Paige Long is a financial advisor at Morgan Stanley in East Lansing, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she worked in various roles at companies including North American Lighting, NeoPollard Interactive, Fortis Payment Systems, and Soaring Eagle Casino. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Anna Pitts is a financial advisor with Morgan Stanley in East Lansing, MI, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models in its financial planning process.

Alexander Barris is a financial advisor with Morgan Stanley in East Lansing, MI. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Barris worked at Morgan Stanley, Dicks Sporting Goods, and Michigan State University among other positions. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Shawn Checkeroski is a financial advisor at J.P. Morgan Securities with over eight years of experience in the financial industry. He holds the Series 63 and Series 65 designations. His prior work includes roles at Jpmorgan Chase Bank and Deluca's. 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 to inform their recommendations.

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.

Cassidy Ballard is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and has worked previously at Urban Financial Advisory Corporation and Ballard Wealth Group. Her professional background includes experience outside finance, including positions at Michigan State University and in local school districts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal advisory services, incorporating technology and analytical tools to assist clients in achieving their goals.

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.

Henry Guzzo is a financial advisor with Ameriprise Financial Services, LLC, holding the CFP®, ChFC®, and Series 63 designations and bringing 28 years of industry experience. He previously worked at Royal Alliance for ten years before joining Ameriprise in 2021. Outside of his primary advisory role, Guzzo is involved in independent insurance brokering and owns Blumark Financial Advisors, LLC, a firm that manages his financial planning practice, as well as Blumark Tax Advisors, LLC, which provides tax preparation services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research-driven recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm’s approach integrates algorithmic tools with advisor input and emphasizes the use of Ameriprise Managed Accounts and affiliated investment products.

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.

Michelle Bush is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, she spent 17 years at Eaton County Health & Rehabilitation Services. She is the personal representative of the Estate of Vicki Swanson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branches.

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.

Robert Crocker is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

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.

Matthew Hess is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His previous roles include positions at Sigma Financial Corp, Bank of America, Merrill, and J.P. Morgan Securities. He is based in East Lansing, Michigan. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Joshua Dreps is a financial advisor at Edward Jones in Charlotte, Michigan, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in education for nine years with Bellevue Community Schools and Battle Creek Public School. Outside of advising, he is involved in catering through Taste of Heavens Catering, where he assists with plating and serving for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options and advisory programs. The firm is noted for its extensive retail advisor and branch network, as well as affiliated capabilities including trust services, mutual funds, and securities-based lending.