Michael Basmajian is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation and Series 66 license with 10 years of industry experience. He has worked at Hantz Financial Services since 2015 and was previously employed at Grand Canyon University from 2011 to 2017. Hantz Financial Services serves a diverse clientele including individual investors, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Kiley Eory is a CFP® and ChFC® with 11 years of industry experience, currently serving at Private Advisor Group, LLC since 2019. Prior to this, Kiley worked at Northwestern Mutual Wealth Management Company and remains involved with Waggoner Group, Inc., where they hold the position of president overseeing tax preparation, accounting, and non-variable insurance services. 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 utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Samuel Whelan is a CFP® and Series 65 registered advisor with four years of industry experience. He currently provides investment advice through Flynn Wealth Partners under Private Advisor Group, LLC. His prior work includes roles at Auto Owners Insurance and local government positions in Ingham and Gratiot counties. 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, utilizing technology platforms and a mix of strategies while often working with third-party managers and tactical asset management programs.

Scott Heise is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm differentiates its planning services from ongoing managed account management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Jon Scott is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TIAA-CREF, he worked at Hoskin Capital and TeamDynamix. He serves as Corresponding Secretary for the Kappa Delta Lambda chapter of Alpha Phi Alpha Fraternity, Inc., and is a commissioner on the Lansing City Board of Fire Commissioners. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model or customized strategies and acts as adviser to a donor-advised fund.

Alexis Cabrera is a financial advisor at Empower Advisory Group in Lansing, MI, holding Series 66 and Series 63 credentials with two years of industry experience. Prior to joining Empower, Alexis worked at Northwestern Mutual Wealth Management Company and served in various roles related to financial services and treasury functions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions.

Cory Jansen is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to that, he was employed at LSSU from 2015 to 2018. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm delivers financial planning and wealth management primarily through ETF-based model portfolios across varying risk levels, supplemented by third-party money managers and Direct Indexing.

Andrew Beach is a CFP® and ChFC® with 24 years of industry experience. He has been with Hantz Financial Services, Inc. since 2001. Hantz Financial Services serves a diverse client base that includes high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across different risk levels, supplemented by third-party managers and Direct Indexing, and offers a combination of advisory, broker-dealer, mortgage, and insurance services.

Matthew Rynbrandt is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has been providing investment advisory services through Private Advisor Group since 2016. In addition to his advisory role, he is employed as an Academic Specialist at Michigan State University. 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 and offers a range of managed account solutions, including its proprietary WealthSuite platform and third-party manager options.

Tobias Timm is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Oppenheimer since 2017 and previously held roles at Cantor Fitzgerald Wealth Partners, LLC and Cantor Fitzgerald & Co. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base—including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.

Collin Dinninger is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and over eight years of combined experience in financial services and education. His background includes roles at Northwood University and Lansing Community College, as well as experience outside the industry at Relli's and Dewitt High School. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios alongside third-party managers and employs an asset-allocation framework with automated tax-loss harvesting and other advanced technologies.

Phillip Pelland is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work history includes roles at Michigan State University and the University of Michigan, as well as experience in operations at Classic Auto Wash and Water's Edge Country Club. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and direct indexing, and combines advisory, brokerage, mortgage, and insurance services within a unique enterprise structure.

Liam Carr is a financial advisor at Principal Financial Services in Lansing, MI, holding a Series 66 designation. He began his financial services career in 2026 and has prior work experience that includes roles at Fifth Third Bank NA and Eastern Illinois University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ener Almanza is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 10 years of industry experience, including prior work with LPL Financial, LLC. Outside of his advisory work, Almanza is involved in organic farming through his home-based business, Zumo, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform, and employs a fiduciary-based advisory model utilizing various investment strategies and third-party managers.

Carson Raeder is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Texas Roadhouse, Showroom Shine, and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base, including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services.

Phillip Mclellan is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has worked at PNC since 2016 after eight years at Equitable Advisors. Outside of his advisory role, Mclellan serves as Director of Golf Strategy for Haslett Public Schools. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Mark Wickard is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co, Morgan Stanley, and Wells Fargo Clearing. He is based in East Lansing, MI. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Jeremy Mason is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Private Advisor Group since 2015 and maintains affiliations with LPL Financial and Michigan Financial Group dating back to 2005. Outside of his advisory roles, he is a co-owner and operator of a small coffee roasting company. 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 a variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies to meet client goals.

Joseph Mole is a financial advisor with SPC in Lansing, MI, holding a Series 66 designation and eight years of industry experience. He has worked with SPC since 2018 and is also a consultant at Thredpartners, providing strategic planning and leadership development services to nonprofit organizations. Mole serves on the boards of several nonprofits focused on job training, arts education, and economic development. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management options.

Hudson Whitmore is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding a ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, all with Hantz Financial Services since 1999. Outside of advising, he coaches the baseball team at Haslett High School. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, combining advisory, brokerage, mortgage, and insurance services with unique technology partnerships.