MSUWMA Podcast

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Rae-Anne Soria. Rae-Anne is a Managing Director at BMO with a long history of directly supporting wealth management clients as well as a Michigan State Alumni. Listen in as she shares about her path into the field as well as her determination on possessing the CPWA.We hope you enjoy!Rae-Anne's LinkedIn: https://www.linkedin.com/in/rae-anne-soria-cpwa%C2%AE-7a836aa7/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/Aidan Rao - https://www.linkedin.com/in/aidanrao/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Marla McGraw. Marla is an Assistant Dean of Career Management at Michigan State University and a Michigan State Alumni. Listen in as she shares about the evolution of recruiting and tips on getting a job.We hope you enjoy!Marla's LinkedIn: https://www.linkedin.com/in/marla-mcgraw/Marla's Email: [email protected] Team Links:Aidan Rao - https://www.linkedin.com/in/aidanrao/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Edison Byzyka. Edison is a Chief Investment Officer at Credent Wealth management. Listen in as he shares about the evolution and use of AI in the financial services industry and how advisors can use AI to their benefit.

We hope you enjoy!

Edison's LinkedIn: https://www.linkedin.com/in/ebyzyka/

Podcast Team Links:

Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/

Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/

Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/

Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/

Aidan Rao - https://www.linkedin.com/in/aidanrao/

WMA website: http://msuwma.com

Contact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Brian Green II. Brian is a Chief Product Officer at Merit Financial Advisors. Listen in as he shares about the evolution of AI in the financial services industry.We hope you enjoy!Brian's LinkedIn: https://www.linkedin.com/in/bkgreen2/Podcast Team Links:Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/Aidan Rao - https://www.linkedin.com/in/aidanrao/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Al Hatch. Al is a Senior Consultant at Plante Moran and is a Michigan State Alumni. Listen in as she shares about best recruiting practices and how to stand out in such a large industry.We hope you enjoy!Al's LinkedIn: https://www.linkedin.com/in/alexandra-hatch-261368b0/Podcast Team Links:Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/Aidan Rao - https://www.linkedin.com/in/aidanrao/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Caleb Brown. Caleb is a Podcast Host for The New Planned Podcast, CEO and Co-Founder of New Planner Recruiting, Author of Finding your Path, and Adjunct Faculty at University of Georgia. Listen in as he shares important information about finding the right firm as your graduate, red flags to look for when looking into firms, and some of the key take aways from his book.We hope you enjoy!Caleb's LinkedIn: https://www.linkedin.com/in/calebbrownnewplnr/Caleb's Book on Amazon: https://a.co/d/07mnI8UjPodcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Bridget Miller - https://www.linkedin.com/in/bridgetmiller2028/Aidan Rao - https://www.linkedin.com/in/aidanrao/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by our 2025-26 Wealth Management Association Executive Board Seniors. Listen in as they share about their experiences throughout college and their plans after.We hope you enjoy!Iris's LinkedIn: https://www.linkedin.com/in/iris-hayes-/Sheeva's LinkedIn: https://www.linkedin.com/in/sheeva-hajimirza-41a803232/Jeff's LinkedIn: https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Tyler's LinkedIn: https://www.linkedin.com/in/tyler-white1/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Steve Lane. Steve is a Private Wealth Advisor for Carrera Capital Advisors as well as a Michigan State University Alumni. Listen in as he shares about how he became successful and his journey within wealth management.We hope you enjoy!Steve's LinkedIn: https://www.linkedin.com/in/stevenglane/Podcast Team Links:

Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Mark Meyers and Ryan Sullivan. Mark is a Principal for Rehmann and Ryan is a Managing Director for Rehmann as well as a Michigan State Alumni. Listen in as they share a brief overview into Estate Planning and how it can be beneficial for all types of clients.We hope you enjoy!Mark's LinkedIn: https://www.linkedin.com/in/mark-meyers-cfp%C2%AE-ctfa-chfc%C2%AE-clu%C2%AE-662ba5a/Ryan's LinkedIn: https://www.linkedin.com/in/ryansullivanrfg/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected] advisory services offered through Rehmann Wealth, a Registered Investment Advisor.Securities offered through Rehmann Financial Network LLC, member FINRA/SIPC.Insurance Services offered through Rehmann Insurance Group.

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Ken Osiwala. Ken is a Managing Director at Modern Wealth Management. Listen in as he shares about how he got into the industry, fiduciary duties, and much more.We hope you enjoy!Ken's LinkedIn: https://www.linkedin.com/in/ken-osiwala/Podcast Team Links:Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]