Kevin Imhoff is an investment advisory representative at HBW Advisory Services LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various financial roles since 2008, including ownership of Blue Diamond Enterprises, LLC and serving as an investment advisory representative for Blue Diamond Financial Coaching, LLC. Imhoff also engages in insurance sales and estate planning referrals through HBW Insurance & Financial Services. HBW Advisory Services manages approximately $1.75 billion in assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that emphasizes risk tolerance and multi-manager diversification, with a client servicing model notable for its mix of retail, institutional, and intermediary relationships.

Mallory Griffin is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving at Plante Moran Financial Advisors since 2014. She holds a Series 65 license and is based in East Lansing, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis within its investment process and offers both discretionary and non-discretionary portfolio management.

Larry Weichel is a financial advisor at Creative Financial Designs, Inc. with 18 years of industry experience. He holds the ChFC® designation and several securities licenses (Series 63, 65, 66). His prior roles include positions at Gleaner Life, Gleaner Financial, Regulus Advisors, LLC, and Lutheran Financial Services. Outside of his advisory work, he is a partner in LW River Partners, LLC, a woodworking business. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm uses asset-class model allocations and a range of risk objectives, supported by third-party research and an Executive Investment Committee, offering a variety of implementation features and unique operational programs.

Max Wellinger is a CFA® charterholder with six years of industry experience. He has worked at Rehmann Wealth since 2023 and previously spent 11 years at Plante Moran Financial Advisors. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary asset management with a combination of in-house and third-party investment strategies.

Thomas Wiggins is a CFP® professional with 19 years of industry experience. He has been with Rehmann Financial since 2008 and joined Rehmann Financial Network, LLC in 2017. Prior to that, he worked at Royal Alliance Associates from 2010 to 2017. Rehmann Wealth serves a diverse client base including individuals, families, trusts, non-profits, and institutional clients, offering investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services. The firm employs an in-house investment team and utilizes a range of investment vehicles while maintaining integrated relationships through affiliated entities and a multi-advisor platform.

Joseph Zaiter Jr. is a financial advisor at Rehmann Wealth in Lansing, MI, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Rehmann Financial Network and Rehmann Capital Advisory Group since 2017, following prior roles at Royal Alliance Associates and Raymond James & Associates. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, retirement plans, and institutional clients. The firm provides comprehensive investment management and financial planning services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios with ongoing supervision and disciplined rebalancing.

Connor Matlock is a CFP® and holds a Series 65 license, with five years of industry experience. He has been with Plante Moran Financial Advisors since 2019. Prior to that, he worked at Grupo Antolin and Northwood University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio advisory services.

Michael Voorheis is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at AssuredPartners Investment Advisors since 2024, following roles at Chesme Capital Management, Investment Professionals Inc., Citizens Securities, Inc., and Wells Fargo Clearing. AssuredPartners Investment Advisors provides portfolio management, financial planning, and pension consulting services to individuals, trusts, retirement plans, and other entities. The firm offers discretionary and non-discretionary portfolio management using model and custom portfolios, and supports plan fiduciary and participant education services.

Adam Brenders is a financial advisor at Rehmann Wealth in Lansing, MI, holding CFP® and Series 65 credentials with four years of industry experience. Prior to joining Rehmann Wealth in 2025, he worked at Plante Moran Financial Advisors and Plante Moran, and spent a year at Michigan Ross School of Business. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, charitable organizations, non-profits, small businesses, and institutional sponsors. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services including ERISA 3(21) and 3(38) for retirement plans, as well as access to private investment opportunities and a multi-billion dollar asset base.

Molly Brueggeman is a financial advisor at Rehmann Wealth in Lansing, MI, holding a Series 65 designation with two years of industry experience. She previously worked at Plante Moran Financial Advisors and Plante Moran, among other roles. In addition to her advisory work, she serves as a Senior Associate in accounting at Rehmann. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing both an in-house investment team and third-party managers to construct diversified portfolios.

Basam Malik is a financial advisor with Rehmann Wealth, holding a Series 66 designation and 13 years of industry experience. He has worked at Rehmann Financial Network, LLC since 2019 and previously at Royal Alliance. Outside of his advisory role, Malik is a paid on-call firefighter and an NRA-certified firearms instructor offering pistol safety and training courses for Michigan Concealed Pistol Licenses. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, providing investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services. The firm employs an in-house investment team alongside third-party managers to build diversified portfolios with ongoing supervision and rebalancing.

Luke Terry is a financial advisor at Rehmann Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rehmann Financial Network, LLC since 2017, with prior experience at Royal Alliance Associates. Terry serves as treasurer for the Lansing Regional Chamber of Commerce. Rehmann Wealth serves a diverse client base including individuals, families, trusts, and institutional clients, providing comprehensive investment management and financial planning services supported by an in-house investment team and access to third-party managers.

Charles Moore is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and a Series 63 license, and has 35 years of industry experience. Moore has been with ValMark Advisers and ValMark Securities since 2011 and has operated his own practice since 1995. Outside of his advisory work, he is involved in the sale of insurance products through Oracle Financial Solutions. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of fee-based planning and consulting options.

Alexandra Herd is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 registrations and has one year of industry experience. Her prior work includes roles at Fifth Third Bank, Ivy Tech Community College, Prairie State College, and Purdue University Northwest. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisory services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Benjamin Mayhew 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 firms including LPL Financial, Mayhew Wealth Management, and L.M. Kohn & Company. Outside of advisory roles, he is also a licensed notary in Okemos, MI. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Curtis Meyers is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Outside of his advisory role, Curtis coaches the varsity basketball team at Saint Patrick School, where he previously attended high school. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party money managers and technology platforms to provide portfolio management, financial planning, and retirement consulting services.

Roger Millbrook Jr. is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ and Series 63 credentials and bringing 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors. Outside of advising, he has longstanding involvement with Siena Accounting, CPA, PLLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s approach combines active and passive investment strategies within a tax- and fee-sensitive framework and includes access to specialized private funds and legacy strategies from multiple mergers.

Gabrielle D'angelo is a financial advisor with PNC Wealth Management in Okemos, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior roles include positions at Bain Consulting & Co, Fidelity Brokerage Services LLC, Bank of America, N.A., and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot that utilizes algorithm-based risk assessment and invests through approved model strategies managed by PNC or third parties.

Scott Danek is a CFP® with 34 years of industry experience, currently serving with NewEdge Advisors. His career includes roles at Cetera, LPL Financial, and Equanimity Wealth Management, where he is also an owner. Outside of his advisory work, he ties fishing flies for clients on request. NewEdge Advisors is an enterprise-scale registered investment adviser that supports individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services utilizing both in-house and third-party strategies, with an emphasis on centralized due diligence and technology integration.

Janelle Tuma is a Series 66-registered financial advisor with Fifth Third Securities, Inc. in East Lansing, Michigan, where she has worked since 2007. She has 19 years of industry experience. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides access to multiple managed-account programs and unique features such as direct indexing and tax-overlay services.