Kevin Russell is a CFP® with 15 years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc. and has been with affiliated firms since 2002. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Caitlin Falenski is a Certified Financial Planner (CFP®) with 14 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2011. She is based in Traverse City, MI, and holds Series 63 and Series 65 licenses. Outside of her advisory role, Falenski serves as a board member and finance committee member of the Grand Traverse Regional Land Conservancy, a nonprofit focused on land protection. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Benjamin Blanchard is a financial advisor at Empower Advisory Group with credentials including Series 66 and Series 65 licenses and two years of industry experience. Prior to joining Empower Advisory Group, he worked at Paul Davis Restoration of Northwest Michigan and Investment Advisor Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, and serves a large participant base through proprietary and third-party methodologies.

Madelyn Ambrose is a financial advisor at Commonwealth Financial Network with three years of industry experience. She holds the Series 66 designation and has previously worked at Cetera and West Shore Bank. Prior to her financial advisory career, she spent four years involved with Red Rooster Coffee & Community. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base. The firm provides comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Dennis Prout is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Asset Advisory Services, LLC and through his own firm, Prout Financial Design. Outside of his advisory work, he teaches at Northwestern Michigan College and serves as president of the board for the Grand Traverse Pavilions Foundation. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios comprising mutual funds, ETFs, equities, and fixed income.

Christopher Minkin is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Previously, he worked for Nationwide Investment Services Corp for ten years before joining Voya Financial Advisors. He serves on the Board of Directors for the Traverse City Curling Club, a local nonprofit that promotes the sport of curling. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary arrangements alongside various affiliated programs and investment offerings.

Brandon Hale is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2007 and was affiliated with Ameriprise Financial Services, LLC for one year. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.

Bruce Anderson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at firms such as Sigma Financial Corporation and Cetera, spanning over a decade before joining Transamerica. Outside of his advisory work, he serves as a high school golf coach at Grand Traverse Academy. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary software and model portfolios provided by Morningstar Investment Management, with a focus on asset allocation and retirement guidance for a broad client base.

Matthew Breimayer is a financial advisor with J.W. Cole Advisors, Inc. based in Traverse City, MI. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2011 and has additional experience with various insurance carriers dating back to 2005. Outside of his advisory work, Breimayer is the president and owner of Right Path College & Career Planning, a company that assists families with scholarships, college applications, FAFSA, and college selection. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice for individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary account management, and integrates broker-dealer relationships within its service model.

David Cadarette Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining AE Wealth Management in 2024, he worked at Horter Investment Management for seven years. He is also the owner of CLC Insurance Benefits, where he is involved in insurance sales and services. Additionally, he facilitates estate planning document services, coordinating client access to related platforms. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Rory Baker is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and served for 14 years at the Interlochen Center for the Arts. Outside of advisory work, he is a board member of the Interlochen Public Library and consults on event production for the Interlochen Area Chamber of Commerce. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Justin Neilson is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 credentials and one year of industry experience. He has worked at Hantz Financial Services since 2020 and previously held positions at Limitless Investment and Capital, Northwood University, North and Kidd, Southwestern Michigan College Soccer, and Delta College. 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 financial planning, wealth management, and a range of investment strategies focused on diversified, ETF-centered model portfolios.

Hans Mathiak is a financial advisor with Fifth Third Securities, Inc. in Traverse City, Michigan. He holds a Series 66 designation and has 23 years of industry experience. Mathiak has been with Fifth Third Securities since 2012. Outside of his advisory role, he performs nominal labor for private road maintenance in Lake Leelanau, Michigan. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and third-party portfolio management, and combines its municipal-advisor registration with a corporate affiliation to a large bank.

Renee Egelski is a CFP® professional with 15 years of experience in financial advising. She has worked at Mercer Global Advisors Inc. since 2018 and has also been affiliated with Financial & Investment Management Group Ltd since 2006. 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 employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Joseph Wieske is a CFA® charterholder with 38 years of industry experience. He is currently with The Huntington Investment Company and previously worked at Ameriprise Financial Services, LLC and Incapital LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and affiliate managers across multiple wrap-fee programs on the Envestnet MAS platform.

Heidi Cartwright is a financial advisor with Integrated Wealth Concepts LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at LPL Financial, Geneos Wealth Management, Capital Asset Advisory Services, and Wfg Investments. She also operates Prout Financial Design, an investment-related business she has managed since 2009. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement advisory services, implementing customized portfolios with a long-term focus using a range of investment vehicles and overseeing third-party managers.

Jeremy Pearson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Bankers Life entities since 2004 and serves as an Agency Director managing a satellite branch of insurance agents, including responsibilities for hiring and training. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Nathaniel Prout is a Series 65-licensed advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has operated Prout Financial Design since 2014 and joined Integrated Wealth Concepts in 2025. In addition to his advisory role, he is involved in fixed annuities, fixed life insurance, and long-term care products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a mix of internally managed and third-party strategies with a primarily long-term investment approach.

Erik Lamp is a financial advisor with The Huntington Investment Company in Traverse City, MI, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at The Huntington National Bank since 2011, including his current role with The Huntington Investment Company beginning in 2011. 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 employs an open-architecture model with multiple wrap-fee programs and integrates third-party and proprietary investment strategies.

Brandon Luck is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, his work history includes roles at various companies such as Melalevca and Amazon. 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 and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated entities including a state-chartered trust bank and in-house tax and consulting services.