Basam Malik is a financial advisor with Rehmann Wealth, holding a Series 66 designation and 13 years of industry experience. He has worked at Rehmann Financial Network, LLC since 2019 and previously at Royal Alliance. Outside of his advisory role, Malik is a paid on-call firefighter and an NRA-certified firearms instructor offering pistol safety and training courses for Michigan Concealed Pistol Licenses. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, providing investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services. The firm employs an in-house investment team alongside third-party managers to build diversified portfolios with ongoing supervision and rebalancing.

Emily Haberkern is a CFP® professional with 14 years of industry experience, currently serving with CG Advisory Services. Her career includes roles at LPL Financial LLC, Geneos Wealth Management, Inc., and independent advisory firms such as Capital Asset Advisory Services and Evangelista and Associates. Additionally, she is an adjunct professor at Eastern Michigan University. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes model-driven, discretionary portfolio management tailored to client objectives and incorporates both proprietary and third-party strategies alongside financial planning and fiduciary services.

Luke Terry is a financial advisor at Rehmann Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rehmann Financial Network, LLC since 2017, with prior experience at Royal Alliance Associates. Terry serves as treasurer for the Lansing Regional Chamber of Commerce. Rehmann Wealth serves a diverse client base including individuals, families, trusts, and institutional clients, providing comprehensive investment management and financial planning services supported by an in-house investment team and access to third-party managers.

Alexandra Herd is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 registrations and has one year of industry experience. Her prior work includes roles at Fifth Third Bank, Ivy Tech Community College, Prairie State College, and Purdue University Northwest. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisory services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Benjamin Mayhew is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has four years of industry experience and has worked at firms including LPL Financial and Mayhew Wealth Management. Outside of advising, he is a commissioned notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model and technology platforms to deliver customized investment solutions through both direct management and third-party strategists.

Curtis Meyers is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Outside of his advisory role, Curtis coaches the varsity basketball team at Saint Patrick School, where he previously attended high school. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party money managers and technology platforms to provide portfolio management, financial planning, and retirement consulting services.

Roger Millbrook Jr. is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ and Series 63 credentials and bringing 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors. Outside of advising, he has longstanding involvement with Siena Accounting, CPA, PLLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s approach combines active and passive investment strategies within a tax- and fee-sensitive framework and includes access to specialized private funds and legacy strategies from multiple mergers.

Rachell Blanchard is a financial advisor with FIFTH THIRD SECURITIES, Inc. in St. Johns, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2015. Outside of her advisory role, she is involved in general agriculture as a farm owner and landlord. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank.

Gabrielle D'angelo is a financial advisor at PNC Wealth Management with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at notable firms including Fidelity Brokerage Services, Bain Consulting & Co, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with online banking credentials. The firm’s approach centers on algorithm-driven model selection and uses mutual funds and ETFs, with portfolio execution and oversight delegated to third parties.

Scott Danek is a CFP® with 34 years of industry experience, currently serving with NewEdge Advisors. His career includes roles at Cetera, LPL Financial, and Equanimity Wealth Management, where he is also an owner. Outside of his advisory work, he ties fishing flies for clients on request. NewEdge Advisors is an enterprise-scale registered investment adviser that supports individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services utilizing both in-house and third-party strategies, with an emphasis on centralized due diligence and technology integration.

Janelle Tuma is a Series 66-registered financial advisor with Fifth Third Securities, Inc. in East Lansing, Michigan, where she has worked since 2007. She has 19 years of industry experience. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides access to multiple managed-account programs and unique features such as direct indexing and tax-overlay services.

Richard Vining is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses. He has 37 years of industry experience, including previous roles at V Financial Advisors, LLC and SWBC Investment Services, LLC. Outside of his advisory duties, he provides tax preparation services and serves as a trustee for two non-client living trusts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a network of approximately 2,900 advisors nationwide. The firm offers a wide range of managed account programs, access to third-party asset managers, and back-office services to individual and institutional clients.

David McNeilly is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Northwestern Mutual and Ameritas, as well as operating McNeilly Financial for ten years. He also engages in the sale of fixed insurance products including fixed life, fixed annuities, medical, disability, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Conrad Beeler is a financial advisor with Principal Financial Services in Lansing, MI, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Principal Securities INC, The Centennial Group, Principal Life Insurance Company, and Securian Financial Services. Outside of his advisory work, he serves on the board of the Ducks Unlimited Red Cedar Chapter and has ownership interests in farmland and forestry management. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Muhammad Shanzer Khan is a financial advisor with Private Advisor Group, LLC based in Lansing, MI. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he has worked at LPL Financial and held positions at Michigan State University and Bank Alfalah Limited. Khan is involved in providing administrative support to Private Advisor Group through related business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model, leveraging technology platforms and third-party managers to deliver tailored investment solutions.

Brent Erickson is a financial advisor at GWN Securities Inc. with 36 years of industry experience. He has been with GWN Securities since 2007 and holds Series 63 and Series 65 designations. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs asset allocation and Modern Portfolio Theory, while also offering market-timing and momentum-based strategies in some legacy programs.

Timothy Durso is a financial advisor with Principal Financial Services based in Lansing, MI, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been associated with The Centennial Group, Princor Financial Services Corp, and Principal Life Insurance Company since 2013. Outside of advisory work, he is president and 27% owner of a business involved in group health and fixed life insurance offerings marketed under The Centennial Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional clients. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation often conducted on a discretionary basis by these external managers.

Michael Cantor is a financial advisor with Commonwealth Financial Network in East Lansing, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He is also vice president and co-owner of Financial Technology, Inc., a company that facilitates securities business and third-party administrator services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios. The firm acts as a platform provider, offering operations, trading, technology, compliance, and practice-management resources to affiliated advisors.

Scott Nihart is a financial advisor with Private Advisor Group, LLC in East Lansing, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains roles with Flynn Wealth Partners and LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that utilizes a range of investment strategies and technology platforms, including proprietary managed account solutions and third-party managers.

Thomas Devereaux is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm employs ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within an enterprise structure.