Sarah Armstrong

Ryan Mc Neill is a financial advisor at Insight Folios with eight years of industry experience. He holds a Series 65 designation and has worked at Legacy Life Financial, Insight Folios, Brookstone Capital Management, and Great Lakes Insurance. In addition to his advisory role, he is an insurance producer involved in the sale of life and health insurance and annuity products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm serves other registered investment advisers through sub-advisory relationships and employs a team-based approach supplemented by proprietary planning software and artificial intelligence tools.

Michael Glenn is a CFP® with 25 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Huntington National Bank and Oppenheimer & Co Inc. He operates Sterling Private Wealth, offering investment services through the Mariner platform. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, supported by integrated institutional and retirement plan resources.

Christine Newberry is a financial advisor at Mariner Independent with a Series 65 designation and over 20 years of experience, including a long tenure at Huntington National Bank. She has been affiliated with Mariner Platform Solutions and Sterling Private Wealth since 2025. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides access to model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated private funds.

Bailey Spencer is a financial advisor at SPC with a Series 66 designation and five years of industry experience. Prior to joining SPC, Bailey worked at Sigma Financial Corporation and held various roles at other companies including Rei and LAZ Parking. Outside of financial advising, Bailey also works part-time as a food delivery driver for Door Dash. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network serving over 30,000 clients and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other programs.

Jeffrey Rancilio is a financial advisor with Oppenheimer in Port Huron, MI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Oppenheimer since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles, with a distinctive emphasis on non-discretionary management and commission-based advisory programs.

Ryan Charron is a financial advisor with Oppenheimer in Port Huron, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Oppenheimer & Co since 2008. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using strategic and tactical asset allocation across various investment vehicles.