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Jeffrey C

Series 66

Adrian, MI

Fairway Investment Group, LLC

Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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David L

Series 63, Series 66

Adrian, MI

Creative Financial Designs, Inc.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Lynette S

Series 63, Series 65

Adrian, MI

Packerland Brokerage Services, Inc.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Packerland since 2021 and also serves as president of Sayler's Accounting & Tax Spec, Inc., a company she founded in 1990. Additionally, she is a board member of the Lenawee County Mission-Prospectives, a nonprofit organization. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory services to meet client needs.

Retirement income strategy Options & derivatives strategies Wealth management
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Matthew B

ChFC®, Series 63

Tecumseh, MI

Hantz financial Services, Inc.

Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. 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 a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew D

Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services in 2021, he worked at Alro and held roles at Quicken Loans and Wayne State University. Hantz Financial Services, Inc. is a multi-advisor enterprise managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered portfolios alongside financial planning, wealth management, and retirement consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph H

Series 66

Adrian, MI

Key Investment Services LLc

Joseph Hart is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2014. The firm serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. Key Investment Services emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Christopher R

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at Ottawa Park Golf Course, Boaters Choice, and the University of Toledo. 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—including high-net-worth and non-HNW clients—as well as corporate and retirement plan sponsors, offering diversified, ETF-centered model portfolios alongside a range of financial planning, wealth management, and retirement consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brady B

CFP®, ChFC®, Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Brady Burns is a CFP® and ChFC® with 19 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2006. He is based in Tecumseh, MI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Burns serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill in Canton, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, fiduciary, and implementation services supported by affiliated entities in banking, tax consulting, insurance, and mortgage origination.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brandon O

Series 63, Series 66

Adrian, MI

The huntington Investment company

Brandon Ohlinger is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he spent ten years at Huntington National Bank. 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 offers multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary private bank portfolios.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Amanda C

Series 63, Series 65

Tecumseh, MI

The huntington Investment company

Amanda Cravens is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having six years of industry experience. Her work history includes roles at Ameriprise and Huntington National Bank. 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 investment approach that integrates third-party and proprietary model portfolios through multiple wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Collin K

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Collin Korte is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Hantz Group since 2018. Prior to that, he was involved with Prep Baseball Report for two years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker‑dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers diversified, ETF-centered investment strategies, financial planning, and wealth management services supported by a range of affiliated financial activities, including mortgage brokerage and insurance.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Douglas B

Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Douglas Blasiman is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, Michigan. He holds a Series 65 designation and has seven years of industry experience. His prior work includes employment at Clifton Larson Allen and Hantz Tax & Business. Outside of his advisory role, he provides consulting accounting services through Wolfe, LLC. 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 emphasizes diversified, ETF-centered model portfolios combined with a range of financial planning, wealth management, and retirement consulting services, operating both discretionary and non-discretionary mandates.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hunter J

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

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.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hunter P

CFP®, Series 66

Tecumseh, MI

Hantz financial Services, Inc.

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.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gregory S

Series 65

Tecumseh, MI

Hantz financial Services, Inc.

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.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Todd W

CFP®, Series 63, Series 66

Adrian, MI

Edward Jones

Todd Wilson is a CFP®-designated financial advisor with Edward Jones in Adrian, MI, where he has worked since 1996, totaling 33 years of industry experience. He also owns The Wilson Group LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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James C

ChFC®, Series 63

Adrian, MI

LPL Financial

James Cole is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Sigma Financial Corporation for 23 years. Cole also serves on the board of the American Legion Post 97. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, third-party research, and various portfolio management services.

College savings (529s, UTMA, etc.)
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Corey A

Series 63, Series 65

Adrian, MI

LPL Financial

Corey Arno is a financial advisor with LPL Financial in Adrian, MI, holding Series 63 and Series 65 licenses and with 15 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Evangelista & Associates, and WFG Investments Inc. Since 2017, he has also been a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Preston P

Series 66

Tecumseh, MI

Edward Jones

Preston Pelham is a financial advisor at Edward Jones in Tecumseh, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Morgan Stanley Smith Barney LLC, Quicken Loans, and Classic Cabinets and Interiors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Business Financial Management Retirement withdrawal strategies Founder/Business Owner
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Charles C

ChFC®, Series 63

Blissfield, MI

Cetera

Charles Cory II is a financial advisor with Cetera holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously at VOYA Financial Advisors. Cory is also co-owner of Blissfield Financial Services, an insurance and investment business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a variety of program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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