Steven Clark is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Company Inc. since 2019, following three years at Wells Fargo Clearing. Clark serves as a board member and secretary for the Zephyr Condominium complex in Grand Haven, Michigan. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking analyses and asset allocation guidance.

Todd Harter is a financial advisor with Ameriprise in Laingsburg, MI, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Harter serves on the Board of Directors for the Central Michigan University Development Board. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary, personalized retirement income advice within a large institutional framework.

Joel Mishler is a financial advisor with Equitable Advisors in East Lansing, MI, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003, including its prior entity Axa Advisors. Outside of his advisory role, he has a side business leasing office space and operates a Christmas tree sales venture. Equitable Advisors serves individuals ranging from non‑HNW to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a large network of Investment Adviser Representatives and third-party asset managers.

Craig Freund Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes positions at Locke Financial Services and Sigma Financial Corporation. Outside of finance, he has experience in the food service industry, including roles at Blaze Pizza, Pizza Hut, and Chens Chinese Cuisine. 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 broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing diverse investment strategies and operational tools, alongside extensive non-advisory financial activities.

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 worked at Primerica Financial Services since 2007 and has operated McClintic & Ass since 2020. Outside of advisory services, he is involved in referring home security and automation products as well as other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm delivers advisory services primarily through model-based portfolio strategies managed by third parties, supported by custodial and trade execution partners.

Michael Cantor is a financial advisor with LPL Financial in East Lansing, MI, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked with LPL Financial and Commonwealth Financial Network, and co-owns Financial Technology, Inc., a company that facilitates securities business and TPA services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Michelle Campbell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Wealth Strategies Financial Group, Minnesota Life Insurance Co, Securian Financial Group, and Valic Financial Advisors. Outside of her advisory work, she serves on several nonprofit boards, including Den Defenders Youth Football and the Wrestlers in Business Network. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, serving a broad client base through more than 10,000 advisors and approximately 800,000 clients.

Michael Mc Millan is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, CUSO Financial Services, and Edward Jones. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, using a range of strategies and advisor-support tools across a large network of over 22,800 advisors.

Olivia Martin is a Series 66-licensed advisor with Wells Fargo Clearing, based in East Lansing, MI. She has 19 years of industry experience and 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Stephanie Milosavlevski is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she manages vineyard operations and a wine tasting room at Crooked Vine Vineyard and Winery in Michigan. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions.

Mark Calderone is a financial advisor at Ameriprise with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2007. Outside of his advisory work, he owns and operates Calderone Farm, a family farm that sells eggs, produce, and pumpkins. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware planning, focusing on dependable income sources.

Diana Lowry is a financial advisor with Edward Jones in Dewitt, MI, holding a Series 66 credential and three years of industry experience. Before joining Edward Jones in 2022, she worked at Empire Motor Financial and Interstate Premium Auditing. Outside of finance, she volunteers as a spin instructor at Spartan Spin in Lansing, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm has a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Leila Wilson is a financial advisor at Morgan Stanley with eight years of experience at the firm and two years in the industry. She holds a Series 66 designation and previously worked at Prevention Works and the Kalamazoo Experiential Learning Center. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Cheryl Underwood is a financial advisor with Ameriprise Financial Services LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. Her prior roles include eight years at Oppenheimer and nine years at Independent Portfolio Consultants, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to deliver tailored recommendations.

Jordan Sutton is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 17 years of industry experience. He has been with Cambridge since 2009 and previously operated Sutton Advisors, PLC. Outside of his advisory work, he serves as secretary of the Michigan State University Child Development Lab Parent Council and is a member of the Broad MSU Local Advisory Board at the Eli and Edythe Broad Art Museum. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

Shannon Poynter is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Credent Wealth Management, and Capital Strategies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple fund advisory roles.

Mark Quimby is a CFP® professional with 24 years of industry experience, all with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Quimby serves as a trustee for the Waverly Education Foundation, where he participates in fundraising and scholarship selection, and is a board member of the Delta Side Business Association, assisting in local business promotion in Delta Township. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Kendra Osowski is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. Her career includes long tenure at John Hancock from 2006 to 2023, followed by roles at Commonwealth Financial Network and Smalley Investments prior to joining Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that features model portfolios, third-party managers, and customized strategies.