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.

John Hoesli is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Hantz Financial Services, Inc., where he has worked since 2022, and has held roles in various other organizations including Nexthermal and Albion College. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supported by third-party managers and technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Lucas Steuk is a financial advisor at Oppenheimer with Series 66 credentials and less than one year of industry experience. His prior work includes roles at the University of Cincinnati, Kroger Co., Covia Corp, Mass Mutual Ascend, Fidelity Investments, Waterstreet Financial - Raymond James, Cedar Fairs Entertainment Co., and Huron High School. 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 range of programs including asset management, consulting, retirement services, and financial planning, utilizing both discretionary and non-discretionary approaches and maintaining custody of client assets as a qualified custodian.

Tobin Zeluff is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC and Waggoner Financial. Outside of his advisory roles, he has experience in educational and municipal positions, including at Michigan State University and the City of Portage. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm follows a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to third-party managers and proprietary managed account solutions.

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. in Okemos, MI, with one year of industry experience. He holds the Series 66 designation and has worked in various roles including seasonal parks worker in Delhi Township. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios with a range of active and index strategies, incorporates third-party money managers, and offers integrated services across advisory, brokerage, mortgage, and insurance products.

Brendon Daly is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, Daly worked at Shinola and has also held roles at Grand Valley State University and Lumen Christ High School. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm provides financial planning and wealth management through ETF-based model portfolios alongside third-party money managers, supported by proprietary technology and a combination of advisory, brokerage, mortgage, and insurance services.

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 one year of industry experience. He has worked at LPL Financial and Greene Wealth Management and has a background that includes time at Michigan State University and other business activities related to investment advisory. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a range of investment strategies.

Michael Murphy is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Hantz Financial Services since 2003. 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 offers financial planning, portfolio and wealth management using ETF-based model portfolios and third-party SMAs, along with retirement plan consulting and distribution of brokerage, mortgage, and insurance products through affiliated entities.

Jason Legg is a financial advisor at Private Advisor Group, LLC, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Advisor Group since 2015. Prior to that, he worked at LPL Financial starting in 2007. Outside of his advisory work, he owns and operates Great Lakes Aerial Photography, a business specializing in aerial video production. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model, combining client goal assessments with portfolio management and third-party investment strategies.

Justin Braman is a financial advisor at TIAA-CREF in East Lansing, MI, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA and its related entities since 2015. TIAA-CREF Individual & Institutional Services, LLC’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 pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolios.

Jacob Williams is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Fisher Investments, Sound Royalties, Family First Life, and Empower Financial Services. Outside of advising, he works part-time as an account executive setting up business appointments for a telecommunications company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies and is closely tied to Empower’s recordkeeping and administrative platforms.

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.

Michael Soper is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. His prior roles include positions at Michigan State University and Lansing Community College. 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 combines advisory, broker-dealer, mortgage, and insurance services within its operations.

Dane Colberg is a financial advisor with TIAA-CREF in East Lansing, MI, holding a Series 66 designation and 12 years of industry experience. He has previously worked at Agia, Valic Financial Advisors, OneAmerica Securities, American United Life, State Farm, and Hantz Financial Services. Outside of his advisory role, he is also an agent for non-securities insurance products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized and model-based strategies, while acting as adviser to a donor-advised fund.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.