Christian Fairbanks is a financial advisor with Mass Mutual Investors Services in Lansing, MI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Michael R. Kluck & Associates and the Michigan Association of Realtors. Outside of financial advising, he has experience in the restaurant industry and legal education. MassMutual 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 a range of programs including wrap accounts and educational seminars, structuring financial planning as annual, collaborative engagements.

Brian Dale is a financial advisor with Edward Jones in Okemos, MI, holding Series 63 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2004. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Shawn Checkeroski is a financial advisor at J.P. Morgan Securities with over eight years of experience in the financial industry. He holds the Series 63 and Series 65 designations. His prior work includes roles at Jpmorgan Chase Bank and Deluca's. 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 to inform their recommendations.

Patrick Anderson is a CFP® with 31 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in East Lansing, MI. His tenure includes roles at Ameriprise Financial Services, Inc. prior to the current Ameriprise entity. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supporting clients through a centralized consulting team and an approach that integrates both automated and tailored advice.

Abigail Mehregan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities LLC since 2020, following two years at UBS Financial Services Inc. 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 applying an ESG eligibility framework in its recommendations.

Cassidy Ballard is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and has worked previously at Urban Financial Advisory Corporation and Ballard Wealth Group. Her professional background includes experience outside finance, including positions at Michigan State University and in local school districts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal advisory services, incorporating technology and analytical tools to assist clients in achieving their goals.

Nancy Mcclintic is a financial advisor with Primerica Advisors in Lansing, MI, holding Series 63 and Series 65 designations with 38 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 1988. Outside of her advisory role, she is a partner in A&N Farms and A&N Enterprises. Primerica Advisors is a firm serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable entities. It sponsors a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and offers a range of investment approaches including strategic, tactical, tax-managed, and income-distribution models.

James Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Joyce Matz is a financial advisor with LPL Financial in Okemos, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory work, she serves as a board member for the Mid-Michigan Food Bank, assisting with food and fund collection for a school program supporting students who qualify for reduced lunch. 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 advisory and brokerage services, including financial planning and access to model portfolios, supported by advisor-facing technologies and a broad platform of financial and credit services.

Henry Guzzo is a financial advisor with Ameriprise Financial Services, LLC, holding the CFP®, ChFC®, and Series 63 designations and bringing 28 years of industry experience. He previously worked at Royal Alliance for ten years before joining Ameriprise in 2021. Outside of his primary advisory role, Guzzo is involved in independent insurance brokering and owns Blumark Financial Advisors, LLC, a firm that manages his financial planning practice, as well as Blumark Tax Advisors, LLC, which provides tax preparation services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research-driven recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm’s approach integrates algorithmic tools with advisor input and emphasizes the use of Ameriprise Managed Accounts and affiliated investment products.

Jeffrey Robins is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and the parent firm since 2003. Robins serves as Treasurer for the Hiawatha Lakes Homeowners Association, reflecting involvement in community organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 a network of independent Financial Professionals, utilizing a variety of investment platforms and both proprietary and unaffiliated model strategies.

Patrick O'clair is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked previously with CUSO Financial Services and Allegacy Federal Credit Union. His background also includes roles in the automotive sector. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michelle Bush is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, she spent 17 years at Eaton County Health & Rehabilitation Services. She is the personal representative of the Estate of Vicki Swanson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branches.

Todd Stump is a financial advisor with Ameriprise in Dewitt, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Jack Fischer is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Jack holds Series 63 and Series 65 credentials and is also a notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Rodger Bastien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He 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 investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Aaron Irving is a financial advisor with Ameriprise in Haslett, MI, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he participates as a consultant for the Gerson Lehrman Group, providing professional insights to clients. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies and provides written, non-discretionary recommendations through a centralized consulting team.

Lowell Albert is a financial advisor at J.P. Morgan Securities in Okemos, MI, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Jonathan Grocki is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005. Outside of his advisory work, he is involved in his local community as a committee member of the Our Savior Lutheran Endowment Fund and serves as treasurer for Our Savior Lutheran Church & School. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, trusts, and estates by providing financial planning, investment management, and retirement advisory services through a widespread network of independent financial professionals. The firm offers a range of portfolio management options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment implementations.

Albert Tynes is a financial advisor with LPL Financial in Lansing, MI, holding Series 63 and Series 66 licenses and 22 years of industry experience. His previous roles include positions at Waddell & Reed, Inc, Accrescent Tax Solutions, SPC, and Ameriprise. Outside of advising, he has been involved with Accrescent Tax Solutions, providing tax preparation and accounting services. 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 portfolio management solutions supported by various advisory platforms and tools.