Steven Clark is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Clark serves as a board member and secretary for the Zephyr Condominium complex in Grand Haven, Michigan. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering a range of financial planning and asset allocation services.

Todd Harter is a financial advisor with Ameriprise in Laingsburg, MI, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Harter serves on the Board of Directors for the Central Michigan University Development Board. Ameriprise offers a retirement-income planning service focused on clients approaching 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 algorithmic tools to deliver non-discretionary, personalized retirement income advice within a large institutional framework.

Joel Mishler is a financial advisor with Equitable Advisors in East Lansing, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2003. Outside of his advisory role, he is involved in a Christmas tree business, Mighty Nimrod Preserve. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored client solutions.

Craig Freund Jr. is an advisor at LPL Financial with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Upstream Investment Partners and Locke Financial Services. His background also includes roles outside finance, such as positions at Blaze Pizza and Pizza Hut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment solutions.

Arthur McClintic is a financial advisor with Primerica Advisors in Lansing, MI, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has held roles at McClintic & Ass, D&G Equipment, Bonnie Plants Inc, Tuff Shed, PFS Investments Inc, and Primerica Financial Services. Outside of advisory work, he is involved in the sale of home security and automation products through referrals associated with Primerica client services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates a wrap-fee asset management program grounded in model-delivery strategies managed by unaffiliated asset managers, supported by custodial and execution services from Pershing and BNY Mellon Advisors.

Aaron Klawuhn is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2017. Outside of his advisory work, Klawuhn serves as an Assistant Cubmaster for Cub Scout Pack 240 in Owosso, MI, and is a ruling elder at Grace Orthodox Presbyterian Church in Lansing, MI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a broad range of topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Jeanne Tomasek is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of more than 23,700 financial advisors.

Amy Hoesli is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in East Lansing, MI, and has 16 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at Fifth Third Securities from 2013 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment menu.

Michael Mc Millan is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked previously at CUNA Mutual Group, CUNA Brokerage Services, CUSO Financial Services, and Edward Jones. His other business activities include managing TrulyU Wealth Management and Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Olivia Martin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Mark Calderone is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he operates a family farm that sells eggs, produce, and pumpkins. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies.

Diana Lowry is a financial advisor with Edward Jones in Dewitt, MI, holding a Series 66 credential and three years of industry experience. Before joining Edward Jones in 2022, she worked at Empire Motor Financial and Interstate Premium Auditing. Outside of finance, she volunteers as a spin instructor at Spartan Spin in Lansing, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm has a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Cheryl Underwood is a financial advisor with Ameriprise Financial Services LLC in East Lansing, MI, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. Her prior roles include eight years at Oppenheimer and nine years at Independent Portfolio Consultants, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

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.

Joel Heinlein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and 23 years of industry experience. His prior work includes roles at Lutheran Financial Services, Regal Investment Advisors, Wells Fargo Advisors, and American Portfolios Financial Services. Outside of finance, he owns Joel Heinlein Music and Joel Heinlein Remodeling, reflecting involvement in the arts and construction sectors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various custody platforms, proprietary and third-party investment strategies, and both discretionary and non-discretionary approaches.

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.

Thomas Myers is a financial advisor at Ameriprise with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Stonepath Wealth Management, Foguth Wealth Management, Geneos Wealth Management, CG Financial Services, Capital Asset Advisory Services, and WFG Investments. Outside of his advisory work, Myers owns Financial Frameworks, a tax preparation business in Roscommon, Michigan. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a research-driven approach that incorporates algorithmic automation and tax-efficient strategies.

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.