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.

Bryan Allen is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Merrill Lynch since 2018, following two years at UMB Fund Services. Outside of his advisory role, Allen is involved in a guardianship business based in Sturgeon Bay, Wisconsin. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Garrod is a financial advisor with LPL Financial in East Lansing, MI, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and CUSO Financial Services, Lp. Outside of his advisory work, he owns a home-based woodworking business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Noah Stewart is a financial advisor at Merrill based in Lansing, MI, holding a Series 66 designation. He has one year of industry experience, previously working at Bank of America, N.A., and spent nine years in full-time education before entering the financial sector. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

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.

Nathan Clark is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for ten years. Clark serves on the Board of Directors for the Greater Lansing Amateur Golf Association. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.

David Hood is a financial advisor with STIFEL in Owosso, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as president of Oak Hill Cemetery, overseeing its operations. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client asset allocation and planning decisions.

Benjamin Westin is a financial advisor at Morgan Stanley in East Lansing, Michigan, holding a Series 66 designation with 10 years of industry experience. His prior roles include six years at Regal Financial Group and earlier positions within Morgan Stanley and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Cara Keay is a Series 66-licensed financial advisor with Edward Jones in Owosso, MI, and has 18 years of industry experience. She has been with Edward Jones since 2007. 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 under management 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.

Jennifer Edwards is a financial advisor with Morgan Stanley in East Lansing, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a notary public, dedicating one hour per week during trading hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Douglas Kahl is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Kahl serves on the finance committee of Redeemer UMC in Dewitt, MI, and supports financial literacy programs as a support teacher at Dewitt Junior High. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with services tailored to plan objectives and risk tolerances.

Robert Demarco is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Flexible Plan Investments, and Michigan First Credit Union. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and holds a distinctive role as a registered commodity pool operator and advisor to multiple registered investment companies.

Lyn Hulce is a financial advisor at Wells Fargo Clearing in East Lansing, MI, holding Series 63 and Series 66 designations with 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

Richard Sneary is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and wealth management strategies. With over two decades of experience in the financial industry, Rich integrates his expertise with the resources of Bank of America and Merrill to provide tailored financial solutions that align with his clients' goals. He is committed to building long-term relationships that adapt to clients' unique needs and life stages. Rich holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He obtained his High School Diploma from North Adams High School. His practice areas include college education planning, employee benefits planning, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, and retirement income. In addition to his professional commitments, Rich serves on advisory boards for the Wharton Center for the Performing Arts and University of Michigan - Sparrow Specialty Health Center. He is also actively involved in community organizations such as Habitat for Humanity, Junior Achievement, and the Red Cross. Outside of work, Rich enjoys biking, boating, gardening, hiking, music, reading, running, spending time with family, traveling, and watching movies.

Kevin Moore is a financial advisor with Merrill in East Lansing, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Merrill since 2010 and at Bank of America since 2011. In addition to his advisory role, he serves as a trustee for family trusts and holds power of attorney for relatives. 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, pension plans, corporations, and charitable organizations.

Nicole Nyboer Halliwill is a financial advisor with Edward Jones in Lansing, MI, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Lexis Nexis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and a fiduciary standard of service.

Suzanne Henningson is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was employed at Evereve for two years. Outside of her advisory role, she is a member and manager of Henningsons Properties LLC, a land ownership business in Dewitt, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branch offices and provides overlay and tax-efficient services under a fiduciary standard.

Trenton Hagenbach is a financial advisor with Ameriprise in East Lansing, MI. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Lake Huron Credit Union, General Nutrition Center, and several educational institutions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with specific enrollment criteria and an investment offering influenced by affiliated product relationships.

Thomas Grant is a Series 66-registered financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 21 years of industry experience, including roles at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates with a non-discretionary investment program, combining large institutional advisory capabilities with broker-dealer and futures commission merchant registrations.

Anthony Barst is a CFA® charterholder with 14 years of industry experience, currently serving at Morgan Stanley since 2021. Prior to this, he spent a decade with J.P. Morgan Securities and J.P. Morgan Chase Bank. He serves on the advisory board of the MSU Finance Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and Corporate Financial Planning agreements.