Matthew Addy is a financial advisor with MassMutual Investors Services in Lansing, MI, holding Series 63 and Series 66 credentials with 15 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is a licensed agent in life and health insurance sales and a partner in an LLC that manages office operations and employees. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative annual planning engagements.

Craig Lazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

Sedric Audas is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in several business ventures including ownership and partnership roles in hospitality establishments such as Arts Pub and Silver Dollar Pub & Grill. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm offers various advisory programs and works with both proprietary and third-party asset managers, focusing on personalized client assessment and fiduciary services for qualified plans.

William Stoskopf is a financial advisor with OSAIC based in East Lansing, MI, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 24 years with Signator Investors, Inc. In addition to his advisory work, he is a musician and music teacher in Bath, MI. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of managed account programs delivered through a multi-advisor platform.

Cole Frageman is a financial advisor with J.P. Morgan Securities in Okemos, Michigan, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018 and previously held roles at Charles Schwab and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates centralized due diligence combining quantitative and qualitative research to support its advisory process.

Terry French is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 14 years of industry experience. His prior work includes roles at Edward Jones and Cetera Wealth Services, and he has served on the Spring Arbor Township Planning Commission as a board secretary. 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 range of financial planning, advisory, and institutional platforms with diverse investment strategies and technology-supported operational tools.