Robert Petersmark is a financial advisor with Private Advisor Group, LLC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Private Advisor Group since 2014 and has been associated with LPL Financial since 2001. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach combining technology platforms and multiple investment strategies, often utilizing third-party managers and model portfolios.

Drake Reid is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has one year of industry experience and has worked at several firms including LPL Financial LLC and Carrera Capital Advisors. Outside of his advisory role, he is involved as a financial services professional at THG Financial Strategies, focusing on insurance solutions including individual life insurance, annuities, and long-term care. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement diversified investment strategies.

Ryan Waddell is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. His background also includes roles at Eastern Michigan University and Airborne Adventure Park. Hantz Financial Services serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services.

Jessica Burmeister is a financial advisor with TIAA-CREF in Ann Arbor, Michigan, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a partial owner of a local brewery. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model portfolio management and customized portfolio options under a fiduciary standard.

Christopher Wohlfert is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced strategies such as Direct Indexing, combining advisory and broker-dealer services with mortgage and insurance product sales.

Evan Dubay is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI. He holds a Series 66 designation and has been working in the financial industry since 2021. Prior to his current role, he gained experience at Neptune Holdings and has a background including positions at Target and Eastern Michigan University. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable and corporate clients, and business owners by providing financial planning, portfolio management, and retirement plan consulting. The firm utilizes ETF-based model portfolios across various risk levels, supplemented by third-party managers and advanced technology platforms.

Michael Martin is a financial advisor at MAI Capital Management, LLC with eight years of industry experience and holds a Series 66 credential. His prior experience includes roles at Foreside Fund Services, LLC; Cetera; Wealth Strategies Financial Group; and Securian Financial Services Inc. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of portfolio strategies and combines financial planning with trust and insurance administration services.

Heather Ott is a financial advisor at Oppenheimer with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer for 10 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary services, managing equity, balanced, and fixed-income portfolios while maintaining custody of client assets as a qualified custodian.

Tamara Reeves is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing two years of industry experience. Her prior work includes roles at Lafayette Life Insurance and Ford Motor Company. Outside of her advisory role, she is involved in a family-owned short-term rental business and owns an LLC established for future real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and ongoing portfolio management.

Sean Klotz is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has a work history that includes roles at DoorDash, Olga's Kitchen, and Eastern Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, along with retirement plan consulting and brokerage, mortgage, and insurance services through affiliated entities.

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.

Christopher Carlson is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent five years at AMDG Financial. Carlson is based in Plymouth, MI. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, financial planning, and related services through affiliated entities, employing a blend of evidence-based and actively managed investment strategies overseen by an investment committee.

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.

Michael Tafelski is a CFP® professional with over 33 years of industry experience. He has been with Fifth Third Securities, Inc. since 2007. The firm serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. Fifth Third Securities offers various managed account programs and portfolio management options on its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

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.

Peter Lastoskie is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include work at Empower Financial Services, Axiom Law, and Amesite. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions aligned with Empower’s administrative platforms.

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.

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.

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.