Nathan Lindemeyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been affiliated with Cambridge Investment Research since 2000 and operates Lindemeyer CPA, a tax practice, since 1994. Outside of his advisory roles, Lindemeyer serves as Treasurer and board member for Barrel Aged Charities Inc. and holds a tax manager position with Lally CPA. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, providing a range of implementation options from proprietary models to third-party 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.

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.

Kira Lockwood is a financial advisor at Edward Jones with 10 years of experience at the firm and holds the Series 66 designation. She has been with Edward Jones since 2016, working in St Johns, MI. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Steven Cross is a Senior Financial Advisor at Merrill Lynch Wealth Management, leading the team Cross Ragsdale & Associates. He and his team utilize their investment industry expertise combined with access to the global banking resources of Bank of America and the investment insight of Merrill to provide comprehensive wealth management services, particularly focusing on retirement planning and corporate benefit programs. With 30 years of experience in financial services dating back to 1987, Steven specializes in education planning, family wealth management, philanthropic planning, tax minimization, and retirement income strategies among other areas. He joined Merrill Lynch in 2013 after transitioning from Morgan Stanley and has worked diligently to develop holistic, goals-based wealth management approaches for his clients. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Steven earned his bachelor's degree from Central Michigan University. He lives in Haslett, Michigan with his wife Cindy and has a family active in sports and finance. Outside the office, he enjoys activities such as skiing, snowmobiling, golfing, traveling, scuba diving, and community involvement including contributions to 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 based in East Lansing, MI, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Sigma Financial Corp, J.P. Morgan Securities, Bank of America, and Merrill. 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 with discretionary and non-discretionary management supported by in-house and third-party research.

Rodger Bastien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He 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 investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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.

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.

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.

Russell Dawson is a financial advisor with LPL Financial in Dewitt, MI, holding a Series 66 credential and nine years of industry experience. He previously worked at Securian Financial Advisors of the Great Lakes, Minnesota Life Insurance Company, Huntington Bank, and TD Bank. Dawson serves on the board of the Sparrow Hospital Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Evan Baker is a financial advisor with LPL Financial in Owosso, MI, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and is also involved with Mo Mortgage Group and Mowinski Financial. Outside of his advisory role, he is engaged in mortgage and real estate services. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, providing financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management and incorporates various investment strategies and technologies in its services.

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 in Okemos, MI, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in 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.

Craig Lazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He 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 solutions. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sedric Audas is a financial advisor at Equitable Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he has ownership interests in several hospitality and commercial businesses, including pubs and restaurants in the East Lansing area. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

William Stoskopf is a financial advisor with OSAIC based in East Lansing, MI, holding CFP® and ChFC® designations and possessing 31 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 24 years with Signator Investors, Inc. In addition to his advisory role, he is a musician and music teacher in Bath, MI. He is also the owner and managing member of Comprehensive Financial Solutions, LLC, which focuses on employee benefits and insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and efficient-frontier analysis to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Cole Frageman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Charles Schwab. He is based in Okemos, Michigan. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.