Neil Weissman is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in a private real estate venture capital and private equity investment through Weissy Investments. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of strategies including fundamental, technical, and quantitative analysis, with services delivered on both discretionary and non-discretionary bases.

Robert Mazza is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Albion College and Bilco Tool. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm focuses on ETF-based model portfolios combined with third-party money managers and employs various technology platforms for portfolio management and trade execution.

Kenneth Blanton is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill for 33 years before joining NewEdge Advisors in 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support personalized investment solutions.

Todd Praschan is a financial advisor with SPC and Sigma Financial Corporation, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with both firms since 2011. Outside of his advisory roles, he provides annuities and life insurance to clients and is a member of the Saline, MI Chamber of Commerce. 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 investment management through a network of over 460 advisors.

Kale Hensel is a financial advisor at TIAA-CREF based in Ann Arbor, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Alexander Calderwood 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 worked at the YMCA and has been involved with live entertainment as a partner in Oddrealityband, LLC, where he plays musical instruments and records music. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels and integrates third-party money managers, unified managed accounts, and Direct Indexing with automated tax-loss harvesting.

Anthony Bacarella is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at SPC since 1996 and previously at Parkland Securities from 2014 to 2022. He is also the owner and president of Bacarella Wealth Consultants, LLC. 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 options through a network of over 460 advisers.

Lillian Kozak is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Sigma Financial Corporation since 2023 and has prior experience at KM Financial, Fifth Wheel Freight, Lee and Birch, and Grand Valley State University. Kozak serves as the Events Committee Chair for the Grosse Pointe Sunrise Rotary, where she assists with event hosting and fundraising. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

David Vickery is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Sigma Planning Corporation since 2006 and has been associated with Vickery and Associates since 1980. Vickery serves on the Michigan Catholic Conference Lay Employees Retirement Plan Board of Directors. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network delivering tailored, discretionary advice and maintains operational distinctions through partnerships with broker-dealers, insurance agencies, and Fidelity.

Anthony Moyle is a Series 66-licensed financial advisor with Valic Financial Advisors in Novi, MI, with four years of industry experience. He has worked at Valic Financial Advisors since 2021 and holds an insurance agent role with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers diversified investment management and financial planning services through a large network of advisors and employs discretionary unified managed accounts supported by centralized technology and model solutions.

Kalpana Shah is a financial advisor at SPC with 28 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at LPL Financial for 22 years before joining SPC and Sigma Financial Corporation. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and is notable for its affiliations with broker-dealers and insurance agencies.

John Sepp is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2016. Outside of his advisory role, he serves as a FINRA arbitrator and volunteers as an election poll worker in Washtenaw County, Michigan. He also provides marketing and management support to his spouse's dental practice. SPC offers investment management, financial planning, and retirement-plan advisory services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice, with custody and execution services provided primarily through Fidelity/NFS.

Alexandrea Snyder is a Series 66-licensed financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, with eight years of industry experience. Her background includes work at Cedar Springs Brew Co. and Concordia University prior to joining Hantz Financial Services. 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 provides financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, combining advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Michael Stros is a CFP® professional with five years of industry experience, currently serving clients at Mercer Global Advisors Inc. in Ann Arbor, Michigan. His prior experience includes roles at Vintage Financial Services and Beth Shutko's State Farm. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios implemented through a variety of low-cost investment options and provides specialized services such as retirement plan consulting and charitable advisory.

Matthew Casey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Brenda Henning is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Old National Bank, Foresters Financial Services, and First Investors Advisory Services. She also participates in a referral program for banking products through Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kerry Kerch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining institutional advisory with broker-dealer and investment management capabilities.

Anthony Caruana is a financial advisor with Ameriprise in Northville, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years with Wunderlich Securities, Inc. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Janet Nickel is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses. She has 37 years of industry experience and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Conrad Landis is a financial advisor at Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Colorado Financial Advisors, Charles Schwab & Co., Inc, and service in the U.S. Army National Guard as an infantryman. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services that cover a broad range of needs, including specialized areas such as business-owner transition and special-needs planning. Advisors provide tailored recommendations using firm research and planning tools, with clients choosing whether and how to implement them through brokerage or advisory programs.