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 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.

Forrest Bouyer is a financial advisor with OSAIC in Okemos, MI, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Royal Alliance, Securian Financial Advisors of the Great Lakes, Minnesota Life, and Founders Financial Securities LLC. Outside of his advisory role, he serves as a volunteer board member for the nonprofit Petals & Pinecones, is on the board of Elite Nation Basketball, and acts as a Lead Deacon at Kingdom Life Church. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and private-equity ownership.

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.

Patti Hicks is a financial advisor with Ameriprise in Okemos, MI, holding Series 63 and Series 65 designations and providing 22 years of industry experience. Her prior roles include positions at Huntington National Bank, The Huntington Investment Company, and PNC Bank and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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®-certified financial advisor with 26 years of industry experience, currently with OSAIC since 2024. He previously worked at Securities America Advisors and Investacorp Inc. Outside of his advisory duties, he coaches youth hockey and owns a fixed insurance sales business. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm employs a model-based investment process with options for discretionary and advisor-managed strategies, supported by risk-tolerance assessments and portfolio optimization tools.

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 designations and over 30 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., Sutton Advisors PLC, and Banc One Securities Corporation. Outside of advising, she has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and custodians and offers proprietary model strategies under the Founders Gate Capital brand.

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 financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, 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 with LPL Financial in East Lansing, MI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at LPL Financial since 2023 and previously worked at Spc and Sigma Financial Corporation from 2012 to 2023. Wright also maintains a CPA practice providing tax services. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jack Miceli is a financial advisor with LPL Financial based in East Lansing, MI, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior work includes roles at Edward Jones, GWN Securities Inc., Legend Advisory, LLC, and Equitable Advisors. He is also involved with Upstream Investment Partners, a DBA for his LPL business. 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 range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies supported by operational tools.

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.

David Hart is a CFP®-designated financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Guggenheim Funds Distributors, Merrill, and Triad Advisors. He is based in East Lansing, MI. 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 range of financial planning and portfolio management services through a large network of investment adviser representatives and utilizes various model portfolios and third-party asset managers.

Jeffrey Hansen is a CFP® professional with 34 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at SPC, Sigma Financial Corporation, and FSC Securities Corporation. 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 range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brendan Kahl is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at Macatawa Bank, Infinex Investments, and the Country Club of Lansing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.