Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, The Huntington Investment Company, J.P. Morgan Securities, and Grow Green LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

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.

Megan Pafford is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 credentials with 19 years of industry experience. She has been with Hantz Financial Services since 2006. 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 expanded implementation capabilities through affiliated banking, tax, insurance, and mortgage businesses.

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.

Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at the University of Michigan, Premier Pet Supply, and Berkley High School. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan clients through a multi-advisor platform managing about $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios and offers services including financial planning, wealth management, retirement consulting, and mortgage brokerage through affiliated agencies.

Logan Harkins is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Hantz Financial Services in 2025, he worked in education at Lawrence Tech University and several schools. Outside of finance, he has been involved with Soccer World since 2021. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual, corporate, and retirement plan clients through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-focused model portfolios with various strategies and offers a range of financial planning, wealth management, retirement consulting, and mortgage and insurance services through affiliated agencies.

Richard Grajewski is a financial advisor with PNC Wealth Management in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with PNC Investments LLC since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account designed for employees with existing PNC Bank online-banking credentials. The program uses algorithmic risk assessment to select model strategies managed and executed by PNC or third-party strategists.

Amy Lavoie is a CFP® and ChFC® with 21 years of industry experience. She has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 2004. Hantz Financial Services serves a diverse client base that includes individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs a model-driven ETF investment approach combined with separately managed accounts and unified managed account solutions, supported by affiliated entities including a state-chartered trust bank and in-house tax and business consulting services.

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.

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 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.

Charlene Reardon is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at Telemus Capital LLC for 11 years and Kovitz Investment Group Partners, LLC for 2 years before joining Focus Partners Wealth. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multiple asset classes and third-party managers.

Kassem Atwi is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. Prior to his advisory role, he held various positions including roles at DoorDash and the University of Michigan. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm uses a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Tyler Jones is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Endependence Financial. Outside of his advisory role, he facilitates access to estate planning document services for clients. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and operates a platform serving a large number of clients with standardized investment solutions.

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.

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.