Robert Rix is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to this, he worked at Oppenheimer & Co for 13 years. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Joshua Kantor is a financial advisor at Edward Jones with 25 years of industry experience. He previously worked at T Rowe Price and Invesco Distributors, Inc. He holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large national network of advisors and branch offices.

William Kapteyn Jr. is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James since 2015. He is also the managing member of The Kapteyn Group, Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Eric Deuker is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999 and served in the U.S. Army Reserve from 2009 to 2021. Outside of his advisory work, he manages a travel agency business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ian Elgersma is a financial advisor at Cetera with 10 years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliated entities since 2015. Outside of his advisory role, he owns and manages business entities related to real estate development and business expenses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform that enables advisors to implement various investment strategies under discretionary and non-discretionary authorities.

Levi Bykerk is a financial advisor with Raymond James Financial in Wyoming, MI, holding the Series 66 designation and one year of industry experience. He has a diverse background including roles in education at multiple Christian schools and involvement with Calvary Christian Reformed Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through its advisory programs and partnerships.

Alex George is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2016. Outside of his advisory role, he is a partner in an apartment rental business in Grand Rapids, Michigan. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Trevor Miedema is a financial professional with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and affiliated entities since 2020 and has prior experience in diverse sectors including automotive services and construction. Trevor is also active as an insurance agent, selling life, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Clayton Schauss is a CFP® professional with 12 years of industry experience, all of which have been with Edward Jones since 2014. He is based in Allegan, MI. Outside of his advisory role, he is a co-owner of a vacation rental property in Traverse City, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Jason Kuennen is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns and operates Tax Planning Solutions LLC, a tax preparation and planning business serving individuals and businesses. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service designed to provide written recommendations and ongoing annual advice focused on retirement income planning, including tax-aware withdrawal strategies.

David Lucas is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and previously worked at PlanMember Securities Corporation and Williams & Co Financial Services. 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 a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Blake Hibbitts is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at BDO USA, LLP, Northwestern Mutual, and Trillium Financial. Outside of advising, he owns a truck and equipment leasing business and works as a tax planning specialist. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to create tailored recommendation reports. As a large institutional firm, it also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Halvorson is a CFP® and ChFC® professional with eight years of industry experience. He has worked at Edward Jones since 2019 and also holds positions with Morgan Stanley and Morgan Stanley Private Bank. Halvorson is the founder of Windy Willow Co., a wellness brand based in Rockford, MI. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Jordan Timmer is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His work history includes roles at Cetera and Anchor Wealth Advisers, where he serves as owner. Outside of his advisory work, Timmer is a member of the finance and investment committees at the Ronald McDonald House of Western Michigan and Byron Center Christian School, contributing to budget reviews and fundraising efforts. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform that allows advisors to implement various model portfolios and bespoke strategies across multiple program structures and custodial relationships.

Markus Melsness is a financial advisor at Edward Jones in Byron Center, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held roles at Lifeworks LLC, Mayo Clinic, and several positions connected to Calvin University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

Ronald Raredon is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has held multiple roles, including positions at the University of Mississippi and Cedar Crest Dairy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports clients through various advisory programs and specialized institutional services.

Anna De Boer is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Stifel Nicolaus & Company Incorporated and Liberty University. She is also involved with Kapteyn Wealth Partners and The Kapteyn Group Financial Partners LLC, where she performs paraplanning and administrative functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals.

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.

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.

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.