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 35 years of industry experience. His career includes roles at Eaton Federal Savings Bank, Infinex Investments, FIFTH THIRD SECURITIES, Leonard & Company, and previous tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Dean Cady is a financial advisor with Mass Mutual Investors Services in Lansing, MI, holding a ChFC® designation and Series 63 license. He has 34 years of industry experience, having worked with Mass Mutual Investors Services since 1992 and MassMutual Life Insurance Co since 1991. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, along with wrap programs, educational seminars, and specialized planning services.

Jacob Vanator is a financial advisor at Cambridge Investment Research Advisors with CFP® and Series 66 credentials and four years of industry experience. He also works as a tax services provider at Vanators & Associates CPA and serves on the board of Rotary of Eaton Rapids. Additionally, he is employed in education at Great Lakes Christian College. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Richards is a financial advisor with Mass Mutual Investors Services in Lansing, MI, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 1986. Outside of his advisory role, he is a partner in R & A Management LLC, a company formed to manage office operations and employees. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and firm-approved analytical tools to provide written financial recommendations, with implementation through separate brokerage or insurance arrangements.

Gary Ludtke is a financial advisor with LPL Enterprise who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including a long tenure at The Prudential Insurance Company of America and Pruco Securities. His other business activities include involvement with Jackson National in non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Nicklaus Pringle is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience and holds a Series 66 credential. His prior roles include positions at Thrivent Financial, Securian Financial Advisors, and Minnesota Life Insurance Co. Outside of his financial career, he is developing a website for travel nurses to rate hospitals and clinics. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm utilizes a model-based investment approach with a multi-advisor platform that supports a variety of portfolio management strategies and third-party manager programs.

Lynn Colby is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 securities licenses and has been with Stifel Nicolaus & Co. since 2012. Additionally, she serves on the Lansing Community College Finance Committee, where she reviews the financials of the foundation. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

John Mccloskey Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Outside of his advisory role, he serves as an official for middle and high school sports with the Michigan High School Athletic Association and coaches freshman basketball for Haslett Public Schools. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Joel Carlson is a financial advisor with Ameriprise in Charlotte, MI, holding a Series 66 designation. He joined Ameriprise in 2024 and previously worked in education for over a decade, including positions at Olivet College and Potterville Public Schools. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Nicholas Horstman is a CFP® with 11 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Charlotte, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, operating under a fiduciary standard.

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.

Ryan Dugan is a financial advisor with Mass Mutual Investors Services in Lansing, MI, holding a Series 66 designation and six years of industry experience. He has been with Mass Mutual Investors Services since 2019 and has also worked with Mass Mutual Life Insurance Company since 2018. His prior work experience includes roles at Actify, Inc., CMC Solutions, LLC, and Manhattan Associates. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved software and structured annual planning engagements.

David Price is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Holden Dippel is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. His prior experience includes five years at Capital Group Companies - American Funds and various roles outside the financial industry, including involvement with 8th Street Grille, Inc. and lawn care businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of advisors and offices, offering a range of advisory services under a fiduciary standard.

Kiley Blanton is a financial advisor at Edward Jones in Charlotte, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Blanton worked in various roles including at Hulst Jepsen Physical Therapy and TITLE Boxing Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Charles Archer is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and related entities since 2010. Outside of his advisory role, Archer serves as a board member and finance committee member for West Carmel Congregational Church and operates a tax preparation business. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse clientele that includes individual and institutional clients such as pension and charitable organizations. The firm offers discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Peter Seltz is a financial advisor with Thrivent Investment Management in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes nine years at Principal Securities Inc. and over two decades with Principal Life Insurance Company. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing goal-based analyses and written recommendations on a broad range of financial planning topics without discretionary trading authority.