Steven Belloli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise Advisor Services, Inc., and Choreo, LLC. Outside of his advisory work, he is a co-owner of SVB Lansing, a real estate rental business. 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 financial planning and investment management services through a broad network of advisors and utilizes both proprietary and third-party strategies.

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.

Gregory Hagbom is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 49 years of industry experience. He has been with LPL Financial since 1999 and also conducts investment and insurance sales through his own business, Hagbom & Company, in East Lansing, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and third-party asset management.

Vinod Singh is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

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.

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.

Donald Headley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Securities America, Inc., Manage Money Concept, Sigma Financial Corporation, and Spc. 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 financial planning, asset management, and institutional platforms, supporting advisors with a variety of investment strategies and technology tools.

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.

Craig Freund Jr. is a financial advisor with LPL Financial in East Lansing, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Locke Financial Services and Sigma Financial Corporation, as well as non-financial experience in the food service 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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.

Michael Mc Millan is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, CUSO Financial Services, and Edward Jones. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, using a range of strategies and advisor-support tools across a large network of over 22,800 advisors.

Mark Calderone is a financial advisor at Ameriprise with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2007. Outside of his advisory work, he owns and operates Calderone Farm, a family farm that sells eggs, produce, and pumpkins. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware planning, focusing on dependable income sources.

Diana Lowry is a financial advisor with Edward Jones in Dewitt, MI, holding a Series 66 credential and three years of industry experience. Before joining Edward Jones in 2022, she worked at Empire Motor Financial and Interstate Premium Auditing. Outside of finance, she volunteers as a spin instructor at Spartan Spin in Lansing, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm has a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Leila Wilson is a financial advisor at Morgan Stanley with eight years of experience at the firm and two years in the industry. She holds a Series 66 designation and previously worked at Prevention Works and the Kalamazoo Experiential Learning Center. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Cheryl Underwood is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Prior to joining Ameriprise in 2025, she worked at Oppenheimer for eight years and Independent Portfolio Consultants, Inc. for nine years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides tailored retirement income planning through written recommendations and annual advice focused on income stability and tax-aware withdrawal strategies.

Jordan Sutton is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously operated Sutton Advisors, PLC. Outside of his advisory role, Sutton serves as secretary for the Michigan State University Child Development Lab Parent Council and is a local advisory board member for the Eli and Edythe Broad Art Museum at Michigan State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management and model-based strategies tailored to client objectives.