Shannon Poynter is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Credent Wealth Management, and Capital Strategies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple fund advisory roles.

Forrest Bouyer is a financial advisor with OSAIC in Okemos, MI, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Royal Alliance, Securian Financial Advisors of the Great Lakes, Minnesota Life, and Founders Financial Securities LLC. Outside of his advisory role, he serves as a volunteer board member for the nonprofit Petals & Pinecones, is on the board of Elite Nation Basketball, and acts as a Lead Deacon at Kingdom Life Church. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and private-equity ownership.

Chase Peterson is a financial advisor at Thrivent Investment Management in East Lansing, MI, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Fifth Third Bank, Papa John's, General Nutrition Center, Great Harvest Bread Company, and Northridge Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm combines goal-based analyses with managed-account services under a consolidated billing option called WealthPlan, maintaining separation between planning and portfolio management.

Patti Hicks is a financial advisor with Ameriprise in Okemos, MI, holding Series 63 and Series 65 designations and providing 22 years of industry experience. Her prior roles include positions at Huntington National Bank, The Huntington Investment Company, and PNC Bank and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Paige Bishop is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors, Paige worked at The State Bank and Lake Huron Credit Union, among other roles. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing a broad planning menu and proprietary research tools to develop tailored recommendations.

Kelly Morrison is a Series 66-licensed financial advisor with eight years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. Prior to joining Stifel, Morrison worked at Wells Fargo Clearing and Capital Group. Outside of work, Morrison serves on several local boards in Owosso, MI, including the Memorial Healthcare Foundation, the Owosso High School CTE Advisory Board, and the Rotary Club of Owosso. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Colin Mccallum is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Corebridge Financial, R&L Global, and Coyote Logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large national network of financial advisors and branch offices.

Charles Sargent V is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Annette Wright is a financial advisor with LPL Financial in East Lansing, MI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at LPL Financial since 2023 and previously worked at Spc and Sigma Financial Corporation from 2012 to 2023. Wright also maintains a CPA practice providing tax services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jack Miceli is a financial advisor with LPL Financial based in East Lansing, MI, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior work includes roles at Edward Jones, GWN Securities Inc., Legend Advisory, LLC, and Equitable Advisors. He is also involved with Upstream Investment Partners, a DBA for his LPL business. 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 advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies supported by operational tools.

Gavin Parry is a financial advisor at Ameriprise in Okemos, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Plante Moran Financial Advisors and Jackson National Life. Outside of finance, he has been involved with the Children’s Garden Early Learning Community and worked at Dewitt Golf Center. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement income plans primarily for clients maintaining assets in Ameriprise-managed accounts.

David Hart is a CFP®-designated financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Guggenheim Funds Distributors, Merrill, and Triad Advisors. He is based in East Lansing, MI. 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 and portfolio management services through a large network of investment adviser representatives and utilizes various model portfolios and third-party asset managers.

Jeffrey Hansen is a CFP® professional with 34 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at SPC, Sigma Financial Corporation, and FSC Securities Corporation. 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 and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brendan Kahl is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at Macatawa Bank, Infinex Investments, and the Country Club of Lansing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kelli Fenstemaker is a Series 66-licensed financial advisor with Ameriprise in Okemos, MI, with 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her primary role, she is also an Associate Financial Advisor managing an advisory business at RNB Greenlight LLC. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Mark Garrod is a financial advisor with LPL Financial in East Lansing, MI, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. His prior roles include positions with CUNA Mutual Group, CUNA Brokerage Services, Cuso Financial Services, and SPC. Outside of finance, he owns a woodworking business. 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 a range of financial planning and portfolio management solutions, combining a broad advisory platform with extensive non-advisory financial services.

Ryan Riley is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 19 years of industry experience. His prior work includes eight years at J.P. Morgan Securities and a period at Murner North, LLC. Outside of advising, Riley is involved in residential construction through his ownership in MC Builders. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines written recommendations and ongoing tax-aware withdrawal advice.

Gary Ludtke is a financial advisor with LPL Enterprise who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including a long tenure at The Prudential Insurance Company of America and Pruco Securities. His other business activities include involvement with Jackson National in non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

David Hood is a Series 66-licensed advisor with Stifel in Owosso, MI, bringing 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following four years at Wells Fargo Clearing. Outside of his advisory role, he serves as president of Oak Hill Cemetery, overseeing its operations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Severin Erickson is a financial advisor at Ameriprise with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Erickson was also involved with Thin Blue Line of Michigan for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.