Lonnie Mclane

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.

Lance Arnold is a financial advisor with Reliance Asset Management LLC, holding a Series 65 credential. He is based in Davison, MI. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on selecting and managing model portfolios using no-load mutual funds, ETFs, individual equities, and cash instruments, with periodic account reviews to align client goals and risk tolerances.

Joseph Vitale is the principal of Vitale Wealth Management in Metamora, MI, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with American Retirement Advisors, Inc. and other related entities. Outside of his advisory role, he owns and operates American Retirement Solutions, a licensed insurance agency, as well as a real estate brokerage, Trinity Realty Inc. Vitale Wealth Management provides discretionary portfolio management and financial planning services primarily to individual clients, including some high-net-worth households. The firm uses model-based investment strategies, often engaging sub-advisors or co-advisors, and conducts periodic account reviews alongside educational seminars and workshops.

Nicholas Harajli is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Prior to joining Hantz Financial Services in 2023, he worked at United Wholesale Mortgage and Best Buy. He holds the Series 66 designation. 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, wealth management, and fiduciary services.

Michael Awwad is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, PNC Investments, Huntington Financial Advisors, Cetera Investment Advisers, and Fifth Third Securities. Outside of advising, he serves as an adjunct professor teaching finance courses at Southern New Hampshire University and as an assistant chief at the Goodland Township Fire Department. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach, utilizing independent managers, mutual funds, ETFs, and individual securities.