Douglas Kahl is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Kahl serves on the finance committee of Redeemer UMC in Dewitt, MI, and supports financial literacy programs as a support teacher at Dewitt Junior High. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with services tailored to plan objectives and risk tolerances.

Robert Demarco is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Flexible Plan Investments, and Michigan First Credit Union. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and holds a distinctive role as a registered commodity pool operator and advisor to multiple registered investment companies.

Lyn Hulce is a financial advisor at Wells Fargo Clearing in East Lansing, MI, holding Series 63 and Series 66 designations with 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

Richard Sneary is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and wealth management strategies. With over two decades of experience in the financial industry, Rich integrates his expertise with the resources of Bank of America and Merrill to provide tailored financial solutions that align with his clients' goals. He is committed to building long-term relationships that adapt to clients' unique needs and life stages. Rich holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He obtained his High School Diploma from North Adams High School. His practice areas include college education planning, employee benefits planning, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, and retirement income. In addition to his professional commitments, Rich serves on advisory boards for the Wharton Center for the Performing Arts and University of Michigan - Sparrow Specialty Health Center. He is also actively involved in community organizations such as Habitat for Humanity, Junior Achievement, and the Red Cross. Outside of work, Rich enjoys biking, boating, gardening, hiking, music, reading, running, spending time with family, traveling, and watching movies.

Kevin Moore is a financial advisor with Merrill in East Lansing, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Merrill since 2010 and at Bank of America since 2011. In addition to his advisory role, he serves as a trustee for family trusts and holds power of attorney for relatives. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicole Nyboer Halliwill is a financial advisor with Edward Jones in Lansing, MI, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Lexis Nexis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and a fiduciary standard of service.

Suzanne Henningson is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was employed at Evereve for two years. Outside of her advisory role, she is a member and manager of Henningsons Properties LLC, a land ownership business in Dewitt, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branch offices and provides overlay and tax-efficient services under a fiduciary standard.

Trenton Hagenbach is a financial advisor with Ameriprise in East Lansing, MI. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Lake Huron Credit Union, General Nutrition Center, and several educational institutions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with specific enrollment criteria and an investment offering influenced by affiliated product relationships.

Thomas Grant is a Series 66-registered financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 21 years of industry experience, including roles at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates with a non-discretionary investment program, combining large institutional advisory capabilities with broker-dealer and futures commission merchant registrations.

Lynn Colby is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 securities licenses and has been with Stifel Nicolaus & Co. since 2012. Additionally, she serves on the Lansing Community College Finance Committee, where she reviews the financials of the foundation. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

John Mccloskey Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Outside of his advisory role, he serves as an official for middle and high school sports with the Michigan High School Athletic Association and coaches freshman basketball for Haslett Public Schools. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Anthony Barst is a CFA® charterholder with 14 years of industry experience, currently serving at Morgan Stanley since 2021. Prior to this, he spent a decade with J.P. Morgan Securities and J.P. Morgan Chase Bank. He serves on the advisory board of the MSU Finance Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and Corporate Financial Planning agreements.

Alexander Rowe is a financial advisor with LPL Financial in East Lansing, MI, holding a Series 65 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Sapphire Blue Investment Partners and DI Training. Outside of his advisory role, Rowe operates a personal training business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Kelly Meister is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. Kelly has worked at Wells Fargo Clearing since 2016 and 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 investment advisory services. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Monica Dawes is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc and Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as a Notary Public with the National Notary Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Emily Goodrich is a Series 66 licensed financial advisor with Edward Jones, based in East Lansing, MI, and has three years of industry experience. She has worked exclusively at Edward Jones since 2015. Outside of her advisory role, she creates and sells handmade crochet items through Etsy and craft fairs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Gregory Miller is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. He has been with Ameriprise since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Amanda Boyd is a financial advisor at Merrill in East Lansing, MI, holding a Series 66 designation with 18 years of industry experience. She has been associated with Merrill Lynch since 2007 and also works with Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers.

Michelle Schaub is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 10 years of industry experience. She worked at Edward Jones for eight years before joining Ameriprise in 2024. Based in East Lansing, MI, she currently serves clients through Ameriprise’s platform. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with ongoing advice, using a centralized team that produces written recommendation reports based on proprietary research and third-party data.

Scott Camiller is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of advising, he owns and manages Spec Builds LLC, a real estate and construction business focused on speculative homebuilding in East Lansing, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its large network of advisors and branches as well as its affiliated trust and mutual fund capabilities.