Myles Wiley is a CFP® professional with four years of industry experience, currently serving at Plante Moran Financial Advisors in East Lansing, MI. His background includes roles at FedEx and United Parcel Service prior to joining Plante Moran. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical methods and manages substantial assets under both discretionary and non-discretionary arrangements within the Plante Moran enterprise.

Kevin Imhoff is a financial advisor with HBW Advisory Services LLC in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at several firms including Cetera Advisor Networks LLC and Blue Diamond Business Solutions. Imhoff is also the owner and investment advisory representative of Blue Diamond Financial Coaching LLC, a financial planning service he has operated for over a decade. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach utilizing third-party money managers and model portfolios, and is notable for its high client load per advisor and a diverse mix of retail, institutional, and intermediary relationships.

Mallory Griffin is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience, currently with Plante Moran Financial Advisors in East Lansing, MI. She has been with the firm since 2014. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a broad client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analyses to guide portfolio management, offering both discretionary and non-discretionary services.

Connor Matlock is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with seven years at the firm and a total of five years in the industry. His prior experience includes roles at Grupo Antolin and Northwood University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals and institutions. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and implement portfolios through discretionary and non-discretionary arrangements.

Michael Voorheis is a financial advisor at AssuredPartners Investment Advisors with 17 years of industry experience. He holds a Series 66 designation and previously worked at Chesme Capital Management and Investment Professionals Inc. Voorheis is also involved with Chesme Capital Management, a registered investment adviser firm. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities through a nationwide team of advisors.

Alexandra Herd is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 registrations and has one year of industry experience. Her prior work includes roles at Fifth Third Bank, Ivy Tech Community College, Prairie State College, and Purdue University Northwest. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisory services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Benjamin Mayhew is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at LPL Financial, Mayhew Wealth Management, L.M. Kohn & Company, and Compass Group. He has also worked in the hospitality sector, including at Lucky's Steakhouse and Tavern 109. Private Advisor Group serves a diverse range of clients, including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing various custodians, strategists, and program vehicles.

Rachell Blanchard is a financial advisor with FIFTH THIRD SECURITIES, Inc. in St. Johns, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2015. Outside of her advisory role, she is involved in general agriculture as a farm owner and landlord. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank.

Gabrielle D'angelo is a financial advisor at PNC Wealth Management with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Fidelity Brokerage Services, Bain Consulting & Co, Bank of America, and Merrill. D'angelo is based in Okemos, MI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the Portfolio Solutions Strategist Digital Offering, an employee-only discretionary model account that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Scott Danek is a CFP® with 33 years of industry experience, currently serving as a financial advisor at NewEdge Advisors. His career includes roles at Cetera, LPL Financial, and ownership of Equanimity Wealth Management, Inc. Outside of his advisory work, he ties fishing flies for clients on request. NewEdge Advisors serves a broad range of clients, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Janelle Tuma is a Series 66-registered financial advisor with Fifth Third Securities, Inc. in East Lansing, Michigan, where she has worked since 2007. She has 19 years of industry experience. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides access to multiple managed-account programs and unique features such as direct indexing and tax-overlay services.

Richard Vining is a financial advisor at Commonwealth Financial Network with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at V Financial Advisors, LLC and SWBC Investment Services, LLC. In addition to his advisory work, he provides tax preparation services and serves as a trustee for two revocable trusts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

David McNeilly is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Northwestern Mutual and Ameritas, as well as operating McNeilly Financial for ten years. He also engages in the sale of fixed insurance products including fixed life, fixed annuities, medical, disability, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Conrad Beeler is a financial advisor with Principal Financial Services in Lansing, MI, holding a Series 66 designation and 14 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with The Centennial Group and Principal Life Insurance Company since 2013. Outside of his advisory work, Beeler serves as a board and committee member for the Ducks Unlimited Red Cedar Chapter and owns farmland involved in farming, timber, and fruit orchards. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Muhammad Shanzer Khan is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2020. Prior to his advisory career, he held roles in computer science and banking, including positions at Michigan State University and Bank Alfalah Limited. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services, utilizing various investment strategies and technology platforms.

Timothy Durso is a financial advisor with Principal Financial Services based in Lansing, MI, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been associated with The Centennial Group, Princor Financial Services Corp, and Principal Life Insurance Company since 2013. Outside of advisory work, he is president and 27% owner of a business involved in group health and fixed life insurance offerings marketed under The Centennial Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional clients. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation often conducted on a discretionary basis by these external managers.

Michael Cantor is a financial advisor with Commonwealth Financial Network in East Lansing, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He is also vice president and co-owner of Financial Technology, Inc., a company that facilitates securities business and third-party administrator services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios. The firm acts as a platform provider, offering operations, trading, technology, compliance, and practice-management resources to affiliated advisors.

Scott Nihart is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with Private Advisor Group since 2015 and also works with Flynn Wealth Partners and LPL Financial, LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of strategies and third-party asset managers.

Kyle Weitekamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He has held roles at TIAA-CREF and TIAA since 2018 and previously worked at J.P. Morgan Securities from 2014 to 2018. He holds Series 63 and Series 66 licenses and is based in East Lansing, Michigan. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a combination of point-in-time planning and ongoing portfolio management, with an advisory model that includes model-based and customized portfolios.

Adam Baczkiewicz is a Series 65 licensed advisor at NewEdge Advisors with experience beginning in 2025. Prior to joining NewEdge, he worked at Rabo AgriFinance from 2016 to 2024. Outside of his advisory role, he has worked as a rideshare driver for Uber. NewEdge Advisors serves a diverse clientele including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.