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.

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.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Packerland since 2021 and concurrently serves as president of Sayler's Accounting & Tax Spec, Inc., a firm she founded in 1990. Additionally, Sayler serves as an officer and director on the board of the nonprofit organization Lenawee County Mission-Prospectives in Adrian, MI. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 178 advisors, managing over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Matthew Babcock is a ChFC® with 35 years of industry experience, currently serving at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 1999. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory and broker-dealer activities alongside mortgage and insurance product sales.

Andrew Dowding is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Alro and Quicken Loans, as well as educational experience at Wayne State University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, businesses, and charitable organizations. The firm uses ETF-based model portfolios supplemented by third-party managers and employs technology-enabled strategies such as automated tax-loss harvesting and AI-assisted data aggregation.

Joseph Hart is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Hantz Financial Services, Inc. for three years before joining Key Investment Services LLC in 2014. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model for portfolio management, with integration of KeyCorp affiliates providing additional financial services and resources.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles outside of finance such as work at Ottawa Park Golf Course, Boaters Choice, and involvement with the University of Toledo and Devils Lake Yacht Club. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across various risk levels supplemented by third-party managers and employs technologies like Direct Indexing and AI-assisted data aggregation in its advisory services.

Brady Burns is a CFP® and ChFC® with 20 years of experience at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2006. He serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill, a role involving community management and service negotiations. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, and business owners, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios. The firm combines advisory, broker-dealer, mortgage, and insurance product services and employs technology partnerships for investment management and client solutions.

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 with Prep Baseball Report for two years. Hantz Financial Services serves a broad range of clients including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, along with retirement plan consulting and brokerage, mortgage, and insurance services through affiliated entities.

Douglas Blasiman is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, Michigan, holding a Series 65 designation and seven years of industry experience. He previously worked at Clifton Larson Allen and has been associated with Hantz Tax & Business since 2017. Outside of his advisory role, Blasiman provides consulting accounting services for Wolfe, LLC. Hantz Financial Services, Inc. serves a diverse range of clients, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and technology-driven solutions such as direct indexing and automated tax-loss harvesting.

Hunter Johnston is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation. Outside of his financial advisory role, Johnston works part-time as a cook and bartender at Two Lakes Tavern in Manitou Beach, Michigan. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, with an emphasis on asset allocation, rebalancing, and tax-loss harvesting.

Hunter Phipps is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2016. Prior to joining Hantz, he worked at Adrian College from 2013 to 2016. Outside of his advisory role, he is involved with Simply Styled Homemade Signs, a business that creates custom, handmade décor signs. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios combined with third-party money managers and technology platforms to provide financial planning, wealth management, and retirement plan consulting.

Gregory Stewart is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI. He holds a Series 65 designation and has seven years of industry experience. Prior to joining Hantz Financial Services in 2018, he held roles at Adrian College and Singh. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, business owners, and institutional clients. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and offers a range of financial planning and consulting services alongside brokerage, mortgage, and insurance products through affiliated entities.

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.

James Cole is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at LPL Financial since 2018. Prior to joining LPL, he spent 23 years at Sigma Financial Corporation and has been associated with Guarantee Mutual Life Company since 1979. He serves as a board member of the American Legion Post 97. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a diverse range of financial planning services and investment programs, combining proprietary research and third-party management with technology-driven tools.

Corey Arno is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at firms including Investment Centers of America, Evangelista & Associates, WFG Investments Inc., and SPC. Outside of advising, Corey is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and advisory services supported by diverse investment platforms and tools.

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.

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.

Brandon Ohlinger is a financial advisor at Ameriprise in Adrian, MI, holding Series 63 and Series 66 designations with seven years of industry experience. His prior roles include positions at The Huntington Investment Company and Huntington National Bank, where he spent a combined total of over a decade. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Gotham is a CFP® professional with 13 years of experience in the financial industry, all of which have been with Edward Jones since 2013. He holds a Series 66 license and is based in Adrian, MI. 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 and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.