Jacob Williams is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Empower Financial Services in 2023, he worked at Family First Life, Sound Royalties, and Roth Staffing. Outside of financial advising, he is involved as an account executive in telecommunications, setting up business appointments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kaden Nowak is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he was involved with Capital City Baseball Kingdom and held roles in education at Hillsdale College, Grand Ledge High School, and Hayes Middle School. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance businesses.

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.

Autumn Sears is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she was employed at Oppenheimer and has worked in various roles across multiple organizations, including Michigan State University and Flint Cultural Center Corporation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Larry Mengerink is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at Sii Investments from 2015 to 2017. Outside of his advisory role, he is involved in several entrepreneurial and volunteer activities, including ownership of marketing and business ventures and volunteer coaching. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, using a range of portfolio management strategies and platform arrangements tailored to client objectives.

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.

Frank Bustamante is a financial advisor with Merrill in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Merrill since 1983 and has also worked at Bank of America since 2009. Outside of his advisory role, he is the owner of Blue 182, a non-profit organization that owns aircraft. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutions.

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.

Joni Preston is a CFP® and Series 66-licensed financial advisor with 12 years of experience at Edward Jones. She has been with the firm since 2014 and also owns a photo booth rental business that serves weddings, corporate, and private events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

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.

Gregory Friddell is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013. His prior work includes a position at Bank of America, N.A., where he has been employed since 2020, and he attended Michigan State University from 2013 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Feiler is a financial advisor at Morgan Stanley in Bloomfield Hills, Michigan, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, following six years at Ameriprise Financial Services. Outside of his advisory role, he is the sole proprietor of AMF Ventures LLC, a recreation-focused business. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning processes and a variety of modeling tools while managing approximately $2.74 trillion in client assets.

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.