Stephen Perrone is a financial advisor with Morgan Stanley in East Lansing, MI, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Roger Bennett is a financial advisor with OSAIC based in Grand Ledge, MI. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., Asset Financial Services Inc., and Transamerica Financial Advisors, Inc. He is also a board member of the Grand Ledge Chamber, where he participates in governance policy review. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process featuring asset allocation, portfolio optimization, and multiple program options delivered through its complex affiliate network.

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.

Kevin Draggoo is a Wealth Management Advisor and co-founder of the Draggoo Huber Team. He has been working with Merrill since 1985, building a practice that focuses on proactive service and customized financial strategies. Kevin works with successful individuals and families, specializing in managing complex financial situations and sudden wealth events such as business sales and significant executive compensation. By utilizing Merrill's global investment platform alongside the banking services of Bank of America, he offers comprehensive services including investment management, lending strategies, risk management, and wealth preservation planning. Over his career, Kevin has developed expertise in guiding clients through managing substantial liquidity with disciplined planning. He holds professional designations including CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™. Kevin graduated summa cum laude from Michigan State University with a Bachelor of Arts in Business Administration. He has been recognized nationally as a leading financial advisor, including being named to Forbes' Best-in-State Wealth Advisors list in 2018 and 2019. Committed to community involvement, Kevin contributes his time and leadership to organizations such as the Capital Region Community Foundation. He values his family and enjoys golfing outside of his professional commitments.

Joseph Smalley is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 27 years before joining Cetera. Outside of his advisory work, Smalley is also an artist, writer, and photographer. Cetera Investment Advisers LLC serves individual and institutional clients nationwide, offering a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a wide range of account structures and investment strategies.

Kenneth Perrin is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He previously worked at The Huntington Investment Company and LPL Financial. He serves as chairperson of the board for the St. Johns Area Community Fund, a nonprofit supporting social, physical, and cultural improvement in his community. 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 recommendations and ongoing advice, utilizing proprietary research and a defined investment framework.

Adam Eschtruth is a financial advisor with Edward Jones in Lansing, MI, holding the Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

David Anderson is a Financial Advisor at Merrill Lynch Wealth Management. He builds his financial practice around providing honest and sound financial advice, emphasizing communication and accessibility to ensure clients feel confident and comfortable with their financial plans. David focuses on understanding clients' short-, mid-, and long-term goals to develop tailored financial plans, backed by research from the Chief Investment Office and Bank of America Global Research, and provides ongoing advice as client needs evolve. His expertise includes education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. David holds a Bachelor's Degree and a Master's Degree from Michigan State University and carries the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, David enjoys golfing, fishing, hunting, and spending time with his family. He is based in the Lansing area.

Ryan Balks is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior experience includes roles at New York Life Insurance Company, NYLIFE Securities LLC, Signator Investors, and Commonwealth Financial Network. He also engages in fixed insurance sales as a secondary activity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management.

Michael Glaser is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the title of Senior Vice President and brings expertise in individual equities, options, and retirement planning. Michael began his career with Merrill Lynch in 1994 after earning a Bachelor's degree in Finance from Michigan State University. He holds the Chartered Retirement Planning Counselor℠ designation and is recognized as a Personal Investment Advisor (PIA). His professional focus includes helping clients with retirement planning and managing investment options. Originally from Manchester, Connecticut, Michael currently resides in East Lansing, Michigan with his wife and two children.

Yarwijn Burnett is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2014, joining as part of the Draggoo Huber Team. Prior to her current role, she worked as a banker for JPMorgan Chase Bank starting in 2008. She holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Yarwijn advises retirees, women in transition, executives, and entrepreneurs, helping them pursue their financial goals and aspirations. Utilizing Merrill's proprietary Wealth Outlook and other analytical tools, she evaluates clients' overall financial well-being by considering variables such as retirement spending, inflation, taxes, asset allocation, and longevity expectations. Her approach emphasizes collaboration and attentive listening to provide personalized guidance tailored to each client's priorities. She holds a High School Diploma from Delphian School. Outside of work, Yarwijn dedicates time and resources to organizations such as the Greater Lansing Arts Council, Lansing Symphony, and Ingham County Animal Shelter. She and her husband, Adam, an attorney for the Sixth Circuit U.S. Court of Appeals, enjoy Lansing's art and music culture, as well as outdoor activities like hiking and camping with their two sons, Theodore and Winston.

Justin Blake is a financial advisor with Edward Jones in Grand Ledge, Michigan, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked in education with Durand Area Schools and Grand Blanc Community Schools for a combined ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Julia Sleeper is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 30 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., Sutton Advisors PLC, and Banc One Securities Corporation. Outside of advising, she has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and custodians and offers proprietary model strategies under the Founders Gate Capital brand.

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.

Grant Goetschy is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at the Harry O Culp Insurance Agency and teaching positions at Alma College and Lansing Community College. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm integrates algorithmic automation and oversight in generating personalized retirement income strategies.

Emma Blanchard is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. She has worked at Morgan Stanley since 2023 and has held various roles including positions at Michigan State University and small businesses such as The Mint Door Boutique and Roberts Dairy Service. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

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.