Weston Powell is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, with four years of industry experience. Prior to joining Hantz Financial Services, he worked at Northwood University and has held roles in both educational and retail settings. 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 through a multi-advisor platform, offering services including financial planning, portfolio management, and retirement consulting with an emphasis on diversified, ETF-centered model portfolios.

Wendy Shannon is a financial advisor with Wealth Enhancement Advisory Services, LLC in Saginaw, MI, holding a Series 66 designation with 10 years of industry experience. Her prior experience includes roles at L.M. Kohn & Company and Edward Jones. Outside of advising, she owns Michigan Patchwork Studio, which sells sewn crafts and quilts, and participates seasonally as an ornament personalizer at Bronner’s Christmas Wonderland. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers and provides multiple program options supported by an internal Investment Committee.

Carly Wieland is a CFP® and ChFC® with two years of experience in the financial advisory industry. She is currently with CWM, LLC and previously worked at Carson Wealth and Abbs Retirement Planning Advisors. Prior to her advisory roles, Wieland held positions at Nexteer Automotive, Saginaw Valley State University, and Dow Chemical. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing discretionary accounts using model portfolios governed by an in-house Investment Committee.

Clayton Funnell is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individual 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 offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Jacquelyn Korpal Beyer is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Empower, she worked at J.P. Morgan Securities LLC and PNC Financial Group. Outside of finance, she has operated Jacqui B's Greenhouse for over 20 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s services integrate financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Bradley Bach is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Independent Bank. He is a co-owner of Shoreline Wealth Partners, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs and access to third-party asset managers, while providing trading, reporting, and custody services.

James Kingsley is a financial advisor with The Huntington Investment Company in Bay City, MI, holding Series 63 and Series 66 licenses and four years of industry experience. His professional background includes roles at Ameriprise, Bank of America, and Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, combining third-party and proprietary portfolio management solutions within an open-architecture model.

Ryan Brown is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Hantz Financial Services since 2010. 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 and unified managed accounts, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Jeffrey Sieffert is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Bankers Life Securities since 2016 and has worked at BANKERS LIFE since 1998. In addition to his advisory role, he serves as a unit field trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Caleb Christe is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Nexteers Automotive and several educational institutions. 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 utilizing ETF strategies, separately managed accounts, and unified managed account solutions, supported by a broad range of affiliated financial and consulting services.

Kelly Neil is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding a Series 66 designation with 19 years of industry experience. He has been with Hantz Financial Services since 2008. 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 offers a range of financial planning, wealth management, and fiduciary services.

Linda Collier is a financial advisor with PNC Wealth Management based in Saginaw, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her prior work includes roles at Merrill and Bank of America. She has been with PNC Investments since 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio platform that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Andrew Schiefer is a financial advisor with Hantz Financial Services, Inc. in Bay City, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Hantz Financial Services since 2001. 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, unified managed accounts, and access to alternative investments, supported by affiliated entities offering tax, business consulting, insurance, mortgage, and trust services.

Raymond Pape is a financial advisor with Commonwealth Financial Network and Shoreline Wealth Partners, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior work includes roles at Cetera and Independent Bank. He is a co-owner of Shoreline Wealth Partners, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management.

Daniel Alarie is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience and a Series 65 designation. He has worked at Hantz Financial Services since 2018 and previously operated G's Pizzeria & Deli for 13 years. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered model portfolios, financial planning, and wealth management services.

Patrick Nelson is a CFP® professional with 19 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Bay City, MI. Hantz Financial Services serves a diverse client base including individual 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, supported by affiliated banking, tax, business consulting, and insurance services.

Tyler Quinn is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Ameriprise Financial Services, The Huntington National Bank, and Sigma Financial Corporation. Outside of finance, he serves as a Theatre Tech Director at Freeland Schools, where he teaches students technical skills related to musical productions. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture platform that combines third-party and affiliate models, with services including portfolio management, trade execution, and custodial support.

William Bates is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Royal Alliance Associates, Professional Affiliation Program, BBCM Financial Services, and operated as an independent insurance agent. His outside business activities include non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management, supported by research from LPL Research and third-party subadvisors.

Noah Ferrio is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked with CUNA Brokerage Services and Cuna Mutual Group since 2015 and joined LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Matthew Leppek is a financial advisor with Edward Jones in Bay City, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Wanigas Credit Union and J & J Collision. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds.