Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Packerland since 2021 and concurrently serves as president of Sayler's Accounting & Tax Spec, Inc., a firm she founded in 1990. Additionally, Sayler serves as an officer and director on the board of the nonprofit organization Lenawee County Mission-Prospectives in Adrian, MI. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 178 advisors, managing over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

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 serves a diverse clientele including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management through ETF-based model portfolios and third-party strategies, combining advisory and broker-dealer functions alongside mortgage and insurance services.

Matthew Babcock is a ChFC® with 35 years of industry experience, currently serving at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 1999. Hantz Financial Services, Inc. serves individual clients, 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, and combines advisory and broker-dealer activities alongside mortgage and insurance product sales.

Ronald Eppler is a financial advisor at &Partners with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Telemus Investment Management. He is based in Ann Arbor, MI. &Partners serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative approaches, managing accounts through both in-house advisors and third-party managers.

Andrew Dowding is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Alro and Quicken Loans, as well as educational experience at Wayne State University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, businesses, and charitable organizations. The firm uses ETF-based model portfolios supplemented by third-party managers and employs technology-enabled strategies such as automated tax-loss harvesting and AI-assisted data aggregation.

Robert Petersmark is a financial advisor with Private Advisor Group, LLC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Private Advisor Group since 2014 and has been associated with LPL Financial since 2001. 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 approach combining technology platforms and multiple investment strategies, often utilizing third-party managers and model portfolios.

Drake Reid is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has one year of industry experience and has worked at several firms including LPL Financial LLC and Carrera Capital Advisors. Outside of his advisory role, he is involved as a financial services professional at THG Financial Strategies, focusing on insurance solutions including individual life insurance, annuities, and long-term care. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement diversified investment strategies.

Ryan Waddell is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. His background also includes roles at Eastern Michigan University and Airborne Adventure Park. Hantz Financial Services serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance 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.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles outside of finance such as work at Ottawa Park Golf Course, Boaters Choice, and involvement with the University of Toledo and Devils Lake Yacht Club. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across various risk levels supplemented by third-party managers and employs technologies like Direct Indexing and AI-assisted data aggregation in its advisory services.

Brady Burns is a CFP® and ChFC® with 20 years of experience at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2006. He serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill, a role involving community management and service negotiations. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, and business owners, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios. The firm combines advisory, broker-dealer, mortgage, and insurance product services and employs technology partnerships for investment management and client solutions.

Michael Eppler is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at &Partners since 2024. He previously worked for eight years at Wells Fargo Clearing. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and utilizes both proprietary and third-party strategies in managing client portfolios.

Evan Ho is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Ho serves as a volunteer board member on the Finance and Investment committees of the Luella Hannan Memorial Foundation, which aims to support seniors in Michigan. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm combines discretionary management using model and customized portfolios with fiduciary services within a vertically integrated structure.

Christopher Michalak is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Cetera Planning Partners and has held roles at multiple Cetera entities and Avantax firms. Michalak serves on local community boards in Saline, Michigan, including the CARES Board and the Local Development Finance Authority committee for the city of Saline. He is also president of Capstone Tax & Financial, a tax preparation and accounting business. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services while leveraging a diverse, document-driven investment approach matched to client objectives and risk tolerance.

Jack Mccloskey is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Vintage Financial Services for 11 years before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.

Ryan Racine is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Hantz Financial Services since 2007. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios complemented by third-party managers and Direct Indexing. The firm integrates advisory, brokerage, mortgage, and insurance services and utilizes technology partnerships to support its investment and client service capabilities.

Justin Petersmark is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and operated Petersmark Financial Network alongside his current roles. His background includes experience in technology and education sectors prior to his financial advisory career. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and provides access to proprietary and third-party managed account solutions.

Linh Nguyen is a financial advisor with Transamerica Financial Advisors and holds the Series 66 designation. Nguyen has one year of industry experience and is based in Ann Arbor, MI. Outside of advisory work, Nguyen is involved with the Inner Goddess Collective Nonprofit and the Glacier Way Cooperative Preschool. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, supporting client relationships through discretionary and non-discretionary programs.