Liam Carr is a financial advisor at Principal Financial Services in Lansing, MI, holding a Series 66 designation. He began his financial services career in 2026 and has prior work experience that includes roles at Fifth Third Bank NA and Eastern Illinois University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ener Almanza is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and nine years of industry experience. He has worked with Private Advisor Group since 2016 and LPL Financial since 2015. Outside of his advisory work, Almanza is involved in organic farming through a home-based activity. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Phillip Mclellan is a Series 66-registered advisor with PNC Wealth Management, based in Lansing, MI, and has 19 years of industry experience. He has worked with PNC Investments since 2016. Outside of his financial advisory role, he serves as Director of Golf Strategy for Haslett Public Schools. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Mark Wickard is a financial advisor at Oppenheimer in East Lansing, MI, holding Series 63 and Series 65 designations with 40 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent two years at Cantor Fitzgerald & Co. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs varied investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Jeremy Mason is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 registrations and over 20 years of industry experience. He has been with Private Advisor Group since 2015 and has concurrently worked with LPL Financial and Michigan Financial Group since 2005. Outside of his advisory work, Mason is a co-owner and operator of a small coffee roasting company. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Joseph Mole is a financial advisor with SPC in Lansing, MI, holding a Series 66 designation and eight years of industry experience. He has worked with SPC since 2018 and is also a consultant at Thredpartners, providing strategic planning and leadership development services to nonprofit organizations. Mole serves on the boards of several nonprofits focused on job training, arts education, and economic development. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management options.

Lucas Steuk is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Fidelity Investments, Mass Mutual Ascend, and Waterstreet Financial - Raymond James, as well as academic appointments at the University of Cincinnati. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches including strategic and tactical asset allocation and manages approximately $36.7 billion in assets as of December 2025.

Tobin Zeluff is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC, Waggoner Financial, and held various roles at Michigan State University and educational institutions in Portage, MI. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Scott Morrison is a financial advisor with Integrated Wealth Concepts LLC in East Lansing, MI, holding Series 63 and Series 65 licenses and totaling 31 years of industry experience. His prior roles include positions at INVEST Financial Corp and Securities America Advisors. He is also the owner of THE FEDMEN, a federal employee benefits consultation business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing primarily long-term, customized portfolio strategies with a variety of investment vehicles.

Lorenzo Duran is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning his career in 2025. His prior experience includes roles at Greene Wealth Management and LPL Financial. He also provided administrative support to Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Jason Legg is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with LPL Financial since 2007 and with Private Advisor Group since 2015. Outside of financial services, he owns and operates Great Lakes Aerial Photography, a business specializing in aerial video production. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers. The firm supports varied investment approaches and trading horizons and provides tools for client-imposed restrictions and held-away account management.

Justin Braman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and has 10 years of industry experience. He has been with TIAA and its affiliated entity, TIAA-CREF Individual & Institutional Services, LLC, since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

Jacob Williams is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Empower Financial Services in 2023, he worked at Family First Life, Sound Royalties, and Roth Staffing. Outside of financial advising, he is involved as an account executive in telecommunications, setting up business appointments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

William Behnke III is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has worked at PNC Investments since 2016 and briefly at Wells Fargo Advisors, LLC prior to that. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm’s approach uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with third-party execution.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Autumn Sears is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she was employed at Oppenheimer and has worked in various roles across multiple organizations, including Michigan State University and Flint Cultural Center Corporation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Larry Mengerink is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at Sii Investments from 2015 to 2017. Outside of his advisory role, he is involved in several entrepreneurial and volunteer activities, including ownership of marketing and business ventures and volunteer coaching. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, using a range of portfolio management strategies and platform arrangements tailored to client objectives.

Steven Belloli is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Spc and Sigma Financial Corporation for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and innovative technologies.

Frank Bustamante is a financial advisor with Merrill in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Merrill since 1983 and has also worked at Bank of America since 2009. Outside of his advisory role, he is the owner of Blue 182, a non-profit organization that owns aircraft. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutions.

Gregory Hagbom is a ChFC® and Series 63-licensed financial advisor with 49 years of industry experience. He has been with LPL Financial since 1999 and also operates an investment and insurance sales business, Hagbom & Company, in East Lansing, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and services, providing both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.