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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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Benjamin M

Series 66

Sunfield, MI

LPL Financial

Benjamin McKinney is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at OSAIC, Securian Financial Services Inc, Minnesota Life Insurance Company, and West Financial. Outside of his advisory work, he operates a sole proprietorship focused on fixed insurance. 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 third-party asset management, supported by extensive operational and research tools.

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

Series 66

Ionia, MI

Edward Jones

Zachary Sheehan is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Clarkston Consulting and Akcea Therapeutics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Planning for children with special needs Founder/Business Owner Doctor or Medical Professional Intergenerational Families
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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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Joel H

Series 63, Series 66, Series 65

Grand Ledge, MI

Cambridge Investment Research Advisors

Joel Heinlein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His career includes positions at Lutheran Financial Services, Regal Investment Advisors, Wells Fargo Advisors, and other firms. Outside of finance, he owns a remodeling business and a music-related venture. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Annuities Retirement plans for business owners (SEP, solo 401k)
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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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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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Justin B

Series 66

Grand Ledge, MI

Edward Jones

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.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Early retirement planning Founder/Business Owner Young Professionals
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Drew S

Series 66

Ionia, MI

Edward Jones

Drew Schanski is a financial advisor at Edward Jones in Ionia, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Stellantis for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and has a large national network of advisors and branch offices.

General retirement planning Wealth management Executive HENRY (High Earners, Not Rich Yet)
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Jesse L

CFP®, Series 66

Ionia, MI

LPL Financial

Jesse Langschied is a CFP®-designated financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Waddell & Reed, Liberty National Life Insurance Company, and managing Langschied Financial LLC, also known as 88 Keys LLC. Outside of advising, he has been involved with Breton Road Properties LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, 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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Stephen O

Series 63, Series 66

Ionia, MI

Edward Jones

Stephen O'mara is a financial advisor with Edward Jones in Ionia, MI. He holds Series 63 and Series 66 securities registrations and has 23 years of industry experience, including 24 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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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Thomas W

Series 66

Ionia, MI

Edward Jones

Thomas Wall is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2012, with prior experience at Soave Financial Partners LLC and Raymond James Financial Services, Inc. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Malcolm T

Series 66

Portland, MI

Edward Jones

Malcolm Thurmond is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Huntington National Bank. Thurmond is based in Portland, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Family Business Business succession planning Wealth management Military & Veterans
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Samantha R

Series 66

Ionia, MI

Edward Jones

Samantha Ringler is a financial advisor at Edward Jones in Ionia, MI, holding a Series 66 designation with seven years of experience. Prior to joining Edward Jones in 2019, she worked in healthcare-related roles including positions at Elite Dental Partners and McIver Chiropractic Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner
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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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Sidney W

Series 63, Series 65

Lansing, MI

Ameriprise

Sidney Walser Delaney is a financial advisor at Ameriprise with five years of industry experience. Prior to joining Ameriprise in 2026, Sidney worked at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, featuring a Premier Retirement Income service that provides tailored planning and ongoing 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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