Michael Murphy is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Hantz Financial Services since 2003. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management using ETF-based model portfolios and third-party SMAs, along with retirement plan consulting and distribution of brokerage, mortgage, and insurance products through affiliated entities.

Jason Legg is a financial advisor at Private Advisor Group, LLC, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Advisor Group since 2015. Prior to that, he worked at LPL Financial starting in 2007. Outside of his advisory work, he owns and operates Great Lakes Aerial Photography, a business specializing in aerial video production. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model, combining client goal assessments with portfolio management and third-party investment strategies.

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 63, Series 65, and Series 66 credentials. His prior work includes roles at Fisher Investments, Sound Royalties, Family First Life, and Empower Financial Services. Outside of advising, he works part-time as an account executive setting up business appointments for a telecommunications company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies and is closely tied to 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, 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.

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.

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.

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 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 at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

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.