Maria Kuitula is a financial advisor at Wordhouse Wealth Coaching with 15 years of industry experience. She holds a Series 65 designation and has been with Wordhouse Wealth Coaching since 2012. The firm serves individual clients with ongoing wealth coaching, financial education, portfolio analyses, and coordination with third-party advisers. Wordhouse Wealth Coaching utilizes a Free Market philosophy and a proprietary FMIA/MRI process to develop globally diversified, evidence-based portfolios, operating in a co-advisory role while third-party RIAs handle investment management.

Phyllis Wordhouse is a CFP® professional with 41 years of experience in financial advising. She has led Wordhouse Wealth Coaching since 2008, focusing on wealth coaching and financial education. Wordhouse Wealth Coaching serves individual clients with a range of financial situations, offering ongoing coaching, education classes, portfolio analyses, and third-party adviser recommendations. The firm employs a Free Market philosophy and a proprietary FMIA/MRI process to guide evidence-based, globally diversified portfolios managed by a third-party RIA.

Morgan Hunt is an investment advisor representative at Fairway Investment Group, LLC with two years of industry experience. He holds a Series 66 credential and previously worked in education, including seven years at Martin Public Schools. Hunt is also involved with MEA Financial Services as a financial representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, delivering advice on a predominantly non-discretionary basis and tailoring recommendations to client objectives.

William Griffin Jr. is a financial advisor with Resurgent Advisors, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Resurgent Financial Advisors in 2020. Outside of finance, he operates a fine art photography business, exhibiting his work in galleries and museums. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning and investment management using a fundamental analysis approach, employing mutual funds, ETFs, selected Sub-Advisors, and other investment vehicles.

James Smith is a financial advisor at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has a concurrent background as a math teacher and coach at Saugatuck Public Schools since 1997. Prior to joining Asset Allocation Strategies, he worked in various roles including life insurance and annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, plan sponsors, and trustees. The firm employs a strategic asset allocation process using quantitative techniques and model portfolios, and offers supplemental services such as 529 plan assistance and investment policy reviews.

Tyler Bosch is a financial advisor at Foundations Investment Advisors LLC in Hamilton, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Foundations, he worked at MDRN Capital, LLC and has operated Bosch Financial Services, LLC since 2018, where he sells life insurance and annuities. Outside of advising, he serves as a referral partner for Strike Tax, a firm offering R&D tax credit studies for small to mid-sized businesses. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, supported by a large network of affiliated offices.

Todd Carless is a financial advisor with Harbour Investments, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Harbour Investments since 1994 and was also associated with Burnham & Flower Financial Inc. and Burnham & Flower Agency for over two decades. In addition to his advisory role, Carless is an independent insurance agent specializing in equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and a variety of investment platforms. The firm employs a range of investment strategies through individual advisors and approved third-party managers, with ongoing account monitoring and multiple execution options.

John Mc Caffrey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual and Charles Schwab. Outside of finance, he is involved in insurance brokerage focusing on life insurance products and is a partner in a home cleaning business serving residential and property management clients. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering a range of investment management and brokerage services.

Faith Lamere Richards is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior work includes roles at Fifth Third Bank and Good Earth Cafe. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with corporate affiliation to Fifth Third Bank and provides multiple discretionary managed-account options along with features such as direct indexing and tax-overlay services.

Steven Tibbitts is a CFP® professional with 32 years of industry experience, currently serving clients through Commonwealth Financial Network and his own firm, Tibbitts Financial Consulting, both since 2005. He is based in Allegan, Michigan, and holds a Series 63 license. Outside of his advisory work, Tibbitts is a board member of the City of Allegan Brownfield Redevelopment Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized wealth management solutions, while delivering operational, compliance, and practice-management support to affiliated advisors.

Antwan Ward is a financial advisor with Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2011. Outside of his advisory role, he is an owner of LionLync LLC, a holding company. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Kelly Liebbe is a financial advisor with Fifth Third Securities, Inc. in Allegan, Michigan, holding a Series 66 designation and 17 years of industry experience. Kelly has been with Fifth Third Securities since 2011. Outside of financial advising, Kelly is involved in photography, operates an online merchandise business, and has experience as a beauty product sales consultant. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, featuring services such as direct indexing and tax-overlay strategies.

Matthew Ter Avest is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Allegan, MI. He has three years of industry experience, including roles at Voisard Asset Management Group and Tibbitts Financial Consulting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Sandra Baughman is a financial advisor at Edward Jones in Hamilton, MI, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones Investments since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Marissa Selby Lopez is a Series 66 credentialed financial advisor with Edward Jones, based in Otsego, MI, and has two years of industry experience. Her work history includes multiple roles at Edward Jones since 2023, along with prior experience in education at The University of Northwestern Ohio and Otsego Community Education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of advisors and branch offices.

Deborah Clark is a financial advisor with OSAIC holding Series 63 and Series 66 credentials and 19 years of industry experience. Her work history includes roles at Woodbury Financial Services Inc. and Invest Financial Corp. She is also involved as a volunteer board member for the River Escape HOA and owns Clearwater Financial Inc., which provides securities, fixed insurance, and tax preparation services. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage, advisory, and retirement plan consulting services. The firm utilizes a range of asset allocation and portfolio management tools and supports multiple advisory platforms and third-party managed-account solutions.

