Griffin Jenkinson is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Hantz Financial Services, he worked at The Weed Lady and held several roles at Landaal Packaging and other organizations. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in assets through diversified, ETF-centered model portfolios and offers services such as financial planning, portfolio and wealth management, retirement plan consulting, and mortgage brokerage.

Charles Crandall II is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2023. Prior to his advisory role, he held various positions in the food service and education sectors. 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 expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and business consulting.

Peter Lenart is a Series 66 credentialed financial advisor with 17 years of industry experience, currently working at &Partners. His prior experience includes roles at Wells Fargo Clearing, Spc, Parkland Securities, and Sigma Financial Corporation. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches utilizing multiple analysis methods and third-party strategies.

Hunter Johnston is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions in the restaurant industry and education. Outside of financial advising, Johnston is employed as a cook and bartender at Two Lakes Tavern. 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 it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated entities and technology partnerships.

Emma Bielby is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has worked in various roles at Hantz Financial Services and the University of Michigan. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm offers a range of services including financial planning, portfolio and wealth management, and employs an ETF-centered investment approach with both discretionary and non-discretionary mandates.

Tammy Wakevainen is a CFP® with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior experience includes roles at Vintage Financial Services and Arbor Research Collaborative for Health, as well as a lengthy tenure at Elser & Briggs, PC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Kelli Plumb is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. She has been with TIAA and TIAA-CREF since 2015 and 2017, respectively. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a combination of point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Michael Turner is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with eight years of industry experience. He has worked at Hantz Financial Services since 2017 and previously was employed at XPO Logistics from 2013 to 2017. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies and combines these with separately managed accounts and third-party money managers, while also providing access to alternative investments and advanced tools such as generative AI for client data analysis.

Hunter Phipps is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Hantz Financial Services, Inc. since 2016. Prior to this, he worked at Adrian College for three years. Outside of his advisory role, he is involved in a custom handmade signs business where he assists with production and vendor events. Hantz Financial Services, Inc. manages approximately $10 billion in client assets and serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform. The firm employs a diversified, ETF-centered investment approach, offering financial planning, portfolio management, retirement consulting, and additional services including mortgage brokerage and insurance through affiliated agencies.

Bryce Monroe is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he held roles at Wolverine Water, Kamins Parts Plus, and the University of Michigan. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers a range of services including financial planning, portfolio and wealth management, and retirement plan consulting, with an investment approach focused on diversified, ETF-centered model portfolios and tax-aware implementations.

Jonathon Friend is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation and five years of industry experience. His career includes roles at LPL Financial, Michigan State University, and Financial Focus. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Eric Roberts is a financial advisor at TIAA‑CREF with 16 years of industry experience. He holds a Series 66 designation and has been with TIAA‑CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account options.

Thomas Reid is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has been with TIAA-CREF and Tiaa since 2018 and previously worked at Citizens Securities, Inc. and CCO Investment Services Corp. He also has experience related to extended travel in 2018. 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. The firm serves clients frequently connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while employing a fiduciary standard in its RIA services.

Gregory Stewart is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding a Series 65 designation with six years of industry experience. His background includes roles at Adrian College and Singh prior to joining Hantz Financial Services in 2018. 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 offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Neil Weissman is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in a private real estate venture capital and private equity investment through Weissy Investments. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of strategies including fundamental, technical, and quantitative analysis, with services delivered on both discretionary and non-discretionary bases.

Kale Hensel is a financial advisor at TIAA-CREF based in Ann Arbor, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Michael Stros is a CFP® professional with five years of industry experience, currently serving clients at Mercer Global Advisors Inc. in Ann Arbor, Michigan. His prior experience includes roles at Vintage Financial Services and Beth Shutko's State Farm. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios implemented through a variety of low-cost investment options and provides specialized services such as retirement plan consulting and charitable advisory.

Brenda Henning is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Old National Bank, Foresters Financial Services, and First Investors Advisory Services. She also participates in a referral program for banking products through Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristen Roy is a CFP® professional with 20 years of experience in the financial services industry. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Simplified Divorce Solutions LLC, a consulting business unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bruce Pickard is a financial advisor at Merrill based in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Merrill since 1982 and has also been with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.