Lucas Steuk is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Fidelity Investments, Mass Mutual Ascend, and Waterstreet Financial - Raymond James, as well as academic appointments at the University of Cincinnati. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches including strategic and tactical asset allocation and manages approximately $36.7 billion in assets as of December 2025.

Tobin Zeluff is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC, Waggoner Financial, and held various roles at Michigan State University and educational institutions in Portage, MI. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Scott Morrison is a financial advisor with Integrated Wealth Concepts LLC in East Lansing, MI, holding Series 63 and Series 65 licenses and totaling 31 years of industry experience. His prior roles include positions at INVEST Financial Corp and Securities America Advisors. He is also the owner of THE FEDMEN, a federal employee benefits consultation business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing primarily long-term, customized portfolio strategies with a variety of investment vehicles.

Lorenzo Duran is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning his career in 2025. His prior experience includes roles at Greene Wealth Management and LPL Financial. He also provided administrative support to Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Jason Legg is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at LPL Financial since 2007 and joined Private Advisor Group in 2015. Outside of his advisory roles, Legg owns and operates Great Lakes Aerial Photography, a business focused on aerial video production. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Justin Braman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and has 10 years of industry experience. He has been with TIAA and its affiliated entity, TIAA-CREF Individual & Institutional Services, LLC, since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

Jacob Williams is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Empower Financial Services in 2023, he worked at Family First Life, Sound Royalties, and Roth Staffing. Outside of financial advising, he is involved as an account executive in telecommunications, setting up business appointments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. 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 more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

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® with 19 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. He previously worked at Sii Investments from 2015 to 2017. Outside of his advisory role, Mengerink is involved in business ownership and volunteer coaching activities in the Mid-Michigan area. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary models and access to third‑party managers under various custody arrangements.

Mark Parson is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Parson also has a significant ownership interest in Parson Management LLC, a firm related to his advisory practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with multiple financial product offerings and referral channels.

Paul Schluckebier is a financial advisor at Stifel with 42 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves on several local boards, including the Memorial Healthcare Development Board as Secretary, and participates in a scholarship investment committee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Steven Belloli is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Spc and Sigma Financial Corporation for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and innovative technologies.

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.

Christine Mueller is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Mueller has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Gregory Hagbom is a ChFC® and Series 63-licensed financial advisor with 49 years of industry experience. He has been with LPL Financial since 1999 and also operates an investment and insurance sales business, Hagbom & Company, in East Lansing, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and services, providing both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Michele Strauss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products than many large institutional advisers.

Vinod Singh is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. His prior work includes seven years at Charles Schwab before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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.

Andrew Reger is a financial advisor with Edward Jones in Owosso, MI, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 22 years with Chesaning Union Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.