James Duffy is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm's investment approach uses approved model strategies with mutual funds and ETFs, implemented via an algorithmic process that recommends risk bands and manages portfolios with annual rebalancing.

Lucas Hayes is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience in both public sector and educational roles. 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, corporate, and retirement plan sponsors through diversified, ETF-centered model portfolios and a multi-advisor platform, offering services that include financial planning, portfolio management, retirement plan consulting, and affiliated mortgage and insurance services.

Jordan Hensley is a financial advisor with Private Advisor Group, LLC and holds a Series 65 credential. She has six years of industry experience, including four years at Deloitte before joining Private Advisor Group and MHK Retirement Partners/SOK Advisors. Hensley also provides investment advice under the business name Standard of (k)are Advisors. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, leveraging multiple analytical approaches and access to third-party asset managers and turnkey asset management platforms.

Steven Urli is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes positions at Voya and Principal Life Insurance Co., where he worked prior to joining Principal Securities in 2025. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions.

Mark Sloan is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 20 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Melissa James is a financial advisor with Hantz Financial Services, Inc. in Canton, MI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Hantz Financial since 2004. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate and business 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 it offers a range of financial planning, portfolio management, and fiduciary services.

Brett Dulecki is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 65 designation and has worked previously at Leonardos Inc., Door Dash, and Lawrence Tech University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, focusing on diversified, ETF-centered model portfolios and offering a wide range of planning, wealth management, and ancillary financial services.

Jill Garvey is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2019. Her prior roles include positions at Bank of America, Merrill, and Comerica Bank. She serves as a board member for both the Schoolcraft College Foundation and the Grosse Pointe Farms Foundation. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm uses an open-architecture model incorporating third-party and proprietary investment strategies, delivering portfolio management through multiple wrap-fee programs on the Envestnet MAS platform.

Brendan Hunt is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Hantz Tax and Business and has teaching experience at Eastern Michigan University and Jackson College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

Jeremy Pugh is a financial advisor at Fifth Third Securities, Inc. in Canton, MI, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Amrock, Antonio's, and Olive Garden. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by features such as direct indexing and an optional tax-overlay service.

Benjamin Schottenfels is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has previously worked at The Vanguard Group and Ally Invest Advisors. He maintains a specialist role supporting Ally Invest customers in both self-directed and advisory accounts. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Peter Luther is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Hantz Financial Services, Inc. since 2010. He is based in Canton, MI, and is part of a firm with a sizeable team of 293 advisors. 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 affiliated banking, tax, and insurance entities.

Thomas May is a financial advisor with Empower Advisory Group who holds Series 63, Series 65, and Series 66 credentials and has 23 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services, and Western & Southern Life, among others. Outside of advising, he manages bookkeeping services for small businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base with recommendations generally aligned with plan sponsor-chosen options.

Nathanial Chambers is a financial advisor with Hantz Financial Services, Inc. holding a Series 66 designation and two years of industry experience. His prior work includes roles at New York Life and various positions outside the financial sector. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services.

George Herr is a CFP® professional with two years of experience at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Ford Motor for 30 years. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and other nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing multi-factor tilts, low-cost index vehicles, and tax management strategies.

Gregory Downey is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Raymond James & Associates and South Lyon Schools. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of services and utilizes multiple program structures, combining in-house manager selection with third-party strategies and technology tools to support advisors and clients.

Kristiana Shipway is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2013. Outside of her advisory role, she is involved in selling and servicing fixed insurance products through an outside general agent. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers a Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios through an open-architecture approach.

Michael Snider is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Edward Jones from 2015 to 2017 before joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds.

Matthew Wrenn is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise Financial Services, Infinex Investments, Flagstar Bank, and operated Gourmet Airfare-Detroit LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm uses an open-architecture model that combines third-party sub-managers and affiliate strategies, offering a range of wrap-fee programs primarily on the Envestnet MAS platform.

Anthony Ruda is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent eight years with Wunderlich Securities. Outside of his advisory role, he serves as president of Pro Musica Detroit, a not-for-profit chamber music society, where he is involved in artist selection and speaks before concerts. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and a variety of investment vehicles, with an emphasis on both discretionary and non-discretionary management, and acts as a qualified custodian for client assets.