaefer is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Raymond James since 2008. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.