Robert Phifer Jr. is a financial advisor with Edward Jones in Williamston, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Merrill and Western and Southern, spanning nearly a decade before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and affiliated services through a large nationwide network of advisors and branches.

Gregory Hagbom is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 49 years of industry experience. He has been with LPL Financial since 1999 and also conducts investment and insurance sales through his own business, Hagbom & Company, in East Lansing, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and third-party asset management.

Stacy Hochthanner is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2018, following a period as a stay-at-home mom. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

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 at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Diana Pringle is a financial advisor at OSAIC with 41 years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining OSAIC in 2022, she worked for Securian Financial Advisors Great Lakes, Securian Financial Services Inc., and Minnesota Life. Outside of her advisory role, she owns Bay Harbor Technologies, LLC, through which she has authored children’s books aimed at supporting grieving parents. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment vehicles.

Craig Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2022, he worked for Mass Mutual Investors Services and Mass Mutual Life Insurance Company for over four decades. He serves on the board of the Woodridge Commons Condominium Association, a nonprofit organization in Lansing, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tonya Richey is a financial advisor at Osaic with one year of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Osaic, she worked at Ascend Virtual Assistance for seven years. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diverse portfolios on both discretionary and non-discretionary bases.

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.

Arthur McClintic is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has held roles at McClintic & Ass, D&G Equipment, Bonnie Plants Inc, Tuff Shed, Pfs Investments Inc, and Primerica Financial Services. Outside of advising, he is involved in sales and referrals related to loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advice through a large network of nearly 3,700 advisors. The firm’s investment approach relies mainly on model-delivery strategies managed by third-party asset managers with an overlay manager and uses a percentage-of-assets billing structure.

Aaron Klawuhn is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2017. Outside of his advisory work, Klawuhn serves as an Assistant Cubmaster for Cub Scout Pack 240 in Owosso, MI, and is a ruling elder at Grace Orthodox Presbyterian Church in Lansing, MI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a broad range of topics and allows clients to combine planning with managed-account programs while keeping the services separate.

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.

Michael Mc Millan is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, CUSO Financial Services, and Edward Jones. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, using a range of strategies and advisor-support tools across a large network of over 22,800 advisors.

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.

Stephanie Milosavlevski is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she manages vineyard operations and a wine tasting room at Crooked Vine Vineyard and Winery in Michigan. Ameriprise offers retirement-income planning services focused on individuals nearing 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 tax analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions.

Mark Calderone is a financial advisor at Ameriprise with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2007. Outside of his advisory work, he owns and operates Calderone Farm, a family farm that sells eggs, produce, and pumpkins. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware planning, focusing on dependable income sources.

Jordan Sutton is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously operated Sutton Advisors, PLC. Outside of his advisory role, Sutton serves as secretary for the Michigan State University Child Development Lab Parent Council and is a local advisory board member for the Eli and Edythe Broad Art Museum at Michigan State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management and model-based strategies tailored to client objectives.

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.

Stanley Dippel is a financial advisor at Edward Jones with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1989. He serves on the Mason Chamber of Commerce Board of Directors. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment options through a large national network of advisors.

Mark Quimby is a CFP® professional with 24 years of industry experience, all with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Quimby serves as a trustee for the Waverly Education Foundation, where he participates in fundraising and scholarship selection, and is a board member of the Delta Side Business Association, assisting in local business promotion in Delta Township. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.