Collin Steinhauer is a financial advisor at Rehmann Wealth with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ford Estates, LLC and Rehmann Capital Advisory Group. Outside of his advisory role, he has a part-time position maintaining ATMs for a local business. Rehmann Wealth provides comprehensive wealth management, financial planning, and investment services to individuals, families, trusts, non-profits, and institutional clients. The firm employs a multi-pronged investment approach including advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized fiduciary services for retirement plans.

Viktoria Wilson is a CFP® professional with seven years of industry experience, currently serving as an Investment Adviser Representative at Blackridge Asset Management, LLC. Her prior roles include positions at Peak Brokerage Services, LLC and MML Investors Services/Spice Financial. Outside of her financial advisory work, she is the President of the Pinckney Aquatic Club and holds a leadership role as President of Insights Toastmasters of Brighton. Blackridge Asset Management provides financial planning, investment management, and consulting services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm operates a network structure, offering tailored portfolio management through affiliated platforms and a range of investment strategies.

Danielle Delongchamp is a financial advisor at Concorde Asset Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at several Concorde-affiliated firms as well as J.W. Cole Advisors, Inc. Delongchamp also operates Delongchamp Consulting LLC, providing consulting services outside of trading hours. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm uses individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models to deliver tailored investment advice.

John Gakenheimer is a CFP® with 49 years of industry experience, currently serving as Executive Vice President at Concorde Asset Management, LLC. He has held various roles within Concorde and affiliated firms since 2010. Outside of his advisory work, he consults on business development for his son’s coffee company. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm uses individualized asset allocation and model-based portfolio construction, incorporating alternative products and offering ERISA fiduciary services.

Elia Ramirez Cruz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Concorde in 2021, Elia worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2012 to 2020 and briefly at Dr. Brick Alva MD PA Gastroenterology. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm employs model portfolios and third-party strategists to build individualized asset-allocation strategies and provides ERISA retirement-plan advisory services.

Mitchell Lowe is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, frequently utilizing third-party managers and alternative investments.

Myranda Fabian is a CFP® with 15 years of industry experience, currently serving at Plante Moran Financial Advisors, LLC since 2010 and Plante & Moran, PLLC since 2026. She is based in Ann Arbor, MI, and holds a Series 65 license. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management.

Joshua Goodridge is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Brighthouse Financial, Ameriprise Financial Services, and CUNA Brokerage Services. Outside of his advisory role, he is active as a licensed Realtor in San Antonio, Texas. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services alongside participant advice.

Thomas Jahncke is a CFP® with over 41 years of industry experience, currently serving as an advisor at Concorde Asset Management, LLC since 2023. His prior experience includes seven years at Titan Securities and extensive involvement with Passco Companies, LLC, where he holds a senior leadership role and participates in real estate syndications. Outside of his advisory work, he manages family-owned assets through various LLCs, including a family cottage and mineral rights. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and financial planning. The firm builds tailored portfolios using asset allocation and model-based strategies, leveraging proprietary and third-party platforms, and provides a range of advisory services including ERISA retirement-plan advice.

Trenton Buycks is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm provides financial planning, portfolio and wealth management, as well as retirement plan consulting, utilizing diversified, ETF-centered model portfolios and offering both discretionary and non-discretionary mandates.

Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. 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 expanded implementation capabilities and affiliated businesses.

Ronald Eppler is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 30 years of industry experience. He joined &PARTNERS in 2024 after eight years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies with ongoing monitoring and account reviews.

Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services in 2021, he worked at Alro and held roles at Quicken Loans and Wayne State University. Hantz Financial Services, Inc. is a multi-advisor enterprise managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered portfolios alongside financial planning, wealth management, and retirement consulting services.

Robert Petersmark is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial, LLC since 2001 and joined Private Advisor Group in 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model, employing both proprietary and third-party investment strategies and technology platforms to assist clients in meeting their financial goals.

Drake Reid is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Private Advisor Group, he worked at LPL Financial LLC, Carrera Capital Advisors, and THG Financial Services. He is also a Financial Services Professional contracted with THG Financial Strategies, where he implements insurance solutions including individual life insurance, annuities, and long-term care in a fiduciary capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to help clients achieve their investment goals.

Ryan Waddell is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, he worked at Eastern Michigan University and Airborne Adventure Park. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and uses both discretionary and non-discretionary mandates supported by a range of financial planning and wealth management services.

Jessica Burmeister is a financial advisor with TIAA-CREF in Ann Arbor, Michigan, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a partial owner of a local brewery. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model portfolio management and customized portfolio options under a fiduciary standard.

Sean Kassab is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Altitude CRE, Oakland University, Oakland Community College, SpringHill Marriott, and Super S Wine Store. Hantz Financial Services, Inc. is an enterprise investment adviser and broker‑dealer serving individual, corporate, and retirement plan clients through a multi-advisor platform managing approximately $10 billion in assets. The firm specializes in diversified, ETF-centered model portfolios, financial planning, wealth management, and offers a range of affiliated financial services including mortgage brokerage and insurance.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at Ottawa Park Golf Course, Boaters Choice, and the University of Toledo. 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 model portfolios alongside a range of financial planning, wealth management, and retirement consulting services.

Brady Burns is a CFP® and ChFC® with 19 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2006. He is based in Tecumseh, MI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Burns serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill in Canton, MI. 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 offers a range of financial planning, portfolio management, fiduciary, and implementation services supported by affiliated entities in banking, tax consulting, insurance, and mortgage origination.