Lauren Ethington is a financial advisor with Morgan Stanley in East Lansing, MI, holding the Series 66 designation and seven years of industry experience. Her prior roles include positions at The Huntington Investment Company, Cetera, and Citizens Securities Inc. Lauren has also worked outside finance in roles at Amazon and Target. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment services.

Marc Merritt is a Wealth Management Advisor with Merrill Lynch Wealth Management and a co-founder of The BZEMS Group. He has spent his entire career with Merrill, focusing on helping affluent families, small business owners, and nonprofit organizations grow and secure their wealth. Additionally, Marc serves as a Retirement Benefits Consultant on a Merrill retirement plan advisory team, supporting corporate benefit plans. Marc's approach to wealth management centers on philosophy, process, and structure. He works closely with clients to identify their personal and financial goals, developing tailored strategies and cohesive plans unique to each client's circumstances. His team emphasizes clear communication about investment selections, the research process, and fee transparency to help clients manage changes such as major life events or portfolio adjustments. Marc holds a Bachelor's Degree from Michigan State University and holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He lives in Okemos with his wife and two daughters. Outside of work, Marc enjoys golfing, ice hockey, skiing, biking, and supports several nonprofits and charitable organizations in his region.

Nancy Mcclintic is a financial advisor with Primerica Advisors in Lansing, MI, holding Series 63 and Series 65 designations with 38 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 1988. Outside of her advisory role, she is a partner in A&N Farms and A&N Enterprises. Primerica Advisors is a firm serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable entities. It sponsors a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and offers a range of investment approaches including strategic, tactical, tax-managed, and income-distribution models.

Tonya Madar is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked for the State of Michigan for seven years and at Central Michigan University Library for eight years. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Patrick O'clair is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked previously with CUSO Financial Services and Allegacy Federal Credit Union. His background also includes roles in the automotive sector. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Micah Murrell is a financial advisor with Ameriprise in Laingsburg, MI, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement income recommendations through a centralized consulting team.

Nathan Lindemeyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been affiliated with Cambridge Investment Research since 2000 and operates Lindemeyer CPA, a tax practice, since 1994. Outside of his advisory roles, Lindemeyer serves as Treasurer and board member for Barrel Aged Charities Inc. and holds a tax manager position with Lally CPA. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, providing a range of implementation options from proprietary models to third-party strategies.

Michelle Bush is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2021 and previously spent 17 years with Eaton County Health & Rehabilitation Services. She serves as the personal representative of a probate estate. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients and manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors and 15,000 branch offices.

Scott Ammon is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1989 and joined Merrill in 2010. Scott provides wealth planning advice and investment guidance to clients, with a particular focus on alternative investments including hedge funds, private equity, and real assets. He is a qualified Portfolio Advisor able to recommend Merrill or approved third-party investment managers' strategies, funds, or portfolios. Scott holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. He earned a Bachelor's degree in Economics from Eastern Michigan University. As a longtime practitioner of planning-based wealth management, Scott supports clients in achieving their financial independence and personal fulfillment through a thorough planning process integrated with investments, trust, and banking services. A lifelong resident of the Lansing area, Scott and his wife, Brenda, are active in their community and enjoy family activities such as traveling, boating, hiking, and supporting their four children. He is involved with the Lansing Chamber of Commerce Policy Committee and supports local organizations including Lansing Montessori Children's House and the Lansing MSU Jazz Club. Outside of work, Scott enjoys fly fishing and playing guitar.

Steven Cross is a Senior Financial Advisor at Merrill Lynch Wealth Management, leading the Cross Ragsdale & Associates team. Since joining Merrill in 2013, he has leveraged extensive industry knowledge and access to Bank of America's global banking resources to provide comprehensive wealth management services. Steven has over 30 years of experience in the financial services industry, with expertise in corporate benefit programs and retirement benefits. Steven focuses on helping clients integrate their corporate benefits into long-term financial plans that include risk management, taxation strategies, and wealth transfer. His client services cover education planning, family wealth management, retirement income strategies, philanthropic planning, and investment consulting for defined contribution plans. He holds a Bachelor's Degree from Central Michigan University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Based in Haslett, Michigan, Steven lives with his wife Cindy and enjoys spending time with his family. Outside of work, he engages in activities such as skiing, snowmobiling, golfing, traveling, and scuba diving, and remains active in his local community through involvement with organizations such as the Food Bank and American Legion.

Amy Wightman is a financial advisor with Ameriprise in Dewitt, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Merrill from 1993 to 2019 before joining Ameriprise, where she has been since 2019. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Martin Moore is a financial advisor with LPL Financial in Portland, MI, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he manages a tree farm in Six Lakes, MI. 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 variety of advisory services and investment strategies, supported by a large network of advisors and extensive operational tools.

Kory Blastic is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Portland, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Craig Stiles is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 24 years of industry experience. Prior to joining Ameriprise in 2019, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in multiple business ventures including web-based decision-making tools, data analytics, athlete recruiting services, and farm ownership. He also serves on the board of the Rotary Club of Lansing Foundation and holds a vice president position with Legatus. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing detailed, model-driven recommendations on income sources, Social Security claiming, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts and algorithmic automation in its planning process.

Glenn Eyre is a financial advisor with Ameriprise in Laingsburg, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, Eyre serves on the Board of Directors for the Lake Victoria Property Owners Association. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Russell Dawson is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Securian Financial Advisors of the Great Lakes and Minnesota Life Insurance Company. He serves on the board of the Sparrow Hospital Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Albert Tynes is a financial advisor with LPL Financial in Lansing, MI, holding Series 63 and Series 66 licenses and 22 years of industry experience. His previous roles include positions at Waddell & Reed, Inc, Accrescent Tax Solutions, SPC, and Ameriprise. Outside of advising, he has been involved with Accrescent Tax Solutions, providing tax preparation and accounting services. 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 supported by various advisory platforms and tools.

Matthew Addy is a financial advisor with MassMutual Investors Services in Lansing, MI, holding Series 63 and Series 66 credentials with 15 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is a licensed agent in life and health insurance sales and a partner in an LLC that manages office operations and employees. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative annual planning engagements.

Sedric Audas is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors for 21 years. Outside of his advisory role, he is involved in several business ventures including ownership and partnerships in hospitality and real estate enterprises such as pubs and commercial property. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, utilizing both internally managed and third-party investment solutions.