Matthew Hart is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for eight years at Pulte Group. He holds a Series 66 designation. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Eric Bender is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He has been the owner and operator of a seasonal concession business, Gibby's Concessions, since 2007. Prior to joining Edward Jones, he worked at Bruce's Frame and Alignment for sixteen 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Hall is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at PNC Investments, The Huntington National Bank, JPMorgan Securities, Securities America, VIMA, LLC, and Waddell & Reed. Outside of his advisory role, he manages an advisory business under Jaycob Willis Holdings. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing asset management within Ameriprise accounts.

Jacob Yerkes is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. He is also associated with Anchor Wealth Advisers as an associate financial advisor. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of program options including model portfolios, third-party managers, and bespoke strategies.

Philip Maass is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he manages recreational land in Delton, Michigan, which includes timber sales, a mineral lease agreement, and a long-term billboard contract. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines comprehensive planning with managed-account options under a consolidated billing service called WealthPlan while maintaining separation between the two services.

Shaun Bredeweg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at BBZ Investments, LLC and Camp Roger, and he currently leads Bredeweg Wealth Management, LLC as CEO and President. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to inform client decisions, while also offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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.

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.

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 in Byron Center, MI, holding a Series 66 credential and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at BDO USA, LLP, Northwestern Mutual, and Trillium Financial. Outside of advisory work, he owns a truck and equipment leasing business and is involved in tax planning through Tax Planning Solutions LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

David Halvorson is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley. Halvorson is also the owner and founder of Windy Willow Co., a wellness brand based in Rockford, Michigan. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients. 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.

Robert Knapp is a financial advisor with Edward Jones in Hastings, MI, holding the Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of Rook Enterprises, LLC, a real estate business focused on managing an office building in Caledonia, MI. 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 and supported by a large nationwide network of financial advisors and 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.