Paul Wendling is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 46 years of industry experience. He has been with Commonwealth since 2001. Wendling also conducts fixed insurance sales as an agent from his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Morgan Warner is a financial advisor at Commonwealth Financial Network with one year of industry experience. They hold a Series 66 designation and have previously worked at firms including Raymond James & Associates Inc. and Plante Moran. Outside of finance, Warner has experience with Eastside Tennis and Fitness. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Yatouma is a financial advisor at Hantz Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2005. 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 it offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Kurt Davis is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Ameritas Advisory Services, National Life Group, and Mass Mutual. He is also involved as president of New Possibilities Medicare Solutions and New Possibilities Financial Group. United Planners Financial Services is a national wealth-management firm serving a diverse client base through independent advisors. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports advisors through a limited-partnership ownership structure.

Michael McClain is a financial advisor at Hantz Financial Services, Inc. with 34 years of industry experience. He has been with Hantz Financial Services since 1999 and holds a Series 63 designation. Outside of his advisory role, he is a partner in A&M Site Management, LLC, a commercial property management business. Hantz Financial Services serves a wide range of clients, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers diversified investment solutions, along with fiduciary retirement-plan services and affiliated financial product implementation capabilities.

Emily Leshan is a financial advisor with PNC Wealth Management in Washington, MI, holding a Series 66 designation and 13 years of industry experience. She has been with PNC investments since 2013, including a period at PNC Bank from 2013 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Ryan Quinn is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2023. He previously worked at Wealthcare Advisory Partners, LLC and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios with a primarily long-term investment approach.

Brian Masica is a financial advisor at Hantz Financial Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2008. 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 investment approach featuring ETF strategies and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities including a trust bank and in-house tax and business consulting.

Thomas Papandreou is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Prior to his current role, he worked at Country Chef from 2005 to 2016. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate 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 offers a range of financial planning, wealth management, and fiduciary services.

Steven Guglielmetti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Commonwealth since 2005 and also operates under the name First Financial Planners since 2000. Outside his advisory role, he is president and owner of several private entities related to securities and real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, compliance, and practice management. The firm offers multiple program structures and discretionary model portfolios, supporting advisors who provide customized financial advice under Commonwealth’s supervision.

Barak Henderson is a CFP®, ChFC®, and Series 66-registered advisor with 10 years of experience at Hantz Financial Services, Inc. He has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, including high-net-worth and non-HNW clients, as well as corporate and retirement plan sponsors through a multi-advisor platform offering financial planning, portfolio management, retirement consulting, and a range of model-based ETF strategies.

Robert Mcclain is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, all with Hantz Financial Services since 2004. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach focuses on model-driven ETF strategies supported by separately managed accounts and unified managed account solutions, with additional capabilities in private funds, alternative investments, and AI-assisted data analysis.

Steven Mezzo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at LPL Financial LLC, infinex Investments, Inc., and Flagstar Bank. Mezzo is based in Rochester Hills, MI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing. The firm’s approach includes third-party delegation for portfolio implementation and is currently available as an invitation-only pilot for PNC Bank employees.

Christopher Scheimer is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at The Leaders Group Inc, Sigma Financial Corporation, and Raymond James & Associates. Scheimer is also president of K1 Strategies, LLC, where he manages employees and markets insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Cortlin Marcinkowski is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. His prior experience includes roles at Credit Union One, Hantz Bank, and involvement with Oakland University and Suburban Ice Macomb. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach featuring ETF strategies, separately managed accounts, and unified managed accounts, supported by affiliated tax, business consulting, insurance, and mortgage services.

Brian Laurain is a financial advisor at Hantz Financial Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2012. 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 combined with separately managed accounts and unified managed account solutions, supported by affiliated banking, tax, and consulting services.

Gregory Miller is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with client accounts reviewed periodically and cash balances swept into its Advantage Bank Deposit Program.

Laura Mitten is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Investment Management, Thrivent Financial, Raymond James & Associates, and Charles Schwab. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Matthew Essmann is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and previously worked at CoreCap Advisors, LLC, CoreCap Investments, LLC, and Cornerstone Financial Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program managed in partnership with SigFig and operates as a broker-dealer and insurance agency.

Julie Zobeck is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Marine City, MI, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with FIFTH THIRD SECURITIES since 2001. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and an optional tax-overlay service.