Shelby Butler is a Series 66-registered advisor with Thrivent Investment Management, based in Wayland, MI, and has 20 years of industry experience. Butler has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. 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 plans covering a broad range of topics, with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Daniel De Weerdt is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in Hamilton, MI. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Rowe is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for the Kalamazoo County Sheriff's Office 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Andrus is a financial advisor at Edward Jones in Otsego, Michigan, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

David Hart is a financial advisor at Edward Jones in Wayland, MI, with 26 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Elder Board and Finance Subcommittee of Byron Center Bible Church, where he is involved in governance and budget preparation. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jay Buist is a Series 66-licensed financial advisor at Ameriprise in Wayland, MI, with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aaron Hollister is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including a decade at Raymond James & Associates. Outside of his advisory work, he operates a vending machine business. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios from in-house and third-party resources.

Alexander Kubiak is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alayna Oskey is a financial advisor at Edward Jones in Allegan, MI, holding a Series 66 credential with one year of industry experience. Prior to her current role, she has experience working in the hospitality industry, including as a server and bartender at Bud & Stanley's Pub & Grub. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated trust and securities-based lending services.

Kristi Turchan is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. She has previously worked at VOYA Financial Advisors and Jgh & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services with access to model portfolios and research from multiple sources.

Mark Sansom is a Series 66-licensed advisor with Raymond James Financial, based in Plainwell, MI, and has one year of industry experience. Prior to his advisory role, he spent 17 years with Discount Tire Company. He is also involved with Majestic Financial, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advisory approaches and advanced analytical tools.

William Sanders is a financial advisor at Cetera with 31 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Cetera in 2026, he spent ten years with Commonwealth Financial Network. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Sean Budlong is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 10 years. Outside of his advisory role, he is CEO of BW Majestic Financial LLC, operating under the Majestic Financial DBA, and is a partner in a real estate investment LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Kendra Omans is a financial advisor at Raymond James Financial with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Chemical Bank and Trust. Outside of advising, Kendra is involved with Majestic Financial, a support company, and owns a property listed on Airbnb. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gary Buller is a financial advisor with Edward Jones in Allegan, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at TTI, Michigan State University, Jackson National Life Insurance, and others. 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 over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Melisa Lautenschleger is a Series 66-licensed financial advisor with eight years of industry experience. She is affiliated with Edward Jones in Allegan, MI. 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.

Patrick Mccullough II is a CFP® professional with 37 years of experience in financial advising. He is currently with Cetera and has held positions at Summit Financial Networks, LLC, and several related firms over his career. Outside of advising, he owns McCullough Inc., a corporation established for tax purposes, and works as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Hannah Barnes is a financial advisor with LPL Financial in Plainwell, MI, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Ameriprise and various small businesses in the automotive and retail sectors. She also provides administrative support to an independent investment advisor firm, Good Life Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from internal and third-party sources.

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.

James Casey II is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Securities America Advisors and Jhfn/Sii before joining LPL Financial in 2020. Outside of his advisory work, he is a co-owner and director of Image Enterprises, Inc., an advertising and marketing firm based in Hamilton, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, featuring both discretionary and non-discretionary management supported by in-house and third-party research.

Ginger Titus is a CFP® and Series 66-registered financial advisor with Edward Jones in Otsego, MI, bringing eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Timber Ridge Ski Area and Moore Electrical Service, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

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.

Kyle Bigford is a financial advisor at Edward Jones in Hamilton, MI, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he owns and operates a used car consignment dealership and motorcycle repair facility called Hamilton Speed Shop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

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.

Ashley Hare is a CFP® professional with one year of industry experience, currently affiliated with OSAIC Wealth Inc. She previously worked at Clearwater Financial, part of OSAIC Wealth, from 2018 to 2024 and has experience in tax preparation and fixed insurance sales. Hare also held a position at Captain Boom Fireworks in 2018. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Matthew Goodwin is a financial advisor with Edward Jones in Otsego, MI, holding a Series 66 designation and six years of industry experience. He has worked with Edward Jones since 2019 and previously held roles in staffing and healthcare settings. Outside of his advisory work, Goodwin is involved in coaching high school basketball at Bloomingdale Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Max Mc Guire is a financial advisor with Raymond James Financial in Plainwell, MI. He holds a Series 66 license and has been with Raymond James Financial since 2024. Prior to his advisory role, he worked in various positions including roles at Western Michigan University and Kalamazoo Valley Community College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and technology, and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

Cody Hagen is a financial advisor with Ameriprise in Hamilton, MI, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018, including time at Huizenga and Associates, and has prior work experience with Hagen Cement Products and Grand Valley State University. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice and written recommendation reports focused on income stability and tax-aware withdrawal strategies.

Robert Marciniak is a financial advisor with Edward Jones in Allegan, MI, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as Vice President and Trustee of the Allegan County Community Foundation, assisting with business planning and fundraising for the local foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Mark Slager is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Bloomingdale, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Morgan Yaw is a CFP® professional with eight years of industry experience, currently working at Edward Jones in Plainwell, MI. He has held positions at Edward Jones since 2015 and previously worked in human resources at Michigan State University. 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 and investment strategies, operating under a fiduciary standard.

Renae Morrie is a Series 66-licensed financial advisor with Edward Jones, based in Allegan, MI, and has two years of industry experience. She has worked with Edward Jones since 2007, initially in a prior role and currently in her advisory position since 2024. 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 broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Michael Kempker is a Series 66-licensed financial advisor at Edward Jones in Fennville, MI, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked in automation systems and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.