Terance Bertrand is a financial advisor with Oppenheimer, holding Series 65 and Series 66 designations and bringing 22 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income strategies.

Kenneth Duetsch II is a CFP® and CFA® with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at Grand Capital Advisors, LLC and Huntington Bank. Kenneth serves as board treasurer for the Mott Children's Health Center and is on the finance committee of the Boys and Girls Club of Great Flint. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house legal, accounting, and trust services.

Caitlin Draper is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation and has prior work experience that includes roles in education and catering. Draper is currently based in Davison, MI. Hantz Financial Services serves a diverse client base, including individuals, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Dawn Swanson is a financial advisor with The Huntington Investment Company in Flushing, MI, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at Huntington National Bank since 2019 and is also involved in retail sales as a co-owner of Golden Eagle Coins, a rare coins and precious metals business, and as a horse-drawn carriage driver in Frankenmuth, Michigan. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model combining third-party sub-managers and affiliate offerings, with portfolio management and other services delivered primarily through percentage-of-assets wrap fees.

Jill Carr is a CFP®-certified financial advisor with 10 years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Raymond James Financial Services Advisors and Stephens Wealth Management Group. In addition to her advisory work, she owns a tax preparation business, Jill Carr LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using a proprietary “Focus List,” asset allocation modeling, and ongoing performance monitoring.

Cheryl Allan is a financial advisor at Oppenheimer with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fahnestock & Co., Inc. since 1999. Cheryl also serves as a co-trustee on a family trust, assisting with administrative tasks outside of her advisory role. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Adam Slosar is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Grand Blanc, MI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 15 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a network of portfolio managers and strategists.

Zachary Bauer is a financial advisor with Fifth Third Securities, Inc. in Flint, Michigan, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Bank for one year. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, providing access to various portfolio management strategies via Fidelity’s Managed Account Xchange.

Megan Stewart is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Financial Design Strategies and United Wholesale Mortgage. 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 clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and retirement consulting with an emphasis on diversified, ETF-centered model portfolios and advanced tax-aware strategies.

Stephen Schiestel is a CFA® charterholder with seven years of industry experience. He currently works at Savant Wealth Management and previously spent seven years at Grand Capital Advisors, LLC. Since 2014, he has also taught courses in security analysis, wealth management, and corporate finance at Michigan State University. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jerald Hanks II is a financial advisor with Hantz Financial Services, Inc. in Davison, MI. He holds Series 63 and Series 65 designations and has 22 years of industry experience, including over two decades with Hantz Financial Services. 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 ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

Jack Steele is a financial advisor with SPC in Flint, MI, holding a Series 66 designation and 23 years of industry experience. He previously worked at Axa Advisors, LLC for 16 years before joining Sigma Planning Corporation and Sigma Financial Corporation in 2017. Outside of his advisory role, he serves as a board member of the Wolverine Free Methodist Church in Wolverine, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored 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 options.

Ryan King is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding a Series 66 designation and with 15 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm’s investment approach centers on diversified, ETF-based model portfolios combined with asset allocation and periodic rebalancing, supported by a range of financial planning, portfolio management, and related services.

Corbin Andres is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Gerrit J. Verburg Co., Baker College, ZCI Feed Sales, and New Lothrop High School. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses such as a trust-only bank and in-house tax and business consulting.

Angela Thompson is a financial advisor with Steward Partners Investment Advisory, LLC. She holds the Series 65 designation and has experience dating back to 2012, including previous roles at Sapphire Blue Investment Partners and Hensler & Associates Wealth Management LLC. Steward Partners Investment Advisory, LLC is a national, SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through various portfolio management strategies and third-party money managers.

Jessica Grybel is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Stephens Wealth Management Group, Raymond James Financial Services, Inc., and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Forum Co-Chair for the Women’s Exchange of Washtenaw, where she helps plan an annual fall forum. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer (OCIO) solutions to individual and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Jason Guenther is a CFP® professional with 23 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he also serves as an insurance agent. Prior to joining Beacon Pointe, he worked at Stephens Wealth Management Group for 13 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Rainey is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has operated MCLR Financial Inc., an accounting and income tax preparation business, since 1986. Rainey also serves as a board member of the Michigan Society of Enrolled Agents. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, offering both discretionary and non-discretionary account structures.

Jeremiah Morell is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies complemented by separately managed accounts, unified managed account solutions, and offers a range of fiduciary and advisory services supported by affiliated banking, tax, and consulting businesses.

Steven Hartman is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 18 years of industry experience. His prior firms include Ameriprise Financial Services, LLC and CUNA Brokerage Services, INC. He serves as Board Member President of the Hidden Lake Condominium Association, a volunteer role focused on community maintenance and quality of life improvements. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm employs an open-architecture investment model combining third-party and proprietary portfolio strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.