Christopher Kubert is a CFP® professional with 20 years of industry experience. He is currently affiliated with NewEdge Advisors and Mid Atlantic Capital Corporation since 2021. His prior work includes roles at Private Client Services LLC, Executive Wealth Management, and The Huntington Investment Company. Outside of advisory services, Kubert is involved in fixed insurance product sales and operates a vehicle rental business via the Turo app. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a variety of portfolio management and consulting services and uses a combination of in-house and third-party strategies supported by technology tools and centralized due diligence.

Richard Foytek is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Creative Planning since 2013. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Jacob Harry is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Hantz Financial Services, Inc. and previously worked at Hantz Agency, City Steel, The Huttenlocher Group, DirecTV, Pine Lake Country Club, and Northwood University. 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’s investment approach centers on diversified, ETF-based model portfolios combined with asset allocation, periodic rebalancing, and access to third-party managers, while also offering mortgage brokerage and insurance services through affiliated agencies.

Larry Davis Jr. is a CFP® with 22 years of industry experience, currently serving at SPC since 2010. He is also associated with SIGMA FINANCIAL CORPORATION and operates Davis Capital Management, LLC, an insurance agency licensed to sell fixed insurance products in Michigan. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large network of advisors and delivers tailored, discretionary investment advice through various account programs, including the SIGMA Managed Account.

Mary Shaw is a Series 66-registered financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with nine years of industry experience. She has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including individual and high-net-worth 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 it offers a range of fiduciary, financial planning, and wealth management services supported by affiliated banking, tax, and consulting entities.

Michelle Grund is a financial advisor at SPC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Parkland Securities, Sigma Financial Corporation, Sagepoint Financial, Inc., and Roberts Financial Services, Inc. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies alongside formal succession and compliance protocols.

Alan Palgut is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with six years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2017. Prior to joining Hantz, he worked at Kroger from 2015 to 2017. 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 investment approach centered on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a range of financial planning, wealth management, and fiduciary services.

Brian Smith is a financial advisor with SPC in Jackson, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2006. Outside of his advisory role, he operates Summit Wealth Advisors of Michigan, a business engaged during market hours. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and utilizes both discretionary and nondiscretionary management strategies.

Patrick Crilley is a financial advisor at SPC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. In addition to his advisory role, he is an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a network of over 460 advisers.

Johnathan Larrison is a financial advisor at SPC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Parkland Securities, Sigma Financial Corporation, Cambridge Investment Research Advisors, and Blamer Financial Services. Outside of his advisory role, he provides tax preparation, tax advice, and basic accounting services for small businesses. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management tailored to client needs.

David Barsan is a Series 66 licensed advisor with SPC, based in Ann Arbor, MI, and has 20 years of industry experience. His prior roles include positions at Michael J. Penn CPA and Sigma Financial Corporation. Outside of advising, he is involved as a member in several local business ventures, including co-ownership in two Ann Arbor restaurants and a Toledo-based massage business, and he serves as a tax partner at McComb and Company. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.

Mary Bakhaus is a financial advisor at NorthCoast Asset Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Outside of her advisory role, she is a 50% owner of Bakhaus Properties, LLC, a real estate business in South Lyon, Michigan. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management through a variety of strategies including equity, income, alternatives, and private investment funds.

Isac Bush is a financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2009. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, catering to various investment strategies and client risk profiles.

Anthony Sitto is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. His work history includes roles at Chase Bank, Northwestern Mutual, and Central Mortgage Funding, as well as experience in education and the food service industry. 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, offering diversified ETF-based portfolios, financial planning, and retirement plan consulting alongside mortgage brokerage and insurance services.

Caleb Sheng is a financial advisor with NewEdge Advisors holding a Series 66 designation and three years of industry experience. He has previously worked at Raymond James Financial Services and Waldo Wealth Partners. Outside of advising, Sheng is the owner of Sheng Law Group, PLLC, a business he has maintained since 2011. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services and employs technology and centralized due diligence in managing advisor and client needs.

Patricia Khoe is a CFP® and ChFC® financial advisor with 16 years of industry experience. She has been with Hantz Financial Services, Inc. in Ann Arbor, MI, since 2013. 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, including high-net-worth and non-HNW clients, as well as corporate and retirement plan sponsors, offering diversified ETF-centered portfolios and various wealth management and financial planning services.

Robert Hyneman is a CFP® professional with 25 years of experience, currently serving at VALIC Financial Advisors since 2000. He also holds the Series 63 and Series 66 licenses and has been affiliated with Agia since 2022, where he acts as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tyler Corliss is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Huntington National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates various advisory platforms, including a digital advisory program and managed accounts, and is wholly owned by Citizens Bank, N.A.

Anthony Mattar is a ChFC® and Series 66 licensed advisor with 56 years of industry experience. He is affiliated with SPC and has worked at Sigma Financial since 2011, while also maintaining Mattar Financial Corporation since 1988. Outside of his advisory roles, he serves as board chairman and manager of the Sugar Loaf Homeowners Association and owns Corporate Benefit Solutions, LLC, which offers insurance and investment products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisors and assets under management exceeding $5.6 billion.

Christopher Willerer is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James and Associates for 10 years. He is also a managing partner at Willerer Wealth Management LLC, a pass-through entity for his financial advisory activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a wide range of portfolio management, financial planning, and consulting services, employing both in-house and third-party strategies supported by centralized due diligence and technology tools.