Alexander De Haan

James Mcneil is the sole investment adviser representative at Delta Financial, Inc. He holds a Series 65 credential and has recently transitioned from a municipal government career, currently serving as City Manager for the City of Escanaba, Michigan. Mcneil plans to dedicate full-time efforts to his advisory role at Delta Financial starting in May 2026. Delta Financial primarily serves retirement plan sponsors and institutional clients, including governmental defined-benefit plans and municipal operating funds. The firm employs a value-oriented investment approach focused on fundamental analysis, combined with tactical asset allocation and active account monitoring.

Fredric Jurmu is a financial advisor at Golden State Wealth Management, LLC with 38 years of industry experience. He holds a Series 63 designation and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities by providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs various analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Brad Nordin is a financial advisor with Packerland Brokerage Services, Inc. in Escanaba, MI, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been with Packerland Brokerage Services since 2006. Outside of his advisory role, he acts as a personal representative for an estate. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Steven Tackman is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial and Advantage Investment Management, LLC. He is the owner of Tackman Tax & Business Consulting and serves as a board member for Gladstone Economic Development Corp. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs through a range of strategies and platforms.

Christian Tackman is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and no prior industry experience. His background includes roles at Hilton Worldwide Inc. and The Walt Disney Company, as well as operating Tackman Capital. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Scott Sanders is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has held roles at firms including Voya Financial Advisors and Fb Equity Sales Corporation of Michigan. Sanders is also the owner of Jensen-Sanders Agency, specializing in insurance products. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines retirement and fiduciary capabilities with a broad institutional platform and multiple program options.