Nicholas McCleary is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has held roles at multiple firms including Ameritas Life Insurance Corp., Castle Financial Partners LLC, and Washington Avenue Advisors. McCleary is president and co-owner of Castle Financial Partners LLC, where he provides fixed insurance products and manages agent development. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities to meet client needs.

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.

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.