Christine Mueller is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2020 before joining Stifel Nicolaus & Co. Inc. in 2020. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Gregory Hagbom is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 49 years of industry experience. He has been with LPL Financial since 1999 and also conducts investment and insurance sales through his own business, Hagbom & Company, in East Lansing, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and third-party asset management.

Stacy Hochthanner is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2018, following a period as a stay-at-home mom. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Michele Strauss is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Vinod Singh is a financial advisor with J.P. Morgan Securities in East Lansing, MI, holding Series 66 and Series 63 credentials and possessing 10 years of industry experience. He previously worked at Charles Schwab for seven years before joining JPMorgan Chase Bank and J.P. Morgan Securities, where he has been employed for three years. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by a centralized manager solutions team employing both quantitative and qualitative research, with a focus on eligible strategies that may include ESG considerations.

Diana Pringle is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at OSAIC since 2022 and previously spent seven years with Securian Financial Advisors Great Lakes, Securian Financial Services Inc., and Minnesota Life. Outside of her advisory work, she owns Bay Harbor Technologies, LLC, through which she has authored children's books intended for grieving parents. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization. The firm supports a range of financial planning and investment management solutions and is notable for its scale, complex affiliate network, and recent consolidation activities.

Richard Vining is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. His prior roles include positions at Commonwealth Financial Network, V Financial Advisors, LLC, and SWBC Investment Services. Outside of advisory work, he is involved in tax preparation and serves as a trustee for two non-client revocable trusts. 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, supporting advisors with advanced operational and research tools.

Andrew Reger is a Series 66 credentialed financial advisor with Edward Jones in Owosso, MI, where he has worked since 2018. He has eight years of industry experience and previously spent 22 years at Chesaning Union Schools. 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. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Heidi O'dea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James for 14 years. Heidi serves as a board member and finance committee member for the YMCA in Owosso, Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with various portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Tonya Richey is a financial advisor at Osaic with one year of industry experience. She previously worked at Ascend Virtual Assistance for seven years and spent seven years as a stay-at-home mom. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process incorporates model-based asset allocation and portfolio optimization, supported by multiple custodial and legacy program arrangements.

Donald Headley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Securities America, Inc., Manage Money Concept, Sigma Financial Corporation, and Spc. 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 financial planning, asset management, and institutional platforms, supporting advisors with a variety of investment strategies and technology tools.

Steven Clark is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Company Inc. since 2019, following three years at Wells Fargo Clearing. Clark serves as a board member and secretary for the Zephyr Condominium complex in Grand Haven, Michigan. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking analyses and asset allocation guidance.

Craig Freund Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes positions at Locke Financial Services and Sigma Financial Corporation. Outside of finance, he has experience in the food service industry, including roles at Blaze Pizza, Pizza Hut, and Chens Chinese Cuisine. 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 broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing diverse investment strategies and operational tools, alongside extensive non-advisory financial activities.

Michael Cantor is a financial advisor with LPL Financial in East Lansing, MI, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked with LPL Financial and Commonwealth Financial Network, and co-owns Financial Technology, Inc., a company that facilitates securities business and TPA services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Amy Hoesli is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in East Lansing, MI, and has 16 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at Fifth Third Securities from 2013 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment menu.

Michelle Campbell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Wealth Strategies Financial Group, Minnesota Life Insurance Co, Securian Financial Group, and Valic Financial Advisors. Outside of her advisory work, she serves on several nonprofit boards, including Den Defenders Youth Football and the Wrestlers in Business Network. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, serving a broad client base through more than 10,000 advisors and approximately 800,000 clients.

Michael Mc Millan is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, CUSO Financial Services, and Edward Jones. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, using a range of strategies and advisor-support tools across a large network of over 22,800 advisors.

Olivia Martin is a Series 66-licensed advisor with Wells Fargo Clearing, based in East Lansing, MI. She has 19 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Mac Dermaid is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Prior to and concurrently, he has experience at Great Lakes National Bank and Glb Agency since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Stephanie Milosavlevski is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she manages vineyard operations and a wine tasting room at Crooked Vine Vineyard and Winery in Michigan. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions.