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.

Scott Morrison is a financial advisor with Integrated Wealth Concepts LLC in East Lansing, MI, holding Series 63 and Series 65 licenses and totaling 31 years of industry experience. His prior roles include positions at INVEST Financial Corp and Securities America Advisors. He is also the owner of THE FEDMEN, a federal employee benefits consultation business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing primarily long-term, customized portfolio strategies with a variety of investment vehicles.

Lorenzo Duran is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning his career in 2025. His prior experience includes roles at Greene Wealth Management and LPL Financial. He also provided administrative support to Private Advisor Group. 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 clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Michael Murphy is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 designations and has 22 years of industry experience. He has been with Hantz Financial Services since 2003. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and it offers expanded implementation capabilities through affiliated entities including a trust bank, tax and business consulting, and insurance and mortgage origination services.

Jason Legg is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with LPL Financial since 2007 and with Private Advisor Group since 2015. Outside of financial services, he owns and operates Great Lakes Aerial Photography, a business specializing in aerial video production. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers. The firm supports varied investment approaches and trading horizons and provides tools for client-imposed restrictions and held-away account management.

Justin Braman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and has 10 years of industry experience. He has been with TIAA and its affiliated entity, TIAA-CREF Individual & Institutional Services, LLC, since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

Jacob Williams is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Empower Financial Services in 2023, he worked at Family First Life, Sound Royalties, and Roth Staffing. Outside of financial advising, he is involved as an account executive in telecommunications, setting up business appointments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Benjamin Eichler is a financial advisor with Principal Financial Services in Williamston, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Whippletree Financial PC, Principal Securities INC, and Principal Life Insurance Company since 2013. Eichler serves as a board member of the Kiwanis Club of Williamston and the Williamston Schools Robotics Boosters, and he is president of the Williamston Schools Foundation, a local school endowment fund. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kaden Nowak is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he was involved with Capital City Baseball Kingdom and held roles in education at Hillsdale College, Grand Ledge High School, and Hayes Middle 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 alongside separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance businesses.

Michael Soper is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. His background also includes roles at Michigan State University and Lansing Community College. 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 clients, and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered model portfolios, financial planning, wealth management, and additional services including mortgage brokerage and insurance via affiliated agencies.