Craig Lazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sedric Audas is a financial advisor at Equitable Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he has ownership interests in several hospitality and commercial businesses, including pubs and restaurants in the East Lansing area. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

William Stoskopf is a financial advisor with OSAIC based in East Lansing, MI, holding CFP® and ChFC® designations and possessing 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 role, he is a musician and music teacher in Bath, MI. He is also the owner and managing member of Comprehensive Financial Solutions, LLC, which focuses on employee benefits and insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and efficient-frontier analysis to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Cole Frageman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, Charles Schwab, and Morgan Stanley. Frageman is based in Okemos, Michigan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.