Michele Strauss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products than many large institutional advisers.

Vinod Singh is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. His prior work includes seven years at Charles Schwab before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Joni Preston is a CFP® and Series 66-licensed financial advisor with 12 years of experience at Edward Jones. She has been with the firm since 2014 and also owns a photo booth rental business that serves weddings, corporate, and private events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Craig Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 1976 to 2022. Miller also serves as a board member for a local condominium association in Lansing, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Gregory Friddell is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013. His prior work includes a position at Bank of America, N.A., where he has been employed since 2020, and he attended Michigan State University from 2013 to 2017. 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 and profit-sharing plans, corporations, and charitable organizations.

Mark Feiler is a financial advisor at Morgan Stanley in Bloomfield Hills, Michigan, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, following six years at Ameriprise Financial Services. Outside of his advisory role, he is the sole proprietor of AMF Ventures LLC, a recreation-focused business. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning processes and a variety of modeling tools while managing approximately $2.74 trillion in client assets.

Donald Headley is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Securities America, INC. and Sigma Financial Corporation. 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, and brokerage services supported by in-house and third-party research.

Steven Clark is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Clark serves as a board member and secretary for the Zephyr Condominium complex in Grand Haven, Michigan. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering a range of financial planning and asset allocation services.

Todd Harter is a financial advisor with Ameriprise in Laingsburg, MI, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Harter serves on the Board of Directors for the Central Michigan University Development Board. Ameriprise offers a retirement-income planning service focused on clients approaching 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 algorithmic tools to deliver non-discretionary, personalized retirement income advice within a large institutional framework.

Joel Mishler is a financial advisor with Equitable Advisors in East Lansing, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2003. Outside of his advisory role, he is involved in a Christmas tree business, Mighty Nimrod Preserve. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored client solutions.

Craig Freund Jr. is an advisor at LPL Financial with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Upstream Investment Partners and Locke Financial Services. His background also includes roles outside finance, such as positions at Blaze Pizza and Pizza Hut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment solutions.

Tyler Brzozowski is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior work includes roles at Cook Pharmica and Michigan State University. He is a member and 50% owner of KTB Enterprises LLC with Kimberly Brzozowski. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, notable for its extensive national advisor and branch network.

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 licenses and bringing 25 years of industry experience. She has worked at firms including Wealth Strategies Financial Group, Minnesota Life Insurance Co, and VALIC Financial Advisors. Outside of her advisory work, she serves on the boards of Den Defenders Youth Football and the Wrestlers in Business Network, a national nonprofit supporting the sport of wrestling. Cetera Investment Advisers LLC is an SEC-registered advisor offering services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Michael Mc Millan is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked previously at CUNA Mutual Group, CUNA Brokerage Services, CUSO Financial Services, and Edward Jones. His other business activities include managing TrulyU Wealth Management and Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Olivia Martin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s 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 its investment offerings.

Mark Calderone is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he operates a family farm that sells eggs, produce, and pumpkins. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies.

Diana Lowry is a financial advisor with Edward Jones in Dewitt, MI, holding a Series 66 credential and three years of industry experience. Before joining Edward Jones in 2022, she worked at Empire Motor Financial and Interstate Premium Auditing. Outside of finance, she volunteers as a spin instructor at Spartan Spin in Lansing, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm has a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Cheryl Underwood is a financial advisor with Ameriprise Financial Services LLC in East Lansing, MI, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. Her prior roles include eight years at Oppenheimer and nine years at Independent Portfolio Consultants, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

Jordan Sutton is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He also operates Sutton Advisors, PLC and Sutton Law Offices, where he serves as an attorney. Sutton is involved in community activities, including serving as secretary of the Michigan State University Child Development Lab Parent Council and as a member of the Broad MSU Local Advisory Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party strategies.