Nicholas McCleary is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He is also president and co-owner of Castle Financial Partners LLC, where he manages and develops agents while providing fixed insurance products. He operates NM Financial LLC for securities, advisory, and financial planning services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners, with services delivered on both discretionary and non-discretionary bases.

Liam Carr is a financial advisor at Principal Financial Services in Lansing, MI, holding a Series 66 designation. He began his financial services career in 2026 and has prior work experience that includes roles at Fifth Third Bank NA and Eastern Illinois University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Phillip Mclellan is a Series 66-registered advisor with PNC Wealth Management, based in Lansing, MI, and has 19 years of industry experience. He has worked with PNC Investments since 2016. Outside of his financial advisory role, he serves as Director of Golf Strategy for Haslett Public Schools. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Joseph Mole is a financial advisor with SPC in Lansing, MI, holding a Series 66 designation and eight years of industry experience. He has worked with SPC since 2018 and is also a consultant at Thredpartners, providing strategic planning and leadership development services to nonprofit organizations. Mole serves on the boards of several nonprofits focused on job training, arts education, and economic development. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management options.

Tobin Zeluff is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC and Waggoner Financial. Outside of his advisory roles, he has experience in educational and municipal positions, including at Michigan State University and the City of Portage. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm follows a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to third-party managers and proprietary managed account solutions.

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.

Jacob Williams is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Fisher Investments, Sound Royalties, Family First Life, and Empower Financial Services. Outside of advising, he works part-time as an account executive setting up business appointments for a telecommunications company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies and is closely tied to Empower’s recordkeeping and administrative platforms.

William Behnke III is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has worked at PNC Investments since 2016 and briefly at Wells Fargo Advisors, LLC prior to that. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm’s approach uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with third-party execution.

Autumn Sears is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she was employed at Oppenheimer and has worked in various roles across multiple organizations, including Michigan State University and Flint Cultural Center Corporation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Larry Mengerink is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at Sii Investments from 2015 to 2017. Outside of his advisory role, he is involved in several entrepreneurial and volunteer activities, including ownership of marketing and business ventures and volunteer coaching. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, using a range of portfolio management strategies and platform arrangements tailored to client objectives.

Frank Bustamante is a financial advisor with Merrill in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Merrill since 1983 and has also worked at Bank of America since 2009. Outside of his advisory role, he is the owner of Blue 182, a non-profit organization that owns aircraft. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutions.

Joni Preston is a CFP® and Series 66-licensed financial advisor with 12 years of experience at Edward Jones. She has been with the firm since 2014 and also owns a photo booth rental business that serves weddings, corporate, and private events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Craig Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2022, he worked for Mass Mutual Investors Services and Mass Mutual Life Insurance Company for over four decades. He serves on the board of the Woodridge Commons Condominium Association, a nonprofit organization in Lansing, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gregory Friddell is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2020. Friddell also attended Michigan State University from 2013 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party style managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Feiler is a financial advisor at Morgan Stanley in Bloomfield Hills, Michigan, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, following six years at Ameriprise Financial Services. Outside of his advisory role, he is the sole proprietor of AMF Ventures LLC, a recreation-focused business. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning processes and a variety of modeling tools while managing approximately $2.74 trillion in client assets.

Todd Harter is a financial advisor with Ameriprise in Laingsburg, MI, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Harter serves on the Board of Directors for the Central Michigan University Development Board. Ameriprise offers a retirement-income planning service focused on clients approaching 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 algorithmic tools to deliver non-discretionary, personalized retirement income advice within a large institutional framework.

Joel Mishler is a financial advisor with Equitable Advisors in East Lansing, MI, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003, including its prior entity Axa Advisors. Outside of his advisory role, he has a side business leasing office space and operates a Christmas tree sales venture. Equitable Advisors serves individuals ranging from non‑HNW to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a large network of Investment Adviser Representatives and third-party asset managers.

Benjamin McKinney is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at OSAIC, Securian Financial Services Inc, Minnesota Life Insurance Company, and West Financial. Outside of his advisory work, he operates a sole proprietorship focused on fixed insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Arthur McClintic is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 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 advising, he is involved in sales and referrals related to loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advice through a large network of nearly 3,700 advisors. The firm’s investment approach relies mainly on model-delivery strategies managed by third-party asset managers with an overlay manager and uses a percentage-of-assets billing structure.

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.