Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

Joseph Venegas is the principal of JDV Wealth Advisors, LLC, an independent firm based in Goodrich, Michigan. He holds a Series 66 designation and has 17 years of industry experience. In addition to his advisory role, Venegas is involved in independent insurance sales, tax preparation services, and serves as a high school football and baseball coach. JDV Wealth Advisors provides personalized financial planning and portfolio management services to individual clients, emphasizing individualized asset allocation and Modern Portfolio Theory. The firm generally operates on a non-discretionary basis and often acts as a co-advisor when recommending third-party investment managers.

Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at firms including Horter Investment Management and Research Money Management, LLC. Schrauben is also the owner of Equity Pro Shop LLC. Retirement Capital Services LLC serves individuals and high-net-worth clients through portfolio management and financial planning, using a blend of analytical techniques and investment strategies that include alternatives and options. The firm operates as a small, solo-advisor practice offering a diverse and higher-risk investment menu.

Jacob Loucks is a financial advisor with Wealth for You Financial, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Barnett Financial and Tax, Foguth Financial Group, and various positions outside the financial sector. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers to align with client objectives and risk tolerances. The firm also maintains affiliated insurance and tax businesses and co-manages approximately $65 million in discretionary assets.

Lance Arnold is a financial advisor at Reliance Asset Management LLC and holds a Series 65 designation. He has one year of experience in the financial industry and has worked at Senior Care of Michigan for ten years. Outside of advisory work, he has a background in senior care services. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by partnering with a third-party portfolio manager. The firm focuses on model portfolios consisting of no-load mutual funds, ETFs, individual equities, and cash instruments, regularly reviewing client accounts to align investments with documented goals and risk tolerances.

Travis Maxon is a financial advisor at Reliance Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors LLC and Reliance Asset Management LLC since 2022 and 2026, respectively. Outside of his advisory roles, Maxon is involved in insurance sales through Senior Care of Michigan. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with third-party portfolio managers. The firm focuses on model portfolio selection and ongoing discretionary management using primarily no-load mutual funds, ETFs, individual equities, and cash instruments.

Todd Hulliberger is a financial advisor at Reliance Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Reliance Asset Management since 2026 and Gradient Advisors since 2019. Additionally, he has been involved in insurance sales at Senior Care of Michigan since 2006. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by collaborating with a third-party portfolio manager. The firm focuses on model portfolios that use no-load mutual funds, ETFs, individual equities, and cash instruments, with ongoing discretionary model selection and periodic client account reviews.

Gage Harris is a financial advisor at Wealth for You Financial, LLC with one year of industry experience. He holds a Series 65 credential and has worked at Barnett Financial & Tax, Titan Wealth Advisors, and Rochester Christian University. Outside of his financial advisory role, he teaches piano lessons on a flexible schedule. Wealth for You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients. The firm implements investment strategies through model portfolios and third-party sub-advisers, with a distinctive structure that integrates insurance and tax services under common ownership.

Parker Barnett is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Wealth For You Financial, LLC and also owns Barnett Financial & Tax, where he operates as an independent insurance agent. Outside of financial advising, he is the owner of Parker Barnett Professional Building, LLC. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients. The firm employs model portfolios and third-party sub-advisers to align investments with client objectives and risk tolerances, and also has affiliated insurance and tax services under common ownership.

Joseph Vitale is a financial advisor at Vitale Wealth Management in Metamora, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated under American Retirement Advisors, Inc. dba Vitale Wealth Management since 2016. In addition to his advisory role, Vitale is an owner and insurance agent at American Retirement Solutions and is involved in a real estate brokerage, Trinity Realty Inc. Vitale Wealth Management serves individual and high-net-worth clients with discretionary asset management and hourly financial planning. The firm manages approximately $101.8 million in discretionary assets, employs model-based portfolios with various analytical approaches, and maintains co-advisor relationships to implement select strategies.

Nicholas Harajli is a Series 66-registered advisor at Vitale Wealth Management with two years of industry experience. He previously worked at Hantz Financial Services and United Wholesale Mortgage, and earlier held roles at Best Buy. Vitale Wealth Management serves individual and high-net-worth clients through discretionary asset management and hourly financial planning. The firm manages approximately $101.8 million in discretionary assets across about 383 client relationships, using model-based portfolios and multiple analytical approaches while maintaining co-advisor partnerships for select strategies.

James Barrett is a financial advisor with Acorn Wealth Advisors, LLC in Grand Blanc, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Acorn Wealth Advisors since 2014 and previously worked at Purshe Kaplan Sterling Investments from 2014 to 2018. He holds a long-term care insurance license. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios to clients’ objectives, tax considerations, and risk tolerances. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, third-party managers, and automated ETF portfolios through Betterment.

Michael Awwad is a financial advisor at MDRN Capital with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Edward Jones, PNC Investments, and Huntington Financial Advisors. Outside of advisory work, he serves as an adjunct professor at Southern New Hampshire University and is an assistant chief at the Goodland Township Fire Department. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team model. The firm focuses on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs, with ongoing oversight and flexibility for tactical adjustments.

Todd Tarantino is a CFP® with 19 years of industry experience, currently serving as an advisor at Acorn Wealth Advisors, LLC since 2014. He holds a Series 63 license and is also licensed to sell life, disability, annuities, and long-term care insurance through Ash Brokerage. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios based on client objectives, risk tolerance, and tax considerations. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary asset management, and offers access to third-party programs such as Betterment and American Funds.

Noah Morgan is a CFP® professional with 18 years of experience in the financial industry. He is currently with Acorn Wealth Advisors, LLC, where he has worked since 2014, and previously worked at Purshe Kaplan Sterling Investments from 2014 to 2018. Outside of his advisory role, Morgan owns and operates Ark Tax Service, providing tax preparation and bookkeeping services, and holds an Enrolled Agent designation. Acorn Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies tailored to client objectives, utilizing mutual funds, ETFs, equities, fixed income, and options strategies, and provides access to third-party programs including an automated TAMP through Betterment.

Benjamin Oliver is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Wealth Advisors, LLC since 2025. He previously worked at AE Financial Services, LLC and Oliver Lagore Vanvalin Investment Group, Inc., as well as Sigma Financial Corporation. Outside of his financial advisory role, Oliver is involved in farming activities as a partner at St. Anastasia Farms. Acorn Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including mutual funds, ETFs, individual equities, fixed income, and options strategies, while also offering third-party program access and multiple account platforms to accommodate diverse client needs.

Christopher Russell is a financial advisor at Acorn Wealth Advisors, LLC with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Acorn Wealth Advisors in 2014, he worked at Purshe Kaplan Sterling Investments from 2016 to 2018. Outside of his advisory role, Russell sells medical insurance products through Blue Cross of Michigan and Blue Care Network of Michigan. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios to client objectives using a range of investment strategies and third-party platforms. The firm offers both discretionary and non-discretionary asset management and employs multiple account platforms to address diverse client needs.

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

David Ne Smith is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and served in the US Army Reserve for 29 years. Outside of advising, he has experience with Allen Marine Tours and retired military service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice through Guided Pathways, with investment advice developed by Morningstar Investment Management.

Jacob Porrett is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Michigan - Flint and Mott Community College. 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 and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.