Matthew Rynbrandt is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2016. Separately, he is employed as an Academic Specialist at Michigan State University. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Candice Skinner is a financial advisor with Principal Financial Services, holding Series 63, Series 65, and Series 66 licenses and four years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance Company, CWM, LLC, and Equanimity Wealth Management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Nicholas Mccleary is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He is president and co-owner of Castle Financial Partners LLC, where he provides fixed insurance products and manages agent development. He also owns NM Financial LLC, through which he conducts financial planning, consulting, and investment management services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a mix of in-house and third-party managers and integrates offerings from its affiliated entities to provide comprehensive investment solutions.

Tobias Timm is a financial advisor with Oppenheimer in East Lansing, MI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Prior to joining Oppenheimer in 2017, he worked at Cantor Fitzgerald and Cantor Fitzgerald Wealth Partners. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs and services, including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of year-end 2025.

Collin Dinninger is a financial advisor at Hantz Financial Services, Inc. with one year of experience at the firm. He holds a Series 66 designation and has prior work experience at Northwood University, Lansing Community College, Relli's, and Dewitt High School. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, supplemented by third-party SMA managers and tax-aware strategies.

Phillip Pelland is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Michigan State University and the University of Michigan. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a trust company and in-house tax and business consulting.

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, holding a Series 66 credential and nine years of industry experience. He has worked with Private Advisor Group since 2016 and LPL Financial since 2015. Outside of his advisory work, Almanza is involved in organic farming through a home-based activity. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Carson Raeder is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Prior to joining Hantz, he held various roles including positions at Texas Roadhouse and Showroom Shine. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors with diversified, ETF-centered model portfolios, financial planning, and wealth management through a multi-advisor platform.

Phillip Mclellan is a Series 66-registered advisor with PNC Wealth Management, based in Lansing, MI, and has 19 years of industry experience. He has worked with PNC Investments since 2016. Outside of his financial advisory role, he 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 pilot for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Mark Wickard is a financial advisor at Oppenheimer in East Lansing, MI, holding Series 63 and Series 65 designations with 40 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent two years at Cantor Fitzgerald & Co. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs varied investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Jeremy Mason is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 registrations and over 20 years of industry experience. He has been with Private Advisor Group since 2015 and has concurrently worked with LPL Financial and Michigan Financial Group since 2005. Outside of his advisory work, Mason is a co-owner and operator of a small coffee roasting company. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

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 at Hantz Financial Services, Inc. with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Whitmore has been with Hantz Financial Services since 1999. Outside of his advisory role, he coaches the baseball team at Haslett High School. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and unified managed account solutions, and it offers a range of financial planning, wealth management, and fiduciary services.

John Hoesli is a financial advisor at Hantz Financial Services, Inc. in Okemos, Michigan, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Nexthermal and various positions at Mancino's, Speedway, and Albion College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by in-house tax, business consulting, and affiliated insurance and mortgage services.

Lucas Steuk is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Fidelity Investments, Mass Mutual Ascend, and Waterstreet Financial - Raymond James, as well as academic appointments at the University of Cincinnati. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches including strategic and tactical asset allocation and manages approximately $36.7 billion in assets as of December 2025.

Tobin Zeluff is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC, Waggoner Financial, and held various roles at Michigan State University and educational institutions in Portage, MI. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Raymond Shoup III is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and seven years of industry experience. His career includes roles at LPL Financial, Flagstar Bank, Infinex Investments, Edward Jones, Raymond James & Associates, and Harold Zeigler Auto Group. He is currently based in Mason, Michigan. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Griffin Summers is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles including at Delhi Township and Central Michigan University. Summers has also been involved seasonally as a parks worker in Holt, Michigan. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services.

Brendon Daly is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Shinola and several educational institutions. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform and employs a diversified, ETF-centered investment approach supplemented by third-party managers and tax-aware strategies.