Justin Braman is a financial advisor at TIAA-CREF in East Lansing, MI, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA and its related entities since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolios.

Jacob Williams is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses and has worked at firms including Fisher Investments and Family First Life. Outside of advising, he also works as an account executive in telecommunications, setting up business appointments on a limited basis. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Benjamin Eichler is a financial advisor with Principal Financial Services in Williamston, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Whippletree Financial PC, Principal Securities INC, and Principal Life Insurance Company since 2013. Eichler serves as a board member of the Kiwanis Club of Williamston and the Williamston Schools Robotics Boosters, and he is president of the Williamston Schools Foundation, a local school endowment fund. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Soper is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. His prior roles include positions at Michigan State University and Lansing Community College. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its operations.

William Behnke III is a financial advisor with PNC Wealth Management in Lansing, MI, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and J.J.B. Hilliard, W.L. Lyons, LLC. Since 2016, he has been with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Dane Colberg is a financial advisor with TIAA-CREF in East Lansing, MI, holding a Series 66 designation and 12 years of industry experience. He has previously worked at Agia, Valic Financial Advisors, OneAmerica Securities, American United Life, State Farm, and Hantz Financial Services. Outside of his advisory role, he is also an agent for non-securities insurance products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized and model-based strategies, while acting as adviser to a donor-advised fund.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Larry Mengerink is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors, Inc. since 2017 and previously held roles at Sii Investments and MSI Financial Services. Outside of his advisory work, he is involved in coaching and owns several businesses, including Park Lake Marketing and Baller Evolution. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides both discretionary and non-discretionary management with access to various platforms and third-party advisers.

Robert Phifer Jr. is a financial advisor with Edward Jones in Williamston, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Merrill and Western and Southern, spanning nearly a decade before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and affiliated services through a large nationwide network of advisors and branches.

Steven Belloli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise Advisor Services, Inc., and Choreo, LLC. Outside of his advisory work, he is a co-owner of SVB Lansing, a real estate rental business. 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 a range of financial planning and investment management services through a broad network of advisors and utilizes both proprietary and third-party strategies.

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 financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 49 years of industry experience. He has been with LPL Financial since 1999 and also conducts investment and insurance sales through his own business, Hagbom & Company, in East Lansing, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and third-party asset management.

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 at Wells Fargo Clearing with Series 63 and Series 65 licenses and 28 years of industry experience. She 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.

Vinod Singh is a financial advisor with J.P. Morgan Securities in East Lansing, MI, holding Series 66 and Series 63 credentials and possessing 10 years of industry experience. He previously worked at Charles Schwab for seven years before joining JPMorgan Chase Bank and J.P. Morgan Securities, where he has been employed for three years. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by a centralized manager solutions team employing both quantitative and qualitative research, with a focus on eligible strategies that may include ESG considerations.

Diana Pringle is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at OSAIC since 2022 and previously spent seven years with Securian Financial Advisors Great Lakes, Securian Financial Services Inc., and Minnesota Life. Outside of her advisory work, she owns Bay Harbor Technologies, LLC, through which she has authored children's books intended for grieving parents. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization. The firm supports a range of financial planning and investment management solutions and is notable for its scale, complex affiliate network, and recent consolidation activities.

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.

Richard Vining is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. His prior roles include positions at Commonwealth Financial Network, V Financial Advisors, LLC, and SWBC Investment Services. Outside of advisory work, he is involved in tax preparation and serves as a trustee for two non-client revocable trusts. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

Craig Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2022, he worked for Mass Mutual Investors Services and Mass Mutual Life Insurance Company for over four decades. He serves on the board of the Woodridge Commons Condominium Association, a nonprofit organization in Lansing, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.