John Hoesli is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Hantz Financial Services, Inc., where he has worked since 2022, and has held roles in various other organizations including Nexthermal and Albion College. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supported by third-party managers and technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Raymond Shoup III is a financial advisor with Fifth Third Securities, Inc. in Lansing, MI, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at LPL Financial, Flagstar Bank, Infinex Investments, Edward Jones, and Raymond James & Associates. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple programs on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a range of investment solutions from mutual fund and ETF models to separately managed accounts and direct indexing.

Griffin Summers is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with one year of industry experience. He holds the Series 66 designation and has worked in various roles including seasonal parks worker in Delhi Township. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios with a range of active and index strategies, incorporates third-party money managers, and offers integrated services across advisory, brokerage, mortgage, and insurance products.

Brendon Daly is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, Daly worked at Shinola and has also held roles at Grand Valley State University and Lumen Christ High School. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm provides financial planning and wealth management through ETF-based model portfolios alongside third-party money managers, supported by proprietary technology and a combination of advisory, brokerage, mortgage, and insurance services.

Michael Murphy is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Hantz Financial Services since 2003. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management using ETF-based model portfolios and third-party SMAs, along with retirement plan consulting and distribution of brokerage, mortgage, and insurance products through affiliated entities.

Michael Soper is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. His prior roles include positions at Michigan State University and Lansing Community College. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its operations.

Paul Stone is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Hunter Fan and Airmaster Fan Co. for a combined nine years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and ongoing planning relationships while keeping planning and managed-account services separate.

Stacy Hochthanner is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2018, following a period as a stay-at-home mom. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

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.

Diana Pringle is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at OSAIC since 2022 and previously spent seven years with Securian Financial Advisors Great Lakes, Securian Financial Services Inc., and Minnesota Life. Outside of her advisory work, she owns Bay Harbor Technologies, LLC, through which she has authored children's books intended for grieving parents. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization. The firm supports a range of financial planning and investment management solutions and is notable for its scale, complex affiliate network, and recent consolidation activities.

Tonya Richey is a financial advisor at Osaic with one year of industry experience. She previously worked at Ascend Virtual Assistance for seven years and spent seven years as a stay-at-home mom. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process incorporates model-based asset allocation and portfolio optimization, supported by multiple custodial and legacy program arrangements.

Steven Clark is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Company Inc. since 2019, following three years at Wells Fargo Clearing. Clark serves as a board member and secretary for the Zephyr Condominium complex in Grand Haven, Michigan. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking analyses and asset allocation guidance.

Arthur McClintic is a financial advisor with Primerica Advisors in Lansing, MI, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked at Primerica Financial Services since 2007 and has operated McClintic & Ass since 2020. Outside of advisory services, he is involved in referring home security and automation products as well as other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm delivers advisory services primarily through model-based portfolio strategies managed by third parties, supported by custodial and trade execution partners.

Aaron Klawuhn is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2017. Outside of his advisory work, Klawuhn serves as an Assistant Cubmaster for Cub Scout Pack 240 in Owosso, MI, and is a ruling elder at Grace Orthodox Presbyterian Church in Lansing, MI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a broad range of topics and allows clients to combine planning with managed-account programs while keeping the services separate.

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.

Stephanie Milosavlevski is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she manages vineyard operations and a wine tasting room at Crooked Vine Vineyard and Winery in Michigan. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions.

Stanley Dippel is a financial advisor at Edward Jones with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1989. He serves on the Mason Chamber of Commerce Board of Directors. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment options through a large national network of advisors.

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.

Forrest Bouyer is a financial advisor with OSAIC in Okemos, MI, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Royal Alliance, Securian Financial Advisors of the Great Lakes, Minnesota Life, and Founders Financial Securities LLC. Outside of his advisory role, he serves as a volunteer board member for the nonprofit Petals & Pinecones, is on the board of Elite Nation Basketball, and acts as a Lead Deacon at Kingdom Life Church. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and private-equity ownership.

Kevin Miller is a CFP®-certified financial advisor with 26 years of industry experience, currently with OSAIC since 2024. He previously worked at Securities America Advisors and Investacorp Inc. Outside of his advisory duties, he coaches youth hockey and owns a fixed insurance sales business. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm employs a model-based investment process with options for discretionary and advisor-managed strategies, supported by risk-tolerance assessments and portfolio optimization tools.