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.

Jonah Bartlett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at EduStaff, TechSmith, and Sparrow Michigan Athletic Club, as well as time spent self-employed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Jacob Vanator is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He also works as a tax services provider at Vanators & Associates CPA and serves as a board member of the Rotary Club of Eaton Rapids. Additionally, Vanator is employed in education at Great Lakes Christian College. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

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 at LPL Enterprise with 42 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Enterprise in 2024, he worked for over five decades at The Prudential Insurance Company of America and its affiliated entities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, delivering investment advice primarily through its network of investment adviser representatives using a combination of proprietary and third-party strategies.

Nicklaus Pringle is a financial advisor with OSAIC in Okemos, MI, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Thrivent Financial, Minnesota Life Insurance Company, and Royal Alliance. Outside of advising, he is developing a website for travel nurses to rate hospitals and clinics. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services, employing asset-allocation tools and model solutions to construct diversified portfolios that may include various securities and managed accounts.

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 at LPL Enterprise with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly four decades. Outside of his advisory role, he is owner of a business that sells non-registered insurance products and is a licensed notary. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, combining advisory services with brokerage and insurance product sales through an integrated platform.

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 credential and 19 years of industry experience. His career includes roles at Parkland Securities, Spc, and Sigma Financial Corporation. He serves on the board of the Michigan Christian Campus Ministry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and corporations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory role, he serves as a board member and finance committee member for West Carmel Congregational Church in Charlotte, Michigan, and is involved in tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with a variety of portfolio management and model-based solutions tailored to client objectives.

Cheryl Williams is a financial advisor with Ameriprise in Okemos, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of her advisory role, she is involved in youth soccer as a referee and assistant coach for the Michigan Jaguars FC, and she assists with banking and fee collection for a high school boys tennis booster program. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement-income plans and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Nash Roberts is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Michigan State University Federal Credit Union and held roles at Eagle V Corp and the Michigan State University Police Department. He serves as a director of the Courthouse Square Association in Charlotte, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of financial advisors.