Raymond Shoup III is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and seven years of industry experience. His career includes roles at LPL Financial, Flagstar Bank, Infinex Investments, Edward Jones, Raymond James & Associates, and Harold Zeigler Auto Group. He is currently based in Mason, Michigan. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Griffin Summers is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles including at Delhi Township and Central Michigan University. Summers has also been involved seasonally as a parks worker in Holt, Michigan. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services.

Brendon Daly is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Shinola and several educational institutions. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform and employs a diversified, ETF-centered investment approach supplemented by third-party managers and tax-aware strategies.

Michael Murphy is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 designations and has 22 years of industry experience. He has been with Hantz Financial Services since 2003. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and it offers expanded implementation capabilities through affiliated entities including a trust bank, tax and business consulting, and insurance and mortgage origination services.

Kaden Nowak is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he was involved with Capital City Baseball Kingdom and held roles in education at Hillsdale College, Grand Ledge High School, and Hayes Middle School. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance businesses.

Michael Soper is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. His background also includes roles at Michigan State University and Lansing Community College. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered model portfolios, financial planning, wealth management, and additional services including mortgage brokerage and insurance via affiliated agencies.

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.

Diana Pringle is a financial advisor at OSAIC with 41 years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining OSAIC in 2022, she worked for Securian Financial Advisors Great Lakes, Securian Financial Services Inc., and Minnesota Life. Outside of her advisory role, she owns Bay Harbor Technologies, LLC, through which she has authored children’s books aimed at supporting grieving parents. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment vehicles.

Tonya Richey is a financial advisor at Osaic with one year of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Osaic, she worked at Ascend Virtual Assistance for seven years. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diverse portfolios on both discretionary and non-discretionary bases.

Steven Clark is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Clark serves as a board member and secretary for the Zephyr Condominium complex in Grand Haven, Michigan. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering a range of financial planning and asset allocation services.

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 held roles at McClintic & Ass, D&G Equipment, Bonnie Plants Inc, Tuff Shed, PFS Investments Inc, and Primerica Financial Services. Outside of advisory work, he is involved in the sale of home security and automation products through referrals associated with Primerica client services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates a wrap-fee asset management program grounded in model-delivery strategies managed by unaffiliated asset managers, supported by custodial and execution services from Pershing and BNY Mellon Advisors.

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 nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Stonepath Wealth Management, Foguth Wealth Management, Geneos Wealth Management, CG Financial Services, Capital Asset Advisory Services, and WFG Investments. Outside of his advisory work, Myers owns Financial Frameworks, a tax preparation business in Roscommon, Michigan. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a research-driven approach that incorporates algorithmic automation and tax-efficient strategies.

Forrest Bouyer is a financial advisor with OSAIC who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Royal Alliance and Securian Financial Advisors of the Great Lakes. Outside of his advisory work, he serves as a board member for Petals & Pinecones, a nonprofit organization, and Elite Nation Basketball, a volunteer group, and he is a lead deacon at Kingdom Life Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and tools designed to tailor portfolios to client needs.

Kevin Miller is a CFP®-designated financial advisor with 26 years of experience, currently with Osaic Wealth, Inc. He has previously worked at Securities America Advisors, Inc. and Investacorp Inc. Outside of his advisory role, Miller coaches youth hockey and owns a financial services firm focused on financial planning and investment management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, utilizing asset-allocation tools and third-party money managers to deliver customized portfolio solutions.

Stephen Blair is a financial advisor with Edward Jones in Mason, MI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lance Roe Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Eaton Federal Savings Bank and Infinex Investments, Inc. Roe is based in Charlotte, Michigan. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and third-party research.