Joshua Potter is a financial advisor with PNC Wealth Management, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, and other financial institutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot designed for employees with existing PNC Bank online credentials. This program uses algorithmic risk assessment and invests in approved model strategies via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates, The Huntington Investment Company, and J.P. Morgan Securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

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.

Donna Pribe is a Series 66-licensed financial advisor at VALIC Financial Advisors with five years of industry experience. She previously worked at Heritage Planners from 2012 to 2021 and has been with VALIC Financial Advisors since 2021. Outside of her advisory work, she is a commissioned Ohio notary. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Nicholas Sutherland is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Prior to that, he worked at Plante Moran Financial Advisors from 2013 to 2021. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party managers, with notable integration of tax and accounting services alongside operational CFO capabilities.

Lucas Hayes is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Canton Township and Michigan State University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, employing an asset-allocation framework with automated tax-loss harvesting and other technology integrations.

Noah Krull is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors and Agia during this period. Outside of advisory services, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing wrap programs, portfolio management, and financial planning services. The firm employs discretionary unified managed accounts with third-party model managers and operates with a large network of advisors supported by centralized technology and model solutions.

Jordan Hensley is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Deloitte for four years. Hensley provides investment advice under the business name Standard of (k)are Advisors through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Craig Nikischer is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Valic Financial Advisors since 2004 and is also affiliated with Agia, where he provides non-securities insurance products. Additionally, he holds a Notary Public position. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a broad network of advisors, employing discretionary unified managed accounts on Envestnet’s platform with an emphasis on centralized technology and model solutions.

John Gray is a financial advisor at Valic Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 1999. In addition to his advisory role, he is an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jermaine Taylor is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Valic Financial Advisors since 2004 and also serves as an agent with Agia, focusing on non-securities insurance products since 2022. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors and utilizes discretionary unified managed accounts with a technology-driven approach.

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.

Melissa James is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hantz Financial since 2004. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced portfolio management technologies.

Stephen Royce Jr. is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, Key Investment Services LLC, Bank of America N.A., and Merrill. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a separate Managed Account program, operating as both a broker-dealer and insurance agency.

Brett Dulecki is a Series 65-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. His prior work includes roles at Leonardos Inc., Door Dash, Lawrence Tech University, and Grosse Ile Country Club. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios enhanced by third-party managers and technology-driven tools such as automated tax-loss harvesting.

Brendan Hunt is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with seven years of industry experience. He has been with Hantz Financial Services since 2019 and previously worked at Hantz Tax and Business. Hunt also has experience in education, having worked at Eastern Michigan University since 2017 and at Jackson College from 2015 to 2017. Hantz Financial Services serves individual clients, 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 technology-enabled trade execution and tax-loss harvesting.

Peter Luther is a Series 66-credentialed financial advisor at Hantz Financial Services, Inc. in Canton, MI, with 16 years of industry experience, all of which he has spent at Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and advanced technologies like automated tax-loss harvesting and AI-assisted data aggregation.

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 at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at New York Life and Speedway before joining Hantz Financial Services. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios supplemented by third-party managers and employs advanced technology solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Maija Rettelle is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. Prior to joining Mariner, she worked at Bankers Life and Bankers Life Securities and has experience in both athletic retail and delivery services. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional capabilities in tax compliance and employer financial wellness tools.