Brian Dale is a financial advisor with Edward Jones in Okemos, MI, holding Series 63 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2004. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Hank Sizemore is a financial advisor with Raymond James & Associates in Owosso, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked with the Detroit Pistons for six years and at Fowlerville High School for one year. Outside of advising, he is the CEO of Spanky Supply, a small business he runs managing social media engagement and order fulfillment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, offering a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Patrick Anderson is a CFP® with 31 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in East Lansing, MI. His tenure includes roles at Ameriprise Financial Services, Inc. prior to the current Ameriprise entity. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supporting clients through a centralized consulting team and an approach that integrates both automated and tailored advice.

Abigail Mehregan is a financial advisor with J.P. Morgan Securities in Okemos, MI, holding a Series 66 designation and seven years of industry experience. She previously worked at UBS Financial Services and MB Financial Mortgage Company. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process incorporates systematic quantitative and qualitative research supported by a centralized manager solutions team.

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.

James Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Joyce Matz is a financial advisor with LPL Financial in Okemos, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory work, she serves as a board member for the Mid-Michigan Food Bank, assisting with food and fund collection for a school program supporting students who qualify for reduced lunch. 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 and access to model portfolios, supported by advisor-facing technologies and a broad platform of financial and credit services.

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.

Jeffrey Robins is a financial advisor with Cambridge Investment Research Advisors in Okemos, Michigan, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Cambridge Investment Research in various capacities since 2003. Outside of his advisory role, he serves as treasurer for the Hiawatha Lakes Homeowners Association. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with multiple platform options and proprietary model strategies.

Kyle Dunaway is a financial advisor with Wells Fargo Advisors in Owosso, MI, holding a Series 66 designation and with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at R & R Signs and Space Exploration Technologies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Todd Stump is a financial advisor with Ameriprise in Dewitt, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, 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 tailored, non-discretionary retirement income recommendations.

Amber Hofmeister is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her career in 2023. She previously worked at Pearl Planning for one year before returning to Edward Jones, where she has been since 2026. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the United States.

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.

Jack Fischer is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Jack holds Series 63 and Series 65 credentials and is also a notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Rodger Bastien is a financial advisor with Wells Fargo Clearing in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Tamara Richison is a financial advisor with Raymond James & Associates in Owosso, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior experience includes roles at Fifth Third Securities, Fifth Third Bank, Assurance IQ, and Farm Bureau Insurance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional advisory services with a variety of portfolio management styles and affiliated research resources.

Evan Baker is a financial advisor with LPL Financial in Owosso, MI, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Mo Mortgage Group and Mowinski Financial, among other roles. In addition to his advisory work, he is involved in tax preparation and accounting services through Tadricks Tax. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Aaron Irving is a financial advisor with Ameriprise in Haslett, MI, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he participates as a consultant for the Gerson Lehrman Group, providing professional insights to clients. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies and provides written, non-discretionary recommendations through a centralized consulting team.

Lowell Albert is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and its affiliated entities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG considerations within its recommendations.

Kenneth Williams is a financial advisor with Ameriprise in Perry, MI, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Firstmerit Bank, and LPL Financial. Outside of his advisory work, he co-manages an auto speedway in Michigan. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies through a centralized consulting team. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of large institutional firms.