Ryan Ley is a financial advisor at Hantz Financial Services, Inc. in Mt. Pleasant, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2011. 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 provides financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, employing a combination of advisory, broker-dealer, mortgage, and insurance services under one enterprise structure.

Michael Mc Donnell is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services in 2025, he worked at Financial Marketing Group Inc and has educational experience from Michigan State University. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology platforms.

Cynthia Harry is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and three years of industry experience. Her background includes roles in higher education at Indiana Wesleyan University and Montcalm Community College. Hantz Financial Services serves a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporate clients, and business owners. The firm uses ETF-based model portfolios across various risk levels supplemented by third-party managers and employs an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting options.

William Blond II is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Bankers Life Advisory Services, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. He is also the founder and sole proprietor of Bill's English, a writing consulting business that provides services such as proofreading, editing, and copywriting. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management suited to clients’ goals and risk tolerances.

Shane Jenkins is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with two years of industry experience. His prior roles include positions at Northwood University, Northwestern Mutual, Mid Michigan College, Menards, and Rogers Athletics. Hantz Financial Services serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm delivers investment advice through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-driven solutions such as automated tax-loss harvesting.

Charles Pepper is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also serves as an insurance agent. Outside of finance, he works as a statistician for Midland Stadium Concessions LLC, providing real-time game statistics for a minor league baseball team. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Ezekiel Martinez is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Bankers Life Advisory, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as roles outside the financial sector including positions at DK Security and Citygate Church. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Carrie Eritano is a financial advisor at Money Concepts Capital Corp with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Money Concepts Capital Corp since 2005. In addition to her advisory role, she serves as president of Mission Financial Services Group, a tax preparation and health insurance sales business. Money Concepts Capital Corp is an enterprise-scale firm managing approximately $4.07 billion in client assets through a network of several hundred advisors. The firm provides investment advisory, financial planning, and consulting services to a diverse clientele using model-driven and asset-allocation strategies, and operates alongside broker-dealer and insurance services.

Christopher Whitehead 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 at Northwood University and in various roles outside the financial industry, including at BlockCo Pool and Spa and Recker Motorsports. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios supplemented by third-party managers, and it combines advisory and broker-dealer services with mortgage and insurance product sales.

Gregory Maher is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to his current role, Maher worked at Allstate Insurance Co and various Bankers Life entities. Outside of finance, he trades, buys, sells, and repairs guitars. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations aligned with clients’ goals and risk tolerances.

Samuel Venema is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc. in Mt. Pleasant, MI, with one year of industry experience. Prior to his current role, he has held various positions including agent roles focused on life and health insurance sales with Bankers Life and Casualty Company and related entities. He also has experience working in retail and service roles, such as cashiering at Grunst Brothers Party Store. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s approach includes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Lida Hageman is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch, as well as various entrepreneurial and educational roles. Outside of finance, she has worked as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Moscardelli is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Edward Jones since 2019. Prior to that, he spent 12 years at Isabella Bank and Raymond James Financial Services. Outside of his advisory role, he manages a rental property in Mount Pleasant, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Karen Rogers is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. In addition to her advisory role, she manages an advisory business through HS Companies LLC in Mount Pleasant, MI. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Bret Cook is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Edward Jones since 2019 and previously worked at Raymond James Financial Services Advisors Inc and Isabella Bank and Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, discretionary and non-discretionary services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Ben Kissee is a financial advisor with Equitable Advisors in Mount Pleasant, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when it operated as Axa Advisors, LLC. Kissee also serves as treasurer for the Isabella County Sportsman's Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party model implementations and its SAM program, and offers ERISA fiduciary services via credentialed representatives.

Thomas Rudert is a financial advisor with Equitable Advisors in Mount Pleasant, MI, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Rudert is an officer and part owner of Advanced Benefit Design Group and serves as an administrator or executor of estates and trusts. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm uses a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Campbell is a financial advisor with Ameriprise in Mt Pleasant, MI, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved in managing and operating HSC Group LLC, a business that handles administrative expenses and staff compensation for his practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Michael Ervin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 designations and 31 years of industry experience. He previously worked at SII Investments, Inc. before joining Cambridge in 2017. Outside of his advisory role, Ervin serves as a trustee and vice president of the Sacred Heart Academy Foundation, supporting local K-12 education. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides access to proprietary and third-party investment strategies across multiple platform arrangements with options for discretionary and non-discretionary management.

Maureen Starry is a CFP® and Series 66-registered financial advisor with Edward Jones in Mt Pleasant, MI, with eight years of industry experience. She has worked at Edward Jones since 2016 and has prior involvement with several parishes, including St Paul the Apostle, St Mary University Parish, and Sacred Heart Parish. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.