Lynn Colby is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 securities licenses and has been with Stifel Nicolaus & Co. since 2012. Additionally, she serves on the Lansing Community College Finance Committee, where she reviews the financials of the foundation. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

John Mccloskey Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Outside of his advisory role, he serves as an official for middle and high school sports with the Michigan High School Athletic Association and coaches freshman basketball for Haslett Public Schools. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Anthony Barst is a CFA® charterholder with 14 years of industry experience, currently serving at Morgan Stanley since 2021. Prior to this, he spent a decade with J.P. Morgan Securities and J.P. Morgan Chase Bank. He serves on the advisory board of the MSU Finance Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and Corporate Financial Planning agreements.

Alexander Rowe is a financial advisor with LPL Financial in East Lansing, MI, holding a Series 65 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Sapphire Blue Investment Partners and DI Training. Outside of his advisory role, Rowe operates a personal training business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Kelly Meister is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. Kelly has worked at Wells Fargo Clearing since 2016 and 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 investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Monica Dawes is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc and Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as a Notary Public with the National Notary Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Emily Goodrich is a Series 66 licensed financial advisor with Edward Jones, based in East Lansing, MI, and has three years of industry experience. She has worked exclusively at Edward Jones since 2015. Outside of her advisory role, she creates and sells handmade crochet items through Etsy and craft fairs. 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, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Gregory Miller is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. He has been with Ameriprise since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Amanda Boyd is a financial advisor at Merrill in East Lansing, MI, holding a Series 66 designation with 18 years of industry experience. She has been associated with Merrill Lynch since 2007 and also works with Bank of America, N.A. since 2018. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers.

Joshua Flamme is a financial advisor with Edward Jones in Mason, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Rocket Mortgage for four years and has additional work experience with Denso International America, the Detroit Tigers, and the University of Detroit Mercy. Outside of financial advising, he manages residential rental properties in Mason, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Jeffrey Colchin is a financial advisor at LPL Enterprise with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly four decades. Outside of his advisory role, he is owner of a business that sells non-registered insurance products and is a licensed notary. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, combining advisory services with brokerage and insurance product sales through an integrated platform.

Michelle Schaub is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 10 years of industry experience. She worked at Edward Jones for eight years before joining Ameriprise in 2024. Based in East Lansing, MI, she currently serves clients through Ameriprise’s platform. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with ongoing advice, using a centralized team that produces written recommendation reports based on proprietary research and third-party data.

Scott Camiller is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of advising, he owns and manages Spec Builds LLC, a real estate and construction business focused on speculative homebuilding in East Lansing, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its large network of advisors and branches as well as its affiliated trust and mutual fund capabilities.

Jennifer Shinabarger is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raquel Hernandez is a financial advisor with Morgan Stanley in East Lansing, Michigan, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by the Global Investment Committee’s models.

Adam Bos is a financial advisor with LPL Financial in Okemos, MI, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Parkland Securities, Spc, and Sigma Financial Corporation. He serves on the board of the Michigan Christian Campus Ministry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and corporations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Troy Cowdrey is a financial advisor with Morgan Stanley in East Lansing, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Cowdrey serves on the finance advisory board for both the undergraduate and graduate departments at DePaul University’s Driehaus College of Business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and offers services both directly to clients and through corporate agreements.

Brienne Drake is a financial advisor with Ameriprise in East Lansing, MI, holding a Series 66 designation and one year of industry experience. Before joining Ameriprise, she worked at Hantz Financial Services for two years and has a background that includes roles in education and community organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement planning with a focus on income sources and tax-aware withdrawal strategies.

Dylan Harter is a financial advisor with Ameriprise Financial Services LLC in East Lansing, MI. He holds the Series 66 designation and has experience spanning various roles in environmental and consulting firms prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Patrick Bruntjens is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that include scenario modeling and estimates from the Global Investment Committee.