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.

Christopher Buck is a financial advisor with Thrivent Investment Management in Mason, MI, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior experience includes roles at MWA Financial Services Inc. and Modern Woodmen of America, as well as a 26-year career in the United States Marine Corps. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning that can be engaged on a one-time or ongoing basis. The firm’s approach separates planning from managed-account services and emphasizes written recommendations across a broad range of financial topics without discretionary trading authority.

Benjamin Marciniak Jennings is a financial advisor with Edward Jones in Lansing, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lorri Doolittle is a financial advisor with Ameriprise in Eaton Rapids, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, algorithm-assisted recommendations.

Christian Fairbanks is a financial advisor with Mass Mutual Investors Services in Lansing, MI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Michael R. Kluck & Associates and the Michigan Association of Realtors. Outside of financial advising, he has experience in the restaurant industry and legal education. MassMutual 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 a range of programs including wrap accounts and educational seminars, structuring financial planning as annual, collaborative engagements.

Patrick Anderson is a CFP® with 31 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in East Lansing, MI. His tenure includes roles at Ameriprise Financial Services, Inc. prior to the current Ameriprise entity. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supporting clients through a centralized consulting team and an approach that integrates both automated and tailored advice.

Nancy Mcclintic is a financial advisor with Primerica Advisors in Lansing, MI, holding Series 63 and Series 65 designations with 38 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 1988. Outside of her advisory role, she is a partner in A&N Farms and A&N Enterprises. Primerica Advisors is a firm serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable entities. It sponsors a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and offers a range of investment approaches including strategic, tactical, tax-managed, and income-distribution models.

Joyce Matz is a financial advisor with LPL Financial in Okemos, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory work, she serves as a board member for the Mid-Michigan Food Bank, assisting with food and fund collection for a school program supporting students who qualify for reduced lunch. 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 model portfolios, supported by advisor-facing technologies and a broad platform of financial and credit services.

Patrick O'clair is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked previously with CUSO Financial Services and Allegacy Federal Credit Union. His background also includes roles in the automotive sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michelle Bush is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, she spent 17 years at Eaton County Health & Rehabilitation Services. She is the personal representative of the Estate of Vicki Swanson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branches.

Robert Crocker is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Todd Stump is a financial advisor with Ameriprise in Dewitt, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Jack Fischer is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Jack holds Series 63 and Series 65 credentials and is also a notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Joshua Dreps is a financial advisor at Edward Jones in Charlotte, Michigan, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in education for nine years with Bellevue Community Schools and Battle Creek Public School. Outside of advising, he is involved in catering through Taste of Heavens Catering, where he assists with plating and serving for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options and advisory programs. The firm is noted for its extensive retail advisor and branch network, as well as affiliated capabilities including trust services, mutual funds, and securities-based lending.

Raymond Saari is a financial advisor with LPL Financial and holds the CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Homestead Bank since 2010 and Osaic Institutions from 2010 to 2024. Outside of LPL, he owns Wohlstand Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 offers diverse financial planning and investment programs with a range of strategic and tactical options supported by proprietary research and technology tools.

Jonathan Grocki is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cambridge since 2004. Outside of his advisory work, he serves as a committee member for the Our Savior Lutheran Endowment Fund and is a board treasurer for Our Savior Lutheran Church & School. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management, provides access to third-party advisers, and offers proprietary model strategies under the Founders Gate Capital brand.

Ryan Carter is a financial advisor with Stifel, holding a Series 66 designation and 9 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he serves on the Board of Trustees and the Financial Investment Committee of the Capital Region Community Foundation and volunteers with local nonprofit organizations focused on community support. Stifel serves a diverse client base, including individual and institutional clients, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting client decision-making across various financial needs.

Matthew Addy is a financial advisor with MassMutual Investors Services in Lansing, MI, holding Series 63 and Series 66 credentials with 15 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is a licensed agent in life and health insurance sales and a partner in an LLC that manages office operations and employees. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative annual planning engagements.

Terry French is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 14 years of industry experience. His prior work includes roles at Edward Jones and Cetera Wealth Services, and he has served on the Spring Arbor Township Planning Commission as a board secretary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, advisory, and institutional platforms with diverse investment strategies and technology-supported operational tools.