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.

Jordan Sutton is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He also operates Sutton Advisors, PLC and Sutton Law Offices, where he serves as an attorney. Sutton is involved in community activities, including serving as secretary of the Michigan State University Child Development Lab Parent Council and as a member of the Broad MSU Local Advisory Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party strategies.

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.

Stanley Dippel is a financial advisor at Edward Jones with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1989. He serves on the Mason Chamber of Commerce Board of Directors. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment options through a large national network of advisors.

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 at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including John Hancock and Commonwealth Financial Network. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Forrest Bouyer is a financial advisor with OSAIC who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Royal Alliance and Securian Financial Advisors of the Great Lakes. Outside of his advisory work, he serves as a board member for Petals & Pinecones, a nonprofit organization, and Elite Nation Basketball, a volunteer group, and he is a lead deacon at Kingdom Life Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and tools designed to tailor portfolios to client needs.

Chase Peterson is a financial advisor at Thrivent Investment Management in East Lansing, MI, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Fifth Third Bank, Papa John's, General Nutrition Center, Great Harvest Bread Company, and Northridge Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm combines goal-based analyses with managed-account services under a consolidated billing option called WealthPlan, maintaining separation between planning and portfolio management.

Joseph Smalley is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 27 years before joining Cetera. Outside of his advisory work, Smalley is also an artist, writer, and photographer. Cetera Investment Advisers LLC serves individual and institutional clients nationwide, offering a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a wide range of account structures and investment strategies.

Kevin Miller is a CFP®-designated financial advisor with 26 years of experience, currently with Osaic Wealth, Inc. He has previously worked at Securities America Advisors, Inc. and Investacorp Inc. Outside of his advisory role, Miller coaches youth hockey and owns a financial services firm focused on financial planning and investment management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, utilizing asset-allocation tools and third-party money managers to deliver customized portfolio solutions.

Adam Eschtruth is a financial advisor with Edward Jones in Lansing, MI, holding the Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Stephen Blair is a financial advisor with Edward Jones in Mason, MI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Balks is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior experience includes roles at New York Life Insurance Company, NYLIFE Securities LLC, Signator Investors, and Commonwealth Financial Network. He also engages in fixed insurance sales as a secondary activity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management.

Julia Sleeper is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016 and has worked concurrently with related entities including Cambridge Investment Research, Inc. and Sutton Advisors PLC since 2003. Outside of her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Dean Cady is a financial advisor with Mass Mutual Investors Services in Lansing, MI, holding a ChFC® designation and Series 63 license. He has 34 years of industry experience, having worked with Mass Mutual Investors Services since 1992 and MassMutual Life Insurance Co since 1991. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, along with wrap programs, educational seminars, and specialized planning services.

Charles Sargent V is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors, LLC from 2013 to 2016. He is based in East Lansing, MI. 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.

Annette Wright is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has professional credentials including an MBA and CPA. Prior to joining LPL Financial, she worked at Spc and Sigma Financial Corporation. Wright also maintains a CPA practice providing tax services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Jack Miceli is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for four years and GWN Securities Inc. for eight years. He is also involved with Upstream Investment Partners, a business related to his work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Jonah Bartlett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at EduStaff, TechSmith, and Sparrow Michigan Athletic Club, as well as time spent self-employed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Gavin Parry is a financial advisor at Ameriprise in Okemos, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Plante Moran Financial Advisors and Jackson National Life. Outside of finance, he has been involved with the Children’s Garden Early Learning Community and worked at Dewitt Golf Center. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement income plans primarily for clients maintaining assets in Ameriprise-managed accounts.