Sheryl Stephens is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and 49 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc. and Stephens Wealth Management Group. She also has experience managing her own advisory and consulting firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines in-house asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

Terance Bertrand is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations through a variety of programs. The firm offers equity, balanced, and fixed-income portfolio management with both discretionary and non-discretionary services, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Kenneth Duetsch II is a CFP® and CFA® with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at Grand Capital Advisors, LLC and Huntington Bank. Kenneth serves as board treasurer for the Mott Children's Health Center and is on the finance committee of the Boys and Girls Club of Great Flint. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house legal, accounting, and trust services.

Caitlin Draper is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 credential and has a diverse work background including roles in catering and education. Draper is currently employed at Hantz Financial Services and has previously worked at Sherrys Catering and the University of Michigan Flint. Hantz Financial Services, Inc. serves a broad range of clients including high-net-worth individuals, pension plans, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs technology-driven tools such as automated tax-loss harvesting and AI-assisted data aggregation.

Jill Carr is a CFP®-certified financial advisor with 10 years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Raymond James Financial Services Advisors and Stephens Wealth Management Group. In addition to her advisory work, she owns a tax preparation business, Jill Carr LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using a proprietary “Focus List,” asset allocation modeling, and ongoing performance monitoring.

Cheryl Allan is a financial advisor at Oppenheimer with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fahnestock & Co., Inc. since 1999. Outside of her advisory role, she serves as co-trustee on her mother's trust, managing related financial and administrative tasks. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Adam Slosar is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Grand Blanc, MI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 15 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a network of portfolio managers and strategists.

Zachary Bauer is a financial advisor with Fifth Third Securities, Inc. in Flint, Michigan, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Bank for one year. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, providing access to various portfolio management strategies via Fidelity’s Managed Account Xchange.

Megan Stewart is a Series 66-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. Her prior roles include positions at Financial Design Strategies and United Wholesale Mortgage. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology platforms.

Stephen Schiestel is a CFA® charterholder with seven years of industry experience. He currently works at Savant Wealth Management and previously spent seven years at Grand Capital Advisors, LLC. Since 2014, he has also taught courses in security analysis, wealth management, and corporate finance at Michigan State University. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jerald Hanks II is a financial advisor with Hantz Financial Services, Inc. in Davison, MI, holding Series 63 and Series 65 designations and having 23 years of industry experience, all with his current firm since 2003. Hantz Financial Services serves a diverse client base including individual and high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party money managers and uses an asset-allocation framework combined with technology partnerships to manage and execute investment strategies.

Jack Steele is a financial advisor with SPC in Flint, MI, holding a Series 66 designation and 23 years of industry experience. He previously worked at Axa Advisors, LLC for 16 years before joining Sigma Planning Corporation and Sigma Financial Corporation in 2017. Outside of his advisory role, he serves as a board member of the Wolverine Free Methodist Church in Wolverine, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options.

Ryan King is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and unified managed accounts, and combines advisory, brokerage, mortgage, insurance, and private fund management activities.

Corbin Andres is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience and holds a Series 66 designation. His work history includes roles at Gerrit J. Verburg Co., Baker College, ZCI Feed Sales, and New Lothrop High School. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technologies such as Direct Indexing and AI-assisted data aggregation.

Angela Thompson is a financial advisor with Steward Partners Investment Advisory, LLC. She holds the Series 65 designation and has experience dating back to 2012, including previous roles at Sapphire Blue Investment Partners and Hensler & Associates Wealth Management LLC. Steward Partners Investment Advisory, LLC is a national, SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through various portfolio management strategies and third-party money managers.

Jessica Grybel is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Stephens Wealth Management Group, Raymond James Financial Services, Inc., and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Forum Co-Chair for the Women's Exchange of Washtenaw. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Dennis Walters is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has been with Ameritas Advisory Services since 2021. Walters also serves as president of DC Walters & Associates and operates Walters Financial Group, an insurance agency handling individual and group insurance. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a mix of model portfolios, mutual funds, ETFs, and individual securities, and features a corporate structure that includes insurance, broker-dealer, and investment affiliates.

Jason Guenther is a CFP® professional with 23 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he also serves as an insurance agent. Prior to joining Beacon Pointe, he worked at Stephens Wealth Management Group for 13 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Rainey is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has operated MCLR Financial Inc., an accounting and income tax preparation business, since 1986. Rainey also serves as a board member of the Michigan Society of Enrolled Agents. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, offering both discretionary and non-discretionary account structures.

Jeremiah Morell is a financial advisor at Hantz Financial Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hantz Financial Services since 2002. 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, retirement plan consulting, and brokerage, mortgage, and insurance distribution through affiliated entities. The firm’s investment approach includes ETF-based model portfolios supplemented by third-party managers and employs technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.