Monica Dawes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of industry experience. Her previous roles include positions at Stifel Nicolaus & Co Inc and Ameriprise Financial Services, Inc. She also holds a Notary Public commission with the National Notary Association. Wells Fargo Advisors serves 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 both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

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.

Brandon Dingman is a CFP® and holds a Series 65 license, currently associated with LPL Financial. He has four years of industry experience and has worked at several firms including Gladstone Wealth Partners, Capital City Wealth Management, and Buckingham Strategic Wealth. His career also includes a period at Michigan State University and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies supported by operational tools but does not rely on automated systems for investment decision-making.

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 with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. He is also an owner of a business that sells non-registered insurance products and is a licensed notary in Okemos, Michigan. LPL Enterprise provides investment advisory and brokerage services to various clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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.

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.

Charles Herrold is a CFP® and ChFC® with 46 years of industry experience, currently serving as a financial advisor with LPL Financial. He has worked with Commonwealth Equity Services, Inc. for 29 years and is the chairman and co-owner of Financial Technology, Inc. Outside of his advisory work, he serves as the president of the GT Bayview Condo Association homeowners association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of investment programs and utilizes both proprietary research and third-party subadvisors while supporting its advisors with advanced operational tools.

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.

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 designation and 19 years of industry experience. His career includes roles at Parkland Securities, SPC, Sigma Financial Corporation, and Edward Jones. He serves as a board member of the Michigan Christian Campus Ministry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across strategic, tactical, and alternative allocations.

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.

Sidney Walser Delaney is a financial advisor at Ameriprise in Lansing, MI, holding Series 63 and Series 65 licenses 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 large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tracy Kendrick is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing Services and Morgan Stanley. Kendrick served on the board of Spring Vale Christian School for 14 years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

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.