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Noam D

Series 65, Series 63

Grand Ledge, MI

Focus Partners Wealth, LLC

Noam Drews is a financial advisor at Focus Partners Wealth, LLC with Series 65 and Series 63 licenses. He began his advisory career in 2026 and has prior experience at Exelon Corporation and several other organizations. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm employs a long-term investment approach utilizing both active and passive strategies, third-party managers, and private funds, and offers customized portfolios based on clients’ risk tolerance and tax circumstances.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy General estate planning guidance Dentist Executive Founder/Business Owner Retired Approaching retirement Established Professionals
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Stephen H

Grand Ledge, MI

Focus Partners Wealth, LLC

Stephen Hicks is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Accounting CPA, PLLC. Hicks also serves as an adjunct professor in the Business Department at Lansing Community College. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm offers investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services, utilizing a long-term investment approach with customized portfolios that incorporate both active and passive strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy General estate planning guidance Dentist Executive Founder/Business Owner Retired Approaching retirement Established Professionals
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Blake P

CFP®, Series 65

Grand Ledge, MI

Focus Partners Wealth, LLC

Blake Pokley is a CFP® professional with seven years of industry experience currently working at Focus Partners Wealth, LLC. He has previously been associated with Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and operated as a self-employed advisor. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach using a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, tailoring portfolios to client-specific needs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy General estate planning guidance Dentist Executive Founder/Business Owner Retired Approaching retirement Established Professionals
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William B

Series 66

Lansing, MI

PNC Wealth Management

William Behnke III is a financial advisor with PNC Wealth Management in Lansing, MI, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and J.J.B. Hilliard, W.L. Lyons, LLC. Since 2016, he has been with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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John T

Series 66, Series 63

Charlotte, MI

Edward Jones

John Tomasek is a financial advisor at Edward Jones in Charlotte, MI, holding Series 63 and Series 66 licenses. He joined Edward Jones in 2021 and has had multiple periods of affiliation with the firm, with prior work experience in industries such as physical therapy and tool manufacturing. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Craig M

Series 63, Series 65

Lansing, MI

LPL Financial

Craig Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2022, he worked for Mass Mutual Investors Services and Mass Mutual Life Insurance Company for over four decades. He serves on the board of the Woodridge Commons Condominium Association, a nonprofit organization in Lansing, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeanne T

Series 66

Charlotte, MI

Edward Jones

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.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mark C

Series 63, Series 65

Lansing, MI

Ameriprise

Mark Calderone is a financial advisor at Ameriprise with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2007. Outside of his advisory work, he owns and operates Calderone Farm, a family farm that sells eggs, produce, and pumpkins. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware planning, focusing on dependable income sources.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark Q

CFP®, Series 63, Series 66

Lansing, MI

Edward Jones

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.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retired Founder/Business Owner Executive
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Thomas M

ChFC®, Series 63, Series 66

Charlotte, MI

Ameriprise

Thomas Myers is a financial advisor at Ameriprise with 10 years of industry experience and holds the ChFC®, Series 63, and Series 66 designations. His prior roles include positions at Stonepath Wealth Management, Foguth Wealth Management, Geneos Wealth Management Inc, CG Financial Services LLC, Capital Asset Advisory Services LLC, and WFG Investments. In addition to his advisory work, he owns a tax preparation business called Financial Frameworks. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It 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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kiersten N

Series 66

Grand Ledge, MI

Edward Jones

Kiersten Noall Pacino is a Series 66 licensed financial advisor with Edward Jones, based in Grand Ledge, MI. She has over two years of industry experience and has been with Edward Jones during separate periods totaling approximately 25 years. Outside of advising, she owns and operates a Mary Kay Cosmetics business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Roger B

Series 63, Series 65

Grand Ledge, MI

OSAIC

Roger Bennett is a financial advisor with OSAIC based in Grand Ledge, MI. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., Asset Financial Services Inc., and Transamerica Financial Advisors, Inc. He is also a board member of the Grand Ledge Chamber, where he participates in governance policy review. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process featuring asset allocation, portfolio optimization, and multiple program options delivered through its complex affiliate network.

Annuities Private / alternative investments
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Adam E

Series 66

Lansing, MI

Edward Jones

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.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs Retired Founder/Business Owner Executive
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Lance R

Series 63, Series 65

Charlotte, MI

LPL Financial

Lance Roe Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. His career includes roles at Eaton Federal Savings Bank, Infinex Investments, FIFTH THIRD SECURITIES, Leonard & Company, and previous tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Erin M

Series 66

Lansing, MI

Edward Jones

Erin Mackie is a financial advisor with Edward Jones, holding a Series 66 designation and over three years of industry experience. She has been with Edward Jones in various roles since 2004. Outside of her advisory work, Mackie serves as a director for the Delta Side Business Association in Lansing, MI, where she helps manage the website, coordinates business expos, and responds to member inquiries. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment advisory programs and tax-efficient services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Adrian V

Series 66

Grand Ledge, MI

Edward Jones

Adrian Vande Guchte is a Series 66-licensed financial advisor with Edward Jones, based in Grand Ledge, MI. He has 16 years of industry experience, all with Edward Jones. Outside of his advisory role, he sells hobby wood turnings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor and branch network, as well as affiliated capabilities such as a trust company and securities-based lending options.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joel C

Series 66

Charlotte, MI

Ameriprise

Joel Carlson is a financial advisor with Ameriprise in Charlotte, MI, holding a Series 66 designation. He joined Ameriprise in 2024 and previously worked in education for over a decade, including positions at Olivet College and Potterville Public Schools. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Nicholas H

CFP®, Series 66

Charlotte, MI

Edward Jones

Nicholas Horstman is a CFP® with 11 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Charlotte, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Founder/Business Owner
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Erik H

CFP®, Series 66

Lansing, MI

Edward Jones

Erik Hansen is a CFP® professional with 18 years of experience in the financial services industry, all of which have been with Edward Jones since 2008. He is based in Lansing, MI, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a diverse range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Divorce financial planning Wealth management Retired Founder/Business Owner Executive
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Michael S

ChFC®, Series 63

Lansing, MI

LPL Financial

Michael Settle is a financial advisor with LPL Financial in Lansing, MI, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for over two decades before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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