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.

Kevin Draggoo is a Wealth Management Advisor and co-founder of the Draggoo Huber Team. He has been working with Merrill since 1985, building a practice that focuses on proactive service and customized financial strategies. Kevin works with successful individuals and families, specializing in managing complex financial situations and sudden wealth events such as business sales and significant executive compensation. By utilizing Merrill's global investment platform alongside the banking services of Bank of America, he offers comprehensive services including investment management, lending strategies, risk management, and wealth preservation planning. Over his career, Kevin has developed expertise in guiding clients through managing substantial liquidity with disciplined planning. He holds professional designations including CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™. Kevin graduated summa cum laude from Michigan State University with a Bachelor of Arts in Business Administration. He has been recognized nationally as a leading financial advisor, including being named to Forbes' Best-in-State Wealth Advisors list in 2018 and 2019. Committed to community involvement, Kevin contributes his time and leadership to organizations such as the Capital Region Community Foundation. He values his family and enjoys golfing outside of his professional commitments.

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®-designated financial advisor with 26 years of experience, currently with Osaic Wealth, Inc. He has previously worked at Securities America Advisors, Inc. and Investacorp Inc. Outside of his advisory role, Miller coaches youth hockey and owns a financial services firm focused on financial planning and investment management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, utilizing asset-allocation tools and third-party money managers to deliver customized portfolio solutions.

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.

David Anderson is a Financial Advisor at Merrill Lynch Wealth Management. He builds his financial practice around providing honest and sound financial advice, emphasizing communication and accessibility to ensure clients feel confident and comfortable with their financial plans. David focuses on understanding clients' short-, mid-, and long-term goals to develop tailored financial plans, backed by research from the Chief Investment Office and Bank of America Global Research, and provides ongoing advice as client needs evolve. His expertise includes education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. David holds a Bachelor's Degree and a Master's Degree from Michigan State University and carries the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, David enjoys golfing, fishing, hunting, and spending time with his family. He is based in the Lansing area.

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.

Michael Glaser is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the title of Senior Vice President and brings expertise in individual equities, options, and retirement planning. Michael began his career with Merrill Lynch in 1994 after earning a Bachelor's degree in Finance from Michigan State University. He holds the Chartered Retirement Planning Counselor℠ designation and is recognized as a Personal Investment Advisor (PIA). His professional focus includes helping clients with retirement planning and managing investment options. Originally from Manchester, Connecticut, Michael currently resides in East Lansing, Michigan with his wife and two children.

Yarwijn Burnett is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2014, joining as part of the Draggoo Huber Team. Prior to her current role, she worked as a banker for JPMorgan Chase Bank starting in 2008. She holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Yarwijn advises retirees, women in transition, executives, and entrepreneurs, helping them pursue their financial goals and aspirations. Utilizing Merrill's proprietary Wealth Outlook and other analytical tools, she evaluates clients' overall financial well-being by considering variables such as retirement spending, inflation, taxes, asset allocation, and longevity expectations. Her approach emphasizes collaboration and attentive listening to provide personalized guidance tailored to each client's priorities. She holds a High School Diploma from Delphian School. Outside of work, Yarwijn dedicates time and resources to organizations such as the Greater Lansing Arts Council, Lansing Symphony, and Ingham County Animal Shelter. She and her husband, Adam, an attorney for the Sixth Circuit U.S. Court of Appeals, enjoy Lansing's art and music culture, as well as outdoor activities like hiking and camping with their two sons, Theodore and Winston.

Justin Blake is a financial advisor with Edward Jones in Grand Ledge, Michigan, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked in education with Durand Area Schools and Grand Blanc Community Schools for a combined ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Julia Sleeper is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016 and has worked concurrently with related entities including Cambridge Investment Research, Inc. and Sutton Advisors PLC since 2003. Outside of her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

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 Series 66-licensed financial advisor with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors, LLC from 2013 to 2016. He is based in East Lansing, MI. 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.

Annette Wright is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has professional credentials including an MBA and CPA. Prior to joining LPL Financial, she worked at Spc and Sigma Financial Corporation. Wright also maintains a CPA practice providing tax services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Jack Miceli is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for four years and GWN Securities Inc. for eight years. He is also involved with Upstream Investment Partners, a business related to his work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Grant Goetschy is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at the Harry O Culp Insurance Agency and teaching positions at Alma College and Lansing Community College. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm integrates algorithmic automation and oversight in generating personalized retirement income strategies.

Jonah Bartlett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at EduStaff, TechSmith, and Sparrow Michigan Athletic Club, as well as time spent self-employed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Emma Blanchard is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. She has worked at Morgan Stanley since 2023 and has held various roles including positions at Michigan State University and small businesses such as The Mint Door Boutique and Roberts Dairy Service. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

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.