Grant Praschan is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked at SPC since 2019 and has also been associated with Parkland Securities and Sigma Financial Corporation. In addition to his advisory role, he provides technical support at Colony Street Capital in Saline, MI. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs.

Brady Burns is a CFP® and ChFC® with 20 years of experience at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2006. He serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill, a role involving community management and service negotiations. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, and business owners, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios. The firm combines advisory, broker-dealer, mortgage, and insurance product services and employs technology partnerships for investment management and client solutions.

Zachary Parker is a Series 66-licensed financial advisor with SPC in Ann Arbor, MI, and has 10 years of industry experience. He has worked at SPC since 2017 and is also affiliated with Parkland Securities, LLC and Sigma Financial Corporation. In addition to his advisory roles, he is involved in the sale of term life insurance through 3D Advisors and Ethos Life. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through various account programs, offering tailored and discretionary investment advice.

Lawrence Epple is a CFP® professional with 40 years of industry experience, currently serving with SPC. His career includes roles at Sigma Financial Corporation and Lincoln Financial Securities Corporation. Outside of his advisory work, he owns and assists in operating a nursery business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a service model that includes discretionary and nondiscretionary management options.

Ashley Humphrey is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. She holds a Series 66 designation and has recently transitioned into the advisory field after 25 years with Dexter A&W. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, while also providing brokerage, mortgage, and insurance services through affiliated entities.

Michael Eppler is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at &Partners since 2024. He previously worked for eight years at Wells Fargo Clearing. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and utilizes both proprietary and third-party strategies in managing client portfolios.

Evan Ho is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Ho serves as a volunteer board member on the Finance and Investment committees of the Luella Hannan Memorial Foundation, which aims to support seniors in Michigan. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm combines discretionary management using model and customized portfolios with fiduciary services within a vertically integrated structure.

Christopher Michalak is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Cetera Planning Partners and has held roles at multiple Cetera entities and Avantax firms. Michalak serves on local community boards in Saline, Michigan, including the CARES Board and the Local Development Finance Authority committee for the city of Saline. He is also president of Capstone Tax & Financial, a tax preparation and accounting business. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services while leveraging a diverse, document-driven investment approach matched to client objectives and risk tolerance.

Jack Mccloskey is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Vintage Financial Services for 11 years before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.

Troy Spooner is a financial advisor with SPC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His previous roles include positions at Parkland Securities LLC and Questar Capital Corporation. Outside of advisory work, he is also engaged as an insurance agent involved in selling fixed annuities and various insurance products. 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 offers tailored, discretionary investment advice through a large network of advisors and delivers services via multiple account programs in partnership with Fidelity/NFS and other third-party providers.

Richard Phillips is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 designations and 11 years of industry experience. His previous roles include positions at Parkland Securities, Sigma Financial Corporation, Northwestern Mutual Investment Services LLC, David Sokol, and Raymond James & Associates. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, combining discretionary and nondiscretionary strategies with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Ryan Racine is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Hantz Financial Services since 2007. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios complemented by third-party managers and Direct Indexing. The firm integrates advisory, brokerage, mortgage, and insurance services and utilizes technology partnerships to support its investment and client service capabilities.

Robert Johnson is a financial advisor at SPC with ChFC® and Series 63 and 65 designations and 45 years of industry experience. He has been with SPC since 2015 and concurrently serves at Sigma Financial Corporation since 2010. Outside of his advisory roles, he manages and owns a hunting club called Little Prairie Hunt Club, established in 1983. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored and discretionary advice and maintains notable affiliations with broker-dealers and insurance agencies.

Robert Rumsey is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Sigma Financial Corporation and Raymond James Financial Services. Outside of his advisory work, he serves as president and 50% owner of Branch County Abstract & Title, Inc., and is a trustee of the American Baptist Churches of Michigan Foundation. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 investment adviser representatives.

Justin Petersmark is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and operated Petersmark Financial Network alongside his current roles. His background includes experience in technology and education sectors prior to his financial advisory career. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and provides access to proprietary and third-party managed account solutions.

Jay Lizanich is a financial advisor at SPC with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at IFS Securities, Flynn Insurance Group, Flynn Wealth Management Group, and Voya Financial Advisors. Outside of his advisory work, he co-owns TrashForce LLC, a trash valet service, and serves on the board of Presbyterian College's Garnet & Blue Collective, providing consultative support for the college's NIL athletics program. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering both discretionary and nondiscretionary investment management through a network of over 460 advisors and approximately $5.66 billion in assets under management.

Linh Nguyen is a financial advisor with Transamerica Financial Advisors and holds the Series 66 designation. Nguyen has one year of industry experience and is based in Ann Arbor, MI. Outside of advisory work, Nguyen is involved with the Inner Goddess Collective Nonprofit and the Glacier Way Cooperative Preschool. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, supporting client relationships through discretionary and non-discretionary programs.

Brian Callaghan is a financial advisor with SPC based in Ann Arbor, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation and five years with Sigma Financial Corporation and Sigma Planning Corporation. Outside of his advisory role, he is also licensed as an insurance agent offering various insurance and annuity products. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary investment advice, primarily through managed account programs and partnerships with third-party providers.

David Seidel is a CFP® and ChFC® with 26 years of experience in financial advising. He has been with Hantz Financial Services, Inc. since 1999. Based in Ann Arbor, MI, he holds a Series 63 license. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, as well as pension plans, charitable organizations, corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party strategies, combining advisory and broker-dealer activities alongside mortgage and insurance product sales.

Justin Walker is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 credential with two years of industry experience. Prior to joining Hantz Financial Services in 2023, he worked at Rocket Mortgage and Credibly. He also serves as a recruiter with the Michigan Army National Guard. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management through ETF-based model portfolios combined with third-party managers and direct indexing, supported by technology partnerships and a structure that integrates advisory, brokerage, mortgage, and insurance services.