Michael Soper is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. His background also includes roles at Michigan State University and Lansing Community College. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered model portfolios, financial planning, wealth management, and additional services including mortgage brokerage and insurance via affiliated agencies.

William Behnke III is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has worked at PNC Investments since 2016 and briefly at Wells Fargo Advisors, LLC prior to that. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm’s approach uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with third-party execution.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

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.

Steven Belloli is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Spc and Sigma Financial Corporation for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and innovative technologies.

Gregory Hagbom is a ChFC® and Series 63-licensed financial advisor with 49 years of industry experience. He has been with LPL Financial since 1999 and also operates an investment and insurance sales business, Hagbom & Company, in East Lansing, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and services, providing both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

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 with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. His prior work includes seven years at Charles Schwab before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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 credentials and 44 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 1976 to 2022. Miller also serves as a board member for a local condominium association in Lansing, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

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.

Donald Headley is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Securities America, INC. and Sigma Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

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.

Craig Freund Jr. is an advisor at LPL Financial with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Upstream Investment Partners and Locke Financial Services. His background also includes roles outside finance, such as positions at Blaze Pizza and Pizza Hut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment solutions.

Arthur McClintic is a financial advisor with Primerica Advisors in Lansing, MI, holding Series 65 and Series 63 credentials and 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 advisory work, he is involved in the sale of home security and automation products through referrals associated with Primerica client services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates a wrap-fee asset management program grounded in model-delivery strategies managed by unaffiliated asset managers, supported by custodial and execution services from Pershing and BNY Mellon Advisors.

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 financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked previously at CUNA Mutual Group, CUNA Brokerage Services, CUSO Financial Services, and Edward Jones. His other business activities include managing TrulyU Wealth Management and Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

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.