Cameron Andrysiak is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. His background includes roles at Deloitte and Everdry Waterproofing, as well as teaching positions at Michigan State University, Detroit Catholic Central High School, and Novi Community Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on written recommendation reports and ongoing annual advice, emphasizing dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Wendy Withee is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. She holds the Series 66 designation and has worked previously at Jackson National Life Distributors LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers both proprietary and third-party strategies across multiple platform arrangements with tailored discretionary and non-discretionary investment solutions.

Elizabeth Crawley is a financial advisor with Charles Schwab, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. Her prior work includes seven years at TIAA and one-year roles at Eagle Strategies LLC and New York Life Insurance Company. She is also appointed with outside carriers to broker non-registered insurance products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Thomas Small is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and over 36 years of industry experience. His prior roles include positions at OSAIC and Triad Advisors, Inc., and he has operated Michigan Money Management Advisers, LLC, and Michigan Money Management, L.L.C. since 2014 and 1998, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Christopher Buck is a financial advisor with Thrivent Investment Management in Mason, MI, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior experience includes roles at MWA Financial Services Inc. and Modern Woodmen of America, as well as a 26-year career in the United States Marine Corps. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning that can be engaged on a one-time or ongoing basis. The firm’s approach separates planning from managed-account services and emphasizes written recommendations across a broad range of financial topics without discretionary trading authority.

Benjamin Marciniak Jennings is a financial advisor with Edward Jones in Lansing, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. 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 supported by a large nationwide network of financial advisors and branch offices.

Patrick Peterson is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2015. His prior roles include a position at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Barbara Gill is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. Prior to joining LPL Financial in 2022, she spent 35 years at MML Investors Services Inc and Massachusetts Mutual Life Insurance Company. She is also involved in insurance sales under her name. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with resources from LPL Research and third-party subadvisors.

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.

Kirk Sempsrott is a financial advisor with LPL Financial in East Lansing, MI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Sigma Financial Corporation, Princor Financial Services Corp, and Washington Avenue Advisors. He is also involved with Sempsrott, Inc., a business entity related to his tax and investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

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 Series 65 and Series 63 designations and eight years of industry experience. He has worked at J.P. Morgan Securities since 2022 and has been affiliated with Jpmorgan Chase Bank since 2018. Prior to that, he worked at Deluca's from 2014 to 2019. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment 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 over 20 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she serves as a board member for the Mid-Michigan Food Bank, assisting with efforts to support a school program for students eligible for reduced lunches. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by both proprietary and third-party research.

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.